Axalta Coating Systems Ltd. logo

Axalta Coating Systems Ltd.

AXTA

NYSEBasic MaterialsChemicals - Specialty

Latest quote

$36.19

+$0.70 · +1.97%

Aug 21, 3:59 PM ET

AXTA company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

81

Deep Value

Momentum

45

Neutral

Sentiment

59

Mixed

Risk resilience

70

Moderate Risk

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Company profile

Company website

Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings. Within its Performance Coatings segment, Axalta provides a wide array of water-borne and solvent-borne products specifically designed for the repair of damaged vehicles. These products serve a diverse clientele, including independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. This segment also supplies functional and decorative liquid and powder coatings for an extensive range of industrial uses. These applications include architectural cladding and fittings, various automotive components, general industrial processes, job coating services, energy sector solutions, HVAC systems, appliances, industrial wood products, coil coatings, and oil and gas pipelines. Furthermore, it offers specialized coatings for building materials, cabinetry, wood and luxury vinyl flooring, and furniture, marketed under liquid coating brands like Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel, as well as powder coating brands such as Alesta, Nap-Gard, Abcite, Teodur, and Plascoat. The Transportation Coatings segment is dedicated to engineering and supplying crucial layers—including electrocoat, primer, basecoat, and clearcoat—to original equipment manufacturers (OEMs) for both light-duty and commercial vehicles. This division also furnishes sophisticated coating systems for various commercial transport applications, such as heavy-duty trucks (HDT), buses, and rail vehicles, under well-known brands like Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC. Axalta’s comprehensive product portfolio is additionally sold under numerous other brand names, including 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. Established in 1866, Axalta Coating Systems Ltd. maintains its corporate headquarters in Philadelphia, Pennsylvania. The company officially adopted its current name in August 2014, having previously operated as Axalta Coating Systems Bermuda Co., Ltd.

Industry
Chemicals - Specialty
Sector
Basic Materials
Headquarters
US
CEO
Chrishan Anthon Sebastian Villavarayan
Listed since
Nov 12, 2014
Employees
12,200

Market position

Volume
944.22K
0.43× average
Average volume
2.18M
Average daily volume
Market cap
7.75B USD
Beta
1.24
Market reference 1

Financials

Financial snapshot

Latest / TTM

Financial health

Altman Z-score
2.44
Piotroski F-score
7 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends37%25%13%1%Gross margin, FY2021: 32.36%Gross margin, FY2022: 29.03%Gross margin, FY2023: 31.21%Gross margin, FY2024: 34.08%Gross margin, FY2025: 32.64%Operating margin, FY2021: 10.47%Operating margin, FY2022: 8.66%Operating margin, FY2023: 11.34%Operating margin, FY2024: 13.38%Operating margin, FY2025: 14.93%Net margin, FY2021: 5.98%Net margin, FY2022: 3.93%Net margin, FY2023: 5.15%Net margin, FY2024: 7.41%Net margin, FY2025: 7.39%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 32.36%. Gross margin FY2022 29.03%. Gross margin FY2023 31.21%. Gross margin FY2024 34.08%. Gross margin FY2025 32.64%. Operating margin FY2021 10.47%. Operating margin FY2022 8.66%. Operating margin FY2023 11.34%. Operating margin FY2024 13.38%. Operating margin FY2025 14.93%. Net margin FY2021 5.98%. Net margin FY2022 3.93%. Net margin FY2023 5.15%. Net margin FY2024 7.41%. Net margin FY2025 7.39%.

Income trends

Revenue

5.12B USD-3.01%

Operating income

764M USD+8.22%

Net income

378M USD-3.32%
Income trends across reported periods5.78B USD3.75B USD1.72B USD−316.4M USDRevenue, FY2021: 4.42B USDRevenue, FY2022: 4.88B USDRevenue, FY2023: 5.18B USDRevenue, FY2024: 5.28B USDRevenue, FY2025: 5.12B USDOperating income, FY2021: 462.4M USDOperating income, FY2022: 423M USDOperating income, FY2023: 588M USDOperating income, FY2024: 706M USDOperating income, FY2025: 764M USDNet income, FY2021: 263.9M USDNet income, FY2022: 192M USDNet income, FY2023: 267M USDNet income, FY2024: 391M USDNet income, FY2025: 378M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 4.42B USD. Revenue FY2022 4.88B USD. Revenue FY2023 5.18B USD. Revenue FY2024 5.28B USD. Revenue FY2025 5.12B USD. Operating income FY2021 462.4M USD. Operating income FY2022 423M USD. Operating income FY2023 588M USD. Operating income FY2024 706M USD. Operating income FY2025 764M USD. Net income FY2021 263.9M USD. Net income FY2022 192M USD. Net income FY2023 267M USD. Net income FY2024 391M USD. Net income FY2025 378M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue5.12B USD5.28B USD5.18B USD4.88B USD4.42B USD
Cost of goods sold3.45B USD3.48B USD3.57B USD3.47B USD2.99B USD
Gross profit1.67B USD1.8B USD1.62B USD1.42B USD1.43B USD
Research and development71M USD74M USD74M USD66M USD62.4M USD
Selling, general, and administrative835M USD847M USD840M USD772M USD738.7M USD
Operating expenses906M USD1.09B USD1.03B USD995M USD966.5M USD
Interest expense193M USD205M USD213M USD140M USD134.2M USD
Depreciation and amortization295M USD280M USD276M USD303M USD316.5M USD
Operating income764M USD706M USD588M USD423M USD462.4M USD
Net income378M USD391M USD267M USD192M USD263.9M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 1 miss, 1 met estimate
Average EPS surprise
+9.17%
11 comparable reports
Latest EPS result
0.72
Estimate 0.65 · Beat by 11.28%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.760.660.560.46Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 0.6, estimate 0.52, surprise +15.38%, Beat. Q2 2025, reported May 7, 2025: actual 0.59, estimate 0.54, surprise +9.26%, Beat. Q3 2025, reported Jul 30, 2025: actual 0.64, estimate 0.61, surprise +4.92%, Beat. Q4 2025, reported Oct 28, 2025: actual 0.67, estimate 0.64, surprise +4.69%, Beat. Q1 2026, reported Feb 10, 2026: actual 0.59, estimate 0.6, surprise -1.67%, Miss. Q2 2026, reported Apr 30, 2026: actual 0.56, estimate 0.5, surprise +12.00%, Beat. Q3 2026, reported Jul 28, 2026: actual 0.72, estimate 0.647, surprise +11.28%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 0.72, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.41B1.33B1.24B1.16BQ1 '25BeatQ2 '25MissQ3 '25MissQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 1.31B USD, estimate 1.29B USD, surprise +1.60%, Beat. Q2 2025, reported May 7, 2025: actual 1.26B USD, estimate 1.36B USD, surprise -7.15%, Miss. Q3 2025, reported Jul 30, 2025: actual 1.31B USD, estimate 1.33B USD, surprise -1.66%, Miss. Q4 2025, reported Oct 28, 2025: actual 1.29B USD, estimate 1.27B USD, surprise +1.27%, Beat. Q1 2026, reported Feb 10, 2026: actual 1.26B USD, estimate 1.27B USD, surprise -0.40%, Miss. Q2 2026, reported Apr 30, 2026: actual 1.25B USD, estimate 1.21B USD, surprise +3.48%, Beat. Q3 2026, reported Jul 28, 2026: actual 1.35B USD, estimate 1.31B USD, surprise +2.45%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 1.33B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$34.60

4.42% downside
Past 12 months12-month forecastHigh $39.00Average $34.60Low $30.00

Rating distribution

28 ratings
Strong buy00%
Buy932%
Hold1864%
Sell14%
Strong sell00%

AXTA peers

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