Sherwin-Williams (SHW) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Sherwin-Williams reported revenue of $6.31 billion for the quarter ended June 2025, a year-over-year increase of 0.7% [1] - The company's EPS for the same period was $3.38, down from $3.70 a year ago, indicating a decline [1] - Revenue exceeded the Zacks Consensus Estimate of $6.28 billion by 0.49%, while EPS fell short of the consensus estimate of $3.76 by 10.11% [1] Financial Performance Metrics - Net New Stores in the Paint Stores Group were 20, matching analyst estimates [4] - The total number of Paint Stores remained at 4,811, consistent with analyst expectations [4] - Net sales for the Paint Stores Group reached $3.7 billion, slightly above the estimated $3.69 billion, reflecting a 2.3% increase year-over-year [4] - Consumer Brands Group net sales were $809.4 million, below the estimated $821.32 million, showing a decline of 4.1% year-over-year [4] - Performance Coatings Group net sales were $1.8 billion, exceeding the average estimate of $1.77 billion, but representing a 0.3% decrease year-over-year [4] - Administrative net sales were reported at $1.8 million, significantly higher than the estimated $0.97 million, marking a 100% increase year-over-year [4] - Segment profit for the Paint Stores Group was $916.5 million, below the average estimate of $948.97 million [4] - Adjusted segment profit for the Performance Coatings Group was $302.3 million, lower than the estimated $335.91 million [4] - Adjusted segment profit for the Consumer Brands Group was $181.4 million, compared to the average estimate of $212.74 million [4] Stock Performance - Sherwin-Williams shares have returned -0.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 5.9% [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]