The Sherwin-Williams Company (SHW) Investor presentation summary

Strategic positioning and growth

• Focus on differentiated solutions, innovation, and customer productivity to drive above-market growth and profitability.

• Strong brands, controlled distribution, and global market opportunities underpin growth strategy.

• Consistent investment in talent, culture, and digital tools supports long-term shareholder value.

• Margin expansion and disciplined capital allocation are key priorities.

Business segments and operational scale

• Operates through Paint Stores Group, Consumer Brands Group, and Performance Coatings Group, with 2025 net sales of $23.6 billion.

• Over 64,000 employees, 5,400+ stores and branches, and presence in 120+ countries.

• Paint Stores Group focuses on professional contractors with 4,800+ stores and technology-driven solutions.

• Consumer Brands Group serves DIYers and pros through major retail partners and innovative products.

• Performance Coatings Group targets industrial markets with global reach and technical expertise.

Financial performance and capital allocation

• Net sales grew from $18.4B in 2021 to $23.6B in 2025, with a 5-year CAGR of 5.1%.

• Adjusted EBITDA reached $4.6B in 2025, with a 5-year CAGR of 6.2%.

• Adjusted EPS increased to $11.43 in 2025, with a 5-year CAGR of 6.9%.

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

• Capital allocation emphasizes modest capex (<2% of sales), 47 consecutive years of dividend increases, strategic M&A, and share repurchases.