消费者提交汽车保险索赔的意愿正逐渐增强——这对汽车修理厂而言无疑是个利好消息。
PPG工业这家总部位于匹兹堡的涂料制造商，主要为汽车行业和维修厂提供产品。该公司指出，疫情期间汽车保险费率大幅上涨后，更多车主因担心保费进一步飙升或失去保险覆盖而迟迟不愿提交索赔申请。
PPG工业表示，这导致大量车辆未能得到修复和重新喷漆，进而冲击了其汽车修补漆业务。首席执行官蒂姆·纳维什在周三的财报电话会议中透露，随着汽车保险费率逐步回落，这一状况似乎正在好转。不过他预计，PPG的客户要到今年下半年才能恢复正常的采购模式。
整体来看，PPG工业预计2026年销售额将实现持平至低个位数增长，经调整后全年每股收益预计在7.70至8.10美元之间，而华尔街此前的预期为每股8.04美元。受此影响，该公司股价在早盘交易中上涨逾4%。
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