PPG Industries, IncNYSE: PPG
Materials · Specialty Chemicals
$107.42
-1.00%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
PPG reports 7% Q1 sales increase; appoints Jamie Beggs as new CFO effective July 2026
PPG Industries reported Q1 2026 net sales of $3.93 billion (7% YoY increase) and maintained full-year EPS guidance of $7.70-$8.10. The company appointed Jamie A. Beggs as senior vice president and CFO effective July 6, 2026, succeeding retiring CFO Vincent J. Morales after 41 years. PPG was awarded "Tech Team of the Year" for cloud transformation efforts. For Q2, company expects organic sales and adjusted EPS flat to low single-digit growth. Analyst consensus shows "Buy" rating with 12-month target of $124.25 (13.26% upside).
Previous Market Intelligence
13 daysApr 30PPG beats Q1 estimates with $1.70 EPS, raises prices 20% to offset Iran conflict inflation, names new CFO (April 28)Positive▶
PPG Industries reported Q1 2026 with adjusted EPS of $1.83 (+6% YoY) and revenue of $3.93B (+7% YoY), beating estimates and marking fifth consecutive quarter of organic sales growth. Global Architectural Coatings surged 13% with margin improvement to 19.1%. However, industrial coatings faced margin pressure from lower China auto production. Management proactively raising prices up to 20% to offset mid-single-digit inflation from Iran conflict, expecting price realization in months rather than years. PPG appointed Jamie Beggs as CFO effective July 6, replacing retiring Vincent Morales after 41 years. Full-year guidance: $7.70-8.10 EPS.
Apr 29PPG Industries Q1 2026: Revenue $3.93B (+6.7% YoY), adjusted EPS $1.83 beats $1.70 estimate; reaffirms FY2026 guidance $7.70-$8.10.Positive▶
PPG Industries reported Q1 2026 revenue of $3.93 billion, up 6.7% year-over-year, with adjusted EPS of $1.83 beating analyst estimates of $1.70. Packaging coatings segment showed outstanding results with double-digit organic sales growth and margins up. Company achieved a fifth consecutive quarter of organic sales growth, driven by aerospace differentiation and strong retail performance in Mexico. Management reaffirmed FY2026 EPS guidance at $7.70-$8.10. Despite strong earnings beat, stock declined 0.86% in premarket as raw material costs rose due to Middle East geopolitical conflict. Analyst consensus is 'Buy' with 12-month target of $124.25 (+13.26% upside).
Apr 16PPG Q1 EPS guidance $1.83 beat consensus $1.71; completes $65M Ozark Materials acquisition for pavement markings.Mixed▶
PPG Industries completed the $65 million acquisition of Ozark Materials, expanding pavement marking operations across U.S. and Canada, and boosted Q1 2026 earnings guidance to $1.83 per share, exceeding consensus estimate of $1.71. Adjusted EPS rose 6% with a fifth consecutive quarter of organic sales growth. The company announced global price increases of up to 20% on coatings products and reported net sales of $15.9 billion in 2025. PPG is scheduled to announce Q1 2026 results on April 29, 2026. However, recent analyst downgrades emerged: UBS cut price target from $122 to $110 (Neutral), Citigroup reduced target from $132 to $113 (Neutral), and Jefferies also reduced targets. Stock traded down $2.76 to $107.78 amid mixed analyst sentiment.
Apr 15PPG Industries to report Q1 2026 earnings April 28 after recognition as Most Innovative Company by Fortune.Neutral▶
PPG Industries will announce Q1 2026 results on April 28 after market close. Analysts expect adjusted EPS of $1.71. The company was recognized on Fortune's America's Most Innovative Companies 2026 list. Citigroup reaffirmed Neutral but cut price target from $132 to $113. Consensus rating from 12 analysts is Buy with $124.25 price target, 13.26% upside.
Apr 14PPG Q1 2026 earnings release scheduled for April 28 amid margin pressure from rising oil prices.Mixed▶
PPG Industries to release Q1 2026 results April 28 after market close. Provided 2026 full-year guidance of $7.70-$8.10 adjusted EPS. Faces headwinds from rising oil prices pressuring raw material costs. Achieved $75M cost reduction in 2025 with $50M incremental savings expected in 2026. Consensus Moderate Buy with $121.68 target.
Apr 13Recognized on Fortune's Most Innovative Companies list; Q1 earnings April 28 with margin pressures from oil price increases.Mixed▶
PPG was recognized on Fortune magazine's America's Most Innovative Companies 2026 list. The company will report Q1 2026 earnings on April 28 with adjusted EPS estimated at $1.71, down from $1.72 YoY. Citigroup reaffirmed neutral rating with price target cut from $132 to $113 due to oil price pressures on input costs.
Apr 10PPG Industries Q1 2026 Earnings on April 28; Fortune Most InnovativeNeutral▶
Q1 earnings release April 28. Named No. 175 on Fortune Most Innovative Companies 2026. Q4 2025 revenue grew ~5% to $3.91B.
Apr 9PPG Industries announces Q1 2026 results April 29 amid analyst downgrades.Neutral▶
PPG Industries will announce Q1 2026 results April 29. Recent analyst downgrades from RBC Capital (target cut to $114 from $115 in March). Stock down 2.7% last month. PPG reported 2025 net sales of $15.9B across 50+ countries. Dividend has increased at 5.73% yearly rate. 12 analysts rate stock "Buy" with $126.83 target (+20%).
Apr 8PPG Industries down 0.69% as company prepares Q1 2026 earnings.Neutral▶
PPG $103.63 down 0.69%. Q1 results April 28-29. Down 2.7% last month on demand concerns. Aerospace and packaging strong.
Apr 7PPG Industries Reports Q1 2026 Results on April 29Neutral▶
PPG Industries announced Q1 2026 earnings release scheduled for April 29, amid recent analyst downgrades from Citigroup to Neutral and mixed analyst activity. Company committed $10 million to skilled trades education and was recognized on Fortune 'America's Most Innovative Companies 2026' list at No. 175. Analyst consensus shows 'Buy' with $126.83 price target.
Apr 6PPG Industries commits $10M to skilled trades education ahead of Q1 2026 earningsPositive▶
PPG Industries committed $10 million to advance skilled trades education through various initiatives. The company is preparing Q1 2026 results announcement on April 29 and launched new InsightsNav analytics platform. PPG operates in over 50 countries with 2025 net sales of $15.9B. Analyst downgrades offset by analyst consensus Buy with 12-month target of $126.83 representing 20.44% upside. RBC Capital lowered price target to $114 from $115 in March 2026.
Apr 3UBS cut PPG Industries price target to $110 from $122 due to challenging macroeconomic environment and missed Q4 earnings.Negative▶
UBS Group lowered PPG Industries price target from $122 to $110 on April 2 while maintaining neutral. Citigroup also reiterated neutral with reduced target of $113. PPG reported Q4 2025 EPS of $1.51, missing estimates of $1.58 by 4.43%. FY 2026 guidance stands at $7.70-8.10 EPS.
Apr 2PPG Industries receives analyst downgrade from UBS while preparing for Q1 2026 earnings announcement on April 29.Negative▶
PPG Industries is facing analyst headwinds with UBS cutting its price target from $122 to $110 and maintaining a neutral rating on April 2, 2026. The company is scheduled to announce Q1 2026 earnings on April 29, 2026. PPG has launched its new InsightsNav analytics platform and committed $10 million to skilled trades education, while being recognized as one of Fortune's "America's Most Innovative Companies 2026" (ranked #175). The stock closed at $97.22 with $1.24 after-hours gain. Analyst sentiment shows mixed views with average Buy rating and $126.83 price target (20.44% upside), though recent cuts suggest caution.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SHWSHERWIN | $317.83 | -1.18% | +1.6% | 24.2x | 1.27 | $79.3B |
| ECLECOLAB | $259.78 | -0.31% | -2.4% | 27.2x | 1.02 | $73.6B |
| PPGPPG | $107.42 | -1.00% | +4.5% | 12.4x | 1.16 | $24.3B |
| LYBLYONDELLBASELL | $74.91 | +0.42% | -5.1% | 13.1x | 0.44 | $24.1B |
| ALBALBEMARLE | $193.55 | -1.60% | +13.7% | 21.8x | 1.43 | $23.2B |
| DDDUPONT | $46.29 | +1.38% | +0.2% | 17.9x | 1.12 | $18.7B |
Key Fundamentals
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Price between 50d and 200d. Testing 50d support.