| SHW |
Report |
Adj. EPS (Diluted Operating) |
BEAT |
pred ~$3.60 vs. cons $3.52 |
MEDIUM |
| SHW |
Report |
Total Revenue |
IN-LINE |
pred ~$6.65B vs. cons $6.59B |
MEDIUM |
| SHW |
Report |
PSG Same-Store Sales Growth |
MISS |
pred ~+2.0% vs. cons +2.66% |
MEDIUM |
| SHW |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide $11.50-$11.90 reaffirmed vs. cons $11.747 |
MEDIUM |
| SHW |
Guide |
Raw Material Inflation (FY 2026) |
LOWER |
guide raised to mid-single digits vs. prior low-to-mid single digits |
MEDIUM |
| SHW |
Guide |
PSG Full-Year SSS (FY 2026) |
LOWER |
guide trimmed to flat-to-low single digit vs. cons ~+3.7% |
MEDIUM |
| SHW |
Guide |
Q3 Revenue (Q3 2026) |
BETTER |
guide ~$6.3-6.4B vs. cons $6.20B |
LOW |
| SHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| SHW |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side cuts H2 volume and gross margin assumptions; estimate revision pressure persists as raw material inflation raise flows through models |
MEDIUM |