PPG Industries (PPG)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
$112.53+1.61%
Close 2026-09-04 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · PPG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -0.4% |
| Our one-year growth estimate | diamond | 4.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 4.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 40 industry peers
PPG — earnings miss
Dated 2026-07-28
shall in no way be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liability of that section, except if PPG specifically incorporates it by reference into a filing under the Securities Act of 1933, as amended, or the Exchange Act.
Why it matters: Better sales growth shows PPG is getting more market share. Demand is going up.
Supportive ifOrganic sales growth reported above 5% in the next earnings report.
Worry ifOrganic sales growth reported below 2% in the next earnings report.
Why it matters: If PPG raises prices, it shows strong pricing power. This helps keep profits steady during inflation.
Supportive ifPPG raised prices for many products. This helps cover rising costs.
Worry ifNot raising prices or reports of lower profits due to raw material costs.
Why it matters: A drop in adjusted EPS could signal challenges in maintaining profit margins.
Worry ifQ2 adjusted EPS reported below $1.83.
Less concerning ifQ2 adjusted EPS reported at or above $1.83.
Why it matters: EPS guidance shows how well PPG expects to make money. A change can impact investor views.
Worry ifPPG confirms EPS guidance remains unchanged in the next earnings report.
Less concerning ifPPG lowers its EPS guidance in the next earnings report.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$135 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $310 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,569 loss on $10,000 · 25.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A positive shift in sector revenue growth can signal a recovery for PPG and its peers.
Supportive ifSector revenue growth reported above 0% in the next quarterly data.
Worry ifSector revenue growth remains negative in the next quarterly data.
Why it matters: More share buybacks could show confidence in financial health and help stock price.
Supportive ifAnnouncement of more share buybacks beyond the $100 million in Q1.
Worry ifNo new share buyback announcements or a cut in planned buybacks.
Why it matters: Higher costs could hurt margins and affect overall profits and EPS guidance.
Worry ifSegment margins go down because of rising raw material costs hurting profits.
Less concerning ifSegment margins improve or stay the same even with rising raw material costs.
Why it matters: Margin compression shows rising costs or pricing pressure. This may hurt overall profits.
Worry ifQ3 adjusted EBITDA margin reported to decline by more than 100 basis points year over year.
Less concerning ifQ3 adjusted EBITDA margin is flat or better compared to last year.
Why it matters: A smooth transition is important for financial plans and growth. Disruptions can hurt investor trust.
Watch forJamie Beggs is now CFO. There were no major problems during the change.
Also watch forThere are reports of problems or delays in the transition that affect finances.
Why it matters: Growth in this area shows recovery in the auto market. This is key for PPG's growth.
Supportive ifSales of automotive refinish coatings went up in the second half of the year.
Worry ifSales of automotive refinish coatings keep going down each year.
Why it matters: The CFO change is important for financial stability. Good leadership changes can help investors feel better.
Watch forLook for positive news about the CFO change and integration by July 2026.
Also watch forWatch for bad news or delays about the CFO change.
Why it matters: Higher raw material costs may hurt margins and overall profits.
Worry ifSegment EBITDA margins were over 16%. This was true even with higher raw material costs.
Less concerning ifSegment EBITDA margins drop below 16% due to rising raw material costs.
Why it matters: This growth will show if PPG can maintain its sales momentum across segments. It is key to overall performance.
Supportive ifQ3 organic sales growth reported between 3% to 5% year over year.
Worry ifQ3 organic sales growth reported below 3% year over year.
Why it matters: The EPS guidance shows that management believes earnings will stay stable and grow.
Supportive ifManagement confirms the full-year adjusted EPS range is $7.70 to $8.10.
Worry ifManagement lowers the full-year adjusted EPS to less than $7.70.
Why it matters: Gaining share in this segment is crucial for PPG's growth strategy and overall market position.
Supportive ifManagement reports that share gains lead to more sales in the Industrial Coatings segment.
Worry ifNo reported share gains or a decline in sales volume in the Industrial Coatings segment.