•
Jun 30, 2021

Sherwin-Williams Q2 2021 Earnings Report

Sherwin-Williams reported solid Q2 2021 results driven by strong architectural paint demand and industrial end markets, with pricing actions offsetting raw material inflation.

Key Takeaways

Sherwin-Williams announced its financial results for the second quarter ended June 30, 2021. Consolidated net sales increased 16.9% to $5.38 billion. Diluted net income per share increased to $2.42, and adjusted diluted net income per share increased 11.8% to $2.65. EBITDA increased to $1.05 billion, representing 19.5% of sales.

Consolidated net sales increased 16.9% to $5.38 billion.

Net sales from stores in U.S. and Canada open more than twelve calendar months increased 19.3%.

Diluted net income per share increased to $2.42.

Adjusted diluted net income per share increased 11.8% to $2.65.

Total Revenue
$5.38B
Previous year: $4.6B
+16.9%
EPS
$2.65
Previous year: $2.37
+11.8%
Same Store Sales Growth
19.3%
Gross Profit
$2.41B
Previous year: $2.21B
+9.2%
Cash and Equivalents
$220M
Previous year: $188M
+16.7%
Total Assets
$20.5B
Previous year: $20.5B
+0.1%

Sherwin-Williams

Sherwin-Williams

Sherwin-Williams Revenue by Segment

Forward Guidance

The company provided guidance for the third quarter and full year 2021, anticipating continued robust demand and managing raw material inflation through pricing actions.

Positive Outlook

  • Demand remains robust across nearly all end markets.
  • Confident in offsetting higher raw material costs with incremental price increases.
  • Prepared to implement additional price increases if necessary.
  • Ability to manage through disruptions in the supply chain.
  • Focus on controlling what can be controlled while providing differentiated solutions and excellent customer service.

Challenges Ahead

  • Industry raw material inflation is more significant and sustained than originally anticipated.
  • Supply chain disruptions.
  • Challenging environment in the industry.
  • Uncertainties related to the COVID-19 pandemic.
  • Potential adverse impacts from weather conditions or climate change.

Revenue & Expenses

Visualization of income flow from segment revenue to net income