logo
Twitter
Discord
Email
logo
Axalta Coating Systems Ltd.

Axalta Coating Systems Ltd.

NYSE•AXTA
CEO: Mr. Chrishan Anthon Sebastian Villavarayan
Sector: Basic Materials
Industry: Chemicals - Specialty
Listing Date: 2014-11-12
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 manufacturer (OEM) dealership body shops. In addition, the company provides functional and decorative liquid, and powder coatings used in various industrial applications, including building materials, cabinet, wood and luxury vinyl flooring and furniture market under the Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Ceranamel, Industrial, Corlar Industrial, Tufcote, Imron Industrial, Alesta, Teodur, Nap-Gard, Abcite, and Plascoat brands for powder coatings. 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, and rail under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. The company offers products under the Audurra, Abcite, Alesta, AquaEC, Centari, Ceranamel, 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 brand names. 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 Glen Mills, Pennsylvania.
Contact Information
50 Applied Bank Blvd, Suite 300, Glen Mills, PA, 19342, United States
855-547-1461
www.axalta.com
Market Cap
$6.96B
P/E (TTM)
15.1
18.9
Dividend Yield
--
52W High
$38.37
52W Low
$26.28
52W Range
48%
Rank53Top 63.7%
3.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$1.29B-2.42%
4-Quarter Trend

EPS

$0.51+10.87%
4-Quarter Trend

FCF

$87.00M-45.96%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Net Income Rises Sharply Net income attributable to common shareholders was $318M, showing a strong 25.2% increase versus $254M last year.
SG&A Expenses Decreased Selling, general, and administrative expenses totaled $607M for nine months, reflecting a 3.8% reduction year-to-date.
Basic EPS Shows Strength Basic net income per share improved significantly to $1.47, up from $1.15 reported for the prior nine-month period.
Mobility Coatings Sales Growth Mobility Coatings net sales increased 1.2% to $1.369B, driven by higher pricing and favorable product mix.

Risk Factors

Overall Net Sales Decline Total net sales decreased 2.8% to $3.855B for nine months, primarily due to lower volumes in Performance Coatings.
Working Capital Outflows Net cash used for working capital was $315M, driven by increases in inventory and receivables balances.
Performance Coatings Volume Weakness Performance Coatings sales fell 4.8% due to lower sales volumes, negatively impacted by macro trends in North America.
Potential Refinancing Uncertainty Ability to service debt and fund needs depends on future cash generation and potential refinancing terms.

Outlook

Transformation Initiative Timeline The 2024 Transformation Initiative is expected to be completed by 2026, aiming for cost base improvement.
Liquidity Position Adequate Forecasts indicate cash flow and borrowing capacity are adequate to meet debt service and capital needs for twelve months.
Share Repurchase Authorization $435M in authorization remains under the common share repurchase program, with $165M spent year-to-date.
New Tax Framework Impact OECD Pillar Two framework imposes a 15% minimum tax rate starting 2025, impacting future tax expenses.

Peer Comparison

Revenue (TTM)

Sasol LimitedSSL
$28.48B
-6.5%
Gerdau S.A.GGB
$12.22B
+7.4%
Eastman Chemical CompanyEMN
$9.02B
-3.4%

Gross Margin (Latest Quarter)

Eldorado Gold CorporationEGO
49.5%
+15.2pp
Element Solutions IncESI
42.2%
+0.7pp
Balchem CorporationBCPC
35.7%
+0.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
GGB$7.39B13.55.4%22.9%
EMN$7.32B10.412.1%0.0%
EGO$7.26B17.710.4%18.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.6%
Flat Growth
4Q Net Income CAGR
-7.1%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 3, 2026
|
EPS:$0.61
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 29, 2025|
    Revenue: $1.29B-2.4%
    |
    EPS: $0.51+10.9%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 30, 2025|
    Revenue: $1.31B-3.4%
    |
    EPS: $0.50-2.0%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $1.26B-2.5%
    |
    EPS: $0.45+136.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 13, 2025|
    Revenue: $5.28B+1.8%
    |
    EPS: $1.78+47.1%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 30, 2024|
    Revenue: $1.32B+0.8%
    |
    EPS: $0.46+39.4%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $1.35B+4.4%
    |
    EPS: $0.51+88.9%
    Meet

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 1, 2024|
    Revenue: $1.29B+0.8%
    |
    EPS: $0.19-29.6%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 15, 2024|
    Revenue: $5.18B+6.1%
    |
    EPS: $1.21+40.7%
    Beat