Axalta Coating Systems/$AXTA

Axalta shares fall after the European Commission began reviewing AkzoNobel’s proposed $25bn merger, raising concerns that the deal could face a prolonged or deeper antitrust investigation.
19 hours agoLightyear AI
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About Axalta Coating Systems

Axalta Coating Systems Ltd is a manufacturer, marketer, and distributor of high-performance coatings systems. It operates in two segments: Performance Coatings and Mobility Coatings. The Performance Coatings segment provides liquid and powder coatings solutions to a fragmented and local customer base. Its end markets include refinish and industrial, and the Mobility Coatings segment relates to the provision of coating technologies to original equipment manufacturers of light and commercial vehicles. The majority of its revenue is generated from the Mobility Coatings segment. Geographically, the company generates maximum revenue from the Europe, Middle East and Africa (EMEA) region, followed by North America, Asia Pacific, and Latin America.
Ticker
$AXTA
Sector
Materials
Primary listing
NYSE
Employees
12,200
Headquarters
Philadelphia, United States
Website
www.axalta.com

AXTA Metrics

BasicAdvanced
$7.1B
20.29
$1.63
1.24
-

What the Analysts think about AXTA

Analyst ratings (Buy, Hold, Sell) for Axalta Coating Systems stock.
Analyst projections of the future price of Axalta Coating Systems stock.

Bulls say / Bears say

Axalta delivered a record second quarter: adjusted EBITDA rose 5% to $305 million, adjusted diluted EPS rose 13% to $0.72, and free cash flow increased to $107 million. Management maintained its 2026 guidance, including more than $500 million of free cash flow. (Axalta, Axalta)
Debt reduction is starting to improve earnings quality. Axalta cut gross debt by $135 million in the first half, reduced interest expense by 16%, and ended June with record-low net leverage of 2.2 times, with management targeting below 2 times by year-end. (Axalta, Axalta)
The approved all-stock merger with AkzoNobel could materially increase Axalta’s scale and earnings power. The companies have identified about $600 million of annual pre-tax cost synergies, with roughly 90% expected within three years of completion. (Axalta, Axalta)
Headline sales growth is masking weak underlying volumes. In the second quarter, North American Performance Coatings volumes were lower, light-vehicle sales declined organically, and total sales growth relied on acquisitions, pricing and foreign-exchange benefits. (Axalta, Axalta)
Input-cost pressure could squeeze margins in the second half. Management expects raw-material costs to be a mid-single-digit headwind for 2026, with solvent costs already up roughly 15% to 20%, while North American industrial demand remains choppy and challenged. (Transcript Daily, Axalta)
The AkzoNobel transaction is not yet secure and could be delayed by regulatory scrutiny. Britain’s Competition and Markets Authority opened a formal review in September, with a Phase 1 decision due by 11 November, leaving timing and the expected synergies exposed to execution risk. (Reuters, Axalta)
Data summarised monthly by Lightyear AI. Last updated on 22 Sept 2026.

AXTA Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

AXTA Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

AXTA News

AllArticlesVideos

Axalta Coating Systems Q2 Earnings Call Highlights

MarketBeat2 months ago

Axalta Coating Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Axalta Coating Systems Ltd. - AXTA

Business Wire2 months ago

Funds containing AXTA

AllUSDGBPEUR
Funds
Fund name
Fund size
$AXTA weighting
SPDR S&P 400 US Mid Cap$SPY4
$6.3B0.20%
SPDR S&P 400 US Mid Cap£SPX4
£4.7B0.20%
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG
€2.8B0.18%
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1
£2.4B0.18%
iShares MSCI World Small Cap$WSML
$9B0.06%
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