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Dec 31, 2025
Sherwin-Williams Q4 2025 Earnings Report
Sherwin-Williams reported strong fourth quarter results with increased net sales and adjusted diluted net income per share, driven by solid core performance and the Suvinil acquisition.
Key Takeaways
The Sherwin-Williams Company announced strong financial results for the fourth quarter ended December 31, 2025, with consolidated Net sales increasing by 5.6% to $5.5959 billion and adjusted diluted net income per share increasing by 6.7% to $2.23. The company's performance was bolstered by solid core operations and the first full quarter of the Suvinil acquisition.
Consolidated Net sales increased 5.6% to $5.5959 billion in the fourth quarter of 2025.
Diluted net income per share increased 1.1% to $1.92 in the fourth quarter of 2025.
Adjusted diluted net income per share increased 6.7% to $2.23 in the fourth quarter of 2025.
Net operating cash generated $3.45 billion, or 14.6% of Net sales, for the full year.
Revenue by Segment
Forward Guidance
For the full year 2026, Sherwin-Williams expects consolidated Net sales to be up by a low to mid-single digit percentage compared to 2025, with adjusted diluted net income per share in the range of $11.50 to $11.90.
Positive Outlook
- Continued aggressive pursuit of profitable growth opportunities across all businesses.
- Leveraging world-class talent and unique assets for strategic priorities.
- Strong cash generation enabling investments, shareholder returns, and strategic acquisitions.
- Outperforming the market due to differentiated strategy and innovative solutions.
- Adjusted diluted net income per share guidance for FY2026 shows an increase of 2.4% at the midpoint compared to 2025.
Challenges Ahead
- Softer-for-longer demand environment expected to persist well into the second half of 2026.
- Continued demand choppiness and macroeconomic indicators impacting customer sentiment.
- Acquisition-related amortization expense of $0.80 per share included in diluted net income per share guidance for FY2026.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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