Stock Analysis on Net

Sherwin-Williams Co. (NYSE:SHW)

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Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Sherwin-Williams Co., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Short-term borrowings
Accounts payable
Compensation and taxes withheld
Accrued taxes
Current portion of long-term debt
Current portion of operating lease liabilities
Other accruals
Current liabilities
Long-term debt, excluding current portion
Postretirement benefits other than pensions
Deferred income taxes
Long-term operating lease liabilities, excluding current portion
Other long-term liabilities
Long-term liabilities
Total liabilities
Common stock, $0.33-1/3 par value
Other capital
Retained earnings
Treasury stock, at cost
Accumulated other comprehensive loss
Shareholders’ equity
Total liabilities and shareholders’ equity

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The capital structure is characterized by a high reliance on liabilities, which consistently represent between 82% and 90% of total liabilities and shareholders' equity. While there was a peak in total leverage during mid-2022, reaching approximately 89.91%, a gradual downward trend is observed through March 2026, where liabilities settled at 83.20%.

Debt and Liability Composition
Long-term debt, excluding the current portion, remains the most significant component of the balance sheet. This figure peaked at 43.10% in September 2022 before trending downward to 35.34% by March 2026. Current liabilities have remained relatively stable, fluctuating between 26% and 32%, with short-term borrowings showing significant volatility, ranging from a low of 1.47% in September 2023 to a high of 9.01% in March 2026.
Operational Obligations
Accounts payable maintained a steady presence, generally fluctuating between 9% and 13%, indicating consistent management of trade credit. Operating lease liabilities, both current and long-term, have remained remarkably stable throughout the period, with long-term leases holding near 6% and current portions around 1.9%.
Shareholders' Equity Dynamics
Total shareholders' equity has exhibited a volatile but generally improving trend, rising from a low of 10.09% in June 2022 to 16.80% by March 2026. A notable pattern emerged between 2021 and September 2025, where a substantial increase in retained earnings—growing from 5.39% to 33.37%—was almost entirely offset by an aggressive expansion of treasury stock, which moved from -4.37% to -32.62%.
Equity Reclassification Event
A significant structural shift is observed between September 2025 and December 2025. Retained earnings dropped precipitously from 33.37% to 3.97%, while treasury stock concurrently shifted from -32.62% to -0.33%. This suggests a major accounting adjustment or a corporate action that effectively neutralized the accumulated treasury stock against retained earnings, resulting in a restructured equity base by the first quarter of 2026.

Overall, the organization maintains a highly leveraged position, though the gradual reduction in long-term debt as a percentage of the total balance sheet suggests a modest shift toward a more conservative financing mix over the analyzed period.