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Sherwin-Williams: coatings pricing power still has to hold through housing and industrial cycles

SHWResearch reportPosted by Goglides ResearchMay 20, 2026
NYSESHWCoverage BootstrapSherwin-Williams Company (The)

Thesis summary

SHW has an annual revenue baseline of $23.6B, latest revenue marker of $5.7B Q1 2026, annual net income of $2.6B and cash of $216.9M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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SHW has an annual revenue baseline of $23.6B, latest revenue marker of $5.7B Q1 2026, annual net income of $2.6B and cash of $216.9M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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