Sherwin-Williams third-quarter preview: analysts expect higher sales and $3.65 EPS

Sherwin-Williams earnings report scheduled

Sherwin-Williams is scheduled to release third-quarter results before market open on October 27, 2026, covering the quarter ended September 30. The upcoming report is the focus of the current preview; the available evidence provides analyst estimates rather than released third-quarter results.

Wall Street forecasts higher sales and EPS

Wall Street analysts forecast Sherwin-Williams to report quarterly revenue of $6.78 billion, up 6.7% from the same quarter a year earlier, and EPS of $3.65, up 1.7%. The consensus EPS estimate had not been revised during the preceding 30 days, according to Zacks Equity Research.

The forecasts are attributed analyst estimates for the upcoming quarter, not company guidance or reported financial results. The source does not specify whether the EPS estimate is GAAP or adjusted/non-GAAP, so its basis should not be inferred.

Segment estimates point to varied growth rates

Analysts estimate net sales of $4.04 billion for the Paint Stores Group, up 5.3% year over year; $1.81 billion for the Performance Coatings Group, up 3.7%; and $929.25 million for the Consumer Brands Group, up 20.7%. These are consensus forecasts for the upcoming quarter, not realized sales.

For segment profit, analysts estimate $989.63 million for the Paint Stores Group and adjusted segment profit of $307.84 million for the Performance Coatings Group and $212.03 million for the Consumer Brands Group. The latter two figures are explicitly labeled adjusted in the forecast, while comparisons use the corresponding prior-year reported figures.

Store forecasts provide additional operating context

The analyst consensus projects 18 net new Paint Stores Group stores, compared with 23 in the year-ago quarter, and 4,859 total stores compared with 4,834 previously. These estimates describe expectations for the upcoming reporting period and do not establish that store openings or closures will occur.

The segment sales and profit forecasts together imply that investors are watching both the larger Paint Stores Group and the faster projected growth in Consumer Brands Group sales. That is a comparison of estimates, not a confirmed explanation of what will drive Sherwin-Williams’ reported results.

The next milestone is the release

The next verifiable milestone is Sherwin-Williams’ scheduled October 27 release. Until that report is issued, the revenue, EPS, segment sales, adjusted segment profit and store figures above remain attributed analyst expectations rather than company results.