The Sherwin-Williams Company · SHW · Next earnings

The Sherwin-Williams Company reports Tuesday, Oct 27, 2026

SHW reports before market open with consensus EPS at $3.66 and revenue at $6.79B. Last quarter: SHW Q1 2026: Sales Beat, Margins Expand, but Raw-Material Costs Loom

Reports Before market open37 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $3.66 Calendar consensus
Consensus revenue $6.79B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where SHW left off: FY2026 Q1

Full report

SHW Q1 2026: Sales Beat, Margins Expand, but Raw-Material Costs Loom

EPS surprise +3.5% Reported $2.35 vs $2.27
Revenue surprise +1.9% Reported $5.67B vs $5.56B
Stock move -3.5% Event window
Subsequent drift -4.4% Up to 20 sessions

Full-year 2026 guidance for sales, earnings, and SG&A was maintained, unchanged from the prior quarter despite higher raw-material cost expectations. Management characterized this as achievable through surgical pricing and cost-out initiatives. The select commodity inflation qualifier from prior guidance language was removed. Volume guidance was adjusted to a low-single-digit decline.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Volatile raw-material prices (propane, natural gas, propylene) and the impact of Middle East conflict on supply chains.
  • Soft demand in North America and potential for further volume declines.
  • Foreign-currency translation headwinds and inflationary pressure on SG&A.
  • Uncertainty around the magnitude and timing of additional price increases.

Questions analysts left open

  • Details and sustainability of the surgical pricing approach.
  • Extent and timing of raw-material inflation and its margin impact.
  • Rationale for lowering volume guidance to a low-single-digit decline.
  • Impact of the Suvenil acquisition on future profitability.
  • Removal of the select commodity inflation term from prior guidance language.

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Recent SHW quarters

All SHW earnings
-3.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.