Core Insights - Sherwin-Williams reported $5.6 billion in revenue for Q4 2025, a year-over-year increase of 5.6% and a surprise of +0.9% over the Zacks Consensus Estimate of $5.55 billion [1] - The EPS for the quarter was $2.23, compared to $2.09 a year ago, representing a surprise of +5.1% over the consensus estimate of $2.12 [1] Financial Performance Metrics - The stock has returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - Sherwin-Williams holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Segment Performance - Net New Stores in the Paint Stores Group totaled 19, below the estimated average of 33 [4] - Total stores in the Paint Stores Group were 4,853, slightly below the average estimate of 4,867 [4] - Net Sales for the Paint Stores Group were $3.13 billion, compared to the estimated $3.15 billion, reflecting a +2.7% change year-over-year [4] - Net Sales for the Consumer Brands Group reached $824.7 million, exceeding the estimated $790.88 million, with a +24.5% change year-over-year [4] - Net Sales for the Performance Coatings Group were $1.64 billion, slightly above the estimated $1.63 billion, representing a +3.3% change year-over-year [4] - Administrative net sales were reported at $2 million, significantly higher than the average estimate of $1.04 million, marking an +81.8% year-over-year change [4] Profitability Metrics - Segment Profit for the Paint Stores Group was $649.5 million, surpassing the average estimate of $633.56 million [4] - Adjusted Segment Profit for the Performance Coatings Group was $312.8 million, exceeding the estimated $270.54 million [4] - Adjusted Segment Profit for the Consumer Brands Group was $87.3 million, slightly below the average estimate of $89.54 million [4]

Core Insights - Cheesecake Factory reported revenue of $927.2 million for the quarter ended March 2025, reflecting a 4% increase year-over-year [1] - The company's EPS was $0.93, up from $0.73 in the same quarter last year, exceeding the consensus estimate of $0.81 by 14.81% [1] - The revenue surpassed the Zacks Consensus Estimate of $925.55 million by 0.18% [1] Financial Performance Metrics - Comparable restaurant sales for The Cheesecake Factory were reported at 1%, slightly below the nine-analyst average estimate of 1.2% [4] - North Italia's comparable restaurant sales were down 1%, compared to the eight-analyst average estimate of 1.4% [4] - Total number of company-owned restaurants was 355, below the average estimate of 359 by eight analysts [4] Revenue Breakdown - Revenues from The Cheesecake Factory restaurants were $672.73 million, slightly below the estimated $673.38 million, representing a year-over-year increase of 0.7% [4] - Revenues from Other segments were $83.63 million, compared to the average estimate of $84.31 million, showing a year-over-year increase of 6.8% [4] - Revenues from Other FRC were $87.42 million, exceeding the average estimate of $86.99 million, with a year-over-year change of 17.8% [4] - Revenues from North Italia were $83.41 million, surpassing the estimated $81.63 million, reflecting a 17.7% increase year-over-year [4] Stock Performance - Cheesecake Factory shares have returned -2.4% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]