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AXTA

Axalta Coating Systems Ltd.

AXTA

NYSE·Basic Materials·Chemicals - Specialty·Mkt cap $7.3B

$35.11

▲ +2.66%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$24.94 - $35.72

P/E

20.53

Fwd P/E

13.55

Beta

1.26

Div Yield

0.00%

Avg Vol

2.5M

Shares Out

214.0M

Mkt Cap

$7.3B

Price action

Price chart

Up 9.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Attractively priced below Specialty Chemicals peer average

Momentum

Hot

+27.5% over 3m

Quality

Stable

Excellent business quality

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: Jul 29, 2026

“
Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.56 vs $0.50 consensus (+12.0% surprise). Revenue of $1.3B vs $1.2B expected (+3.5%). Beat on both top and bottom lines.

EPS beat +12.0%
Rev beat +3.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+12.0%

Next: Jul 29, 2026

Revenue trend · last 8Q

—

—

—

—

-3%

-2%

-4%

-1%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.4B

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

$1.3B

Margins · last 8Q

Gross

31.1%

Operating

11.6%

Profit

7.2%

View full earnings history →

Wall Street consensus

6 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

50%

Hold

3

50%

Sell

0%

Median Price Target

$31.00

▼ -11.7% vs $35.11

Low $29.00
Median $31.00
High $36.00

Latest: RBC Capital · $29.00 · May 5, 2026

4 analysts covering

View full analyst page →

vs Industry

How AXTA stacks vs Chemicals - Specialty

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

Industry comparison data unavailable for this stock.