Global coatings leader
The Sherwin-Williams Company
Sherwin-Williams sells architectural paints and industrial coatings through company-operated specialty stores and home-center channels. Its cost base includes raw materials, logistics and enterprise software, while the 2025 Suvinil acquisition expanded its Brazilian architectural-paints business.
SHW Updated Sep 11, 2026 3 AI consumers· 2 recurring
Per the valuechain.wiki graph, The Sherwin-Williams Company is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 5 companies within two hops; the links are backed by 10 dated sources, 1 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · FY2025 total revenue of $23,574,300,000
- Segments · Paint Stores Group · Consumer Brands Group · Performance Coatings Group
Revenue from
- Lowe's Companies, Inc. Medium confidence
The Consumer Brands Group uses Lowe's as a key home-center partner and distributes HGTV HOME products there exclusively. Lowe's also identifies Sherwin-Williams as a key supplier, but counterparty revenue is undisclosed.Confirms EN Lowe's Companies, Inc. Published Nov 19, 2025: Q3 2025 Lowe's Companies Inc Earnings Call TranscriptConfirms EN The Sherwin-Williams Company Published Aug 29, 2024: The Sherwin-Williams Co. Investor Meeting - Financial Community - Menards, Inc. Medium confidence
Sherwin-Williams identifies Menards as a home-center partner and says its Dutch Boy brand is expanding within the channel. A Dutch Boy product announcement also confirms exclusive availability at Menards.Confirms EN The Sherwin-Williams Company Published Aug 29, 2024: The Sherwin-Williams Co. Investor Meeting - Financial CommunityConfirms EN Dutch Boy Paints Published Aug 28, 2024: Chart Your Course to Mindful Living with Dutch Boy Paints' 2025 One-Coat Color of the Year: Mapped Blue
Pays to
- ITS Logistics Medium confidence· Amount 18,400,000 pounds · last seven months of 2023 · Year-over-year increase in Sherwin-Williams outbound volume after integrating ITS Logistics
ITS Logistics supports Sherwin-Williams with West Coast transportation, trailer-pool management and ad hoc freight. A Sherwin-Williams transportation manager attributed higher outbound capacity to the integration. - Oracle Medium confidence
Sherwin-Williams stated in Oracle's customer community that it had enabled the Redwood page in Oracle's purchasing system. Contract value and deployment scope were not disclosed.Confirms EN Oracle Cloud Customer Connect Published May 5, 2025: Ability to Customize Purchase Orders Redwood Page - Add Custom Button
Investments
- Suvinil Coatings S.A. High confidence· Contract value $1.1B · 2025 acquisition · Announced all-cash purchase price for BASF's Brazilian architectural-paints business, Suvinil
Sherwin-Williams acquired all shares of Suvinil Coatings, BASF's Brazilian architectural-paints business, for cash. The transaction is cross-verified by the SEC filing, the seller's announcement, Korean coverage and credit analysis.Confirms KO Investing.com Korea Published Oct 2, 2025: Sherwin-Williams Completes Acquisition of BASF's Brazilian Paint Business for $1.15 BillionConfirms EN Moody's Ratings via Investing.com Published Feb 19, 2025: Sherwin-Williams' Ratings Unaltered by $1.15 Billion BASF Brazilian Business Buyout - Moody'sConfirms EN BASF SE Published Feb 17, 2025: BASF to Sell Brazilian Decorative Paints Business to Sherwin-WilliamsConfirms EN The Sherwin-Williams Company Published Feb 17, 2025: Sherwin-Williams to Acquire BASF's Brazilian Architectural Paints Business for $1.15 Billion in All-Cash Transaction
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Lowe's Companies, Inc. | lead1 | +63.3 | -21.5 | +14 | +13 | -0.3 | -13.9 |
| The Sherwin-Williams Company | node | +44.9 | -32 | +32.7 | +9.9 | -3.8 | +3.7 |
| Oracle | benef1 | +36.9 | -4.6 | +30.9 | +60 | +18.1 | -17.8 |
| Bloom Energy | benef2 | -23.5 | -12.8 | -22.6 | +50.1 | +291.2 | +191 |
| AMD | benef2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
YTD as of 2026-09-04 · source: Yahoo Finance
The Sherwin-Williams Company operates across Global coatings leader. It is +3.7% in 2026. Demand side (avg -13.9%), the stock (+3.7%) and supply side (avg -17.8%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Lowe's Companies, Inc. (-13.9%) and the furthest behind is Oracle (-17.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its cost base includes raw materials, logistics and enterprise software, while the 2025 Suvinil acquisition expanded its Brazilian architectural-paints business.
Analysis generated from returns as of 2026-09-04