| PPG |
Report |
Adjusted EPS |
BEAT |
pred ~$2.26 vs. cons $2.23 |
MEDIUM |
| PPG |
Report |
Organic sales growth |
IN-LINE |
pred ~1.0% vs. cons 1.0% |
MEDIUM |
| PPG |
Report |
Total segment EBITDA margin |
IN-LINE |
pred ~20.2% vs. cons 20.3% |
MEDIUM |
| PPG |
Guide |
FY2026 adjusted EPS midpoint |
LOWER |
guide ~$7.90 vs. cons $7.96 (FY2026) |
MEDIUM |
| PPG |
Guide |
Price realization required to offset cost inflation |
LOWER |
guide ~3.0% vs. cons 3.5% (2H2026) |
LOW |
| PPG |
Guide |
COGS inflation outlook |
LOWER |
guide ~5.0% vs. cons 4.0% (2H2026) |
MEDIUM |
| PPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| PPG |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
A modest EPS beat is outweighed by guide math: ~$7.90 FY2026 midpoint versus ~$7.96 consensus and ~5.0% COGS inflation versus ~4.0% expected, implying lower second-half margin and out-period EPS revisions. |
MEDIUM |