| PPG |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$2.30 vs. cons $2.244 |
MEDIUM |
| PPG |
Report |
Segmental EBITDA (Q2 2026) |
BEAT |
pred ~$905M vs. cons $880M |
MEDIUM |
| PPG |
Report |
Organic Growth % (Q2 2026) |
BEAT |
pred ~+2.5% vs. cons +2.0% |
MEDIUM |
| PPG |
Guide |
FY2026 Adj. EPS (FY2026) |
BETTER |
guide ~$7.975 midpoint vs. cons $7.869 |
MEDIUM |
| PPG |
Guide |
Q3 2026 Organic Growth (Q3 2026) |
BETTER |
guide low-to-mid single digits (~+3-4%) vs. cons ~+2.5% |
MEDIUM |
| PPG |
Guide |
Refinish H2 Volume - qualitative (H2 2026) |
BETTER |
confirms positive volume in H2 2026 |
HIGH |
| PPG |
Guide |
Raw Material Cost - qualitative (H2 2026) |
UNCHANGED |
pricing tracking to offset; no incremental worsening |
MEDIUM |
| PPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| PPG |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimates revised up on FY raise; Refinish re-rating begins; raw material uncertainty caps multiple expansion |
MEDIUM |