-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將PPG未來12個月的目標股價下調12美元至127美元，相當於2027年每股收益預期值的15.1倍，與PPG過去三年的平均預期市盈率持平。我們將2026年每股收益預期下修0.17美元至7.95美元，並將2027年每股收益預期下修0.56美元至8.41美元。 PPG實現了連續第五個季度的有機銷售成長，顯示其差異化產品組合的商業執行力不斷提升。航太業務仍是關鍵的成長驅動力，目前積壓訂單達3.15億美元，鑑於強勁的OEM和售後市場需求，預計該業務將繼續保持兩位數的成長。我們看好PPG能夠透過價格調整來抵銷中位數個位數的銷售成本通膨，其規模和分銷模式為其提供了有力支撐，其速度將比以往週期更快。儘管上半年修補漆銷售面臨嚴峻的同比基數壓力，但理賠數據顯示市場正逐步恢復正常。儘管宏觀經濟情勢不利，管理層仍重申了2026年每股收益預期為7.70美元至8.10美元。我們認為PPG均衡的產品組合、在汽車OEM和包裝領域持續成長的市場份額以及包括關閉歐洲工廠在內的結構性成本控制措施都具有價值。
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