NYSEMaterialsChemicals - SpecialtySnapshot 2026-08-31
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Create your account →Intact: The reason to own it still holds.
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
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on consistent organic sales growth and cost management. The current thesis state shows that PPG is performing well relative to its peers, although it has faced some recent earnings misses.
The market currently prices PPG as cheap compared to its peers, with a slight expectations gap. This suggests that investors may not fully account for the company's recent strong financial performance and management's ability to maintain guidance.
PPG's fundamentals are likely to continue benefiting from management's focus on organic sales growth and cost reductions. While there is a low probability of missing earnings expectations, the company has a history of recent earnings misses that could pose a risk.
The thesis hinges on PPG maintaining its full-year adjusted EPS guidance and the performance of sector bellwethers. Additionally, any changes in inflation rates could significantly impact the company's performance and market sentiment.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The earnings miss impacts the credibility of adjusted EPS guidance. This guidance is now set between $7.70 and $8.10 for the full year.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
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.
Breaks if: Organic sales growth falls below 0% in FY26
Breaks if: Profit margins decline significantly below recent levels
Overall, PPG's fundamentals and management execution suggest a stable outlook for the next 1 to 3 years. Not investment advice.
