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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Begleiter | Deutsche Bank | 7 | 14% |
| John Roberts | Mizuho Securities | 6 | 0% |
| Ghansham Panjabi | Robert W. Baird | 6 | 0% |
| Kevin McCarthy | Vertical Research Partners | 6 | 33% |
| Chris Parkinson | Wolfe Research | 6 | 0% |
| Mike Sison | Wells Fargo | 6 | 17% |
| John McNulty | BMO Capital Markets | 6 | 50% |
| Patrick Cunningham | Citigroup | 6 | 0% |
| Vincent Andrews | Morgan Stanley | 5 | 40% |
| Duffy Fischer | Goldman Sachs | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deutsche Bank | 1 | 7 | 14% |
| BMO Capital Markets | 1 | 6 | 50% |
| Morgan Stanley | 2 | 6 | 33% |
| Citigroup |
| 1 |
| 6 |
| 0% |
| Robert W. Baird | 1 | 6 | 0% |
| Fermium Research | 2 | 6 | 0% |
| Mizuho Securities | 1 | 6 | 0% |
| Vertical Research Partners | 1 | 6 | 33% |
PPG posted Q1 adjusted EPS of $1.83, up 6%, with net sales of $3.9 billion increasing 7% year-over-year on 1% organic growth. Aerospace continued double-digit growth with a $350 million backlog, and Global Architectural segment income surged over 30%. Management reaffirmed FY2026 EPS guidance of $7.70-$8.10 despite geopolitical headwinds, while PMC delivered its twelfth consecutive quarter of volume growth.
Demand | Competitive Dynamics | Margin | Revenue Growth | Capital Allocation | Geographic Expansion | Guidance Reliability | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 1 | 4 | 2 | 3 | 2 | 1 |
| 2025Q1 | 12 | 5 | 3 | 4 | 1 | 2 | 4 | 2 |
| 2025Q2 | 8 | 5 | 5 | 5 | 2 | 2 | 1 | |
| 2025Q3 | 5 | 3 | 3 | 2 | 4 | 2 | 1 | 1 |
| 2025Q4 | 6 | 4 | 3 | 3 | 2 | 2 | 3 | 1 |
| 2026Q1 | 6 | 2 | 4 | 1 | 2 | 1 | 5 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 12 | 8 | 5 | 6 | 6 |
| Competitive Dynamics | 2 | 5 | 5 | 3 | 4 | 2 |
| Margin | 1 | 3 | 5 | 3 | 3 | 4 |
| Revenue Growth | 4 | 4 | 5 | 2 | 3 | 1 |
| Capital Allocation | 2 | 1 | 2 | 4 | 2 | 2 |
| Geographic Expansion | 3 | 2 | 2 | 2 | 2 | 1 |
| Guidance Reliability | 2 | 4 | 1 | 1 | 3 | |
| Pricing | 1 | 2 | 1 | 1 | 5 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PPG PPG Industries | 6 | +6.7% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |