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

$5.43B

P/E (TTM)

14.4

28.5

Dividend Yield

52W High

$35.72

52W Low

$25.17

52W Range

Rank49Top 66.7%

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: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$1.26B+0.00%

4-Quarter Trend

EPS

$0.28+0.00%

4-Quarter Trend

FCF

$286.00M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Total Net Sales Decline Total net sales decreased 3.0% to $5,117M, driven by 4.6% lower volumes, partially offset by favorable currency translation.

Mobility Coatings Strong Performance Mobility Coatings sales rose 1.1% to $1,840M; Adjusted EBITDA surged 22.4% to $340M, margin improved to 18.5%.

Performance Coatings Sales Drop Performance Coatings sales fell 5.2% to $3,277M due to 5.8% volume loss; Adjusted EBITDA decreased 6.0% to $788M.

AkzoNobel Merger Announced Entered all-stock Merger Agreement with Akzo Nobel N.V. in November 2025; shareholders will own 45% of combined entity.

Risk Factors

Merger Completion Uncertainty Failure to consummate the AkzoNobel Merger could negatively impact share price and future business/financial results.

Economic Volatility Impact Difficult economic conditions and capital market volatility could materially affect financial position, results, and cash flows.

Raw Material Cost Pressure Fluctuating raw material prices, supply chain disruptions, and logistics costs significantly impact ability to grow earnings.

Customer Concentration Risk Loss of largest customers, accounting for 17% of Performance Coatings sales, could adversely affect financial condition.

Outlook

2026 A Plan Execution Strategy focuses on simplifying structure, lowering cost base, and improving financial performance through 2026 A Plan.

Capital Allocation Focus Repurchased $165M in 2025; $435M remains authorized under share repurchase program, subject to merger restrictions.

Technology and Sustainability Focus Continued innovation in electrification, sustainability, and AI technologies required to meet evolving OEM demands globally.

Merger Integration Planning Post-closing integration planning is subject to uncertainties; failure to integrate efficiently could hinder anticipated benefits realization.

Peer Comparison

Revenue (TTM)

SSL

$27.95B

-12.5%

GGB

$12.50B

+4.2%

EMN

$8.75B

-6.7%

Gross Margin (Latest Quarter)

BVN

53.4%

+8.7pp

EGO

49.3%

-13.1pp

ESI

40.9%

+0.7pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
SSL	$7.81B	57.3	1.6%	36.9%
BVN	$7.69B	9.8	21.2%	11.8%
ESI	$7.56B	39.4	7.3%	31.9%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

0.0%

Flat Growth

4Q Net Income CAGR

-15.4%

Declining Profitability

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:Apr 27, 2026

EPS:$0.51

Revenue:$1.22B

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data