Core Viewpoint - PPG has achieved REDCert² certification for its Architectural Coatings manufacturing sites in Amsterdam and Søborg, confirming the use of sustainable raw materials through a certified chain of custody [1] Group 1 - The REDCert² certification employs a mass balance approach, which is a recognized method for attributing the sustainability value of certified inputs [1] - This certification ensures that PPG's products reflect responsible sourcing throughout the manufacturing process [1]

Core Insights - PPG's "Colorful Community" project celebrated its 10th anniversary with a closing event in Jiangmen, Guangdong Province, aimed at improving community environments through color and volunteer spirit [1][4] - The project, initiated in 2015, has focused on enhancing the living and working conditions of communities by leveraging PPG's product advantages [1] Group 1 - The recent event involved 54 volunteers from PPG's Jiangmen factory and other divisions, who contributed to mural painting in various areas of the Jiangmen Liyue Middle School [4] - Activities included a "Dream Class Meeting," land dragon boat racing, and engaging science lectures to promote student growth and development [4] - PPG announced an extension of the "Colorful Community" project for another ten years, with an additional investment of $15 million to continue beautifying and revitalizing global communities [4] Group 2 - PPG's Jiangmen factory manager expressed pride in integrating color and creativity into the school environment, aiming to create an artistic and multicultural growth space for students [4] - The company plans to continue protecting and beautifying the communities surrounding its factories while providing valuable public service participation platforms for employees [4]

Group 1 - PPG has been included in the Wall Street Journal's 250 Best-Managed Companies list for the second consecutive year [1] - The evaluation criteria for the list include customer satisfaction, employee engagement and development, innovation, social responsibility, and financial strength [1] - PPG was recognized for its commitment to disciplined innovation, stakeholder engagement, and responsible management [1]

Core Insights - PPG announced the retirement of Adriana Macouzet, vice president of PPG Latin America and general manager of protective and marine coatings, effective April 30, 2026, after a 40-year career with the company [1][2] - Leadership changes will follow Macouzet's retirement, with Jennifer Solcz and Javier Sosa Mejía taking on expanded roles to support business growth in Latin America and the Americas [2][6] Leadership Changes - Jennifer Solcz will transition to vice president of protective and marine coatings for the Americas, encompassing both the USCA and Latin America, effective April 30, 2026 [6] - Javier Sosa Mejía will expand his role to president of PPG Latin America, effective January 1, 2026, while continuing as vice president of architectural coatings for Latin America and president of PPG Comex [6] Adriana Macouzet's Career - Macouzet joined PPG in 1984 as a paint formulator in Mexico and progressed through various roles, including automotive coatings and sales management, before becoming vice president and general manager of PMC in Latin America in 2016 [2][3] - She has been instrumental in the growth of PPG's PMC business and has served as a mentor to many employees during her tenure [1][2] Jennifer Solcz's Background - Solcz joined PPG in 2018 and has held various leadership roles, achieving record sales and profitability in her current position as vice president of PMC for USCA [3] - She has a background in biochemistry and business, holding a CPA license and an MBA [3] Javier Sosa Mejía's Background - Sosa joined PPG in 2014 after the acquisition of Comex and has held multiple positions, contributing to the strategic growth of PPG Comex [4] - He is currently responsible for architectural coatings in Mexico, Central America, and Brazil, utilizing various distribution channels [4] Company Overview - PPG operates in over 70 countries and reported net sales of $15.8 billion in 2024, serving customers in construction, consumer products, industrial, and transportation markets [7]

PITTSBURGH--(BUSINESS WIRE)--PPG (NYSE:PPG) today announced that Todd M. Schneider, president and chief executive officer of Cintas, has been elected to join PPG's board of directors, effective Jan. 14, 2026. Schneider will serve on the Nominating and Governance and Sustainability and Innovation committees of PPG's board. Schneider has been with Cintas for more than 35 years, serving in a variety of leadership roles. He was appointed president and chief executive officer and a member of the Cin. ...

Core Insights - Pzena Investment Management's third-quarter 2025 commentary indicates a strong performance in US broad-based indexes driven by optimism about AI and a September rate cut, with the technology sector outperforming value stocks [1] - The Pzena Focused Value strategy returned 1.1% gross and 0.9% net, underperforming the Russell 1000 Value Index which returned 5.3% [1] Company Overview: PPG Industries, Inc. - PPG Industries, Inc. is involved in the manufacturing and distribution of paints, coatings, and specialty materials, with a market capitalization of $22.441 billion as of December 09, 2025 [2] - The stock of PPG Industries, Inc. experienced a one-month return of 1.99% but has lost 18.89% over the last 52 weeks, closing at $99.43 per share [2] Investment Positioning - Pzena Focused Value Strategy initiated a new position in PPG Industries, citing its strong market presence and historical returns on capital, despite current concerns about organic growth [3] - The company is viewed as undervalued due to market apprehensions, with expectations for growth to improve as key end markets recover [3] Hedge Fund Interest - PPG Industries, Inc. was held by 34 hedge fund portfolios at the end of the third quarter, a decrease from 39 in the previous quarter, indicating a decline in popularity among hedge funds [4] - While PPG is recognized for its potential, some analysts suggest that certain AI stocks may offer better upside potential with less downside risk [4]

Core Insights - PPG has been recognized as one of the "Best Places to Work in Information Technology (IT) in 2026" by Foundry's Computerworld, marking its eighth appearance on this prestigious list [1] Company Recognition - The recognition highlights PPG's commitment to providing its IT workforce with meaningful engagement opportunities, stimulating challenges, and comprehensive benefits and compensation [1]

European Companies - BASF Group reported Q3 2025 sales of €15.23 billion (approximately $17.7 billion), down 3.2% year-on-year from €15.739 billion. Operating profit (EBIT) increased by 11.4% to €278 million, while net profit fell by 40% to €172 million [1] - LyondellBasell's Q3 2025 sales and other revenues were $7.727 billion, down from $8.604 billion year-on-year. The company reported a net loss of $890 million compared to a net profit of $573 million in the same period last year [2] - INEOS Group Holdings reported Q3 2025 revenue of €3.418 billion (approximately $3.97 billion), down from €4.273 billion year-on-year. Operating profit decreased to €113 million from €339 million, with a net loss of €56.5 million compared to a profit of €283 million last year [3] - Evonik Group's Q3 2025 sales were €3.391 billion (approximately $3.94 billion), down from €3.832 billion year-on-year. Adjusted EBITDA fell to €448 million from €577 million, with a net loss of €106 million compared to a net profit of €223 million [4] - Covestro reported Q3 2025 sales of €3.171 billion (approximately $3.68 billion), down 12% from €3.603 billion. EBITDA decreased by 15.7% to €242 million, with a net loss of €47 million compared to a net profit of €33 million last year [5] - DSM-Firmenich's Q3 2025 sales were €3.07 billion (approximately $3.57 billion), down 5% from €3.244 billion. Adjusted EBITDA remained stable at €540 million [6] - Sika reported Q3 2025 sales of CHF 3.078 billion (approximately $3.4 billion), down 3.8% from CHF 3.915 billion. EBITDA decreased to CHF 1.645 billion from CHF 1.702 billion, with net profit falling to CHF 871 million from CHF 923 million [8] - Henkel's Q3 2025 sales fell by 6.3% to €5.147 billion, with the adhesives technology division reporting sales of approximately $3.145 billion, down 3.3% year-on-year [9] - Arkema's Q3 2025 sales were €2.187 billion (approximately $2.54 billion), down 8.6% from €2.394 billion. EBITDA fell by 23.8% to €310 million, with adjusted net profit down 53.6% to €78 million [10] - Syensqo reported Q3 2025 sales of €1.517 billion (approximately $1.76 billion), down 7.1% from €1.633 billion. EBITDA decreased by 12.8% to €326 million, with net profit down 31.8% to €110 million [11] - LANXESS reported Q3 2025 sales of €1.338 billion (approximately $1.55 billion), down 16.3% from €1.598 billion. EBITDA fell by 35.6% to €105 million, with a net loss of €77 million compared to a profit of €1 million last year [12] - Solvay's Q3 2025 sales were €1.044 billion (approximately $1.21 billion), down 9.7% from €1.156 billion. EBITDA decreased by 10.3% to €232 million, with net profit down 15% to €88 million [13] - Clariant reported Q3 2025 sales of CHF 906 million (approximately $1.03 billion), down 9% from CHF 991 million. EBITDA increased by 14% to CHF 159 million [14] Asian Companies - Rongsheng Petrochemical reported Q3 2025 revenue of ¥79.185 billion (approximately $11.2 billion), down 5.67% year-on-year. Net profit attributable to shareholders was ¥286 million, up 1427.94% [15] - SABIC's Q3 2025 revenue was SAR 34.333 billion (approximately $9.147 billion), down from SAR 36.88 billion year-on-year. Operating profit decreased to SAR 1.663 billion from SAR 2.477 billion, with net profit falling to SAR 1.135 billion from SAR 1.763 billion [16] - Hengli Petrochemical reported Q3 2025 revenue of ¥53.496 billion (approximately $7.67 billion), down 17.98% year-on-year. Net profit attributable to shareholders was ¥1.972 billion, up 81.47% [17] - Wanhua Chemical reported Q3 2025 revenue of ¥53.324 billion (approximately $7.54 billion), up 5.52% year-on-year. Net profit attributable to shareholders was ¥3.035 billion, up 3.96% [18] - Mitsubishi Chemical Group reported H1 2025 revenue of ¥1,799.124 billion (approximately $11.5 billion), down 10.5% year-on-year. Operating profit decreased by 19.6% to ¥86.489 billion, with net profit attributable to shareholders up 169% to ¥110.132 billion [19] - Taiwan Chemical announced Q3 2025 revenue of NT$69.576 billion (approximately $2.22 billion), down from NT$86.899 billion. The company reported a net profit of NT$1.78 billion, compared to a net loss of NT$1.918 billion last year [20] - Nanya Plastics reported Q3 2025 revenue of NT$64.2 billion (approximately $2.04 billion), down from NT$66.4 billion. Operating profit increased to NT$1.04 billion from NT$990 million, with net profit rising to NT$4 billion from NT$490 million [21] - Formosa Plastics reported Q3 2025 revenue of NT$41.718 billion (approximately $1.33 billion), down from NT$50.492 billion. The company reported a net loss of NT$2.685 billion, compared to a loss of NT$3.092 billion last year [22] - Asahi Kasei Corporation reported H1 2025 revenue of ¥1,486.368 billion (approximately $9.54 billion), down slightly from ¥1,490.334 billion. Operating profit increased to ¥108.915 billion from ¥107.454 billion, while net profit decreased to ¥60.248 billion from ¥66.266 billion [23] - Dongfang Shenghong reported Q3 2025 revenue of ¥31.245 billion (approximately $4.5 billion), down 11.91% year-on-year. The company reported a net loss of ¥260 million [24] - Shin-Etsu Chemical reported H1 2025 revenue of ¥1,284.522 billion (approximately $8.24 billion), up 1.4% year-on-year. Operating profit decreased by 17.7% to ¥333.935 billion, with net profit down 12.3% to ¥257.844 billion [25] - Toray reported H1 2025 revenue of ¥1,234.31 billion (approximately $7.92 billion), down 4.6% year-on-year. Operating profit decreased by 19.1% to ¥642.99 billion, with net profit down 33.5% to ¥369.35 billion [26] - Hengyi Petrochemical reported Q3 2025 revenue of ¥27.925 billion (approximately $3.95 billion), down 7.07% year-on-year. Net profit attributable to shareholders was ¥4.4079 million, up 102.21% [27] - LG Chem reported Q3 2025 sales of ₩111.962 trillion (approximately $76.24 billion), down 11.3% from ₩126.2 trillion. Operating profit increased by 38.9% to ₩6.797 trillion, while net profit fell to ₩4.470 trillion from ₩10.13 trillion [28] American Companies - Dow reported Q3 2025 net sales of $9.973 billion, down from $10.879 billion year-on-year. Net profit attributable to common shareholders was $62 million, down from $214 million [36] - Ecolab reported Q3 2025 net sales of $4.165 billion, up from $3.999 billion year-on-year. Operating profit decreased by 27% to $760 million, with net profit down 21% to $585 million [37] - DuPont reported Q3 2025 net sales of $3.072 billion, up from $2.862 billion year-on-year. The company reported a net loss of $123 million, compared to a profit of $455 million last year [39] - Westlake Corporation reported Q3 2025 net sales of $2.838 billion, down from $3.117 billion. The company reported an operating loss of $766 million, compared to a profit of $180 million last year [40] - IFF reported Q3 2025 net sales of $2.694 billion, down from $2.925 billion year-on-year. Operating profit decreased by 9% to $226 million, with net profit down to $40 million from $58 million [41] - Celanese reported Q3 2025 net sales of $2.419 billion, down from $2.648 billion. The company reported an operating loss of $1.275 billion, compared to a profit of $245 million last year [42] - Eastman Chemical Company reported Q3 2025 sales of $2.202 billion, down from $2.464 billion. Net profit attributable to the company was $47 million, down from $180 million [43] - Huntsman Corporation reported Q3 2025 revenue of $1.46 billion, down from $1.54 billion. The company reported a net loss of $25 million, compared to a loss of $33 million last year [44] Industrial Gases - Linde plc reported Q3 2025 sales of $8.615 billion, up from $8.356 billion year-on-year. Operating profit increased to $2.367 billion from $2.086 billion, with net profit rising to $1.929 billion from $1.55 billion [45] - Air Liquide reported Q3 2025 revenue of €6.599 billion (approximately $7.66 billion), down from €6.762 billion year-on-year [46] - Air Products & Chemicals reported Q4 2025 sales of $3.167 billion, down from $3.188 billion. The company reported an operating profit of $16.8 million, down from $242.4 million last year, with a net profit of $4.9 million compared to $195 million [47] Crop Science - Syngenta Group reported Q3 2025 revenue of $6.4 billion, down 6% year-on-year. EBITDA increased by 28% to $900 million [48] - Bayer Group reported Q3 2025 sales of €9.66 billion, down from €9.968 billion. EBIT loss was €543 million, compared to a loss of €382.2 million last year, with a net loss of €963 million compared to a loss of €4.183 billion last year [49] - Corteva, Inc. reported Q3 2025 net sales of $2.618 billion, up from $2.326 billion year-on-year. The company reported a net loss of $320 million, compared to a loss of $524 million last year [50] Fertilizers - Nutrien reported Q3 2025 sales of $6.007 billion, up from $5.348 billion year-on-year. Net profit increased to $469 million from $25 million [51] - Yara International ASA reported Q3 2025 revenue of $4.108 billion, up from $3.654 billion. Operating profit increased to $470 million from $309 million, with net profit rising to $320 million from $286 million [52] - The Mosaic Company reported Q3 2025 net sales of $3.452 billion, up from $2.811 billion. Operating profit increased to $340 million from $115 million, with net profit rising to $411 million from $122 million [53] - CF Industries reported Q3 2025 net sales of $1.659 billion, up from $1.37 billion. Net profit attributable to common shareholders was $353 million, compared to $276 million last year [54] Coatings - PPG Industries reported Q3 2025 net sales of $4.082 billion, up from $4.032 billion year-on-year, with net profit remaining stable at $444 million [55] - AkzoNobel reported Q3 2025 revenue of €2.547 billion (approximately $2.96 billion), down from €2.668 billion. The company reported an operating loss of €29 million, compared to a profit of €259 million last year, with a net loss of €194 million compared to a profit of €163 million last year [56] - Nippon Paint Holdings reported YTD revenue of ¥1,318.378 billion (approximately $8.467 billion), up 7.8% year-on-year. Operating profit increased by 36.4% to ¥190.579 billion, with net profit rising by 38.6% to ¥134.336 billion [57] - Sherwin-Williams reported Q3 2025 net sales of $6.358 billion, up from $6.163 billion. Net profit increased to $833 million from $806 million, with the paint retail group reporting sales of $3.837 billion, up 5.1% [58] - Axalta Coating Systems Ltd. reported Q3 2025 net sales of $1.288 billion, down from $1.32 billion. Operating profit increased to $204 million from $193 million, with net profit rising to $110 million from $101 million [59] - Three Trees reported YTD revenue of ¥9.392 billion (approximately $1.33 billion), up 2.69% year-on-year. Net profit attributable to shareholders was ¥744 million, up 81.22% [60]

Core Insights - PPG Industries, Inc. is launching its advanced VisualizID software for the Delfleet Evolution commercial vehicle coatings system in the U.S. and Canada, enhancing digital color-matching technology for commercial vehicle repairs [1][7] Group 1: Product Launch and Features - The integration of VisualizID provides an intuitive digital solution that simplifies and accelerates the color identification and selection process for customers [2] - The Delfleet Evolution coating system is designed to meet the rigorous standards of commercial vehicle manufacturers and heavy-duty repair shops, ensuring durable, high-quality finishes [2] - The new technology eliminates the need for physical color tools, allowing users to view, compare, and select colors accurately, thereby enhancing productivity and color-matching confidence [3][7] Group 2: Company Performance - PPG's shares have declined by 18.2% over the past year, compared to a 9.6% decline in the industry [5] - The company currently holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to other stocks in the Basic Materials sector [6]

Company Overview - PPG Industries, Inc. is headquartered in Pittsburgh, Pennsylvania, and specializes in manufacturing and distributing paints, coatings, and specialty materials, with a market cap of $22.7 billion [1] - The company produces protective and decorative coatings, flat glass, fabricated glass products, continuous-strand fiber glass products, and industrial and specialty chemicals [1] Market Position - PPG is classified as a "large-cap stock" due to its market cap exceeding $10 billion, highlighting its size and influence in the specialty chemicals industry [2] Stock Performance - PPG's stock has declined 22.3% from its 52-week high of $130.05, reached on December 9, 2024, and has fallen 8.1% over the past three months, underperforming the Materials Select Sector SPDR Fund (XLB) which lost 4.1% in the same period [3][4] - Over a six-month period, PPG shares fell 9.2%, and over the past 52 weeks, they dipped 19.5%, again underperforming XLB's marginal gains and 4.4% dip [4] Recent Financial Results - On October 28, PPG reported Q3 results, with an adjusted EPS of $2.13, surpassing Wall Street's expectation of $2.09, and revenue of $4.1 billion, exceeding the forecast of $4 billion [5] - The company anticipates full-year adjusted EPS in the range of $7.60 to $7.70 [5] Competitive Landscape - The Sherwin-Williams Company has outperformed PPG, with a 6.9% decline over six months and 13.5% losses over the past year [6] - Analysts maintain a "Moderate Buy" rating for PPG, with a consensus price target of $120, indicating a potential upside of 18.8% from current levels [6]