PPG's first quarter 2026 revenue beat estimates by 2.3% on pricing-led growth, meeting EPS guidance.

PPG reported first quarter 2026 net sales of $3.93 billion, an increase of 7% year-over-year, and adjusted EPS of $1.83, up 6% from the prior year. The results represented a 2.3% revenue beat while adjusted EPS was in line with analyst expectations.

Key Highlights

• Organic sales grew 1% year-over-year, driven entirely by higher selling prices as the company works to offset inflation.
• The company saw strong performance in its aerospace business, which posted double-digit organic sales growth, and in its architectural coatings business in Latin America.
• PPG reaffirmed its full-year 2026 adjusted EPS guidance range of $7.70 to $8.10 and announced it repurchased $100 million of shares during the quarter.