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SHSHW

The Sherwin-Williams Company

Strong FundamentalsStrong FundamentalsRevenue growing 8% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (35 mentions/wk)
$SHW·$81B·Chemicals - Specialty·Basic Materials
$320.64-1.7%YTD+0.9%1Y-11.3%
Price updated 9h ago·X counts updated 8h ago
SHSHW
$SHWThe Sherwin-Williams Company
$320.64-1.67%39 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SHW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

39X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $SHW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SHW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-09

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Paints Dividend-Aristocrat megacap flat YTD posting steady mid-single-digit revenue growth and a 5% Q2 EPS beat with modest insider selling.

Sherwin-Williams is an $81B paints and coatings megacap running a steady mid-single-digit-growth cadence — flat 0.9% YTD, -13% over twelve months, 41st percentile of 52-week range, coiling rather than trending.

  • Q2 2026 revenue $6.79B grew 7.5% YoY (Q1 was +6.8%, Q4 was +5.6%, Q3-2025 +3.2% — the growth rate has quietly accelerated four quarters running), EPS $3.70 versus $3.52 estimate (+5.1% surprise, fourth straight beat); operating margin held at 18.1% and free cash flow was $1.24B in the quarter.
  • Insider activity is muted: officer Justin Binns exercised options on August 17 (27,000 shares at $90.04, $2.43M) and immediately sold — a mechanical exercise-and-sell pattern rather than a directional call.

Analyst FY26 EPS $12.11 across 15 covering, ramping to $15.09 by 2028. Debt-to-equity 3.7x is elevated but supported by the ROE of 62% and 3.8% FCF yield. Next earnings October 27.

What to watch: Whether the October 27 Q3 print sustains the four-quarter revenue-growth reacceleration into the 8%+ zone and whether the beat-streak continues.

On the calendar: 2026-10-27 — Q3 2026 earnings, consensus EPS $3.70.

no x sentiment data

Read the AI verdict on $SHW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Largest US paint and coatings maker with the Sherwin-Williams brand and 5,000+ company-owned stores, plus Valspar and Dutch Boy.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $SHW.

Chemicals - Specialty · Basic Materials

Specialty chemical demand is gradually recovering from destocking; AI-chip manufacturing requires ultra-pure specialty chemicals driving structural volume growth for semiconductor-materials suppliers. Battery materials (lithium, specialty electrolytes) remain under price pressure.

What this means for $SHW

Partial — Sherwin-Williams coatings; construction and industrial end-markets, AI-chip plant coatings incremental.

Industry benchmark

16-name peer basket
+36.1%YTD
+25.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
62.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$3.70$3.52+5.1%
Q1 2026Apr 28, 2026$2.35$2.27+3.5%
Q4 2025Jan 29, 2026$2.23$2.16+3.2%
Q3 2025Oct 28, 2025$3.59$3.45+4.1%
Next earningsTue, Oct 27·consensus EPS $3.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.8B+7.5%49.2%18.1%$3.45$1.2B
Q1 FY26$5.7B+6.8%49.1%14.3%$2.18$800K
Q4 FY25$5.6B+5.6%48.8%13.9%$1.94$862.1M
Q3 FY25$6.4B+3.2%49.2%18.4%$3.38$1.1B

Forward consensus

4-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.1B$25.0B – $25.2B$12.11$12.02 – $12.1817
FY27$26.3B$25.8B – $26.5B$13.60$13.18 – $14.0217
FY28$27.5B$26.3B – $28.2B$15.09$14.00 – $16.3915
FY29$28.9B$28.3B – $29.2B$16.55$16.14 – $16.8110

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.35%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 227.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Justin T BinnsPresident13.5K sh$4.8MSellAug 7Karl J JorgenrudPresident7.9K sh$2.9M
+ 11 other (8 awards · 2 exempts · 1 gift) in window

See when $SHW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 98-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

The Sherwin-Williams Company (NYSE: SHW) entered into Amendment No. 11 to its Amended and Restated Credit Agreement on June 9, 2026, with Goldman Sachs Bank USA as administrative agent and Goldman Sachs Mortgage Company as issuing bank. The primary purpose of the amendment is to extend the maturity of $200,000,000 of commitments available for borrowing and letter-of-credit issuance under the facility. This is a routine credit facility maintenance amendment that preserves $200M of liquidity headroom at an extended maturity date, with no fundamental changes to the credit structure.

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

California State Teachers Retirement System Increases Holdings in The Sherwin-Williams Company $SHWdefenseworld.net·3d ago3 Dividend Stocks with Unbelievable Streaks but Barely Pay Investors247wallst.com·10d agoCaisse de depot et placement du Quebec Makes New Investment in The Sherwin-Williams Company $SHWdefenseworld.net·11d agoSherwin-Williams (SHW) Up 1.4% Since Last Earnings Report: Can It Continue?zacks.com·14d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Dynatrace, Five Below, Fortune Brands, Klarna Group, Jersey Mike’s Subs, Moderna, Sherwin-Williams, and More247wallst.com·16d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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