PPG Industries (PPG)
NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-07
$120.22-3.08%
Close 2026-07-07 · 1-day change
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Track PPG free→Warn: Management is running behind on a stated commitment.
PPG keeps its full-year EPS guidance near $8.10. Sales grow about 5% a year with new products and investments. Profit margins stay stable. The company returns cash with steady dividends and buybacks.
Sales growth could slow below 3%. EPS might fall under $7.70 if costs rise or demand weakens. New product launches may not boost revenue as expected.
The price is about 9% below our fair value near $134. Analysts expect about 5% revenue growth and EPS around $7.88 for 2026. Our view aligns with consensus but sees some risk in margin pressure.
Breaks if: Significant cut in dividends or buybacks
Breaks if: EPS guidance falls below $7.7 for FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
PPG aims to maintain its full-year EPS guidance range of $7.70 to $8.10.
Stated in 3 of last 3 quarters. PPG has consistently maintained its full-year EPS guidance range of $7.70 to $8.10. Despite fluctuations in quarterly net income, with $382M in 2026-Q1 and $300M in 2025-Q4, the company remains committed to this target. The trajectory shows persistent focus, but delivery is mixed given the earnings variability.
“We are maintaining our full-year earnings per share guidance range of $7.70 to $8.10.”
“The company anticipates that adjusted earnings per share for the full-year 2026 will be in the range of $7.70 to $8.10.”
“our revised full-year earnings per share guidance is $7.60 to $7.70.”
Breaks if: Organic sales growth falls below 0% in FY26
PPG targets flat to low single-digit percentage growth in organic sales for the full year.
Breaks if: Profit margins decline significantly below recent levels