PPG
PPG Industries Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 119.72
Buy <=wait / entry
USD 106.67
Trim >=take some off
USD 128.00
Thesis breakThe investment thesis would be invalidated if PPG were to announce a material do...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 19% | 10 / 100 | 1.9 |
| Weighted conviction | 65 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Organic sales increased 4% year over year with growth in 8 of 9 businesses led by differentiated aerospace
- Reaffirming full-year 2026 adjusted EPS guidance range of $7.70 to $8.10
- Reported net sales of $4.5 billion (+7% YoY) and adjusted EPS of $2.23