PPG Industries Management
Management Kriterienprüfungen 3/4
PPG Industries CEO ist Tim Knavish , ernannt in Jan 2023, hat eine Amtszeit von 3.33 Jahren. Die jährliche Gesamtvergütung beträgt $14.89M , bestehend aus 8.7% Gehalt und 91.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.027% der Aktien des Unternehmens, im Wert von $6.74M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3 Jahre bzw. 5.3 Jahre.
Wichtige Informationen
Tim Knavish
Geschäftsführender
US$14.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 8.73% |
| Amtszeit als Geschäftsführer | 3.3yrs |
| Eigentum des Geschäftsführers | 0.03% |
| Durchschnittliche Amtszeit des Managements | 3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.3yrs |
Jüngste Management Updates
Recent updates
Analyse-Update • Apr 26
PPG: New Coatings Expansion And Buybacks Will Shape Future Upside Potential
PPG Industries' analyst fair value estimate has edged up by about $0.35 to $122.10 as analysts factor in slightly higher modeled revenue growth and a modestly higher future P/E, partially offset by a small adjustment to profit margin and discount rate assumptions. Analyst Commentary Recent Street research on PPG Industries shows a mix of optimism and caution, with several firms adjusting price targets in both directions and at least one downgrade in rating.Seeking Alpha • Apr 16
PPG Industries: Price Hikes Will Help Stabilize Margins
Summary PPG Industries, Inc. faced top-line stagnation and margin compression in FY25, with FX headwinds, divestitures, and weak industrial demand impacting results. Despite a roughly 80 bps drop in profitability, PPG improved operational efficiency, with ROTC nearing 10% and free cash flow rising to $1.16B. PPG pre-announced a 6% YoY Q1 EPS increase and plans up to 20% price hikes across all product lines to offset cost pressures and restore margins. I remain on the PPG sidelines, monitoring the impact of price hikes, margin recovery, and aerospace segment resilience before considering a position. Read the full article on Seeking AlphaAnalyse-Update • Apr 11
PPG: New Coatings Initiatives And Mixed Sentiment Will Shape Future Outlook
Analysts have trimmed their consolidated price target for PPG Industries from about $124.50 to roughly $121.75. This reflects slightly softer modeled growth and valuation assumptions after a recent wave of target cuts and one downgrade, even as earlier research in the period included several price target increases.Analyse-Update • Mar 26
PPG: New Coatings Initiatives And Margin Assumptions Will Support Bullish Outlook
PPG Industries' fair value estimate has been trimmed by about $1 to $124.50 as analysts recalibrate price targets, with recent cuts of $25, $1 and $2 offsetting earlier target increases across several firms. Analyst Commentary Recent research updates on PPG Industries show a mix of optimism and caution, with several firms adjusting price targets both higher and lower.Analyse-Update • Mar 12
PPG: Rising Margin Confidence And Cash Returns Will Support Bullish Outlook
The analyst fair value estimate for PPG Industries edges up to $125.75 from $125.30, reflecting Street price target increases across several firms as analysts update their models on discount rates, long run margin assumptions, and future P/E expectations. Analyst Commentary Street research around PPG Industries has been active, with a cluster of firms updating their models and target prices.Analyse-Update • Feb 25
PPG: Recent Rating Shifts And Macro Signals Will Shape Fairly Valued Outlook
Analysts have nudged their fair value estimate for PPG Industries higher from $123.75 to $125.30, citing a broad wave of recent price target increases across the Street as they update their assumptions while keeping core growth and margin views largely unchanged. Analyst Commentary The recent wave of price target adjustments for PPG Industries shows a mix of optimism and caution, with most research updates clustered over a short window and one earlier move taking a more guarded stance.Analyse-Update • Feb 09
PPG: Recent Research Shifts And Macro Uncertainty Will Shape Fairly Valued Outlook
Analysts have lifted their PPG Industries fair value estimate by about US$4.60 to US$123.75, citing a cluster of recent price target increases from major firms and updated assumptions around revenue growth, discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on PPG Industries has been dominated by upward price target revisions, with only one modest trim, giving you a picture of how the sell side is framing the risk and reward around the stock right now.Analyse-Update • Jan 24
PPG: Cyclical Pressures And Rate Cut Hopes Shape Fairly Valued Outlook
Analysts have made a modest upward adjustment to their PPG Industries price target to about $119, reflecting slightly higher assumptions for revenue growth and P/E, while still assuming a relatively stable discount rate and profit margin outlook. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside to the current valuation, as reflected in a raised price target that aligns with slightly higher assumptions for revenue and P/E.Analyse-Update • Jan 10
PPG: Cyclical Weakness And 2026 Recovery Hopes Shape Fairly Valued Outlook
Analysts have slightly reduced their average price expectations for PPG, with our fair value estimate edging down by about $0.15 to $118.85. This reflects a mix of recent target cuts tied to a tougher chemicals backdrop and one upgrade that points to potential valuation support despite cyclically weak conditions.Analyseartikel • Dec 29
Here's Why PPG Industries (NYSE:PPG) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyse-Update • Dec 21
PPG: Cyclical Recovery And Margin Expansion Will Lift Depressed Share Price
Analysts have nudged our PPG Industries fair value estimate slightly higher to $119.00 from $118.45, reflecting expectations for modestly improved profitability and valuation support, despite a series of trimmed but still constructive Street price targets in the $112 to $129 range. Analyst Commentary Street research remains mixed but generally constructive on PPG, with recent actions combining modest target cuts and at least one notable rating upgrade.Analyse-Update • Dec 06
PPG: Cyclical Demand Recovery Will Lift Depressed Share Price Over Time
We trim our PPG Industries price target modestly to $118.45 from $119.80, as analysts lower near term expectations amid softer macro and uneven industrial demand, even as they highlight cyclical, not structural, earnings pressures and see room for valuation to recover over time. Analyst Commentary Recent Street research on PPG Industries reflects a mixed but generally constructive stance, with several firms trimming price targets in response to softer macro trends while still seeing scope for valuation recovery as cyclical headwinds ease.Analyse-Update • Nov 22
PPG: Cyclical Weakness Will Ease And Depressed Share Price Will Rebound
The analyst consensus price target for PPG Industries has decreased modestly from $121.20 to $119.80, as analysts cite ongoing cyclical weakness in key end markets and note that a softer macroeconomic environment is pressuring near-term earnings expectations. Analyst Commentary Recent analyst notes reflect a mix of optimism about PPG Industries' long-term potential and caution regarding near-term pressures.Analyse-Update • Nov 05
PPG: Depressed Market Value Will Recover As Cyclical Pressures Fade
Narrative Update: Analyst Price Target and Rationale for PPG Industries Analysts have modestly reduced their average price target for PPG Industries by $2.80 to $121.20. This change reflects continued concerns over weak macro conditions and recent price target adjustments, while maintaining a generally constructive outlook on the company's underlying fundamentals.Analyse-Update • Oct 22
Analysts Adjust PPG Industries Price Target Amid Mixed Outlook and Modest Valuation Changes
Analysts have slightly reduced their price target for PPG Industries to $124.00 from $125.80. They cite prevailing macroeconomic headwinds, recent slippage in commodity business performance, and highly inconsistent industrial end markets as reasons for the modest downward adjustment.Analyse-Update • Oct 08
Investments In Aerospace And Coatings Will Expand Global Reach
Analysts have slightly lowered their average price target for PPG Industries, reducing it by $1.55 to reflect tempered revenue growth expectations and a modest rise in the discount rate. Recent research cites shifts in market multiples and the near-term demand outlook as contributing factors.Analyseartikel • Jul 30
These 4 Measures Indicate That PPG Industries (NYSE:PPG) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Jun 27
PPG Industries (NYSE:PPG) Hasn't Managed To Accelerate Its Returns
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Jun 12
Is PPG Industries, Inc. (NYSE:PPG) Trading At A 31% Discount?
Key Insights The projected fair value for PPG Industries is US$165 based on 2 Stage Free Cash Flow to Equity PPG...Analyseartikel • May 22
What Does PPG Industries, Inc.'s (NYSE:PPG) Share Price Indicate?
Today we're going to take a look at the well-established PPG Industries, Inc. ( NYSE:PPG ). The company's stock saw a...Neue Analyse • Mar 04
PPG Industries set to soar with 9% revenue growth in the next 3 years
Progress in smart window commercial deploymentsSeeking Alpha • Jan 22
PPG Industries: Updating 'Buy' For 2025
Summary PPG Industries has underperformed the S&P500 by nearly 50%, but its fundamentals remain solid, with expected annual EPS growth over 5% and record-level adjusted EPS in 3Q24. Despite challenges in automotive and architectural coatings, PPG's aerospace segment shows strong demand, and the company is streamlining operations and buying back shares. PPG trades at under 15x P/E, significantly below its historical average of 20-22x P/E, suggesting potential annualized returns of 14-15% and a price target of $160/share. The company's solid history, good dividend growth, and strong fundamentals, despite some risks, justify a "Buy" rating with an expected upside of 20% or more. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
PPG Industries: Still Not Painting A Pretty Picture
Summary PPG Industries faces challenges despite a rich history, with recent divestment proceeds looking soft and modest earnings growth projections. The company reported a 3% sales increase in 2023, but long-term execution issues and market share losses remain concerns. Recent divestments, including the architectural coatings business, fetched disappointing valuations, raising questions about strategic alternatives. Given mixed news and a low 2% dividend yield, I am inclined to sell on any price increase and seek better investment opportunities. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$15m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$12m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$12m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$3m | US$867k | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$3m | US$700k | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$4m | US$638k | US$1b |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | n/a | n/a | US$1b |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$3m | US$650k | US$1b |
Vergütung im Vergleich zum Markt: TimDie Gesamtvergütung ($USD14.89M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.67M).
Entschädigung vs. Einkommen: TimDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Tim Knavish (59 yo)
3.3yrs
Amtszeit
US$14,885,022
Vergütung
Mr. Timothy M. Knavish, also known as Tim, is the Chief Executive Officer of PPG Industries, Inc. since January 01, 2023 and was its Chief Operating Officer since March 01, 2022 until December 31, 2022 and...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Chairman | 3.3yrs | US$14.89m | 0.027% $ 6.7m | |
| Senior VP & CFO | 9.2yrs | US$5.50m | 0.0025% $ 634.0k | |
| Senior Vice President of Law & Special Projects | less than a year | US$3.13m | 0.0091% $ 2.3m | |
| Senior Vice President of Operations | no data | US$2.42m | 0.0048% $ 1.2m | |
| Senior Vice President of Architectural Coatings | 3yrs | US$2.47m | 0.0083% $ 2.1m | |
| VP & Controller | no data | keine Daten | 0.0024% $ 609.0k | |
| Senior VP of Science & Technology and CTO | 10.5yrs | keine Daten | keine Daten | |
| Director of Investor Relations | 1.9yrs | keine Daten | keine Daten | |
| SVP, General Counsel & Secretary | less than a year | keine Daten | 0.0037% $ 926.0k | |
| Vice President of Corporate Development | no data | keine Daten | keine Daten | |
| Senior VP & Chief Human Resources Officer | 2.2yrs | keine Daten | keine Daten | |
| Senior Vice President of Protective & Marine Coatings | 7.8yrs | US$2.24m | 0.0091% $ 2.3m |
3.0yrs
Durchschnittliche Betriebszugehörigkeit
56yo
Durchschnittliches Alter
Erfahrenes Management: PPGDas Führungsteam des Unternehmens gilt als erfahren (3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Chairman | 3.6yrs | US$14.89m | 0.027% $ 6.7m | |
| Independent Director | 6.1yrs | US$320.07k | 0.000050% $ 12.5k | |
| Independent Director | 8.8yrs | US$355.07k | 0.00022% $ 54.9k | |
| Lead Independent Director | 11.1yrs | US$380.07k | 0.00045% $ 112.3k | |
| Independent Director | 7.1yrs | US$350.07k | 0.0042% $ 1.1m | |
| Independent Director | 9.8yrs | US$345.07k | 0.0034% $ 838.7k | |
| Independent Director | 5.3yrs | US$340.07k | 0.00012% $ 30.0k | |
| Independent Director | 5.3yrs | US$320.07k | 0.00013% $ 32.4k | |
| Independent Director | less than a year | keine Daten | 0.00024% $ 59.9k | |
| Independent Director | less than a year | US$235.01k | 0.000040% $ 10.0k | |
| Independent Director | 2.6yrs | US$320.07k | 0.000040% $ 10.0k | |
| Independent Director | 1.8yrs | US$326.07k | 0.00011% $ 27.5k |
5.3yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrener Vorstand: PPGDie Vorstandsmitglieder gelten als erfahren (5.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 12:44 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
PPG Industries, Inc. wird von 39 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Selesky | Argus Research Company |
| Ghansham Panjabi | Baird |
| Scott Davis | Barclays |