Company Dossier · Materials
Sherwin-Williams
- S&P 500
- Dow 30
- Russell 1000
What Sherwin-Williams is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $24.4 billion, up 5.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.21 billion, up 49% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.67 billion, down 26% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.66 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 19, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $7.7 million on the open market.SEC Form 4
- 1,748 institutional managers reported a position at June 30, 2026 (+45 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 25 (30 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 6 — latest OSHA inspection, Aug 11, 2026 →
Company Posture
How Company Posture is measured →What Sherwin-Williams is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Confident
Expanding ↔ Retrenching
Retrenching
- Capital spending14th pct
- Debt raised—
- Buybacks vs capex4th pct
- Hiring filings24th pct
- Deals and private raises47th pct
- Patent publications30th pct
Confident ↔ Hedging
Confident
- Call sentiment63rd pct
- Call confidence33rd pct
- Guidance changes99th pct
- Risk factors added76th pct
- Insider open-market trades43rd pct
- + Guidance changes
- + Risk factors added
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver13th pct
- Stress filings48th pct
Credit
How these are built →Sherwin-Williams's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$12.1B
- Due within a year $3.7B
- Longer term $8.3B
- Default point $7.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 29, 2025 | $500M | 4.300% | 2028 (3y) | +47bp | 4.302% |
| Jul 29, 2025 | $500M | 4.500% | 2030 (5y) | +62bp | 4.524% |
| Jul 29, 2025 | $500M | 5.150% | 2035 (10y) | +82bp | 5.154% |
| Aug 7, 2024 | $400M | 4.550% | 2028 (4y) | +73bp | 4.550% |
| Aug 7, 2024 | $450M | 4.800% | 2031 (7y) | +103bp | 4.849% |
From the pricing term sheets Sherwin-Williams filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Sherwin-Williams, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveSherwin-Williams Expands Largest North American Facility, Ticker SHW
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (OGR)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (THE SHERWIN-WILLIAMS COMPANY)third_quarter 2026 · $0.3 million
- Oct 20, 2026Patent
- Oct 14, 2026LobbyingLobbying report (TAFT STETTINIUS & HOLLISTER LLP DBA TAFT ADVISORS LLC FKA (TAFT, STETTINIUS & HO)third_quarter 2026 · $0.0 million
- Sep 29, 20268-KMaterial agreement signedItem 1.01
- Sep 29, 20268-KMaterial agreement terminatedItem 1.02
- Sep 29, 2026Patent
- Sep 22, 2026Patent
- Sep 15, 2026Patent
- Sep 1, 2026Patent
- Aug 11, 2026Risk event
- Jul 21, 2026Risk event
- Jul 19, 2026LobbyingLobbying report (THE SHERWIN-WILLIAMS COMPANY)second_quarter 2026 · $0.2 million
- Jul 18, 2026LobbyingLobbying report (OGR)second_quarter 2026 · $0.1 million
- Jul 15, 2026LobbyingLobbying report (TAFT STETTINIUS & HOLLISTER LLP DBA TAFT ADVISORS LLC FKA (TAFT, STETTINIUS & HOLLISTER,LLP))second_quarter 2026 · $0.0 million
- Jun 18, 2026Risk event
- Jun 9, 20268-KMaterial agreement signedItem 1.01
- May 14, 2026Risk event
- May 4, 2026Risk event
- Apr 24, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (THE SHERWIN-WILLIAMS COMPANY)first_quarter 2026 · $0.3 million
- Apr 19, 2026LobbyingLobbying report (OGR)first_quarter 2026 · $0.1 million
- Feb 19, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 9, 20268-KMaterial agreement signedItem 1.01
- Dec 16, 2025Risk event
- Nov 17, 20258-KMaterial agreement signedItem 1.01
- Nov 5, 20258-KMaterial agreement signedItem 1.01
- Nov 3, 20258-KDirector or officer changeItem 5.02
- Oct 6, 2025Risk event
- Sep 17, 2025Risk eventWage and Hour case: The Sherwin-Williams Company, back wages agreed$0.1 million
- Aug 12, 20258-KMaterial agreement signedItem 1.01
- Jun 27, 2025Risk event
- Jun 12, 2025Risk event
- Apr 21, 20258-KDirector or officer changeItem 5.02
- Apr 21, 20258-KShareholder vote resultsItem 5.07
- Mar 10, 20258-KMaterial agreement signedItem 1.01
- Feb 20, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 18, 20248-KMaterial agreement signedItem 1.01
- Nov 14, 20248-KDirector or officer changeItem 5.02
- Feb 20, 202410-KAnnual report (10-K)2 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| LyondellBasell LYB | $31.2B | $1.6B | Jun 30, 2026 |
| Ecolab ECL | $16.8B | $1.9B | Jun 30, 2026 |
| PPG Industries PPG | $16.1B | $1.2B | Mar 31, 2026 |
| International Flavors & Fragrances IFF | $10.8B | $0.5B | Jun 30, 2026 |
| Celanese CE | $9.7B | $0.7B | Jun 30, 2026 |
| RPM International RPM | $8.0B | $0.7B | Aug 31, 2026 |
| Albemarle Corporation ALB | $5.9B | $1.3B | Jun 30, 2026 |
| NewMarket NEU | $2.7B | $0.5B | Jun 30, 2026 |