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SHSHW

The Sherwin-Williams Company

$SHW·$84B·Chemicals - Specialty·Basic Materials
$340.85-1.2%1Y+3.0%
Mentions · last 7 days
2026-07-25: 1 posts2026-07-26: 3 posts2026-07-27: 10 posts2026-07-28: 124 posts2026-07-29: 19 posts2026-07-30: 2 posts2026-07-31: 4 posts163
Price updated 5h ago·X counts updated 3h ago
SHSHW
$SHWThe Sherwin-Williams Company
$340.85-1.16%163 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SHW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-31

The move is getting stronger, with heavier trading behind it.

Sherwin-Williams beat Q2 and lifted the outlook on pricing power — the boring paint compounder is quietly extending its multi-decade run.

Sherwin-Williams is the largest US architectural coatings company (Sherwin, Valspar, Minwax) with a store-based distribution model that gives it durable pricing power over the paint cycle. This year has been quiet-quality execution.

  • The Q2 print was clean: EPS of $3.70 versus $3.52 expected (5% beat) on revenue of $6.79B (+8% YoY), and management lifted the outlook on pricing power — the specific combination that pushed the stock up 5.6% on the print.
  • The fundamentals are steady and profitable: Q2 revenue grew 7.5% YoY with 49% gross margins and 18% operating margins, and consensus points to FY26 EPS of $12.03 growing to $13.47 in FY27 — the shape of a mature-compounder where operating leverage on modest revenue growth delivers reliable EPS surprise.
  • The strategic position is durable: SHW's 4,600+ US store footprint plus contractor-loyalty programs is a moat competitors have never successfully replicated — the reason 'strong pricing power keeps it a Buy' framing is directly supported by the +8% revenue plus 5% beat combination.

The stock is at the 61st percentile of its 52-week range and slightly above the 50-day — the classic quality-compounder setup after a beat. What extends the move is an Oct 27 Q3 print with continued pricing-power commentary and any Latin America or Europe segment strength; what breaks the setup is any housing-market-slowdown datapoint or a consumer-weakness commentary that hits the paint-DIY segment.

What to watch: The Oct 27 Q3 print — specifically pricing-power commentary, US housing/DIY segment trajectory, and any FY26 guide revision. A beat plus continued pricing power extends the move; a housing-slowdown datapoint or consumer weakness breaks the setup.

On the calendar: 2026-10-27 — Q3 2026 earnings

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What it does

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

The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers. The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group. The Paint Stores Group segment offers architectural paint and coatings; protective and marine products; and OEM product finishes and related products for architectural and industrial paint contractors, and do-it-yourself homeowners under the Sherwin-Williams brand. The Consumer Brands Group segment supplies a portfolio of branded and private-label architectural paints, stains, varnishes, industrial products, wood finishes products, wood preservatives, applicators, corrosion inhibitors, aerosols, caulks, and adhesives to retailers, including home centers and hardware stores, and dedicated dealers and distributors. The Performance Coatings Group segment develops and sells industrial coatings for wood finishing and general industrial applications; automotive refinish products; protective and marine coatings; coil coatings; packaging coatings; and performance-based resins and colorants. This segment serves retailers, dealers, jobbers, licensees, and other third-party distributors. The company operates in North America, South America, the Caribbean, Europe, Asia, and Australia. The Sherwin-Williams Company was founded in 1866 and is headquartered in Cleveland, Ohio.

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

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

Industry benchmark

8-name peer basket
+18.6%YTD
+45.4%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 $3.69

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.1B$24.9B – $25.2B$12.03$11.74 – $12.3516
FY27$26.2B$25.7B – $26.6B$13.47$12.91 – $13.9616
FY28$27.4B$26.3B – $28.2B$15.03$14.03 – $16.4214
FY29$28.2B$27.4B – $28.7B$16.16$15.61 – $16.589

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.61%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.+7.0%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.+3.7%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 today0.8% 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.β1.105-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

SellFeb 24Bryan J YoungSVP - Corp Strategy & Devel.2.5K sh$916KSellFeb 2Colin M. DaviePres. & GM, Glob. Supply Chain3.0K sh$1.1M
+ 42 other (27 awards · 14 inkinds · 1 exempt) 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
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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
8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
8-KMaterial agreementFeb 98-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 13 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Sherwin-Williams: Solid Results And Strong Pricing Power Keep It A Buyseekingalpha.com·3d agoSherwin-Williams Q2 Earnings Call Highlightsmarketbeat.com·3d agoThe Sherwin-Williams Company (SHW) Q2 2026 Earnings Call Transcriptseekingalpha.com·3d agoDow Jumps 520 Points While Nasdaq Struggles Through Chip Stock Panicfool.com·4d agoSherwin-Williams Stock Jumps 5.6% as Pricing Lifts Outlookgurufocus.com·4d ago

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