US · Basic Materials · Specialty Chemicals
EPS came in at 0.72 against a street estimate of 0.65 — a beat of 10.8%.
Analysts rate Axalta Coating Systems Ltd a buy (6 buy, 9 hold, 0 sell out of 15) with an average price target of $39.33.
CONFIDENT Axalta delivered record Q2 EBITDA ($305M, +5% YoY) and adjusted EPS ($0.72, +13% YoY) with 22.7% margins. Free cash flow +6% YoY. Refinish momentum from 2,700 bodyshop wins YTD; Industrial outperforming despite North America weakness. Maintaining full-year guidance amid Middle East uncertainty. Q2 2026 Europe and Asia driving growth; North America macro weakness in construction/consumer confidence offset by large bodyshop wins. China exports booming despite flat domestic demand. Analysts pressed on Refinish volume outlook (destocking recovery vs. collision rate trends) and free cash flow sustainability (working capital improvements). Management clarified destocking ~50% of Q2 uplift; volumes flat Q3 then accelerate Q4 from bodyshop wins. CFO noted 10% cash cycle improvement and 8-day inventory reduction drive FCF gains. Price/mix consensus: turning positive Q3 as mix headwinds …
Full summary in the app.
| Fund | Stake |
|---|---|
| Artisan Partners Limited Partnership | 14.83% |
| BlackRock Inc | 8.91% |
| Barrow Hanley Mewhinney & Strauss LLC | 8.18% |
| Vanguard Capital Management, LLC | 4.49% |
| Vanguard Portfolio Management, LLC | 4.45% |
| Dimensional Fund Advisors, Inc. | 3.78% |
| D. E. Shaw & Co LP | 3.06% |
| State Street Corp | 3.02% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 AXALTA COATING SYSTEMS LTD. — PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine directors to serve un | 2026-04-21 |
| Annual report FY2025 AXALTA COATING SYSTEMS LTD. – 2025 10-K SUMMARY HEADLINE NUMBERS • Fiscal year ended December 31, 2025 • Market capitalization approximately $7,550 | 2026-02-13 |
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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Google PlayApp StoreData updated 2026-09-18.