| PPG |
Report |
Adjusted EPS |
IN-LINE |
pred ~$2.27 vs. cons $2.26 |
MEDIUM |
| PPG |
Report |
Net sales |
IN-LINE |
pred ~$4.40B vs. cons $4.37B |
MEDIUM |
| PPG |
Report |
Organic sales growth |
BEAT |
pred ~1.5% vs. cons 1.3% |
LOW |
| PPG |
Guide |
Full-year adjusted EPS |
LOWER |
guide ~$7.90 midpoint vs. cons $7.93 (FY2026) |
MEDIUM |
| PPG |
Guide |
Adjusted EPS |
LOWER |
guide ~$2.14 vs. cons $2.19 (Q3 2026) |
MEDIUM |
| PPG |
Guide |
Organic sales growth |
UNCHANGED |
guide ~2.0% vs. cons 2.0% (Q3 2026) |
LOW |
| PPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| PPG |
Return |
5-day cumulative residual |
-3.8% (FOLLOW-THROUGH) |
A broadly in-line Q2 is outweighed by price-cost pressure and Q3 adjusted EPS guidance of ~$2.14 versus consensus of $2.19; the implied second-half earnings path pulls FY2026 estimates from consensus near $7.93 toward the ~$7.90 guidance midpoint, sustaining negative revisions after day 1. |
MEDIUM |