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, ...

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 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 ...

Sherwin-Williams's third quarter profit rose thanks to its paint stores group driving revenue growth. ...

公司投资亮点 - 公司被华尔街分析师列为12支最具前景的股息股之一 [1] - 公司持续46年增加股息支付 若再持续4年将跻身股息之王行列 [4] - 季度股息为每股0.79美元 股息收益率约为0.94% [4] 财务与股息政策 - 过去十年公司维持保守的派息比率约为26.6% [3] - 股息支付由强劲的自由现金流充分覆盖 具备持续性和稳定性 [3] 业务规模与历史 - 公司历史可追溯至1866年 在涂料行业拥有悠久传承 [2] - 业务从小型涂料企业发展为行业主要参与者 产品涵盖汽车船舶涂料 工业木器漆等多种应用 [2] - 拥有超过5400家门店和分支机构 以及超过140个制造与分销中心 [2]

家得宝业绩表现 - 第二财季销售额同比增长4.9%至453亿美元，为两年多来最强表现 [1][7] - 16个部门中有12个实现同店销售额正增长，存储、油漆和季节性商品类别表现强劲 [3][7] - 公司预计当前财年销售额将同比增长2.9%，但每股收益预计下降1.4% [9] 家得宝战略重点 - 专业客户（Pro）加速策略是关键增长支柱，通过整合SRS Distribution和计划收购GMS来增强服务专业复杂项目的能力 [2][7] - 整合SRS Distribution超出预期，计划收购GMS将增加超过1200个分销点 [2] - 自助（DIY）活动复苏，公司通过技术、供应链效率和更快的配送能力来提升客户体验 [1][3] 行业竞争格局 - 劳氏公司通过运营效率、专业客户扩张和成本控制来提升竞争力，其“整体家居”战略侧重于为DIY和专业客户提供完整的项目解决方案 [4] - Floor & Decor在硬表面地板领域是高增长专家，采用仓库式模式，注重直接采购和低价格，吸引专业安装工和注重价值的业主 [5] 财务与估值指标 - 家得宝远期市销率为2.28倍，高于行业的1.62倍 [8] - 家得宝股价在过去一年下跌7%，同期行业下跌9% [6] - 市场预期公司下一财年销售额将增长4.46%至1714.9亿美元，每股收益将增长8.47%至16.30美元 [12][13]

公司运营调整 - 公司宣布将暂停其401(k)匹配计划 [1] - 暂停原因为关税影响及销售业绩不佳 [1]