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Sherwin Williams vs Tractor Supply: SHW and TSCO compared
Sherwin Williams is the larger company: $6.9B of revenue in its latest quarter (Q3 2026) against $3.9B for Tractor Supply (Q3 2026). Sherwin Williams is growing faster (+8% against +5% a year earlier). Sherwin Williams is more profitable, with an operating margin of 15.5% against 7.9%.
Where the money goes: SHW and TSCO
Sherwin Williams (SHW) · Q3 2026
Sherwin Williams, Q3 2026: revenue $6.9B (+8% year over year), operating margin 15.5%, net earnings $821M, operating cash flow $1.1B. The chart follows the revenue to costs, profit and cash.
Tractor Supply (TSCO) · Q3 2026
Tractor Supply, Q3 2026: revenue $3.9B (+5% year over year), operating margin 7.9%, net earnings $225M, operating cash flow $229M. The chart follows the revenue to costs, profit and cash.
| Sherwin Williams (SHW) | Tractor Supply (TSCO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $6.9B | $3.9B |
| Revenue growth, Y/Y | +8% | +5% |
| Gross margin | 47.8% | 36.4% |
| Operating margin | 15.5% | 7.9% |
| Net earnings | $821M | $225M |
| Net margin | 12.0% | 5.7% |
| Operating cash flow | $1.1B | $229M |
| Free cash flow | $976M | $13.6M |
| Market value | $84.7B | $19.1B |
| P/E | 32.1× | 19.5× |
| Analysts’ mean target | $374.25 | $37.48 |
Where the revenue comes from
Sherwin Williams
- Paint Stores Group: $4.0B (59%)
- Performance Coatings Group: $1.9B (28%)
- Consumer Brands Group: $937M (14%)
Questions
Which is bigger, Sherwin Williams or Tractor Supply?
Sherwin Williams is the larger company: $6.9B of revenue in its latest quarter (Q3 2026) against $3.9B for Tractor Supply (Q3 2026).
Is Sherwin Williams or Tractor Supply growing faster?
Sherwin Williams is growing faster (+8% against +5% a year earlier).
Which is more profitable, Sherwin Williams or Tractor Supply?
Sherwin Williams is more profitable, with an operating margin of 15.5% against 7.9%.
More: Sherwin Williams earnings · how Sherwin Williams makes money · Tractor Supply earnings · how Tractor Supply makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 27, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.