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Axalta Coating Systems Ltd.

AXTA

Last
$32.63
Day
-0.5%
1y
+22.7%
5y
+12.9%
52w
-15.0%
SPY YTD
+13.3%
XLB
+6.8%
Earnings
2026-10-2919d
EMA 21
33.09
EMA 50
33.71
EMA 200
32.57
20d high
-3.1%
5y high
-21.2%
5y range
58th
Website · 12,200 employees · United States

Positions held

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Score
-2
Hold
watch
Signal
Neutral
Target
$34.32
Stop
$31.55
Stop distance
3.3%
Target vs last
+5.2%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Axalta operates in the specialty chemicals industry, which is expected to grow as demand for advanced coatings increases across various sectors.
  • Revenue increased by 7% compared to the prior quarter, reaching $1.3 billion.
  • Gross margin improved to 34.5%, up from 33.2% in the previous quarter.
Bear case
  • Axalta faces significant competition in the specialty chemicals market, which can pressure margins and pricing strategies.
  • Earnings growth has declined by 18% year-over-year, indicating potential challenges in profitability.
  • The company's operating margin has decreased to 12.4% in the latest quarter, down from 15.8% in the previous quarter.

Fundamentals

Market cap$7.02BEnterprise value$9.50BTrailing P/E20.13Forward P/E11.46
PEG2.04Price / book2.78Beta1.26Dividend yield0.00%
Revenue growth3.1%Earnings growth-18.0%Gross margin34.0%Operating margin15.2%
Profit margin6.8%ROE14.3%ROA6.1%Debt / equity1.19
Current ratio1.53Free cash flow$539.50MAnalyst recommendationbuyMean target$39.13
52w high$38.6152w low$24.94

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$1.3B$1.3B$1.3B$1.3B$1.3B
Op margin12.4%11.6%12.8%15.8%14.8%
Net income$89.0M$90.0M$60.0M$110M$109M
Gross margin34.5%33.2%33.4%34.9%35.0%
Gross profit$465M$416M$422M$450M$457M
Operating income$167M$146M$162M$204M$193M
  • Revenue +7% vs prior quarter ($1.3B vs $1.3B).
  • Gross margin 34.5% (was 33.2% prior quarter).

Yearly (6y)

2025202420232022
Revenue$5.1B$5.3B$5.2B$4.9B
Op margin14.4%13.4%11.3%8.7%
Net income$378M$391M$267M$192M
Gross margin34.4%34.1%31.2%29.0%
Gross profit$1.8B$1.8B$1.6B$1.4B
Operating income$735M$706M$588M$423M
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

AXTA · daily+3.0% over 14 sessions
Close EMA21 EMA50 EMA200
31.0731.7732.4633.1533.842026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$337M$673M$1.0B$1.3B0%18%35%2025-Q22025-Q32025-Q42026-Q12026-Q2