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Sherwin-Williams / Full history

Guidance history, every release

Sherwin-Williams (SHW) · 8 releases, Oct 22, 2024 to Jul 28, 2026 · rows are metrics, columns are releases
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
MetricOct 22, 2024
FY24 Q3
Jan 30, 2025
FY24 Q4
Apr 29, 2025
FY25 Q1
Jul 22, 2025
FY25 Q2
Oct 28, 2025
FY25 Q3
Jan 29, 2026
FY25 Q4
Apr 28, 2026
FY26 Q1
Jul 28, 2026
FY26 Q2
For FY2026
Consolidated Net sales———————New“up a mid to high-single digit percentage compared to the third quarter of 2025”
Consolidated Net sales—————New“up by a low to mid-single digit percentage compared to 2025”Reiterated“up by a low to mid-single digit percentage compared to 2025”Reiterated“up a mid to high-single digit percentage compared to full year 2025”
Consolidated Net sales——————New“up a mid-single digit percentage compared to the second quarter of 2025”—
Consolidated Net sales—————New“up a mid-single digit percentage compared to the first quarter of 2025”——
Consolidated Net sales—————New“up a mid-single digit percentage”——
Consolidated Net sales—————New“up by a low to mid-single digit percentage”——
Net sales———————New“up a mid to high-single digit percentage”
Net sales——————New“up a mid-single digit percentage”—
Net sales——————New“up by a low to mid-single digit percentage”—
Acquisition-related amortization expense (included in diluted EPS)—————New“$0.80 per share”——
Adjusted diluted net income per share—————New“$11.50 to $11.90 per share”Reiterated“$11.50 to $11.90 per share”Raised“$11.80 to $12.20 per share”
Diluted net income per share—————New“$10.70 to $11.10 per share”Reiterated“$10.70 to $11.10 per share”Raised“$10.92 to $11.32 per share”
Valspar acquisition-related amortization expense (included in diluted EPS)——————New“$0.80 per share”—
Consolidated price/mix——————New“move upward to the high end of our prior low-single digit range guidance”—
Effective tax rate—————New“Low twenty percent”Reiterated“Low twenty percent”Reiterated“Low twenty percent”
SG&A increase——————New“low-single digit percentage increase”—
For FY2025
Consolidated net sales————New“up a low-single digit percentage compared to full year 2024”———
Consolidated net sales——New“up a low-single digit percentage”—Reiterated“up a low-single digit percentage”———
Consolidated net sales———New“up or down a low-single digit percentage compared to the third quarter of 2024”————
Consolidated net sales—New“up a low-single digit percentage”Revised“up a low-single digit percentage compared to full year 2024”Lowered“up or down a low-single digit percentage compared to full year 2024”————
Consolidated net sales——New“up or down a low-single digit percentage compared to the second quarter of 2024”—————
Consolidated net sales——New“up or down a low-single digit percentage”—————
Consolidated Net sales—New“up or down a low-single digit percentage compared to the first quarter of 2024”——————
Consolidated Net sales—New“up or down a low-single digit percentage”——————
Consolidated net sales increase from Suvinil acquisition————New“increase the Company's consolidated net sales by a low-single digit percentage”———
Net sales————New“Up low to mid-single digit %”———
Net sales———New“Up or down low-single digit %”————
Adjusted diluted net income per share—New“$11.65 to $12.05 per share”Reiterated“$11.65 to $12.05 per share”Lowered“$11.20 to $11.50 per share”Narrowed“$11.25 to $11.45 per share”———
Diluted net income per share—New“$10.70 to $11.10 per share”Reiterated“$10.70 to $11.10 per share”Lowered“$10.11 to $10.41 per share”Narrowed“$10.16 to $10.36 per share”———
Diluted net income per share impact from Suvinil acquisition————New“immaterial impact to diluted net income per share”———
Gross margin—New“expansion”——————
Acquisition-related amortization expense—New“$0.80 per share”——————
Effective tax rate—New“Low twenty percent”Reiterated“Low twenty percent”Reiterated“Low twenty percent”Reiterated“Low twenty percent”———
Growth in SG&A—New“moderate to a low-single digit level”——————
Increase in interest expense from refinancing activity—New“approximately $40 million”——————
Restructuring expense—New“$0.15 per share”——————
For FY2024
Consolidated net salesNew“flat to up a low-single digit percentage”———————
Adjusted diluted net income per shareNew“$11.10 to $11.40 per share”———————
Diluted net income per shareNew“$10.30 to $10.60 per share”———————
Acquisition-related amortization expenseNew“$0.80 per share”———————
Effective tax rateNew“Low twenty percent”———————
SalesNew“flat to up a low-single digit percentage compared to full year 2023”———————
SG&ANew“low to mid-single digit increase”———————
SG&A increaseNew“low to mid-single digit increase”———————
No period stated
Costs associated with the transition into our new buildings—New“$100 million”——————
Interest portion of transition costs—New“$20 million”——————
Paint Stores Group price increase———————New“8%”
Restructuring actions annual savings———————New“approximately $17 million”
SG&A portion of transition costs—New“$80 million”——————
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.