Sherwin-Williams Posts Q2 Revenue Beat
Sherwin-Williams (NYSE:SHW), a leading paint and coatings manufacturer with a large store network across the Americas, released its second-quarter 2025 results on July 22, 2025. The headline news: while the company barely outpaced revenue forecasts for the period, earnings missed analyst expectations by 11%, and guidance for the remainder of FY2025 was reduced due to softer demand. Revenue was $6.31 billion, just ahead of the $6,295.5 million GAAP estimate, representing only 0.7% GAAP net sales growth over the prior year. Diluted non-GAAP earnings per share were $3.38, 8.6% below the same period last year and 11% below analysts' consensus of $3.80. Overall, the quarter was marked by sluggish demand, rising costs, and increased spending on restructuring, all of which weighed on profitability and led to a more cautious outlook for the rest of the year.
Sherwin-Williams operates one of the largest networks of company-owned specialty paint stores in North America, complemented by product lines that include architectural paints, industrial coatings, and specialty resins. The Paint Stores Group focuses on serving professional painters, contractors, and do-it-yourself homeowners, while other segments reach DIY customers and industrial buyers. Its global presence and scale give it a competitive edge in customer access and product distribution.
In recent years, the company has doubled down on several strategic areas: expanding its distribution footprint, investing in product innovation, controlling raw material and logistics costs, developing its workforce, and maintaining compliance with environmental regulations. Key to its business model are strong supplier relationships, in-house product development, and a disciplined approach to talent recruitment and retention. The expansion of the Paint Stores Group network and continued R investment remain important growth drivers for the company.
Source Fool.com
