Every material Form 8-K Sherwin-Williams has filed with the SEC since March 10, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On November 2, 2026, The Sherwin-Williams Company entered into Amendment No. 2 to its existing credit agreement with Citicorp USA, Inc. and participating lenders. The agreement provides $75,000,000 of additional commitments for borrowing and letters of credit, maturing on December 20, 2031.
Entered Amendment No. 2 on November 2, 2026.
Provides $75,000,000 of additional borrowing and letter of credit commitments.
The Sherwin-Williams Company reported third-quarter 2026 consolidated net sales of $6.86 billion, an increase of 7.9% compared to the same period in 2025. Diluted net income per share rose 0.9% to $3.38, while adjusted diluted net income per share increased 1.1% to $3.63. The company also updated its full-year 2026 diluted net income per share guidance to a range of $10.92 to $11.22.
Consolidated net sales increased 7.9% to $6.86 billion for the third quarter ended September 30, 2026.
Diluted net income per share was $3.38, compared to $3.35 in the third quarter of 2025.
Full-year 2026 adjusted diluted net income per share guidance was narrowed to a range of $11.85 to $12.15.
The company returned $749.0 million to shareholders through dividends and share repurchases in the quarter.
Sherwin-Williams entered a new 364-day, $750 million senior unsecured term loan on September 24, 2026, using it to repay and terminate its existing 364-day credit agreement dated August 8, 2025. Its subsidiary SW Luxembourg also took a new €100 million term loan from ING Bank, guaranteed by Sherwin-Williams, which can help refinance the existing facility. The filing describes these as refinancing and general corporate purposes, and the new loans mature in September 2027.
New $750 million term loan with Citibank, N.A. as administrative agent matures September 23, 2027
Existing 364-day credit agreement dated August 8, 2025 was repaid and terminated effective September 24, 2026
SW Luxembourg obtained a €100 million term loan from ING Bank, guaranteed by Sherwin-Williams, maturing September 23, 2027
New credit agreement requires leverage ratio of no more than 3.75 to 1.00, rising to 4.25 to 1.00 for four quarters after a Qualifying Acquisition
Sherwin-Williams reported second-quarter 2026 net sales of $6.79 billion, up 7.5%, and diluted earnings per share of $3.43, up 14.3% from $3.00 a year earlier. The company raised its full-year 2026 guidance, with diluted earnings per share now expected at $10.92 to $11.32 and adjusted diluted earnings per share at $11.80 to $12.20.
Q2 net sales rose 7.5% to $6.79 billion; diluted EPS rose 14.3% to $3.43, and adjusted diluted EPS rose 9.5% to $3.70.
Full-year 2026 diluted EPS guidance is $10.92 to $11.32, and adjusted diluted EPS guidance is $11.80 to $12.20, both raised.
Management expects third-quarter 2026 net sales to be up a mid to high-single digit percentage versus Q3 2025.
An 8% price increase in Paint Stores Group takes effect September 1, 2026, to offset raw material, energy, logistics and packaging cost inflation.
Sherwin-Williams amended its credit agreement with Goldman Sachs Bank USA as administrative agent. The primary purpose is to extend the maturity of $200 million of borrowing and letter of credit commitments from June 20, 2026 to June 20, 2031.
Amendment No. 11 was entered into on June 9, 2026 with Goldman Sachs Bank USA as administrative agent and Goldman Sachs Mortgage Company as issuing bank.
$200 million of commitments now mature June 20, 2031, up from June 20, 2026.
The filing states that certain lenders and their affiliates have provided and may provide other financial services to the company, for which they receive customary fees.
Sherwin-Williams reported first-quarter 2026 net sales of $5.67 billion, up 6.8%, and diluted earnings per share of $2.15, up 7.5% from $2.00 a year earlier. The company reaffirmed its full-year 2026 adjusted diluted earnings per share guidance of $11.50 to $11.90.
Net sales rose 6.8% to $5.67 billion; Paint Stores Group same-store sales rose 2.4%.
Diluted EPS was $2.15 versus $2.00; adjusted diluted EPS was $2.35 versus $2.25.
Full-year 2026 adjusted diluted EPS guidance of $11.50 to $11.90 was reaffirmed; second-quarter net sales are expected to rise a mid-single digit percentage.
Returned $772.7 million to shareholders through dividends and repurchases of 1.6 million shares in the quarter.
Sherwin-Williams amended its Amended and Restated Credit Agreement with Citicorp USA, Inc. as administrative agent, and the lenders party thereto. The main purpose of the amendment is to extend the maturity of $75 million of borrowing and letter of credit commitments from June 20, 2026 to December 20, 2030. The filing describes this as a routine extension of existing credit capacity and does not report any change in borrowing amounts or pricing.
Amendment No. 1 dated February 9, 2026 amends the credit agreement dated November 17, 2025
Maturity of $75 million of commitments extended from June 20, 2026 to December 20, 2030
Certain lenders and their affiliates have provided other banking and financial services to the company and may do so in the future
Sherwin-Williams reported fourth-quarter 2025 net sales of $5.60 billion, up 5.6%, and diluted earnings of $1.92 per share, up 1.1%. For full-year 2025, diluted EPS fell 2.7% to $10.26 while adjusted diluted EPS rose 0.9% to $11.43, and the company guided 2026 adjusted diluted EPS to $11.50 to $11.90, which it said is a 2.4% increase at the midpoint.
Q4 2025 net sales were $5,595.9 million, up 5.6%; adjusted diluted EPS rose 6.7% to $2.23.
Full-year 2025 net sales were $23.57 billion, up 2.1%, while diluted EPS fell 2.7% to $10.26.
2026 guidance: diluted EPS of $10.70 to $11.10 and adjusted diluted EPS of $11.50 to $11.90, excluding $0.80 per share of Valspar acquisition-related amortization.
Net operating cash for 2025 was $3.45 billion; the company returned $2.45 billion to shareholders through dividends and repurchases.
Sherwin-Williams entered into an Amended and Restated Credit Agreement with Citicorp USA, Inc. as administrative agent. The main purpose is to extend the maturity of $75,000,000 of borrowing and letter-of-credit commitments from December 20, 2025 to December 20, 2030, with terms substantially the same as the existing agreement.
Agreement dated November 17, 2025, amends and restates the credit agreement dated May 9, 2016
$75 million of commitments extended from December 20, 2025 to December 20, 2030
Representations, covenants and events of default are substantially the same as the existing agreement
Filing does not state the total facility size or borrowing rate
Sherwin-Williams amended its credit agreement with Citicorp USA, Inc. as administrative agent, extending the maturity of $125,000,000 of borrowing and letter of credit commitments from December 20, 2025 to December 20, 2030. The filing describes the change as a routine extension of existing credit capacity, with no change in the amount of commitments stated.
Maturity of $125,000,000 of commitments extended from December 20, 2025 to December 20, 2030
Amendment No. 21 to the Credit Agreement dated May 9, 2016 signed November 5, 2025
Citicorp USA, Inc. serves as administrative agent and issuing bank
Sherwin-Williams said CFO Allen Mistysyn will retire effective December 31, 2025, and its board elected Benjamin Meisenzahl, the company's current SVP – Finance, as SVP – Finance and CFO effective January 1, 2026. The filing describes a planned succession process, which gives shareholders a known leadership transition timeline rather than an unplanned change.
Allen J. Mistysyn retires as SVP – Finance and CFO effective close of business December 31, 2025, and will take a short-term non-officer role afterward.
Benjamin E. Meisenzahl, 44, has been SVP – Finance since May 2023 and joined the company in January 2004.
Meisenzahl's base salary is $800,000, with a 2026 target annual cash incentive of 100% of salary and a maximum of 200%.
A conference call to discuss the announcement is scheduled for 10:00 a.m. EST on November 4, 2025.
Sherwin-Williams reported third-quarter 2025 results with net sales up 3.2% to $6.36 billion and diluted earnings per share up 5.3% to $3.35 from $3.18 a year earlier. The company narrowed its full-year 2025 guidance to diluted EPS of $10.16 to $10.36 and adjusted diluted EPS of $11.25 to $11.45.
Q3 net sales rose 3.2% to $6.36 billion; adjusted diluted EPS rose 6.5% to $3.59 from $3.37
Q3 net income rose 3.3% to $833.1 million; Consumer Brands Group sales fell 2.6% to $770.1 million
Full-year 2025 adjusted diluted EPS guidance narrowed to $11.25 to $11.45, compared with $11.33 in 2024
The company returned $864 million to shareholders through buybacks and dividends in Q3
Sherwin-Williams amended its revolving credit agreement on August 8, 2025, extending the maturity from July 31, 2029 to August 8, 2030. The same day, it entered a new 364-day delayed draw term loan facility of $750 million in U.S. dollars and €250 million in euros, available until October 31, 2025, for general corporate purposes including working capital. The filing discloses no new earnings figures, but the added borrowing capacity and longer revolver maturity give the company more financing flexibility.
Revolver maturity extended from July 31, 2029 to August 8, 2030
New 364-day delayed draw term loan: $750 million (USD) and €250 million (EUR)
Delayed draw loans can be drawn in a single draw from August 8, 2025 through October 31, 2025
Financial covenant caps consolidated leverage ratio at 3.75 to 1.00, or 4.25 to 1.00 for four quarters after a Qualifying Acquisition
Sherwin-Williams reported second-quarter 2025 net sales up 0.7% to $6.31 billion, but diluted earnings per share fell 14.3% to $3.00. The company said demand was softer than anticipated through June and lowered its full-year 2025 guidance, while expanding restructuring initiatives that weigh on near-term earnings.
Q2 net sales rose 0.7% to $6.31 billion; Paint Stores Group sales rose 2.3%, while Consumer Brands Group sales fell 4.1%.
Diluted EPS was $3.00 versus $3.50 a year earlier; adjusted diluted EPS was $3.38 versus $3.70, down 8.6%.
Full-year 2025 diluted EPS guidance is $10.11 to $10.41 and adjusted EPS guidance is $11.20 to $11.50, which the company described as a downward adjustment.
Severance and other restructuring expenses were $59 million pre-tax in the quarter, and the company returned $716 million to shareholders through dividends and buybacks.
Sherwin-Williams reported first quarter 2025 net sales of $5.31 billion, down 1.1% from a year earlier, while diluted net income per share rose 1.5% to $2.00. The company reaffirmed its full-year 2025 diluted and adjusted EPS guidance, so shareholders have an unchanged outlook until the company updates it with second quarter results in July.
Net sales were $5.31 billion versus $5.37 billion; Paint Stores Group sales rose 2.3% to $2.94 billion, while Consumer Brands Group and Performance Coatings Group sales fell.
Adjusted diluted EPS rose 3.7% to $2.25 from $2.17; diluted EPS was $2.00 versus $1.97.
Full-year 2025 guidance was reaffirmed: diluted EPS of $10.70 to $11.10 and adjusted diluted EPS of $11.65 to $12.05.
The company invested $351.7 million in share repurchases and increased its dividend by 10.5% in the quarter.
At its April 16, 2025 annual meeting, Sherwin-Williams shareholders approved a new 2025 Equity and Incentive Compensation Plan authorizing 21,969,555 shares and amendments removing supermajority voting requirements from the company's charter. All nine director nominees were elected, and shareholders also approved the say-on-pay advisory vote and the Ernst & Young LLP auditor ratification.
2025 Equity Plan authorizes 21,969,555 shares for issuance and limits incentive stock options to 20,000,000 shares
Charter amendments reduce the required vote for certain matters from two-thirds to a majority of voting power
Amended and Restated Charter filed with Ohio Secretary of State on April 17, 2025
All nine director nominees elected, including Kerrii B. Anderson with 194,168,563 votes for and Thomas L. Williams with 200,065,769 votes for
Sherwin-Williams entered into Amendment No. 10 to its credit agreement with Goldman Sachs Bank USA as administrative agent. The primary purpose is to extend the maturity of $75 million of borrowing and letter of credit commitments from June 20, 2025 to June 20, 2030, which pushes out the timing of that portion of the company's available credit.
Amendment No. 10 dated March 10, 2025 amends the Credit Agreement dated August 2, 2021
$75 million of commitments for borrowing and letters of credit extended from June 20, 2025 to June 20, 2030
Goldman Sachs Mortgage Company is issuing bank; lenders receive customary fees for financial services
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