Sherwin-williams Company (the) · NYSE:SHW

Sherwin-williams Company (the) — The Sherwin-Williams Company — Investor Day (September 2020)

9 slides from Sherwin-williams Company (the)'s investor day presentation, Sep 29, 2020

1. Slide 1: 2020 Financial Community Presentation: Financial Appendix

   2020 F I NANCI AL CO M M UNI TY P RE S E NTATI O N FINANCIAL APPENDIX

2. Slide 2: Forward-Looking Statements

   Forward-Looking Statements This presentation may contain certain "forward-looking statements," as defined under U.S. federal securities laws. These forward-looking statements are based upon management's current expectations, estimates, assumptions and beliefs concerning future events and conditions.

3. Slide 3: Appendix 1A: FY Income Statement

   Appendix 1A: FY Income Statement Excluding Acquisition Related Costs and Other Adjustments (in $ millions) FY18 FY19 AS Acquisition Other AS AS Acquisition Other AS REPORTED Related Adjustments ADJUSTED REPORTED Related Adjustments ADJUSTED Costs Costs Sales $17,534 $17,534 $17,901 $17,901 Gross Pro

4. Slide 4: Appendix 1B: YTD 2Q Income Statement

   Appendix 1B: YTD 2Q Income Statement Excluding Acquisition Related Costs and Other Adjustments (in $ millions) YTD 2Q 2019 YTD 2Q 2020 AS Acquisition Other AS AS Acquisition Other AS REPORTED Related Adjustments ADJUSTED REPORTED Related Adjustments ADJUSTED Costs Costs Sales $8,919 $8,919 $8,751 $8

5. Slide 5: Appendix 2A: FY EBITDA

   Appendix 2A: FY EBITDA Excluding Acquisition Related Costs and Other Adjustments (in $ millions) FY18 FY19 AS Acquisition Other AS AS Acquisition Other AS REPORTED Related Adjustments ADJUSTED REPORTED Related Adjustments ADJUSTED Costs Costs Net Income from Continuing $1,109 ($394) ($258) $1,761 $1

6. Slide 6: Appendix 2B: YTD 2Q EBITDA

   Appendix 2B: YTD 2Q EBITDA Excluding Acquisition Related Costs and Other Adjustments (in $ millions) YTD 2Q 2019 YTD 2Q 2020 AS Acquisition Other AS AS Acquisition Other AS REPORTED Related Adjustments ADJUSTED REPORTED Related Adjustments ADJUSTED Costs Costs Net Income from Continuing $716 ($136)

7. Slide 7: Appendix 3: YTD 2Q Highlights

   Appendix 3: YTD 2Q Highlights Regulation G Reconciliation SIX MONTHS THREE MONTHS 2020 ENDED ENDED 2019 (AFTER-TAX GUIDANCE) (AFTER-TAX GUIDANCE) GUIDANCE ACTUAL (AFTER-TAX GUIDANCE) June 30, 2020 June 30, 2019 September 30, 2019 (AFTER-TAX) LOW HIGH Diluted net income per share $9.93 $7.65 $6.16 $1

8. Slide 8: Appendix 4A: FY Segment Financial Metrics

   Appendix 4A: FY Segment Financial Metrics Excluding Acquisition Related Costs and Other Adjustments (in $ millions) FULL YEAR 2018 FULL YEAR 2019 The Consumer Performance The Consumer Performance Americas Brands Coatings Admin Consolidated Americas Brands Coatings Admin Consolidated Group Group Grou

9. Slide 9: Appendix 4B: YTD Q2 Segment Financial Metrics

   Appendix 4B: YTD Q2 Segment Financial Metrics Excluding Acquisition Related Costs and Other Adjustments (in $ millions) Six Months Ended June 30, 2019 Six Months Ended June 30, 2020 The Consumer Performance The Consumer Performance Americas Brands Coatings Admin Consolidated Americas Brands Coatings

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