| PPG |
Report |
Adjusted EPS |
BEAT |
pred ~$2.30 vs. cons $2.25 |
MEDIUM |
| PPG |
Report |
Net sales (revenue) |
IN-LINE |
pred ~$4.38B vs. cons $4.36B |
MEDIUM |
| PPG |
Report |
Segment adj. EBITDA margin (price/cost proof) |
IN-LINE |
pred ~19.3% vs. cons ~19.4% |
LOW |
| PPG |
Guide |
FY26 adjusted EPS guide |
UNCHANGED |
guide ~$7.70-$8.10 (mid ~$7.90) vs. cons $7.90 (FY26) |
MEDIUM |
| PPG |
Guide |
Q3 2026 adj. EPS guide (organic/price-cost tone) |
UNKNOWN |
guide ~$2.15 vs. cons $2.16 (Q3 2026) |
LOW |
| PPG |
Guide |
Refinish H2 volume inflection commentary |
BETTER |
guide return to volume growth ~+low-single-digit vs. cons ~flat (H2 2026) |
LOW |
| PPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| PPG |
Return |
5-day cumulative residual |
-2.5% (FADE) |
Likely a modest EPS beat aided by a fading FX tailwind and price, but the swing factor is guidance: a reaffirm (not a raise) of $7.70-$8.10 despite management's own 'upside' callouts repeats the post-Q1 pattern (stock fell ~2.8% on a beat). With the stock back near February highs (~$118.50, +14% YTD) and having outrun peers off the March low, the bar is high. Out-period math is unfavorable — a flat FY reaffirm plus mid-single-digit COGS inflation risk implies limited H2 upside, so estimates drift lower even after a beat, driving a day-1 dip and continued fade over the week absent a clean guidance raise. |
LOW |