| SHW |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$3.60 vs. cons $3.56 |
MEDIUM |
| SHW |
Report |
Consolidated net sales (Q2 2026) |
IN-LINE |
pred ~$6.64B vs. cons $6.61B |
MEDIUM |
| SHW |
Report |
Paint Stores Group net sales (Q2 2026) |
BEAT |
pred ~$3.87B vs. cons $3.82B |
MEDIUM |
| SHW |
Guide |
Adjusted EPS guidance midpoint |
LOWER |
guide ~$11.70 vs. cons $11.78 (FY2026) |
HIGH |
| SHW |
Guide |
Consolidated net-sales growth guidance midpoint |
LOWER |
guide ~4.0% vs. cons 4.3% (FY2026) |
MEDIUM |
| SHW |
Guide |
Consolidated net-sales growth guidance midpoint |
LOWER |
guide ~3.5% vs. cons 5.0% (Q3 2026) |
MEDIUM |
| SHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.2% |
— |
MEDIUM |
| SHW |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
A modest Q2 beat is outweighed by out-period math: FY2026 adjusted EPS guidance midpoint of ~$11.70 versus consensus $11.78 and Q3 sales growth of ~3.5% versus consensus 5.0% imply downward second-half estimate revisions as raw-material inflation accelerates. |
MEDIUM |