$SHW

Sherwin-Williams: Q3 Earnings Snapshot

Sherwin-Williams (SHW) reported Q3 earnings of $821M, or $3.38 per share, missing estimates of $3.65 per share. Revenue was $6.86B, beating forecasts. The company expects full-year earnings of $11.85-$12.15 per share.

Original reporting
Published Oct 27, 2026, 11:08 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 27, 2026, 11:17 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Sherwin-Williams: Q3 Earnings Snapshot — source image
Decision brief

The 30-second read

$SHWBearishHigh
01

Why it matters

The earnings miss could prompt a short‑term pullback, but revenue beat may support longer‑term stability.

02

Market read

First‑report earnings data provides actionable insight for traders with exposure to SHW or the broader consumer discretionary sector.

03

What to watch

Guidance range still implies solid annual earnings; cost pressures could be a factor.

Relevance 8/10Novelty 8/10Timing: after‑hours release

Background

Sherwin‑Williams is a leading paint and coatings manufacturer with a market cap over $70 B.

Company-level read

Ticker impact

$SHWBearishHigh confidence
Context

Sherwin‑Williams reported Q3 earnings of $3.38 EPS, missing consensus of $3.65, and gave FY guidance of $11.85‑$12.15 per share.

Expected impact

likely modest decline as market prices in the EPS miss

Evidence & confidence

The miss versus analysts' expectations is fresh data and the guidance range is below prior expectations, prompting traders to adjust positions.

Market effects

Paint and coatings sector may see slight pressure as a major player missed EPS.

U.S. consumer discretionary equities could be modestly affected.

Limited to investors with exposure to Sherwin‑Williams and related suppliers.

Counterpoint

Revenue beat suggests underlying demand strength; the EPS miss may be a temporary accounting effect.

Key entities

  • Sherwin‑Williams Co.

    Paint and coatings maker reporting Q3 results.

Related articles

$KOMed

Early third-quarter earnings show a 'resilient' U.S. consumer, with signs of strain

Several companies reported third-quarter earnings, highlighting 'resilient' U.S. consumer spending despite inflation. Coca-Cola (KO) beat expectations, raising its full-year forecast. Royal Caribbean (RCL) saw increased bookings, while Sherwin-Williams (SHW) reported sales growth. UPS (UPS) exceeded estimates, raising its revenue outlook. Whirlpool (WHR) missed expectations and cut guidance. Retail sales rose 0.8% in September, driven by gas station spending.

$SHWHighAI 9/10

Sherwin-Williams (SHW) Q3 2026 Earnings Call Transcript

Sherwin-Williams (SHW) reported Q3 2026 net sales of $6.86B, up 7.9%, and adjusted EPS of $3.63, up 1.1%. Growth was driven by price increases and volume growth across all segments. The company narrowed its full-year EPS guidance to $11.85-$12.15 and announced a $75M cost-savings program for 2027. Management cited higher raw material costs and demand choppiness as risks.

$SHWHighAI 8/10

RBC Capital maintains Sherwin-Williams stock rating, $26 price target

RBC Capital kept its Sector Perform rating and $26 price target for Sherwin-Williams (SHW). SHW's Q3 EPS of $3.63 missed estimates, with EBITDA at $1.4B. Higher costs offset sales growth. SHW narrowed its 2026 EPS guidance to $11.85-$12.15. Q4 sales growth is expected to be mid-single-digit, with EPS at $2.32 midpoint. SHW announced an 8% price increase for its Paint Stores Group.