GuruFocus·Jun 25, 2026
Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders?Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026
Axalta Coating Systems Ltd.(AXTA)Earnings, Financials & Key Ratios
AXTA•NYSE
$34.25
19.7× P/E·Price updated Jul 7, 2026
SectorBasic MaterialsIndustrySpecialty ChemicalsSub-IndustryCoatings, adhesives and construction chemicals
AboutAxalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates through two segments, Performance Coatings and Transportation Coatings. The company offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. It also provides functional and decorative liquid, and powder coatings used in various industrial applications, including architectural cladding and fittings, automotive coatings, general industrial, job coaters, energy solutions, HVAC, appliances, industrial wood, coil, and oil and gas pipelines; and coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture market under the Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel for liquid coatings; and Alesta, Nap-Gard, Abcite, Teodur, and Plascoat brands for powder coatings. In addition, the company develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles; and coatings systems for various commercial applications, including HDT, bus, and rail under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. It also sells its product under the Audurra, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Imron ExcelPro, Lutophen, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, U-POL, and Vermeera brand names. The company was formerly known as Axalta Coating Systems Bermuda Co., Ltd. and changed its name to Axalta Coating Systems Ltd. in August 2014. Axalta Coating Systems Ltd. was founded in 1866 and is headquartered in Philadelphia, Pennsylvania.Show more
- Revenue$5.12B-3.0%
- EBITDA$1.06B+7.4%
- Net Income$378M-3.3%
- EPS (Diluted)1.74-2.2%
- Gross Margin32.64%-4.2%
- EBITDA Margin20.7%+10.7%
- Operating Margin14.93%+11.6%
- Net Margin7.39%-0.3%
- ROE17.38%-17.1%
AXTA Price & Volume
Axalta Coating Systems Ltd. (AXTA) stock price & volume — 10-year historical chart
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Persistent Revenue Stagnation Challenges Margin Recovery Efforts
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:High leverage and goodwill
Key Thesis Takeaways
- Axalta faces a challenging fundamental outlook characterized by top-line contraction and significant margin volatility, as evidenced by a revenue decline to -0.6% in 2026Q1.
- While the company has made progress in reducing its debt-to-equity ratio from 2.06 in 2023Q4 to 1.28 in 2026Q1, structural risks remain due to high goodwill concentration of $1.8 billion.
- Investors should monitor whether the company can stabilize its operating margins, which recently compressed to 11.6%, before committing capital to this specialty chemical player.
Verdict Logic
the combination of persistent revenue contraction and a volatile free cash flow margin that dropped to 1.4% in 2026Q1 suggests that the company's core earnings quality remains insufficient to justify a premium valuation.
AXTA Growth Metrics
Axalta Coating Systems Ltd. (AXTA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.22%
5 Years6.48%
3 Years1.57%
TTM-2.57%
Profit CAGR
10 Years15.23%
5 Years25.46%
3 Years25.33%
TTM-17.82%
EPS CAGR
10 Years16.13%
5 Years27.32%
3 Years26.48%
TTM-16.18%
Return on Capital
10 Years8.65%
5 Years9.99%
3 Years11.61%
Last Year12.6%
AXTA Recent Earnings
Axalta Coating Systems Ltd. (AXTA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.56+12.0%
$0.50
Rev
$1.3B+3.5%
$1.2B
Q1 2026
Feb 10, 2026Metric
Actual
Est
EPS
$0.59-1.7%
$0.60
Rev
$1.3B-0.4%
$1.3B
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$0.67+4.7%
$0.64
Rev
$1.3B+1.3%
$1.3B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.64+4.9%
$0.61
Rev
$1.3B-1.7%
$1.3B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.56vs $0.50+12.0% | $1.3Bvs $1.2B+3.5% |
| Q1 2026 | Feb 10, 2026 | $0.59vs $0.60-1.7% | $1.3Bvs $1.3B-0.4% |
| Q4 2025 | Oct 28, 2025 | $0.67vs $0.64+4.7% | $1.3Bvs $1.3B+1.3% |
| Q3 2025 | Jul 30, 2025 | $0.64vs $0.61+4.9% | $1.3Bvs $1.3B-1.7% |
Based on last 12 quarters of dataView full earnings history →
Latest AXTA News
Recent stock market news and headlines for Axalta Coating Systems Ltd. (AXTA)
GlobeNewsWire·Jun 24, 2026
Axalta to Hold Special Meeting of Stockholders on Proposed Merger with AkzoNobel on August 5, 2026PHILADELPHIA, June 24, 2026 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE: AXTA) (“Axalta”) announces that yesterday the U.S. Securities and Exchange Commission declared effective the registration statement on Form F-4 filed by Akzo Nobel N.V. (“AkzoNobel”) in connection with the proposed all-share merger of equals between Axalta and AkzoNobel (the “Merger”).
Peers Comparison
Key metrics vs top competitors for Axalta Coating Systems Ltd. (AXTA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $34.25 | $7.31B | 19.68 | -3.01% | 7.39% | 17.38% | — | |
| $342.26 | $84.41B | 33.33 | 2.06% | 10.86% | 58.23% | — | |
| $120.22 | $26.91B | 17.37 | 0.19% | 9.83% | 31.06% | — | |
| $108.28 | $13.87B | 20.24 | 0.51% | 8.63% | 21.79% | — | |
| $74.59 | $5.17B | 5.38 | 0.27% | 45.37% | 36.13% | — | |
| $100.11 | $7.55B | 73.07 | -0.48% | 6.09% | 8.35% | — |
Compare AXTA vs Peers
Axalta Coating Systems Ltd. (AXTA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AXTA SEC Filings & Documents
Axalta Coating Systems Ltd. (AXTA) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Feb 10, 2026·SEC
Material company update
Dec 19, 2025·SEC
10-K Annual Reports
210-Q Quarterly Reports
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AXTA Frequently Asked Questions
Axalta Coating Systems Ltd. (AXTA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Axalta Coating Systems Ltd.'s revenue?
Axalta Coating Systems Ltd. (AXTA) reported $5.11B in revenue for fiscal year 2025. This represents a 20% increase from $4.26B in 2012.
How fast is Axalta Coating Systems Ltd. growing?
Axalta Coating Systems Ltd. (AXTA) saw revenue decline by 3.0% over the past year.
Is AXTA profitable?
Yes, Axalta Coating Systems Ltd. (AXTA) is profitable, generating $369.0M in net income for fiscal year 2025 (7.4% net margin).
Dividend & Returns
What is AXTA's return on equity?
Axalta Coating Systems Ltd. (AXTA) has a return on equity (ROE) of 17.4%. This is reasonable for most industries.
What is Axalta Coating Systems Ltd.'s free cash flow?
Axalta Coating Systems Ltd. (AXTA) generated $488.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.