PPG Industries, Inc.

Informe acción NYSE:PPG

Capitalización de mercado: US$25.0b

PPG Industries Dirección

Dirección controles de criterios 3/4

El CEO de PPG Industries es Tim Knavish , nombrado en Jan 2023, tiene una permanencia de 3.33 años. compensación anual total es $14.89M, compuesta por 8.7% salario y 91.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.027% de las acciones de la empresa, por valor de $6.74M. La antigüedad media del equipo directivo y de la junta directiva es de 3 años y 5.3 años, respectivamente.

Información clave

Tim Knavish

Chief Executive Officer (CEO)

US$14.9m

Compensación total

Porcentaje del salario del CEO8.73%
Permanencia del CEO3.3yrs
Participación del CEO0.03%
Permanencia media de la dirección3yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis 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 Alpha
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Nuevo análisis Mar 04

PPG Industries set to soar with 9% revenue growth in the next 3 years

Progress in smart window commercial deployments
Seeking 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 Alpha
Seeking 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 Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tim Knavish en comparación con los beneficios de PPG Industries?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$15mUS$1m

US$2b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$12mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$12mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$3mUS$867k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$3mUS$700k

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$1b

Dec 31 2020US$4mUS$638k

US$1b

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$3mUS$650k

US$1b

Compensación vs. Mercado: La compensación total ($USD14.89M) de Tim está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.67M).

Compensación vs. Ingresos: La compensación de Tim ha aumentado más de un 20% en el último año.


CEO

Tim Knavish (59 yo)

3.3yrs
Permanencia
US$14,885,022
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Timothy Knavish
CEO & Chairman3.3yrsUS$14.89m0.027%
$ 6.7m
Vincent Morales
Senior VP & CFO9.2yrsUS$5.50m0.0025%
$ 634.0k
Anne Foulkes
Senior Vice President of Law & Special Projectsless than a yearUS$3.13m0.0091%
$ 2.3m
Kevin Braun
Senior Vice President of Operationsno dataUS$2.42m0.0048%
$ 1.2m
Karl Bergstrom
Senior Vice President of Architectural Coatings3yrsUS$2.47m0.0083%
$ 2.1m
Brian Williams
VP & Controllerno datasin datos0.0024%
$ 609.0k
David Bem
Senior VP of Science & Technology and CTO10.5yrssin datossin datos
Alejandro Lopez
Director of Investor Relations1.9yrssin datossin datos
Joseph Gette
SVP, General Counsel & Secretaryless than a yearsin datos0.0037%
$ 926.0k
Jeffrey Davies
Vice President of Corporate Developmentno datasin datossin datos
Robert Massy
Senior VP & Chief Human Resources Officer2.2yrssin datossin datos
Amy Ericson
Senior Vice President of Protective & Marine Coatings7.8yrsUS$2.24m0.0091%
$ 2.3m
3.0yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PPG se considera experimentado (3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Timothy Knavish
CEO & Chairman3.6yrsUS$14.89m0.027%
$ 6.7m
Kathleen Ligocki
Independent Director6.1yrsUS$320.07k0.000050%
$ 12.5k
Gary Heminger
Independent Director8.8yrsUS$355.07k0.00022%
$ 54.9k
Michael Lamach
Lead Independent Director11.1yrsUS$380.07k0.00045%
$ 112.3k
Catherine Smith
Independent Director7.1yrsUS$350.07k0.0042%
$ 1.1m
Melanie Healey
Independent Director9.8yrsUS$345.07k0.0034%
$ 838.7k
Guillermo Novo
Independent Director5.3yrsUS$340.07k0.00012%
$ 30.0k
Michael Nally
Independent Director5.3yrsUS$320.07k0.00013%
$ 32.4k
Todd Schneider
Independent Directorless than a yearsin datos0.00024%
$ 59.9k
Leon Topalian
Independent Directorless than a yearUS$235.01k0.000040%
$ 10.0k
Christopher Roberts
Independent Director2.6yrsUS$320.07k0.000040%
$ 10.0k
Kathy Fortmann
Independent Director1.8yrsUS$326.07k0.00011%
$ 27.5k
5.3yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de PPG se considera experimentada (5.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 20:35
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PPG Industries, Inc. está cubierta por 39 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William SeleskyArgus Research Company
Ghansham PanjabiBaird
Scott DavisBarclays