Apr. 29 at 12:28 AM
$SHW 1Q26 Earnings : Pricing Power Still Holds
Sherwin-Williams’ first quarter was not a boom-time report. That is exactly why it deserves attention. In a market still hurt by soft housing, weak DIY demand, and global uncertainty, the company still grew net sales 6.8% to
$5.67 billion, lifted diluted EPS 7.5% to
$2.15, and expanded gross margin to 49.1%. A good business shows its quality when the cycle is dull, not when the wind is easy.
The first investment point is pricing power. Paint Stores Group sales rose 3.7%, and same-store sales increased 2.4%. The company said selling price increases and low-single-digit volume growth both helped results. That matters. When a company can raise price without losing volume, it owns more than products. It owns customer trust, distribution, and habit.
