Axalta Coating Systems Ltd. · NYSE (us_market)
Basic Materials · Specialty Chemicals · United States
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. The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturers (OEM) dealership body shops. In addition, the company provides functional and decorative liquid, and powder coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture applications under the Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Ceranamel, Alesta, Teodur, Nap-Gard, Abcite, and Plascoat brands. Further, it 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, MDT, bus, rail, motorcycles, marine and aviation, trailers, recreational vehicles, and personal sport vehicles under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. The company also offers products under the Audurra, Abcite, Alesta, AquaEC, Axalta Irus Mix, Axalta Irus Scan, Axalta NextJet, Axalta Nimbus, Centari, Ceranamel, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Hydropon, Imron ExcelPro, Imron Elite, Imron, Lutophen, Nap-Gard, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, Rival, U-POL, and Vermeera brands. 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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-02-18$35.57 RISE2026-03-20$25.44 PEAK2026-05-29$30.77 100d | -28.5% 30d | Missed | Missed | — | — | +21.0% 70d | Missed |
DROP2025-09-08$32.38 RISE2025-10-10$26.39 PEAK2026-01-05$33.07 119d | -18.5% 32d | Missed | Missed | — | — | +25.3% 87d | Missed |
DROP2025-03-24$34.73 RISE2025-08-01$27.82 PEAK2025-09-08$32.38 168d | -19.9% 130d | Missed | Missed | — | — | +16.4% 38d | Missed |
DROP2024-11-25$41.29 RISE2025-04-08$28.49 PEAK2025-05-05$33.29 161d | -31.0% 134d | Missed | Missed | — | — | +16.8% 27d | Missed |
DROP2023-07-12$33.53 RISE2023-10-27$25.42 PEAK2023-12-28$34.25 169d | -24.2% 107d | Missed | Missed | — | — | +34.7% 62d | Missed |
DROP2022-06-07$28.11 RISE2022-09-30$21.06 PEAK2022-12-02$26.99 178d | -25.1% 115d | Missed | Missed | — | — | +28.2% 63d | Missed |
DROP2022-02-18$28.91 RISE2022-06-30$22.11 PEAK2022-08-16$27.06 179d | -23.5% 132d | Missed | Missed | — | — | +22.4% 47d | Missed |
DROP2022-01-04$33.52 RISE2022-03-07$22.57 PEAK2022-05-27$27.80 143d | -32.7% 62d | Missed | Missed | — | — | +23.2% 81d | Missed |
DROP2020-02-19$29.73 RISE2020-06-26$21.43 PEAK2020-09-16$24.69 210d | -27.9% 128d | Missed | Missed | — | — | +15.2% 82d | Missed |
DROP2020-01-13$31.22 RISE2020-03-23$13.67 PEAK2020-06-08$25.17 147d | -56.2% 70d | Missed | Missed | — | — | +84.1% 77d | Missed |
As previously disclosed, on November 18, 2025, Axalta Coating Systems Ltd., an exempted company incorporated under the laws of Bermuda ("Axalta" or the "Company"), entered into a Merger Agreement (the "Original Merger
Akzo rejected the takeover proposal and said its boards continued to recommend a merger with U.S. peer Axalta Coating Systems instead.
Nippon Paint and Sherwin-Williams have thrown their hat in the ring to buy AkzoNobel—but the Dutch paint maker says it wants to stick with its plan to merge with U.S. peer Axalta Coating Systems. Shares in AkzoNobel rose 16% in Amsterdam after it said it had received a roughly $14.5 billion takeover proposal that would see Nippon Paint launch an all-cash offer for its shares and split the company's assets with Sherwin-Williams. The indicative price of 73 euros a share represented a 39% premium to AkzoNobel's closing share price yesterday.
https://www.ft.com/content/2b229ee4-fc74-4fc3-96b5-96cbe9ef88d2?syn-25a6b1a6=1
Is AXTA a good stock to buy? We came across a bullish thesis on Axalta Coating Systems Ltd. on InfoArb Sheets’s Substack. In this article, we will summarize the bulls’ thesis on AXTA. Axalta Coating Systems Ltd.’s share was trading at $ 27.16 as of May 5th. AXTA’s trailing and forward P/E were 15.61 and 10.67 respectively […]
Is AXTA a good stock to buy? We came across a bullish thesis on Axalta Coating Systems Ltd. on InfoArb Sheets’s Substack. In this article, we will summarize the bulls’ thesis on AXTA. Axalta Coating Systems Ltd.’s share was trading at $ 27.16 as of May 5th. AXTA’s trailing and forward P/E were 15.61 and 10.67 respectively […]
Almost two-thirds of the stocks in the portfolio declined during the quarter, with nearly half falling by more than 10%. Read more here.
RBC Capital analyst Arun Viswanathan maintains Axalta Coating Systems (NYSE:AXTA) with a Sector Perform and lowers the price target from $31 to $29.
Recent performance snapshot Axalta Coating Systems (AXTA) has shown mixed performance across different time frames, with a negative 1-day and past-week return, a positive 1-month return, and negative performance over the past 3 months, year to date, and past year. See our latest analysis for Axalta Coating Systems. With the share price at $27.73, Axalta Coating Systems has seen a 1 month share price return of 3.39% but a 1 year total shareholder return decline of 16.38%, suggesting momentum...
Recent performance snapshot Axalta Coating Systems (AXTA) has shown mixed performance across different time frames, with a negative 1-day and past-week return, a positive 1-month return, and negative performance over the past 3 months, year to date, and past year. See our latest analysis for Axalta Coating Systems. With the share price at $27.73, Axalta Coating Systems has seen a 1 month share price return of 3.39% but a 1 year total shareholder return decline of 16.38%, suggesting momentum...
UBS analyst Joshua Spector maintains Axalta Coating Systems (NYSE:AXTA) with a Neutral and raises the price target from $31 to $32.
Axalta Coating Systems (NYSE:AXTA) reported what executives described as a strong start to 2026, highlighting better-than-expected earnings and record first-quarter cash generation even as net sales slipped slightly year-over-year due to lower volumes in parts of its Performance Coatings segment. F
Axalta Coating Systems (NYSE:AXTA) reported what executives described as a strong start to 2026, highlighting better-than-expected earnings and record first-quarter cash generation even as net sales slipped slightly year-over-year due to lower volumes in parts of its Performance Coatings segment. F
While the top- and bottom-line numbers for Axalta Coating Systems (AXTA) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
While the top- and bottom-line numbers for Axalta Coating Systems (AXTA) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Chrishan Anthon Villavarayan: Thank you, Colleen, and good morning, everyone. In the quarter, we generated net sales of $1.25 billion, adjusted EBITDA of $259 million and adjusted diluted EPS of $0.56, which came in 12% above expectations. This period marked the 12th consecutive quarter of year-over-year profitability improvement in our industrial business, while Mobility achieved a first quarter net sales record and adjusted EBITDA margin of 17.5% reflecting solid execution and cost discipline, and we saw stabilization in Refinish at nearly $500 million in sales, consistent with the last 5 quarters.
Chrishan Anthon Villavarayan: Thank you, Colleen, and good morning, everyone. In the quarter, we generated net sales of $1.25 billion, adjusted EBITDA of $259 million and adjusted diluted EPS of $0.56, which came in 12% above expectations. This period marked the 12th consecutive quarter of year-over-year profitability improvement in our industrial business, while Mobility achieved a first quarter net sales record and adjusted EBITDA margin of 17.5% reflecting solid execution and cost discipline, and we saw stabilization in Refinish at nearly $500 million in sales, consistent with the last 5 quarters.
Moby summary of Axalta Coating Systems Ltd.'s Q1 2026 earnings call
Moby summary of Axalta Coating Systems Ltd.'s Q1 2026 earnings call
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| AXTA | +10.96% | -5.58% | -4.77% | -0.10% |
| XLB | -0.39% | -3.94% | +12.79% | +18.49% |
| Alpha (stock − sector) | +11.35% | -1.64% | -17.56% | -18.58% |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-29upcoming | 0.64 | — | — |
| 2026-04-30 | 0.50 | 0.56 | +11.71% |
| 2026-02-10 | 0.60 | 0.59 | -1.80% |
| 2025-10-28 | 0.62 | 0.51 | -18.02% |
| 2025-07-30 | 0.61 | 0.64 | +4.41% |
| 2025-05-07 | 0.55 | 0.59 | +8.05% |
| 2025-02-04 | 0.51 | 0.60 | +17.45% |
| 2024-10-30 | 0.51 | 0.59 | +15.06% |
| 2024-08-01 | 0.51 | 0.57 | +11.39% |
| 2024-05-01 | 0.41 | 0.48 | +17.47% |
| 2024-02-08 | 0.44 | 0.43 | -3.02% |
| 2023-11-01 | 0.38 | 0.45 | +18.35% |
| 2023-08-01 | 0.38 | 0.35 | -8.73% |
| 2023-05-02 | 0.31 | 0.35 | +14.29% |
| 2023-01-25 | 0.35 | 0.38 | +7.87% |
| 2022-10-25 | 0.39 | 0.39 | -0.38% |