PPG Industries, Inc.

NYSE:PPG 株式レポート

時価総額:US$25.2b

PPG Industries マネジメント

マネジメント 基準チェック /34

PPG Industriesの CEO はTim Knavishで、 Jan2023年に任命され、 の在任期間は 3.42年です。 の年間総報酬は$ 14.89Mで、 8.7%給与と91.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.027%を直接所有しており、その価値は$ 6.83M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と5.3年です。

主要情報

Tim Knavish

最高経営責任者

US$14.9m

報酬総額

CEO給与比率8.73%
CEO在任期間3.4yrs
CEOの所有権0.03%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

Seeking Alpha May 18

PPG Industries: More Of The Same, No Clear Growth Catalysts

Summary PPG Industries continues to struggle, with shares stagnant near decade-old levels and no clear growth catalysts on the horizon. Recent Q1 results showed modest organic revenue growth of 1%, driven mainly by pricing, with volume softness and margin pressure persisting. Management maintains full-year adjusted earnings guidance at $7.90 per share, supported by proactive price increases and a resilient dividend yield near 2.8%. Despite ongoing buybacks and industry consolidation, PPG's long-term performance remains mediocre, limiting prospects for valuation multiple expansion. Read the full article on Seeking Alpha
ナラティブの更新 May 12

PPG: Coatings Expansion And Buybacks Will Support Future Earnings Delivery

Analysts now estimate PPG Industries' fair value at approximately $122.90, up slightly from roughly $122.10, as recent price target revisions across firms reflect updated views on revenue growth, profit margins and P/E assumptions. Analyst Commentary Recent Street research on PPG Industries shows a mix of higher and lower price targets, along with at least one downgrade, which together help explain why fair value estimates are clustered close to the current consensus level.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
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

CEO報酬分析

PPG Industries の収益と比較して、Tim Knavish の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Timの 総報酬 ($USD 14.89M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Timの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Tim Knavish (60 yo)

3.4yrs
在職期間
US$14,885,022
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Timothy Knavish
CEO & Chairman3.4yrsUS$14.89m0.027%
$ 6.8m
Vincent Morales
Senior VP & CFO9.3yrsUS$5.50m0.0026%
$ 642.2k
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 Coatings3.1yrsUS$2.47m0.0083%
$ 2.1m
Brian Williams
VP & Controllerno dataデータなし0.0024%
$ 617.0k
David Bem
Senior VP of Science & Technology and CTO10.6yrsデータなしデータなし
Alejandro Lopez
Director of Investor Relations2yrsデータなしデータなし
Joseph Gette
SVP, General Counsel & Secretaryless than a yearデータなし0.0037%
$ 939.3k
Jeffrey Davies
Vice President of Corporate Developmentno dataデータなしデータなし
Robert Massy
Senior VP & Chief Human Resources Officer2.3yrsデータなしデータなし
Amy Ericson
Senior Vice President of Protective & Marine Coatings7.9yrsUS$2.24m0.0091%
$ 2.3m
3.1yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: PPGの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Timothy Knavish
CEO & Chairman3.7yrsUS$14.89m0.027%
$ 6.8m
Kathleen Ligocki
Independent Director6.2yrsUS$320.07k0.000050%
$ 12.6k
Gary Heminger
Independent Director8.9yrsUS$355.07k0.00022%
$ 55.4k
Michael Lamach
Lead Independent Director11.2yrsUS$380.07k0.00045%
$ 113.3k
Catherine Smith
Independent Director7.2yrsUS$350.07k0.0043%
$ 1.1m
Melanie Healey
Independent Director9.9yrsUS$345.07k0.0034%
$ 848.7k
Guillermo Novo
Independent Director5.3yrsUS$340.07k0.00012%
$ 30.2k
Michael Nally
Independent Director5.3yrsUS$320.07k0.00013%
$ 32.7k
Todd Schneider
Independent Directorless than a yearデータなし0.00024%
$ 60.4k
Leon Topalian
Independent Directorless than a yearUS$235.01k0.000040%
$ 10.1k
Christopher Roberts
Independent Director2.7yrsUS$320.07k0.000040%
$ 10.1k
Kathy Fortmann
Independent Director1.9yrsUS$326.07k0.00011%
$ 27.7k
5.3yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: PPGの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


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2026/06/01 09:27
終値2026/06/01 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Youtubeのチュートリアルも掲載しています。

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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. 21 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

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