Axalta's investment case hinges on its ability to navigate a stagnant top line while executing a deleveraging strategy that has reduced D/E from 1.93 to 1.19 over the past two years. The company's gross margin resilience at 34.5% in 2026Q2, driven by pricing p...
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 contracted roughly 3% year-over-year, yet gross margin held at 34.5% in 2026Q2, while operating margin compressed from 15.2% in 2024Q2 to 12.4%, indicating fading operating leverage.
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 28, 2025 | $0.67+4.7% vs $0.64 | $1.3B+1.3% vs $1.3B |
Axalta Coating Systems (NYSE: AXTA - Get Free Report) and Ascent Industries (NASDAQ: ACNT - Get Free Report) are both materials companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, profitability, dividends and analyst recommendations. Analyst Recommendations This is a breakdown of
Honor recognizes Roop's more than 37 years of R&D leadership, customer-focused innovation and contributions to the coatings industry Honor recognizes Roop's more than 37 years of R&D leadership, customer-focused innovation and contributions to the coatings industry
Squarepoint Ops LLC trimmed its stake in Axalta Coating Systems Ltd. (NYSE: AXTA) by 43.0% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 86,595 shares of the specialty chemicals company's stock after selling 65,325 shares during the period.
Amundi boosted its stake in shares of Axalta Coating Systems Ltd. (NYSE: AXTA) by 32.0% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 841,326 shares of the specialty chemicals company's stock after purchasing an additional 203,829 shares during
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 |
|---|---|---|---|---|---|---|---|
| $33.04 | $7.07B | 18.99 | -3.01% | 7.39% | 17.38% | — | |
| $328.35 | $79.71B | 31.97 | 2.06% | 11.01% | 62.12% | — | |
| $107.77 | $23.96B | 15.57 | 0.19% | 9.57% | 29.58% | — | |
| $101.03 | $12.91B | 19.54 | 6.66% | 8.41% | 20.92% | — | |
| $82.72 | $5.73B | 5.97 | 0.27% | 43.95% | 31.32% | — | |
| $85.98 | $6.5B | 62.76 | -0.48% | 7.79% | 11.41% | — |
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)
Jul 29, 2026·SEC
Jul 28, 2026·SEC
Jul 23, 2026·SEC
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Axalta Coating Systems Ltd. (AXTA) stock FAQ — growth, dividends, profitability & financials explained
Axalta Coating Systems Ltd. (AXTA) reported $5.15B in revenue for fiscal year 2025. This represents a 21% increase from $4.26B in 2012.
Axalta Coating Systems Ltd. (AXTA) saw revenue decline by 3.0% over the past year.
Yes, Axalta Coating Systems Ltd. (AXTA) is profitable, generating $349.0M in net income for fiscal year 2025 (7.4% net margin).
Axalta Coating Systems Ltd. (AXTA) has a return on equity (ROE) of 17.4%. This is reasonable for most industries.
Axalta Coating Systems Ltd. (AXTA) generated $495.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
