业绩总结 - 2024年净销售额为231亿美元，较2023年增长了5.0%[55] - 2024年调整后的EBITDA为23.1亿美元，5年复合年增长率为7.7%[55] - 2024年调整后的每股收益为11.33美元，5年复合年增长率为10.0%[56] - 2024年公司运营现金流为32亿美元，5年复合年增长率为6.8%[58] - 2023年净收入为26.81亿美元，较2022年增长12.2%[95] - 2023年调整后EBITDA为44.91亿美元，较2022年增长6.0%[95] - 2023年调整后每股收益为10.35美元，较2022年增长7.5%[97] 用户数据 - 2024年涂料商店集团的净销售额为132亿美元，销售段利润率为22.0%[22] - 消费品品牌集团2024年净销售额为31亿美元，销售段调整后利润率为21.0%[31] - 性能涂料集团2024年净销售额为68亿美元，销售段调整后利润率为18.0%[39] - 消费品集团2023年净销售额为33.66亿美元，较2022年下降0.7%[92] - 性能涂料集团2023年净销售额为68.43亿美元，较2022年增长1.0%[92] 股东回报与投资 - 公司在过去十年中回购了5630万股股票，平均回购价格为每股206.94美元[62] - 2024年为连续第46年增加股息，股息每股为2.86美元[66] - 公司在过去十年中投资超过110亿美元于战略收购和股东回报[68] 费用与支出 - 2023年利息支出为4.16亿美元，较2022年下降0.4%[95] - 2023年折旧费用为2.97亿美元，较2022年增长1.7%[95] - 2023年商誉摊销费用为1.96亿美元，较2022年下降1.0%[97]

继今年2月17日宣布已与巴斯夫集团达成最终协议，计划以11.5亿美元的全现金交易收购巴斯夫的巴西建筑涂料业务后， 全球最大的涂料企业美国宣伟 （Sherwin-Williams）欲联合国际资本竞购巴斯夫涂料部门。如果成功竞购巴斯夫涂料部门，将是宣伟历史上继 2017年6月以113亿美元交易价格收购威士 伯后的第二大并购案。那么，宣伟缘何对巴斯夫涂料业务感兴趣？ 巴斯夫（BASF）首席财务官本月早些时候表示，这家德国化学品制造商将在第二季度试探市场，寻找潜在买家对其涂料部门的兴趣。巴斯夫发言人对彭 博新闻社表示："我们正在接近市场，为剩余的涂料业务探索战略选择。"彭博社无法立即核实该报道，巴斯夫也没有立即回应置评请求。 彭博社此前援引知情人士的信息报道称，巴斯夫聘请了美国银行（America Corp.）和摩根大通（JPMorgan Chase & Co.）就其涂料业务的潜在出售事项提 供建议。知情人士表示，这一过程预计将在今年第二季度末开始，一些银行一直在考虑为该交易提供约25亿欧元债务融资的可能性。 涂界记者注意到， 随着世界经济发展疲软，特别是高昂的能源价格，巴斯夫集团早在2023年就在酝酿着一项重大的出 ...

It has been about a month since the last earnings report for Sherwin-Williams (SHW) . Shares have added about 0.5% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Sherwin-Williams due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Sinc ...

PINOLE, CALIFORNIA - OCTOBER 22: A sign is posted in front of a Sherwin-Williams paint store on ... More October 22, 2024 in Pinole, California. (Photo by Justin Sullivan/Getty Images)Getty ImagesSherwin-Williams Co (NYSE: SHW) stock has increased by 18% over the past year, outperforming the S&P 500, which has risen nearly 12%. This increase prompts an important question for investors: Is SHW stock currently overpriced, and could it face a notable decline, possibly by 20-25% or even 30% down to $250?Well, h ...

I objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time), as they tend to paint a more realistic picture of the company’s prospects. I have been investing since 2013. Apart from what I’ve learned from experience, my knowledge comes from reading a vast number of stock market books over the years. Some of my favorites include 100 ...

The Sherwin-Williams Company (SHW) Q1 2025 Earnings Call April 29, 2025 03:12 PM ET Speaker0 Good morning. Thank you for joining the Sherwin Williams Company's review of first quarter twenty twenty five results and our outlook for the second quarter and full year of 2025. With us on today's call are Heidi Petz, chair, president and CEO Al Moustician, chief financial officer Paul Lang, chief accounting officer and Jim Jay, senior vice president, investor relations and communications. This conference call is ...

THE SHERWIN-WILLIAMS COMPANY UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended March 31, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 1-04851 (Registrant's telephone number including area code) | Title of each class | Trading Symbol | Na ...

The Sherwin-Williams Company (SHW) logged first-quarter 2025 earnings (as reported) of $2 per share, up around 1.5% from $1.97 in the year-ago quarter.Barring one-time items, adjusted earnings in the reported quarter were $2.25 per share, which beat the Zacks Consensus Estimate of $2.18.Sherwin-Williams posted revenues of $5,305.7 million, down around 1.1% year over year. Also, the figure missed the Zacks Consensus Estimate of $5,346.5 million. (Find the latest EPS estimates and surprises on Zacks Earnings ...

Q1 2025 Results April 29, 2025 FORWARD-LOOKING STATEMENTS Certain statements contained in this presentation constitute "forward-looking statements" within the meaning of federal securities laws. These forward-looking statements are based upon management's current expectations, predictions, estimates, assumptions and beliefs concerning future events and conditions and may discuss, among other things, anticipated future performance (including sales and earnings), expected growth, future business plans and the ...

Sherwin-Williams (SHW) reported $5.31 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 1.2%. EPS of $2.25 for the same period compares to $2.17 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $5.35 billion, representing a surprise of -0.76%. The company delivered an EPS surprise of +3.21%, with the consensus EPS estimate being $2.18.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...