| SHW |
Report |
Q2'26 Adjusted diluted EPS |
IN-LINE |
pred ~$3.58 vs. cons $3.55 |
MEDIUM |
| SHW |
Report |
Q2'26 Net sales |
MISS |
pred ~$6.50B vs. cons $6.62B |
MEDIUM |
| SHW |
Report |
Paint Stores Group sales (volume tell) |
MISS |
pred ~$3.78B vs. cons $3.85B |
LOW |
| SHW |
Guide |
FY2026 Adjusted EPS guide |
UNCHANGED |
guide ~$11.70 midpoint (reaffirm $11.50-$11.90) vs. cons $11.77 (FY2026) |
MEDIUM |
| SHW |
Guide |
FY2026 Net sales growth guide |
UNCHANGED |
guide ~+3% (low-to-mid single digit) vs. cons ~+4% (FY2026) |
LOW |
| SHW |
Guide |
FY2026 raw-material inflation / gross-margin commentary |
UNKNOWN |
guide ~mid-single-digit inflation vs. prior low-to-mid single digit (FY2026 H2) |
LOW |
| SHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| SHW |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
EPS lands roughly in-line while revenue/volumes stay soft and management merely reaffirms an FY guide whose $11.70 midpoint sits below the $11.77 consensus. With propylene/raw-material inflation ramping into H2 and PSG volumes still weak, the reaffirm is implicitly a cut versus where the Street sits; out-period estimates drift lower and the ~5% pre-print bounce (July 23 $310.5 to $327.3) unwinds, so the modest day-1 downside follows through rather than reverses. |
LOW |