DailyIQ
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Sector:Basic MaterialsAll sectors
Last updated 1 minute ago

SHW·The Sherwin-Williams Company

$.
-. (-.%)
After Hours
High
$315.56
Open
$312.00
Market Cap
76.77B
52W High
$379.65
Low
$309.09
P. Close
$311.18
P/E
29.53
52W Low
$294.32
Fwd P/E
23.46
Mean Target
$381.45
Technical Score (1D)
23
SELL
News Sentiment
51
MIXED
Sherwin-Williams has partnered with ITS Logistics to enhance outbound volume from its Nevada distribution center, aiming to circumvent transportation capacity constraints during peak demand periods. This strategic move is designed to ensure smoother product flow and improve customer fulfillment. Investors should watch for the impact of this partnership on operational efficiency and its ability to meet demand surges in the coming weeks.
Earnings Summary
Sherwin-Williams is a global leader in the paints and coatings industry, manufacturing, distributing, and selling a comprehensive range of products for professional, industrial, and retail customers. Operating within the Basic Materials sector and the Specialty Chemicals industry, the company serves diverse markets with architectural paints, protective coatings, and performance coatings for specialized applications. In its most recent reported quarters, Sherwin-Williams demonstrated a mixed performance against analyst expectations. For Q1 2026, the company reported actual EPS of $2.35 against an estimate of $2.26917, and actual revenue of $5.6669 billion against an estimate of $5.56086775 billion, indicating a beat on both fronts. This follows a Q4 2025 where actual EPS was $2.23 versus an estimate of $2.1832, and actual revenue of $5.5959 billion against an estimate of $5.598856896 billion, showing an EPS beat but a slight revenue miss. The trend shows an acceleration in both EPS and revenue growth in the most recent periods compared to the prior two, with Q1 2026 showing significant positive movement. Historically, Sherwin-Williams has shown a trajectory of year-over-year growth, though specific beat/miss patterns can vary; for instance, Q2 2025 saw actual EPS of $3.38 miss the estimate of $3.80599, while Q3 2025 actual EPS of $3.59 beat the estimate of $3.4394. Recent news highlights Sherwin-Williams' strategic launch of a specialized coatings guide for AI data centers, targeting hyperscale and modular construction projects, a move designed to capitalize on the expanding digital infrastructure buildout. This initiative focuses on high-performance coatings crucial for mission-critical environments. Despite this forward-looking strategy and Q1 2026 sales growth of 6.8% driven by margin expansion and moderating raw material costs, the company's stock has experienced recent weakness, declining approximately 7% in the past month and 15% over three months. Investors will be watching for continued market share gains, the company's ability to navigate soft end markets, and how the new data center initiative contributes to future performance, especially given the recent share price pressure and analyst sentiment shifts. Key will be the company's ability to translate strategic initiatives into sustained financial outperformance and a recovery in valuation.

EPS

EstBeatMiss
$1.91$2.45$2.98$3.52$4.05Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.50 - -
Q1'26$2.27$2.35+3.6%
Q4'25$2.18$2.23+2.1%
Q3'25$3.44$3.59+4.4%
Q2'25$3.81$3.38-11.2%
Q1'25$2.16$2.25+4.1%

Revenue

EstBeatMiss
$5.1B$5.5B$6.0B$6.4B$6.9BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$6.7B - -
Q1'26$5.6B$5.7B+1.9%
Q4'25$5.6B$5.6B-0.1%
Q3'25 - $6.4B -
Q2'25 - $6.3B -
Q1'25 - $5.3B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SHW Stock Snapshot

SHW is currently trading at $310.94, giving The Sherwin-Williams Company a market cap of 76.77B and a P/E ratio of 29.5. Today's range spans $309.09–$315.56, with shares opening at $312.00 and moving down $0.24 (0.1%) from the prior close. DailyIQ's technical score sits at 23/100 (SELL) with a news sentiment reading of 51/100.

Over the past year SHW has traded between $294.32 and $379.65 - the current price is +5.6% off the 52-week low and -18.1% from the high. 33 analysts cover the stock with a Buy consensus and a mean 12-month target of $381.45 (range $330.00–$420.00), implying upside of +22.7%.

When SHW shows a SELL (23/100) alongside neutral sentiment (51/100), the right posture for most Basic Materials investors is reduced exposure rather than conviction buying. Price: $310.94 (in the lower half of its 52-week range). (P/E: 29.5) At 76.77B in capitalization, the structural support levels within the $294.32–$379.65 annual range are where the setup becomes reassessable - not before.

When a large-cap Basic Materials name with 76.77B in capitalization prints a SELL signal (23/100) alongside neutral news sentiment (51/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $310.94 (in the lower half of its 52-week range in the $294.32–$379.65 range), the structural support levels are where that sponsorship question gets answered.