PPG Industries (NYSE:PPG) shares dipped 0.7% after the global paint and coatings giant reported third-quarter earnings that topped expectations but slashed its full-year 2025 guidance below analyst forecasts, citing softer global demand and customer inventory adjustments.
The finance card above shows PPG’s stock at $105.31 (October 28, 2025), down from $105.45 the prior day, with a 1-month drop of 10.7% and 21.2% over 12 months. Q3 results: Adjusted EPS hit $2.13, beating the $2.09 consensus, while revenue of $4.08B edged past the $4.04B estimate, up 1% YoY with 2% organic sales growth.
The sting? PPG cut its full-year EPS guidance to $7.60-$7.70, below the $7.81 Wall Street target, blaming “softening global demand” and inventory management in automotive refinish coatings. CEO Tim Knavish: “We expect organic growth in Q4 despite macro challenges.”
Why the slide? Simply Wall St notes PPG’s 14.3% YTD loss and undervaluation (PE 17.6x vs. industry 25.3x, Fair Ratio 22.3x), yet market jitters and economic uncertainty hit industrial stocks hard. Q1 2025 already stung: 7.6% net income drop, revenue down 4.3% to $3.68B.
X sentiment: Investors groan—@StockMarketNews (10K views): “PPG guidance miss = sector pain.” Bulls counter: “Undervalued gem!”
U.S. impact: $23.8B market cap PPG faces $1.8K job cuts, supply chain snarls, and inflation bites—yet $898M free cash flow and $1.74B projected by 2028 signal resilience. Hurricane Melissa and climate risks loom for coatings demand.
PPG shares slip, guidance falls short, undervalued stock 2025—buy-the-dip or wait for Q4?
By Sam Michael
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