| SHW |
Report |
Adjusted Diluted EPS (Q2 2026) |
IN-LINE |
pred ~$3.56 vs. cons $3.54 |
MEDIUM |
| SHW |
Report |
Consolidated Net Sales (Q2 2026) |
IN-LINE |
pred ~$6.62B vs. cons $6.60B |
MEDIUM |
| SHW |
Report |
Paint Stores Group (PSG) same-store sales growth (Q2 2026) |
MISS |
pred ~+1.0% vs. cons +2.5% |
MEDIUM |
| SHW |
Guide |
FY2026 Adjusted Diluted EPS guidance |
UNCHANGED |
guide ~$11.50-$11.90 ($11.70 midpoint) vs. cons $11.72 (FY2026) |
MEDIUM |
| SHW |
Guide |
FY2026 Consolidated Net Sales growth guidance |
UNCHANGED |
guide ~+4.5% (low-to-mid single digit) vs. cons +4.5% (FY2026) |
MEDIUM |
| SHW |
Guide |
FY2026 Raw material cost inflation outlook |
LOWER |
guide ~+6% (mid-to-high single digit) vs. prior guide/cons ~+4% low-to-mid single digit (FY2026) |
MEDIUM |
| SHW |
Guide |
PSG volume/demand trajectory (2H26 commentary) |
LOWER |
guide ~+1% low-single-digit vs. cons ~+2% (2H2026) |
LOW |
| SHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| SHW |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
Management's own timeline (propylene-driven raw material inflation hitting 'more materially' in Q2/2H) implies analysts must push H2 cost assumptions higher even if Q2 prints roughly in-line; a raised raw-material inflation outlook combined with softening PSG same-store trends (weak existing-home sales, 6.5% mortgage rates) forces sell-side to trim H2/FY26 EPS estimates over the following days, extending an initial negative reaction rather than reversing it. |
MEDIUM |