The acquisition of BASF's architectural coatings business has yielded notable results; Sherwin-Williams’ Consumer Brands Group sales rose by 24.5%.

On January 29, Sherwin-Williams (NYSE: SHW) released its financial results for the fourth quarter and full year of 2025. The report shows that the company achieved full-year net sales of $23.574 billion, an increase of 2.1% year-on-year; adjusted earnings per share amounted to $11.43, up 0.9% year-on-year. Against a backdrop of overall macroeconomic pressure, the company delivered counter-cyclical growth for the full year. However, performance across its three business segments was uneven. Paint Stores Group: Growth driven by pricing, with modest volume decline The Paint Stores Group recorded full-year 2025 net sales of $13.606 billion and operating profit of $3.0615 billion. In the fourth quarter, sales grew 2.7% year-on-year—primarily attributable to price increases and product mix optimization (in the low single-digit range at the higher end), partially offset by a low single-digit decline in unit volumes. By business line: Protective & Marine Coatings grew nearly 10%, supported by strong demand in energy, water infrastructure, and high-performance flooring markets; Residential Repaint grew at the upper end of the low single-digit range—despite a high prior-year base, market demand for repair and renovation remained under pressure due to weak existing-home sales; Commercial Architectural Coatings grew at a low single-digit rate, benefiting from new customer acquisition and increased share per customer; Property Maintenance posted modest growth, though capital expenditure projects were broadly delayed; New Residential Coatings declined at a low single-digit rate, primarily weighed down by softness in new construction starts and completions—partially mitigated by growth in new customers. Profit and profit margin both improved in this segment, driven by revenue growth and effective leverage over selling, general and administrative (SG&A) expenses. Consumer Brands Group: Suvinil consolidation drives above-expectations growth The Consumer Brands Group reported full-year net sales of $3.1664 billion and operating profit of $509.6 million. Fourth-quarter sales reached $825 million, up 24.5% year-on-year. This growth stemmed primarily from the acquisition of Suvinil—the Brazilian architectural coatings brand formerly owned by BASF’s Coatings division—completed at the end of 2024. In the fourth quarter of 2025, Suvinil contributed $164.5 million in sales, accounting for 24.8% of the segment’s year-on-year growth.

The sole entrant! Sherwin-Williams has ranked among the Global Top 500 Most Valuable Brands for nine consecutive years—and is now the world’s most valuable paint brand.

On January 20, 2026, Brand Finance—the internationally renowned brand valuation and strategy consultancy—released its 'Global 500 Most Valuable Brands 2026' ranking. Sherwin-Williams—the world’s largest paint company, headquartered in the United States—ranked 276th on the list, thanks to its outstanding brand strength, exceptional market performance, and steady financial growth. It has now been named the world’s most valuable paint brand for nine consecutive years. As the only paint brand globally to make the list, Sherwin-Williams’ market competitiveness, global influence, and leadership in sustainability have once again received authoritative international recognition. Brand Finance is a globally leading brand valuation and strategic advisory firm. Since 1996, it has published annual brand value rankings and developed a proprietary brand valuation model centered on Brand Strength Index (BSI). This model comprehensively evaluates brands based on market performance, stakeholder perceptions, and future expectations—factoring in royalty rates to calculate quantifiable brand value. The ranking also accounts for the portion of future earnings attributable to the brand itself. The core evaluation criteria for the Global 500 Most Valuable Brands ranking are: (1) financial performance—including profitability, sales, market share, and pricing power; (2) customer perception—including awareness, associations, and reputation; and (3) future expectations—including repeat purchase intent and competitive dynamics. These three pillars collectively constitute Brand Strength. Based on Brand Strength, Brand Finance estimates brand-specific future earnings using historical performance, projected asset analysis, and economic growth forecasts—and ultimately determines brand value by discounting post-tax brand-related earnings. Its methodology is widely recognized for its professionalism and independence. Leveraging robust financial growth and strong brand reputation, Sherwin-Williams has appeared on this prestigious list for nine consecutive years—a testament to broad industry recognition of its brand value. Rendering of Sherwin-Williams’ new global headquarters Sustained global leadership in comprehensive brand strength A company’s brand value reflects a holistic assessment encompassing enterprise scale, operational stability, profitability, brand equity, consumer behavior analytics, and global leadership—serving as a key benchmark for evaluating corporate operational strength and industry standing. The most direct manifestation, of course, lies in Sherwin-Williams’ financial performance. According to its latest financial report, Sherwin-Williams achieved consolidated net sales of $17.9784 billion for the first three quarters of 2025—an increase of 0.1% year-on-year. The company expects its full-year 2025 consolidated net sales to grow at a low single-digit percentage. Against escalating geopolitical risks and rising trade barriers, achieving counter-cyclical growth is no small feat—underscoring Sherwin-Williams’ resilience. Adhering to long-termism and continuously breaking through industry ceilings via organic growth best explains Sherwin-Williams’ repeated counter-cyclical successes. As a result, Sherwin-Williams stands among the few global, integrated, large-scale paint enterprises capable of sustaining stable revenue growth today. Extending the timeframe further, over the past decade—from 2015 to 2024—Sherwin-Williams’ sales grew from $11.339 billion to $23.100 billion, representing a compound annual growth rate (CAGR) of 7.85%; net income rose from $1.054 billion to $2.6814 billion, reflecting a CAGR of 15.18%.

Sherwin-Williams (SHW) Expected to Release Quarterly Earnings on Tuesday

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Sherwin-Williams is scheduled to release Q3 2026 earnings on October 27, with analysts projecting $3.69 EPS and $6.78 billion in revenue following a beat in the prior quarter.

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