The Sherwin-Williams Company (NYSE:SHW) Update / Briefing November 04, 2025 10:00 AM ET Company ParticipantsJim Jaye - SVP of Investor RelationsAl Mistysyn - CFOVincent Andrews - Managing DirectorBen Meisenzahl - SVP of FinanceHeidi Petz - President and CEOConference Call ParticipantsChris Parkinson - Senior Research AnalystArun Viswanathan - Senior Equity AnalystOperatorGood morning. Thank you for joining the Sherwin-Williams Conference to discuss the election of the company's next Chief Financial Officer, ...

Accessibility StatementSkip Navigation Selection is the result of a disciplined succession process to ensure a seamless transition focused on continued profitable growth, disciplined capital allocation and financial excellence CLEVELAND, Nov. 3, 2025 /PRNewswire/ -- The Sherwin-Williams Company (NYSE: SHW) announced today that its Board of Directors has elected Benjamin E. Meisenzahl to serve as the Company's next Chief Financial Officer (CFO), effective January 1, 2026. Mr. Meisenzahl, 44, has served as ...

文章核心观点 - 长期持续增加股息的公司能使投资者在长期内变得非常富有 [1] - 在股市致富最可能的途径是选择能够持续数十年增长的股息成长股 这需要一致性、耐心和选择正确的股票 [1] - 历史数据显示 股息增长者和初始发放者在长期内表现优于其他类型股票 [2] - 拥有这些股票作为多元化投资组合的一部分并复投股息 可能随时间推移帮助任何人成为百万富翁 [2] 股息增长策略 - 持续增加股息的公司通常拥有持久的盈利能力、审慎的管理层以及长期的销售和收益增长机会 [4] - 股息增长公司倾向于拥有竞争优势带来的持久利润 以及保持良好财务状况的审慎管理 [4] 微软 (MSFT) - 公司已连续23年增加股息 在持续投资于人工智能和云计算等创新领域的情况下 这一成就令人印象深刻 [3] - 业务多元化 在消费级和企业级软件、基础设施、游戏等领域均有强大影响力 [3] - 拥有3849亿美元市值 毛利率为68.76% 股息收益率为0.01% [5] - 广泛的产品和服务范围意味着增长机会众多 其长期增长前景应在可预见的未来转化为可观的股息增长 [5] 麦当劳 (MCD) - 通过特许经营革新了餐饮业 成为房地产巨头 目前在100个国家拥有超过44,000家门店 [6] - 从特许权使用费和费用中产生稳定收入 管理层已连续49年增加股息 [7] - 在全球人口增长的背景下 公司应能继续提供稳定增长 [7] 自动数据处理 (ADP) - 销售一系列基于云的产品和服务 帮助企业管理人员 服务涵盖薪资、培训、税务、法律和法规合规等复杂领域 [8] - 拥有1050亿美元市值 毛利率为50.41% 股息收益率为0.02% [9] - 尽管对劳动力市场的敏感性可能影响其业务表现 但公司拥有50年的股息增长记录 [9] 宣伟 (SHW) - 是知名的行业领导者 拥有强大的门店网络服务于DIY房主 并在专业承包商中享有盛誉 [10] - 其业务不受技术变革影响 尽管已连续46年增加股息 但股息支付率仅为2025年盈利预期的28% [11] - 尽管股息收益率为0.9% 但公司很可能年复一年地继续增加股息 [11] 沃尔玛 (WMT) - 是美国最大的零售商 约90%的美国人居住在沃尔玛门店的短途驾驶距离内 [12] - 已成功利用其供应链成为领先的在线零售商 [12] - 拥有8070亿美元市值 毛利率为24.39% 股息收益率为0.01% [13] - 已积累了超过50年不间断的年度股息增长 股息支付率仍低于2025年盈利预期的40% [14]

财务业绩 - 公司第三季度利润超出华尔街预期 [1] - 业绩增长由高性能涂料和全球建筑涂料的销售额与价格上涨驱动 [1]

Key Takeaways Sherwin-Williams posted Q3 earnings of $3.35 per share, up 5.3% year over year.Q3 revenues rose 3.2% to $6.36B, driven by higher Paint Stores segment sales and pricing.SHW now expects 2025 adjusted EPS of $11.25-$11.45 with low single-digit sales growth.The Sherwin-Williams Company (SHW) reported third-quarter 2025 earnings of $3.35 per share, up around 5.3% from $3.18 in the year-ago quarter.Barring one-time items, adjusted earnings were $3.59 per share, which beat the Zacks Consensus Estimat ...

We remain confident our approach is the right one to continue winning near term, and it leaves us well-positioned for when the demand cycle eventually turns. Let me now provide some color on our third-quarter segment performance. Sales in Paint Stores Group increased by a mid-single-digit percentage with price mix up at the high end of low single digits and volume up low single digits. This solid top-line performance is not due to any market improvement in demand but rather clear evidence that our growth in ...

The Sherwin-Williams Company (NYSE:SHW) Q3 2025 Earnings Call October 28, 2025 10:00 AM ET Company ParticipantsJosh Spector - Executive Director of Chemicals Equity ResearchVincent Andrews - Managing DirectorJim Jaye - SVP of Investor Relations and CommunicationsAl Mistysyn - SVP of Finance and CFOHeidi Petz - President and CEOGreg Melich - Senior Managing DirectorMike Sison - Managing DirectorChuck Cerankosky - Managing Director and PrincipalConference Call ParticipantsDavid Begleiter - Managing Director a ...

The Sherwin-Williams Company (NYSE:SHW) Q3 2025 Earnings Call October 28, 2025 10:00 AM ET Speaker5Good morning. Thank you for joining The Sherwin-Williams Company's review of the third quarter 2025 results and our outlook for the full year of 2025. With us on today's call are Heidi Petz, President and CEO; Al Mistysyn, Chief Financial Officer; Paul Lang, Chief Accounting Officer; and Jim Jaye, Senior Vice President, Investor Relations and Communications. This conference call is being webcast simultaneously ...

Sherwin-Williams (SHW) reported $6.36 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3.2%. EPS of $3.59 for the same period compares to $3.37 a year ago.The reported revenue represents a surprise of +2.37% over the Zacks Consensus Estimate of $6.21 billion. With the consensus EPS estimate being $3.46, the EPS surprise was +3.76%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Q3 2025 Results October 28, 2025 CAUTIONARY STATEMENT REGARDING FORWARD LOOKING INFORMATION 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 gro ...