PPG Industries, Inc.

NYSE:PPG 株式レポート

時価総額：US$24.1b

PPG Industries 将来の成長

Future 基準チェック /26

PPG Industries利益と収益がそれぞれ年間6.4%と3.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.7% 8.2%なると予測されています。

主要情報

6.4%

収益成長率

8.25%

EPS成長率

Chemicals 収益成長17.6%
収益成長率3.1%
将来の株主資本利益率22.74%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
新しいナラティブ • 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

業績と収益の成長予測

NYSE:PPG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202817,7151,8651,7962,24014
12/31/202717,2441,7541,6032,11019
12/31/202616,6611,6221,3642,12619
3/31/202616,1211,5781,2271,992N/A
12/31/202515,8751,5711,1631,941N/A
9/30/202515,6901,2717151,400N/A
6/30/202515,6401,2718001,484N/A
3/31/202515,6801,3147841,462N/A
12/31/202415,8451,3446991,420N/A
9/30/202414,4621,3851,3241,972N/A
6/30/202415,0741,3671,4542,095N/A
3/31/202415,7111,3641,6182,266N/A
12/31/202316,2421,2231,8952,411N/A
9/30/202318,0811,4181,5692,100N/A
6/30/202317,9051,3211,2241,720N/A
3/31/202317,7241,2749081,352N/A
12/31/202215,6141,007477963N/A
9/30/202217,6571,057313832N/A
6/30/202217,5611,072352845N/A
3/31/202217,2291,0607961,281N/A
12/31/202116,8021,4201,1911,562N/A
9/30/202116,3691,4251,7182,072N/A
6/30/202115,6821,5232,0352,389N/A
3/31/202114,3381,1911,9192,266N/A
12/31/202013,8341,0561,8262,130N/A
9/30/202013,7491,0791,6141,973N/A
6/30/202013,8901,0031,5481,920N/A
3/31/202014,8991,1741,5841,987N/A
12/31/201915,1461,243N/A2,080N/A
9/30/201915,1191,204N/A2,071N/A
6/30/201915,1101,206N/A1,818N/A
3/31/201915,2171,307N/A1,629N/A
12/31/201815,3741,323N/A1,467N/A
9/30/201815,4111,215N/A1,203N/A
6/30/201815,3701,240N/A1,253N/A
3/31/201815,0431,366N/A1,331N/A
12/31/201714,7481,369N/A1,568N/A
9/30/201714,4831,308N/A1,607N/A
6/30/201714,367704N/A1,798N/A
3/31/201714,345546N/A1,281N/A
12/31/201614,270543N/A1,351N/A
9/30/201614,405751N/A1,627N/A
6/30/201614,4701,377N/A1,650N/A
3/31/201614,5151,345N/A2,345N/A
12/31/201514,2411,311N/A1,895N/A
9/30/201514,9211,129N/A1,477N/A
6/30/201515,1311,091N/A1,313N/A

アナリストによる今後の成長予測

収入対貯蓄率: PPGの予測収益成長率 (年間6.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: PPGの収益 ( 6.4% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: PPGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: PPGの収益 ( 3.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: PPGの収益 ( 3.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PPGの 自己資本利益率 は、3年後には高くなると予測されています ( 22.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/12 03:29
終値2026/05/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PPG Industries, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
William SeleskyArgus Research Company
Ghansham PanjabiBaird
Scott DavisBarclays