BA BA The Boeing Company Loading... : Bullish and Bearish Analyst Opinions

PPG's aerospace business has a ~$300 million order backlog and is investing $500 million in capacity, indicating sustained high demand for aircraft parts and aftermarket services. — The growing backlog reflects strong OEM and aftermarket demand, implying continued production ramp-ups for aircraft manufacturers.

PPG expects raw material cost inflation of a mid-single-digit percentage for the remainder of the year, but plans to fully offset this with pricing, recovering much faster than prior inflation cycles (months vs. a year). — This aggressive pricing power indicates that large coatings suppliers like PPG can pass on cost increases quickly, which could pressure margins of downstream manufacturers (e.g., auto OEMs, aerospace) who consume these inputs, but also signals strong pricing power within the coatings industry itself.