Sherwin-Williams Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy SHW?
Source: seekingalpha
- Performance Growth: In 2025, Sherwin-Williams achieved record full-year consolidated sales and adjusted diluted earnings per share, with adjusted EBITDA growing by 13.4%, demonstrating the company's resilience in a challenging market environment.
- Acquisition and Investment: The company completed the acquisition of Suvinil and returned $2.5 billion to shareholders through share repurchases and dividends, indicating its commitment to strategic investments and market share expansion.
- Employee Benefit Restoration: Sherwin-Williams reinstated the 401(k) matching program for U.S. employees, aiming to protect jobs and retain talent, reflecting the company's focus on long-term health.
- Future Outlook: Management expects consolidated sales to grow low to mid-single digits in 2026, with adjusted diluted earnings per share projected between $11.50 and $11.90, indicating cautious optimism for future market conditions.
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Analyst Views on SHW
Wall Street analysts forecast SHW stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 372.600
Low
370.00
Averages
392.92
High
422.00
Current: 372.600
Low
370.00
Averages
392.92
High
422.00
About SHW
The Sherwin-Williams Company is engaged in the manufacture, development, distribution, and sale of paint, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America with additional operations in the Caribbean region, Europe, Asia and Australia. Its Paint Stores Group segment is engaged in servicing the needs of architectural and industrial paint contractors and do-it-yourself homeowners. The Consumer Brands Group segment manufactures and distributes a broad portfolio of branded and private-label architectural paint, stains, varnishes, industrial products, wood finishes products, wood preservatives, applicators, corrosion inhibitors, aerosols, caulks and adhesives to retailers, including home centers and hardware stores, dedicated dealers and distributors. The Performance Coatings Group segment develops and sells industrial coatings for wood finishing and general industrial (metal and plastic) applications and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Sherwin-Williams Shows Optimistic Recovery Ahead
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- Dividend Growth and Market Confidence: The company has raised its dividend for the 47th consecutive year by 10.5%, nearing “Dividend King” status, indicating strong financial resilience in adversity and attracting investors seeking growth and income.
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