Compared to Estimates, Sherwin-Williams (SHW) Q1 Earnings: A Look at Key Metrics

Core Insights - Sherwin-Williams reported $5.31 billion in revenue for Q1 2025, a year-over-year decline of 1.2% [1] - The company's EPS for the same period was $2.25, up from $2.17 a year ago, indicating a positive trend in earnings despite revenue decline [1] - The reported revenue fell short of the Zacks Consensus Estimate of $5.35 billion, resulting in a surprise of -0.76% [1] - The EPS exceeded the consensus estimate of $2.18, delivering a surprise of +3.21% [1] Revenue and Segment Performance - Net sales for the Paint Stores Group reached $2.94 billion, slightly above the average estimate of $2.92 billion, reflecting a year-over-year increase of +2.3% [4] - Consumer Brands Group reported net sales of $762.20 million, which is a decline of -6% compared to the previous year [4] - Performance Coatings Group's net sales were $1.60 billion, below the average estimate of $1.65 billion, representing a year-over-year decrease of -4.8% [4] - Administrative net sales were reported at $1.70 million, significantly higher than the estimated $1.14 million, showing a year-over-year increase of +21.4% [4] Store Metrics - The Paint Stores Group added 18 new stores, surpassing the average estimate of 9 new stores [4] - The total number of stores in the Paint Stores Group reached 4,791, slightly above the average estimate of 4,782 [4] Segment Profitability - Segment profit for the Paint Stores Group was $541.20 million, exceeding the average estimate of $520.36 million [4] - Adjusted segment profit for the Performance Coatings Group was $264.70 million, below the average estimate of $283.62 million [4] - Adjusted segment profit for the Consumer Brands Group was $162.70 million, above the average estimate of $155.01 million [4] Stock Performance - Sherwin-Williams shares have returned -4.9% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]