PPG (PPG) Q2 FY26 earnings call

PPG delivered its sixth consecutive quarter of organic sales growth, driven by commercial and operational excellence, and accelerated its price realization to cover 90% of COGS inflation ahead of schedule. While strong performance in aerospace, protective and marine, and industrial coatings segments drove overall growth, the automotive refinish business faced challenging year-over-year comparisons and slower demand recovery, impacting Performance Coatings' margin. The company remains confident in its full-year EPS guidance, citing positive momentum and proactive pricing actions.