SHW · 10-Q · 2026Q1 · Full report

Quarterly Results Snapshot

SHERWIN WILLIAMS CO · 2026-04-28 · Importance 36 · Surprise 14

Consolidated Net sales increased 6.8% to $5.667 billion in the quarter ended March 31, 2026 versus the prior-year quarter.,Net income was $534.7 million for the quarter and diluted net income per share increased 7.5% to $2.15 compared to $2.00 in Q1 2025; adjusted diluted net income per share was $2.35 versus $2.25 a year earlier.,EBITDA increased 8.8% to $998.2 million for the first three months of 2026 and the Company generated Net operating cash of $139.1 million in the quarter compared to a usage of $61.1 million in Q1 2025.

Key facts

• Consumer Brands Group Income before income taxes for the quarter ended March 31, 2026: $197.2 million versus $131.9 million in the quarter ended March 31, 2025, a $65.3 million increase (49.5%).
• Income before income taxes for the quarter ended March 31, 2026: $679.8 million (12.0% of Net sales) versus $653.0 million (12.3% of Net sales) in the quarter ended March 31, 2025, an increase of $26.8 million (4.1%).
• Paint Stores Group Income before income taxes for the quarter ended March 31, 2026: $558.8 million versus $541.2 million in the quarter ended March 31, 2025, a $17.6 million increase (3.3%).
• Net income for the quarter ended March 31, 2026: $534.7 million, an increase of 6.1% versus the prior-year quarter.
• Performance Coatings Group Income before income taxes for the quarter ended March 31, 2026: $232.4 million versus $212.7 million in the quarter ended March 31, 2025, a $19.7 million increase (9.3%).
• Diluted net income per share for the quarter ended March 31, 2026: $2.15 per share, an increase of 7.5% from $2.00 per share in the quarter ended March 31, 2025.
• Adjusted diluted net income per share for the quarter ended March 31, 2026: $2.35 per share versus $2.25 per share in the quarter ended March 31, 2025, an increase of 4.4%.

Impact estimates