宣伟Sherwin-Williams第三季度净销售额68.6亿美元增长7.9%：调整后每股收益3.63美元、全年指引收窄至11.85至12.15美元
宣伟公司（The Sherwin-Williams Company，纽交所代码 SHW）成立于1866年、总部位于俄亥俄州 Cleveland，是全球涂料行业的龙头企业。该公司10月27日发布截至2026年9月30日的第三季度业绩：合并净销售额增长7.9%至68.6亿美元，上年同期为63.582亿美元；净利润下降1.5%至8.21亿美元；摊薄每股净收益增长0.9%至3.38美元，上年同期为3.35美元；调整后摊薄每股净收益增长1.1%至3.63美元，上年同期为3.59美元。当季 EBITDA 增长3.4%至13.9亿美元，调整后 EBITDA 增长3.3%至14.0亿美元。当季公司向股东返还7.49亿美元。
分业务看，涂料门店集团净销售额增长4.7%至40.158亿美元，开业超12个月门店同店销售额增长3.9%，分部利润增长2.1%至9.743亿美元；消费者品牌集团净销售额增长21.7%至9.374亿美元，受2025年10月收购的巴西品牌 Suvinil 拉动，分部利润下降7.1%至1.462亿美元；高性能涂料集团净销售额增长8.8%至19.033亿美元，分部利润增长6.2%至2.552亿美元。公司称，毛利率主要受原材料与供应链成本上升及产品组合影响，剔除 Suvinil 的稀释影响后，年初至今毛利率与上年同期持平。
董事长兼首席执行官 Heidi G. Petz 表示，公司在需求充满挑战的环境下展现韧性，三板块销售额均达到或超过指引，先行指标显示至2027年需求仍将低迷。公司同日修订全年指引：2026年摊薄每股净收益预期为10.92至11.22美元，调整后指引收窄至11.85至12.15美元，2025年该指标为11.43美元；第四季度净销售额预计同比增长中个位数百分比，全年预计增长中至高个位数百分比。公司10月27日举行电话会说明业绩。
Sherwin-Williams Third-Quarter Net Sales Rise 7.9% to $6.86 Billion, Adjusted EPS $3.63; Full-Year Guidance Narrowed to $11.85-$12.15
The Sherwin-Williams Company (NYSE: SHW), founded in 1866 and headquartered in Cleveland, Ohio, on October 27 reported financial results for the third quarter ended September 30, 2026. Consolidated net sales increased 7.9% to $6.86 billion, from $6.358 billion a year earlier. Net income decreased 1.5% to $821.0 million, or 12.0% of net sales. Diluted net income per share increased 0.9% to $3.38, from $3.35 a year earlier, and adjusted diluted net income per share increased 1.1% to $3.63, from $3.59. EBITDA increased 3.4% to $1.39 billion and adjusted EBITDA increased 3.3% to $1.40 billion. The company returned $749.0 million to shareholders in the quarter through dividends and share repurchases.
By segment, Paint Stores Group net sales increased 4.7% to $4.016 billion, with sales from stores open more than twelve calendar months up 3.9%, and segment profit rose 2.1% to $974.3 million. Consumer Brands Group net sales increased 21.7% to $937.4 million, driven mainly by the October 2025 acquisition of Brazilian brand Suvinil, while segment profit fell 7.1% to $146.2 million. Performance Coatings Group net sales increased 8.8% to $1.903 billion and segment profit rose 6.2% to $255.2 million. The company said gross margin was mainly affected by higher raw material and supply chain costs and by mix, and that excluding the dilutive impact of Suvinil, year-to-date gross margin was flat versus the prior year.
Chair, President and Chief Executive Heidi G. Petz said the quarter demonstrated the company's resilience in a challenging demand environment, with sales growth in all three segments at or above guidance, and that leading indicators point to muted demand for the rest of the year and into 2027. The company revised its full year 2026 guidance: diluted net income per share is now expected at $10.92 to $11.22, and adjusted diluted net income per share guidance was narrowed to $11.85 to $12.15, versus $11.43 in 2025. Fourth quarter consolidated net sales are expected to rise by a mid-single-digit percentage, and full year net sales by a mid to high-single-digit percentage. The company held a conference call on October 27.
来源：GSM·美国（原文链接）
图片来源：宣伟公司「Cover the Earth」企业标识（1926年版标志）· Sherwin-Williams 'Cover the Earth' logo (1926 version) — Wikimedia Commons，美国公共领域（1926年发表、附加文字不受版权保护；商标权归公司，编辑性使用）｜文件页 https://commons.wikimedia.org/wiki/File:Sherwin_Williams.svg ｜直链 https://commons.wikimedia.org/wiki/Special:FilePath/Sherwin_Williams.svg
