Sherwin-Williams Q2 2026: sales up 7.5%, EPS up 14.3%, guidance raised
Sherwin-Williams beat its own sales expectations in Q2 2026 and raised full-year profit guidance, so the quarter reads Bullish despite soft demand. Revenue rose 7.5% to $6.79 billion and net income reached $843.6 million. Adjusted EPS of $3.70 topped the $3.5546 consensus, while GAAP EPS of $3.43 did not — that gap is mostly Valspar amortization.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS climbed 14.3% to $3.43, and adjusted EPS rose 9.5% to $3.70. Adjusted EPS beat the $3.5546 consensus, while GAAP EPS fell short of it because of $0.20 of Valspar amortization and $0.07 of restructuring charges. SG&A fell to 31.0% of sales from 31.9%, which is where much of the profit leverage came from.
Revenue rose 7.5% to $6.79 billion, with same-store sales in Paint Stores up 4.2%. All three segments grew, led by Consumer Brands at 21.5%, which got a lift from the Suvinil acquisition. The gain came from price, volume and share gains rather than a stronger market — the CEO said demand showed no meaningful improvement.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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