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AXTA

Axalta Coating Systems Ltd.

AXTA

NYSE·Basic Materials·Chemicals - Specialty·Mkt cap $7.7B

$35.78

-0.53%

P/E

21.95

Mkt Cap

$7.7B

52-Wk Range

$24.94–$38.61

52-Week Range

$24.94 - $38.61

P/E

21.95

Fwd P/E

13.50

Beta

1.24

Div Yield

0.00%

Avg Vol

2.1M

Shares Out

214.0M

Mkt Cap

$7.7B

Price action

Price chart

Up 10.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Legacy brand portfolio with 155+ year heritage and customer trust
  • Integrated global distribution network across six continents
  • Proprietary formulation technology and sustainable coating solutions
  • Strong OEM partnerships with major automotive manufacturers

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Recovery in vehicle production and collision repair demand

Value

Undervalued - trading well below Specialty Chemicals peers

Momentum

Strong

+12.4% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of $0.72 vs $0.65 consensus (+11.3% surprise). Revenue of $1.3B vs $1.3B expected (+2.5%). Beat on both top and bottom lines.

EPS beat +11.3%
Rev beat +2.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+11.3%

Revenue trend · last 8Q

-3%

-2%

-4%

-1%

+3%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

Margins · last 8Q

Gross

0.0%

Operating

12.4%

Profit

6.6%

Wall Street consensus

6 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

33%

Hold

4

67%

Sell

0%

Median Price Target

Latest: BMO Capital · Jul 29, 2026

vs Industry

How AXTA stacks vs Chemicals - Specialty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.