AXTA's balance sheet has repaired meaningfully, with total debt declining from roughly $3.6B in 2024Q2 to $3.0B in 2026Q3 and debt-to-equity improving from 1.98 to 1.12, which suggests improving financial flexibility.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has hovered near $1.3B per quarter with gross margin in a narrow 31% to 35% band and operating margin between 11.6% and 16.0%, though net income volatility, which swung from $137.0M to $60.0M, suggests non-operating or tax effects warrant monitoring.
With earnings trends likely to improve into 2026, Axalta offers asymmetric risk/reward.
Axalta's Zencore cabinet coating system reduces coating steps from three to two while improving throughput and maintaining durability for high-volume manufacturers.
Axalta projects $5.6 billion revenue and $604.8 million earnings by 2028, requiring 2.3% yearly revenue growth and a $158.8 million earnings increase from current levels.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.63-9.9% vs $0.70 | $1.3B-1.7% vs $1.3B |
Q3 2026 Jul 28, 2026 | $0.72+11.3% vs $0.65 | $1.3B+2.4% vs $1.3B |
Q2 2026 Apr 30, 2026 | $0.56+12.0% vs $0.50 | $1.3B+3.5% vs $1.2B |
Q1 2026 Feb 10, 2026 | $0.59-1.7% vs $0.60 | $1.3B-0.4% vs $1.3B |
Axalta Coating Systems (AXTA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
EXCLUSIVE: Akzo Nobel is seeking to secure regulatory clearance for its proposed merger with U.S. peer Axalta Coating Systems, the company's chief executive said.
Report explores the consumer, cultural and design influences expected to impact vehicle color over the next three to five years PHILADELPHIA, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Axalta (NYSE: AXTA), a leading global coatings company, today released its 2026-2027 Global Automotive Color Trends Report, offering vehicle manufacturers and designers a forward-looking view of the consumer, cultural and design influences expected to shape automotive color over the next three to five years. Developed by Axalta's global color experts, the report explores how changing consumer expectations around wellness, authenticity, technology, sustainability and personal expression are influencing the future of vehicle color.
Axalta Coating Systems (NYSE: AXTA - Get Free Report) and Senestech (NASDAQ: SNES - Get Free Report) are both materials companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk. Earnings and Valuation This table compares Axalta Coating
Benchmark AXTA against direct peers instead of judging its metrics in isolation.
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 |
|---|---|---|---|---|---|---|---|
| $36.45 | $7.8B | 20.95 | -3.01% | 7.39% | 17.38% | — | |
| $344.10 | $83.53B | 33.51 | 2.06% | 10.74% | 63.49% | 0.92% | |
| $122.38 | $27.21B | 17.69 | 0.19% | 9.41% | 28.64% | 2.26% | |
| $103.31 | $13.2B | 19.98 | 6.66% | 8.66% | 21.12% | 2.06% | |
| $79.77 | $5.52B | 5.76 | 0.27% | 37.35% | 24.89% | — | |
| $80.40 | $6.08B | 58.69 | -0.48% | 8.53% | 13.35% | 0.84% |
Axalta Coating Systems Ltd. (AXTA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Axalta Coating Systems Ltd. (AXTA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 29, 2026·SEC
Jul 28, 2026·SEC
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Axalta Coating Systems Ltd. (AXTA) stock FAQ — growth, dividends, profitability & financials explained
Axalta Coating Systems Ltd. (AXTA) reported $5.17B in revenue over the trailing twelve months. Revenue was $5.12B in fiscal year 2025. That is 20% more than the $4.26B of fiscal year 2012.
Axalta Coating Systems Ltd. (AXTA) revenue fell by 3.0% in fiscal year 2025, compared with the prior fiscal year.
Yes. Axalta Coating Systems Ltd. (AXTA) earned $334.0M in net income over the trailing twelve months (a 6.5% net margin).
Axalta Coating Systems Ltd. (AXTA) had a return on equity (ROE) of 17.4% in fiscal year 2025. That is above the market's typical 10-15%.
Axalta Coating Systems Ltd. (AXTA) generated $497.0M in free cash flow over the trailing twelve months.
