The Sherwin-Williams Company (SHW) Investor presentation summary

Strategic positioning and growth

• Focus on above-market growth through differentiated solutions, innovation, and customer productivity enhancements.

• Emphasis on global market opportunities, strong brands, and targeted acquisitions to accelerate strategy.

• Prioritization of supply chain responsiveness, digitization, and sustainability.

• Consistent investment and disciplined capital allocation to drive long-term shareholder value.

Business segments and operations

• Paint Stores Group leads with over 4,800 stores, serving professional contractors and leveraging technology-driven products.

• Consumer Brands Group focuses on DIY and pro painters, offering trusted brands and innovative products through strategic channel partners.

• Performance Coatings Group targets premier industrial end markets globally, supported by technical reps and sustainability-focused solutions.

• Operations span 120+ countries with over 5,400 stores and branches, and 130+ manufacturing and distribution facilities.

Financial performance and capital allocation

• 2025 net sales reached $23.6 billion, with a 5-year CAGR of 5.1%.

• Adjusted EBITDA for 2025 was $4.6 billion, and adjusted EPS was $11.43.

• Free cash flow conversion averaged 59.1% over six years.

• Capital allocation includes modest capex (<2% of net sales), 47 consecutive years of dividend increases, and significant share repurchases.