SHERWIN WILLIAMS CO — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Sherwin-Williams reported Q3 2026 net sales of $6.86B (+7.9% YoY), diluted EPS of $3.38 (+0.9%), and adjusted EPS of $3.63 (+1.1%). The company narrowed full-year 2026 diluted EPS guidance to $10.92–$11.22 (vs. $10.26 in 2025) and adjusted EPS to $11.85–$12.15 (vs. $11.43 in 2025). All three segments grew sales; Paint Stores Group same-store sales rose 3.9%. Gross margin declined 140 bps to 47.8% due to raw material/supply chain costs and Suvinil acquisition mix dilution. The company returned $749M to shareholders in Q3 and repurchased 7.1M shares year-to-date.
Why this rating
Routine earnings beat with modestly raised guidance in soft market; ~$500M revenue growth is <1% of market cap; margin pressure concerning but offset by strong execution.
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