US · Basic Materials · Specialty Chemicals
EPS came in at 0.63 against a street estimate of 0.71 — a miss of 11.3%.
Analysts rate Axalta Coating Systems Ltd a buy (8 buy, 10 hold, 0 sell out of 18) with an average price target of $38.82.
MIXED Axalta delivered solid sales growth and record Mobility performance, but European Refinish softness, freight inflation and MSO conversion costs pressured earnings and lowered 2026 guidance. Q3 FY26 European Refinish volumes fell double digits year over year, while Asia Pacific Industrial posted its seventh consecutive quarter of sales growth. North American Industrial remained weak, and Latin America supported Light Vehicle performance. Analysts focused on European Refinish destocking, inflation, pricing, MSO conversion costs and macro demand. Management emphasized temporary channel caution, stronger North American trends and continued cost and pricing actions. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Artisan Partners Limited Partnership | 14.83% |
| BlackRock Inc | 9.13% |
| Barrow Hanley Mewhinney & Strauss LLC | 8.18% |
| Vanguard Capital Management, LLC | 4.53% |
| Vanguard Portfolio Management, LLC | 4.45% |
| Dimensional Fund Advisors, Inc. | 3.78% |
| State Street Corp | 3.12% |
| D. E. Shaw & Co LP | 3.06% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $1,311 million, up from $1,288 million in the third quarter of 2025. • Nine-month net sales wer | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales were $1.3 billion, up 2% year over year, or $1,311 million versus $1,288 million. • Net income was $95 million, | 2026-10-29 |
| Shareholder vote results · Q3 2026 AXALTA COATING SYSTEMS LTD. – 8-K SUMMARY HEADLINE NUMBERS • Shareholder vote held: August 5, 2026 special general meeting • Shares outstanding: 214 | 2026-08-05 |
| Quarterly report · Q2 2026 AXALTA COATING SYSTEMS LTD. - 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Net Sales (6M 2026): $2,600 million vs. $2,567 million (6M 2025) — up 1.3% • | 2026-07-29 |
| Company announcement · Q3 2026 AXALTA COATING SYSTEMS LTD. — FORM 8-K SUMMARY Report Date: July 29, 2026 --- HEADLINE NUMBERS • Merger consideration: Unchanged from original Defi | 2026-07-29 |
| Results announced · Q3 2026 AXALTA COATING SYSTEMS LTD. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales: $1.35 billion, up 3% year-over-year • Net income: $89 million ( | 2026-07-28 |
| Material agreement · Q3 2026 AXALTA COATING SYSTEMS LTD. – 8-K SUMMARY HEADLINE NUMBERS • Document date: July 23, 2026 • This is a merger-related filing, not a financial results | 2026-07-23 |
| Quarterly report · Q1 2026 AXALTA COATING SYSTEMS LTD. — Q1 2026 SUMMARY HEADLINE NUMBERS • Net sales: $1,254 million (Q1 2026) vs $1,262 million (Q1 2025) — essentially flat, | 2026-04-30 |
Readable in the app.
| Announcement | Date |
|---|---|
| Shareholders vote on special meeting proposals Axalta Coating Systems held a special shareholder meeting on August 5, 2026, to vote on its merger with AkzoNobel, a major global paints and coatings company. Both key proposals passed overw | 2026-08-05 |
| Merger agreement with Akzo Nobel disclosed in SEC filing Axalta Coating Systems announced supplemental disclosures related to its ongoing merger with Dutch company Akzo Nobel. The merger process, originally announced November 2025, has been amende | 2026-07-29 |
| Amendment to merger agreement with Akzo Nobel disclosed Axalta Coating Systems announced an amendment to its merger agreement with Akzo Nobel, a Dutch coating company. The merger was originally signed in November 2025 and had already been amended | 2026-07-23 |
| Amendment to merger agreement with Akzo Nobel disclosed Axalta Coating Systems announced an amendment to its merger agreement with Dutch company Akzo Nobel, originally signed in November 2025. The key change involves adding a second Bermuda subsi | 2026-05-28 |
| Retention bonuses approved for executives in connection with merger Axalta Coating Systems approved retention bonuses for three senior executives in connection with its previously announced merger with AkzoNobel (an all-stock deal announced November 18, 2025 | 2025-12-19 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.