| PPG |
Report |
Adjusted EPS (Q2 2026) |
MISS |
pred ~$2.19 vs. cons $2.25 |
MEDIUM |
| PPG |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$4.32B vs. cons $4.36B |
MEDIUM |
| PPG |
Report |
Industrial Coatings segment EBITDA margin |
MISS |
pred ~17.3% vs. cons 18.0% |
MEDIUM |
| PPG |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$7.70-$8.10 (reaffirmed, midpoint ~$7.90) vs. cons $7.90 (FY2026) |
MEDIUM |
| PPG |
Guide |
Q3 2026 organic sales growth guidance |
UNCHANGED |
guide ~1-2% vs. cons ~2% (Q3 2026) |
LOW |
| PPG |
Guide |
H2 2026 raw material/COGS inflation commentary |
LOWER |
guide ~mid-single-digit (5%) COGS increase vs. cons ~3-4% embedded (H2 2026) |
MEDIUM |
| PPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| PPG |
Return |
5-day cumulative residual |
-2.7% (FADE) |
Stock has already re-rated ~12% into the print on Buy ratings and rising price targets, raising the bar for a clean beat-and-raise. With EPS likely landing at or slightly below the low end of the tight $2.20-$2.32 consensus range due to Iran-driven mid-single-digit raw material/logistics cost inflation outrunning price realization in the near term, and full-year guidance merely reaffirmed (not raised) given H1 run-rate tracking to the low end of $7.70-$8.10, sell-side models will likely trim H2 estimates (implicit cuts to Industrial Coatings margin recovery timing and refinish snapback magnitude) even if headline Q2 numbers look adequate. This sets up an initial negative-to-flat reaction that fades further over the week as analysts digest the cost/price lag and reduce out-quarter numbers, consistent with a FADE pattern rather than follow-through. |
MEDIUM |