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PPPPG

PPG Industries, Inc.

$PPG·$27B·Chemicals - Specialty·Basic Materials
$113.28-0.3%YTD+14.3%1Y+1.8%
Mentions · last 7 days
2026-08-17: 2 posts2026-08-18: 4 posts2026-08-19: 0 posts2026-08-20: 1 posts2026-08-21: 2 posts2026-08-22: 0 posts2026-08-23: 1 posts10+29%
Price updated 18m ago·X counts updated 21h ago
PPPPG
$PPGPPG Industries, Inc.
$113.28-0.31%10 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PPG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-22

The move has stalled — likely just drifts unless something new shows up.

Coatings giant +14% YTD, Q2 revenue +3% beat but EPS -1% miss, Industrial Coatings leadership changes, October 27 next print.

PPG Industries is a global paints, coatings, and specialty-materials manufacturer serving automotive, aerospace, industrial, and consumer markets — the tape at $113.63 is up 14% year to date but only 1.8% over twelve months, reflecting a mature-cyclical operating base with limited earnings acceleration.

  • Q2 2026 revenue was $4.5B topping a $4.37B estimate by 3% but EPS of $2.23 missed the $2.24 estimate by 1% — the four-quarter cadence has been mixed (small beats and misses of 1-4%), and FY26 consensus EPS of $7.89 rising to $8.62 in FY27 supports low-single-digit growth expectations rather than acceleration.
  • The August 19 announcement of new global-business-segment leaders and the August 3 Industrial Coatings leadership changes reflect a governance-refresh push aimed at accelerating growth and productivity — the July 8 Form 3 for new officer Jamie Beggs (August 18 award of 28,044 shares) confirms the leadership refresh at the CFO or senior-officer level.
  • The trailing PE of 16.5 with gross margin of 41% and operating margin of 13% reflects a mature specialty-chemicals business; the August 4 FTSE4Good recognition for the eighth consecutive year and the August 19 BlackRock new-shares purchase are governance-and-flow items, and X commentary framed the Q2 topline beat as the dominant read offsetting the marginal EPS miss.

October 27 Q3 print is the next test — Performance Coatings vs Industrial Coatings segment mix, aerospace-and-automotive volume trajectory, and any commentary on tariff-and-raw-material dynamics are the specific items to watch.

Agrees with X sentimentX's framing of the Q2 topline beat as dominant offsetting the marginal EPS miss matches the fundamental print — a mature cyclical delivering to expectations with limited acceleration.

What to watch: Q3 earnings on October 27 for Performance Coatings vs Industrial Coatings segment mix, aerospace-and-automotive volume trajectory, tariff-and-raw-material dynamics, and further leadership-refresh announcements.

On the calendar: Q3 earnings on 2026-10-27

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-30

PPG Industries posted Q2'26 net sales $4.5B (est. $4.36B) beating on revenue, though adjusted EPS came in at $2.23 vs $2.24 estimate — a penny short. The topline beat was called the dominant read, offsetting the marginal EPS miss.

Read the AI verdict + X sentiment for $PPG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures paints, coatings, and specialty materials for automotive refinishing, aerospace, industrial, and architectural markets globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $PPG.

Chemicals - Specialty · Basic Materials

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

What this means for $PPG

Neutral — Manufactures paints, coatings, and specialty materials for automotive refinishing, aerospace, industrial, and architectural markets globally; limited read-through from chemicals - specialty macro dynamics to this specific revenue mix.

Industry benchmark

13-name peer basket
+33.7%YTD
+60.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$2.23$2.25-0.9%
Q1 2026Apr 28, 2026$1.83$1.78+2.8%
Q4 2025Jan 27, 2026$1.51$1.58-4.4%
Q3 2025Oct 28, 2025$2.13$2.10+1.4%
Next earningsTue, Oct 27·consensus EPS $2.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.9B+6.7%42.1%13.4%$1.71$-163.0M
Q4 FY25$3.9B+80.8%37.4%11.5%$1.34$586.0M
Q3 FY25$4.1B-10.8%40.6%10.7%$2.01$538.0M
Q2 FY25$4.2B-0.9%42.0%15.5%$1.98$266.0M

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.7B$16.3B – $17.2B$7.89$7.83 – $7.9616
FY27$17.3B$16.7B – $18.3B$8.62$8.45 – $8.9115
FY28$17.8B$17.3B – $18.4B$9.47$9.19 – $9.6615
FY29$17.9B$17.5B – $18.5B$10.49$10.16 – $10.9111

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 222.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 12Juliane M. HefelSr. VP, Ind Coatings & Sp Prod12 sh$1K
+ 68 other (68 awards) in window

See when $PPG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 83
AI summary

Initial Form 3 ownership statement filed by Jamie Beggs, a newly reportable officer or director at PPG Industries, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying role. No operational implications for the company.

8-KOfficer or director changeApr 288-K — Item 5.02: Officer or director change
8-KOfficer or director changeApr 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
S-3ASRAuto-shelf registrationFeb 27S-3ASR
+ 31 other (9 S-8 POSs · 5 13Gs · 4 S-8s · 4 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PPG appoints leaders of global business segments to accelerate growth and productivitybusinesswire.com·5d agoBlackRock Inc. Buys New Shares in PPG Industries, Inc. $PPGdefenseworld.net·6d agoPPG Industries (NYSE:PPG) versus JSR (OTCMKTS:JSCPY) Head to Head Comparisondefenseworld.net·12d agoPPG recognized by FTSE4Good for eighth consecutive yearbusinesswire.com·20d agoPPG announces Industrial Coatings leadership changesgurufocus.com·21d ago

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Voices on X · last 7 days

No standout posts about $PPG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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