PPG Reports Q4 Earnings Miss, Revenue Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Source: seekingalpha
- Earnings Overview: PPG's Q4 adjusted earnings per share of $1.51 fell short of the $1.58 consensus, even as revenue reached $3.9 billion, exceeding analyst expectations of $3.77 billion, resulting in a 2.4% drop in after-hours trading.
- Net Income Surge: Net income soared to $302 million from $2 million a year earlier, translating to $1.34 per share, indicating a significant improvement in profitability despite overall performance missing expectations.
- Sales Growth: The company reported a 3% year-over-year increase in organic sales, driven by higher sales volumes and prices across all regions, showcasing PPG's competitive edge and growth potential, particularly in architectural and industrial coatings.
- Future Outlook: PPG forecasts adjusted earnings per share for 2026 to be between $7.70 and $8.10, slightly below Wall Street's $8.06 estimate, yet remains optimistic about earnings growth in the second half of the year, reflecting confidence in future market conditions.
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Analyst Views on PPG
Wall Street analysts forecast PPG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PPG is 116.92 USD with a low forecast of 109.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 113.960
Low
109.00
Averages
116.92
High
130.00
Current: 113.960
Low
109.00
Averages
116.92
High
130.00
About PPG
PPG Industries, Inc. manufactures and distributes a broad range of paints, coatings and specialty products. Its segments include Global Architectural Coatings, Performance Coatings and Industrial Coatings. The Global Architectural Coatings segment consists of architectural coatings EMEA and architectural coatings Latin America and Asia Pacific operating segments. This segment primarily supplies paints, wood stains, adhesives, sealants and purchased sundries. The Performance Coatings segment consists of automotive refinish coatings, aerospace coatings, protective and marine coatings and traffic solutions operating segments. This segment primarily supplies a variety of coatings, solvents, adhesives, sealants, foams and finishes, along with pavement marking products, transparencies and paint films. The Industrial Coatings segment supplies a variety of protective and decorative coatings and finishes along with adhesives, sealants, metal pretreatment products, and other specialty products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
PPG Industries to Host Q4 2025 Earnings Call in January 2026
- Earnings Call Announcement: PPG Industries is set to host a conference call on January 28, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial insights and company developments.
- Webcast Access: Investors can access the live webcast through PPG's investor relations page, ensuring transparent information dissemination and interaction with shareholders, thereby enhancing communication between the company and its investors.
- Market Reaction Expectations: This earnings call is expected to provide key performance metrics and future outlook, which could influence PPG's stock price movements, particularly if market expectations for the company's performance are high.
- Strategic Communication Importance: By holding regular earnings calls, PPG demonstrates its commitment to transparency and shareholder communication, aiming to bolster investor confidence and foster long-term investor relations.
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