AXTA Stock - Axalta Coating Systems Ltd.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $5.28B | $5.18B | $4.88B | $4.42B | $3.74B |
| Gross Profit | $1.80B | $1.62B | $1.42B | $1.43B | $1.28B |
| Gross Margin | 34.1% | 31.2% | 29.0% | 32.4% | 34.2% |
| Operating Income | $706.00M | $588.00M | $423.00M | $462.40M | $305.50M |
| Net Income | $391.00M | $267.00M | $192.00M | $263.90M | $121.60M |
| Net Margin | 7.4% | 5.2% | 3.9% | 6.0% | 3.3% |
| EPS | $1.78 | $1.21 | $0.86 | $1.14 | $0.52 |
Axalta 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.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| January 12th 2026 | UBS | Downgrade | Neutral | $35 |
| January 7th 2026 | Robert W. Baird | Downgrade | Neutral | $35 |
| November 19th 2025 | RBC Capital Mkts | Downgrade | Sector Perform | $30 |
| October 6th 2025 | Citigroup | Upgrade | Buy | $34 |
| October 2nd 2025 | Evercore ISI | Downgrade | In-line | $32 |
| July 18th 2025 | Deutsche Bank | Downgrade | Hold | $32 |
| July 16th 2025 | BMO Capital Markets | Downgrade | Market Perform | $33 |
| May 8th 2025 | JP Morgan | Downgrade | Neutral | $32 |
| April 10th 2025 | Exane BNP Paribas | Upgrade | Outperform | $38 |
| April 7th 2025 | UBS | Upgrade | Buy | $40 |
| January 17th 2025 | Wolfe Research | Upgrade | Outperform | $41 |
| December 18th 2024 | Citigroup | Downgrade | Neutral | $41← $45 |
| December 17th 2024 | KeyBanc Capital Markets | Downgrade | Sector Weight | - |
| November 13th 2024 | Evercore ISI | Initiation | Outperform | $47 |
| March 1st 2024 | Wolfe Research | Initiation | Peer Perform | - |
Earnings History & Surprises
AXTAEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 5, 2026 | — | — | — | — |
Q1 2026 | Feb 10, 2026 | $0.61 | — | — | — |
Q4 2025 | Oct 28, 2025 | $0.64 | $0.67 | +4.7% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $0.61 | $0.64 | +4.9% | ✓ BEAT |
Q2 2025 | May 7, 2025 | $0.54 | $0.59 | +9.3% | ✓ BEAT |
Q1 2025 | Feb 4, 2025 | $0.52 | $0.60 | +15.4% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $0.51 | $0.59 | +15.7% | ✓ BEAT |
Q3 2024 | Aug 1, 2024 | $0.51 | $0.57 | +11.8% | ✓ BEAT |
Q2 2024 | May 1, 2024 | $0.41 | $0.48 | +17.5% | ✓ BEAT |
Q1 2024 | Feb 8, 2024 | $0.43 | $0.43 | 0.0% | = MET |
Q4 2023 | Nov 1, 2023 | $0.38 | $0.45 | +18.4% | ✓ BEAT |
Q3 2023 | Aug 1, 2023 | $0.38 | $0.35 | -7.9% | ✗ MISS |
Q2 2023 | May 2, 2023 | $0.31 | $0.35 | +12.9% | ✓ BEAT |
Q1 2023 | Jan 25, 2023 | $0.36 | $0.38 | +5.6% | ✓ BEAT |
Q4 2022 | Oct 25, 2022 | $0.39 | $0.39 | 0.0% | = MET |
Q3 2022 | Jul 26, 2022 | $0.40 | $0.41 | +2.5% | ✓ BEAT |
Q2 2022 | Apr 25, 2022 | $0.26 | $0.31 | +19.2% | ✓ BEAT |
Q1 2022 | Jan 31, 2022 | $0.31 | $0.30 | -3.2% | ✗ MISS |
Q4 2021 | Oct 25, 2021 | $0.34 | $0.39 | +14.7% | ✓ BEAT |
Q3 2021 | Jul 26, 2021 | $0.46 | $0.48 | +4.3% | ✓ BEAT |
Latest News
UBS Downgrades Axalta Coating Systems to Neutral, Lowers Price Target to $35
📉 NegativeBaird Downgrades Axalta Coating Systems to Neutral, Lowers Price Target to $35
📉 NegativeCitigroup Maintains Buy on Axalta Coating Systems, Raises Price Target to $37
📈 PositiveRBC Capital Downgrades Axalta Coating Systems to Sector Perform, Lowers Price Target to $30
📉 NegativeAxalta Coating Systems shares are trading higher after the company announced it entered into a definitive agreement to combine with Akzo Nobel.
📈 PositiveAxalta jumps 13% on merger with Akzo Nobel, building $25 billion paint giant
📈 PositiveAkzoNobel And Axalta Announce All Stock Merger Of Equals Creating A Global Coatings Leader With $25B Enterprise Value And $17B Revenue
📈 Positive'Akzo Nobel Nears Combination With Rival Paintmaker Axalta'- Bloomberg
📈 PositiveJP Morgan Maintains Neutral on Axalta Coating Systems, Lowers Price Target to $29
➖ NeutralCitigroup Maintains Buy on Axalta Coating Systems, Raises Price Target to $35
📈 PositiveUBS Maintains Buy on Axalta Coating Systems, Lowers Price Target to $39
➖ NeutralRBC Capital Maintains Outperform on Axalta Coating Systems, Raises Price Target to $35
📈 PositiveWells Fargo Maintains Overweight on Axalta Coating Systems, Raises Price Target to $39
📈 PositiveAxalta Coating Systems Sees Q4 Adj EPS $0.60 vs $0.62 Est
📉 NegativeAxalta Coating Systems Narrows FY2025 Adj EPS Guidance from $2.45-$2.55 to $2.50 vs $2.49 Est; FY2025 Revenue expected to be more than $5.100B vs $5.200B Est
➖ NeutralAxalta Coating Sys Q3 Adj. EPS $0.67 Beats $0.64 Estimate, Sales $1.288B Miss $1.304B Estimate
➖ NeutralB of A Securities Maintains Buy on Axalta Coating Systems, Lowers Price Target to $41
📈 PositiveWells Fargo Maintains Overweight on Axalta Coating Systems, Lowers Price Target to $38
➖ NeutralCitigroup Upgrades Axalta Coating Systems to Buy, Raises Price Target to $34
📈 PositiveMizuho Maintains Outperform on Axalta Coating Systems, Lowers Price Target to $33
➖ NeutralFrequently Asked Questions about AXTA
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