What changed
Adjusted EPS of $3.70 beat consensus by $0.32 (+9.5%), driven by strong sales growth and margin expansion. Revenue of $6.79B topped guidance across all segments, with Paint Stores Group comps up 4.2%. The market may miss that gross margin faced raw material inflation pressure, but pricing actions and 60bps adj EBITDA margin expansion to 21.5% show operating leverage. FY26 adj EPS guidance raised to $11.80-$12.20 implies continued momentum.
Why it matters
Adjusted EPS of $3.70 beat consensus by $0.32 (+9.5%), driven by strong sales growth and margin expansion. Revenue of $6.79B topped guidance across all segments, with Paint Stores Group comps up 4.2%. The market may miss that gross margin faced raw material inflation pressure, but pricing actions and 60bps adj EBITDA margin expansion to 21.5% show operating leverage. FY26 adj EPS guidance raised to $11.80-$12.20 implies continued momentum.
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Jul 28, 2026 12:29 PM ET