Sherwin-Williams(US:SHW) ZACKS·2025-10-28 14:30Core Insights - Sherwin-Williams reported $6.36 billion in revenue for Q3 2025, a 3.2% year-over-year increase, with an EPS of $3.59 compared to $3.37 a year ago, exceeding both revenue and EPS consensus estimates [1][2] Financial Performance - Revenue of $6.36 billion surpassed the Zacks Consensus Estimate of $6.21 billion by 2.37% [1] - EPS of $3.59 exceeded the consensus estimate of $3.46 by 3.76% [1] - The stock has returned -2% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] Segment Performance - Paint Stores Group net new stores increased to 23, above the average estimate of 20 [4] - Total number of Paint Stores Group stores reached 4,834, slightly above the average estimate of 4,831 [4] - Net sales for Paint Stores Group were $3.84 billion, exceeding the average estimate of $3.72 billion, reflecting a year-over-year increase of 5.1% [4] - Consumer Brands Group net sales were $770.1 million, below the average estimate of $740.03 million, showing a year-over-year decline of 2.6% [4] - Performance Coatings Group net sales were $1.75 billion, slightly above the estimated $1.74 billion, with a year-over-year increase of 1.7% [4] - Administrative net sales were $1.3 million, below the average estimate of $1.42 million, representing a significant year-over-year decline of 27.8% [4] Profitability Metrics - Segment profit for Paint Stores Group was $954.3 million, exceeding the average estimate of $934.29 million [4] - Adjusted segment profit for Performance Coatings Group was $294.9 million, below the estimated $309.79 million [4] - Adjusted segment profit for Consumer Brands Group was $179.3 million, above the average estimate of $168.79 million [4]