Sherwin-Williams(SHW)

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Sherwin-Williams(SHW) - 2025 Q2 - Quarterly Results
2025-07-22 11:04
Exhibit 99.1 NEWS The Sherwin-Williams Company • 101 W. Prospect Avenue • Cleveland, Ohio 44115 • (216) 566- 2000 The Sherwin-Williams Company Reports 2025 Second Quarter Financial Results CLEVELAND, July 22, 2025 - The Sherwin-Williams Company (NYSE: SHW) announced its financial results for the second quarter ended June 30, 2025. All comparisons are to the second quarter of the prior year, unless otherwise noted. SUMMARY CEO REMARKS "Sherwin-Williams continued to execute on our consistent and disciplined s ...
Why Earnings Season Could Be Great for SherwinWilliams
ZACKS· 2025-07-21 13:36
Investors are always looking for stocks that are poised to beat at earnings season and The Sherwin-Williams Company (SHW) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because SherwinWilliamsis seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is ...
Seeking Clues to Sherwin-Williams (SHW) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-07-17 14:15
Wall Street analysts expect Sherwin-Williams (SHW) to post quarterly earnings of $3.76 per share in its upcoming report, which indicates a year-over-year increase of 1.6%. Revenues are expected to be $6.29 billion, up 0.2% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings release, it is of ...
Sherwin-Williams Q2 Preview: Weak Housing Market To Pressure Topline Growth
Seeking Alpha· 2025-07-14 17:29
I reiterated a Sell rating on The Sherwin-Williams Company (NYSE: SHW ) in October 2024, highlighting its hefty stock valuation. Since then, its stock price has significantly underperformed compared to the S&P 500 (SP500, SPX). I think the current weak housing market willAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opi ...
总部面对面 | 以科技书写“绿色答卷” 全球涂料龙头企业持续扩大在沪投资
Sou Hu Cai Jing· 2025-06-26 14:28
Core Insights - Sherwin-Williams is strategically expanding its operations in China, with four modern production bases and four specialized laboratories established to meet diverse market demands [1] Group 1: Sustainable Development and Innovation - The company is actively investing in green product development and technological innovation, launching products that align with sustainable development goals [2] - The recently introduced EB series electron beam curing paint utilizes a groundbreaking "instant curing" technology, which is more energy-efficient and environmentally friendly compared to traditional methods, consuming only 1%-5% of the energy [2] - Sherwin-Williams has established the world's first paint odor evaluation center to address consumer sensitivity to odors in wood coatings, collaborating with industry associations to develop standards for odor evaluation [2][3] Group 2: Industry Applications and Collaborations - The company has successfully applied water-based coatings in the Shanghai Metro, marking the first fully water-based coating line in the city, with plans for future applications in new metro lines [5] - In the food packaging sector, Sherwin-Williams has introduced BPA-free coatings, significantly reducing carbon emissions by 75% during the recycling of metal food packaging, with major brands like Coca-Cola and Budweiser adopting this technology [5] - The company has partnered with leading universities and research institutions in China to advance core technologies in environmentally friendly materials [3] Group 3: Commitment to Shanghai - Shanghai is a key focus for Sherwin-Williams in its Asia strategy, with the establishment of its Asia headquarters and a long history of operations in the city since 1930 [6][9] - The company has seen significant growth in Shanghai, benefiting from an optimized business environment that supports investment and operational stability [9]
用行动“投票”!外资巨头为何看好上海
Guo Ji Jin Rong Bao· 2025-06-26 10:02
Group 1: Sherwin-Williams Company - Sherwin-Williams, founded in 1866 and headquartered in Cleveland, Ohio, is a global leader in the paint and coatings industry, operating in over 120 countries with more than 64,000 employees [2] - In China, Sherwin-Williams focuses on industrial coatings, with products including industrial wood coatings, general industrial coatings, packaging, coil and profile coatings, automotive, and heavy-duty protective and marine coatings [2] - The company has established four modern production bases and four specialized laboratories in China, employing approximately 1,600 local staff to meet the diverse needs of the Chinese market [2][5] - Sherwin-Williams has transitioned from being a mere product supplier to a participant and promoter of industry standards, having established the first odor evaluation center in the industry and collaborated with various organizations to promote relevant group standards [2][5] - The company has witnessed Shanghai's growth and has participated in the construction of several landmark projects, benefiting from strong support from local government [5][6] - Looking ahead, Sherwin-Williams aims to deepen its regional layout in China, focusing on customer-centric solutions to enhance its market leadership [6] Group 2: LEGO Group - LEGO Group is set to open the largest LEGO theme park in the world, the Shanghai LEGO Resort, on July 5, which has garnered significant public interest [7] - The company has established over 400 retail stores across China, including eight flagship stores and five benchmark stores, focusing on immersive, customized, and scenario-based brand experiences [9] - LEGO has actively engaged in various promotional activities in Shanghai, including the "LEGO World Play Festival" and collaborations with local events to enhance brand visibility [11] - The company has launched 29 new products inspired by Chinese culture during the China International Import Expo, demonstrating its commitment to integrating with local culture [11][12] - The success of the expo has facilitated LEGO's transition from an exhibitor to an investor, exemplified by the establishment of the Shanghai LEGO Resort project [12]
The Sherwin-Williams Company (SHW) Earnings Call Presentation
2025-06-23 12:14
2025 Investor Presentation Forward-Looking Statements 2 Uniquely Positioned for Delivering Above-Market Growth Unique Assets Innovative Products & Services Growth Opportunities Value Creation Responsive Supply Chain Customer Data & Connectedness Consistent Investment in the Business Strengthens Our Market Leading Position 3 Strong Balance Sheet & Cash Generation Disciplined Capital Allocation Controlled Distribution Model Depth of Talent & Ownership Culture Differentiated Solutions Delivered to our Customer ...
【聚焦】估值近500亿!涂料巨头宣伟欲联合国际资本竞购巴斯夫涂料部门
Sou Hu Cai Jing· 2025-06-01 07:52
Group 1 - Sherwin-Williams aims to jointly bid for BASF's coatings division, which is valued at approximately €6 billion (around $6.81 billion) [4][6] - The acquisition, if successful, would mark Sherwin-Williams' second-largest merger after the $11.3 billion acquisition of Valspar in June 2017 [1][4] - BASF is exploring strategic options for its coatings business, including potential partnerships or full divestiture, as part of a broader strategy to focus on core operations [7][8] Group 2 - BASF's coatings division includes automotive coatings solutions, surface treatment technologies, and decorative coatings, with significant applications across various industries [10] - In 2024, BASF's coatings division is projected to generate sales of €4.28 billion, a decrease of 2.4% year-over-year [10] - The automotive coatings segment is crucial for Sherwin-Williams, contributing approximately 15% to its high-performance coatings revenue of $6.797 billion in 2024 [14][19] Group 3 - The automotive coatings business of BASF accounts for 65% of its total coatings revenue, with OEM coatings making up 48% and automotive refinish coatings 17% [19] - A successful acquisition would enhance Sherwin-Williams' competitive position in the global automotive coatings market and expand its market share, particularly in the OEM segment [19][20] - Sherwin-Williams has experienced a slowdown in sales growth, with an average growth rate of 5.32% over the past five years, making the acquisition a strategic move to boost performance and market presence [20]
Why Is Sherwin-Williams (SHW) Up 0.5% Since Last Earnings Report?
ZACKS· 2025-05-29 16:36
Core Viewpoint - Sherwin-Williams shares have increased by approximately 0.5% since the last earnings report, which is underperforming compared to the S&P 500 [1] Group 1: Earnings Report and Market Reaction - The recent earnings report indicates that estimates for Sherwin-Williams have trended downward over the past month [2] - The stock has received a subpar Growth Score of D and a Momentum Score of D, while the Value Score is rated F, placing it in the lowest quintile for investment strategies [3] Group 2: Outlook and Future Expectations - The overall VGM Score for Sherwin-Williams is F, suggesting a lack of attractiveness across multiple investment strategies [3] - The downward trend in estimates indicates a negative outlook, with Sherwin-Williams holding a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [4]
Is SHW Stock Trading Too High?"
Forbes· 2025-05-29 11:03
Core Insights - Sherwin-Williams Co (NYSE: SHW) stock has increased by 18% over the past year, outperforming the S&P 500's nearly 12% rise, raising questions about its current valuation and potential for a decline of 20-30% [1] - The stock is trading at approximately $359 per share, which is nearly 28 times its free cash flow, indicating a cash flow yield of about 3.6%, contrasting with Nvidia's 50 times cash flow multiple [1] - Sherwin-Williams' revenue growth has been significantly lower at around 5% over the last three years and only 0.2% in the past twelve months, making its high valuation difficult to justify [1] Financial Performance - Sherwin-Williams reported record consolidated net sales of $23.10 billion for 2024, driven by growth in the Paint Stores Group [2] - Diluted net income per share increased by 14.1% to $10.55, and adjusted EBITDA rose by 6.0% to $4.49 billion [2] - The company generated strong cash flow with $3.15 billion in net operating cash and returned $2.46 billion to shareholders through dividends and share repurchases [2] Market Position and Strategy - The company has consistently expanded its retail presence, opening new stores to capture a larger market share, which, along with effective pricing strategies, has bolstered sales and margins [3] - Cost-saving measures, including supply chain optimization and productivity improvements, have enhanced margins and allowed the company to manage market difficulties effectively [3] Growth Concerns - Sherwin-Williams has projected lower-than-anticipated annual profits, raising concerns about short-term growth due to weak demand in significant end markets such as housing, automotive, and aerospace [4] - The company may need to be valued comparably to others achieving 5% revenue growth, questioning its ability to maintain that growth [4] Raw Material Challenges - The production of paints and coatings is heavily dependent on raw materials like titanium dioxide and petrochemical derivatives, with price fluctuations potentially squeezing margins [5] - The company may face challenges in passing on higher costs to consumers, especially in competitive markets [5] Long-term Outlook - As the largest paint and coatings company in the U.S., Sherwin-Williams holds a leading position in North America's professional paint sector, operating over 5,000 company-owned stores [6] - Long-term demand for housing, renovations, and urban development supports the company's growth, alongside the aging housing stock in the U.S. generating a constant need for repainting and maintenance [6]