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Target Price Range
Recommendation Rating
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 20.66 | 25.03 | 30.40 | 26.28 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ | 34.12 | 34.45 | 41.66 | 38.37 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 12,000 | 12,000 | 12,800 | 12,300 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.41 | 0.43 | 0.41 | 0.42 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 4,884.00 | 5,184.00 | 5,276.00 | 5,117.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 29.03% | 31.21% | 34.08% | 34.43% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 257.00 | 355.00 | 496.00 | 546.00 | ‡‡‡‡‡ | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 5.26% | 6.85% | 9.40% | 10.67% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 192.00 | 269.00 | 391.00 | 379.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 313.00 | 285.00 | 287.00 | 303.00 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 22.03 | 23.46 | 24.06 | 23.69 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | 0.86 | 1.21 | 1.78 | 1.75 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.33 | 2.60 | 2.63 | 3.00 | ‡‡‡‡ | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (0.68) | (0.62) | (0.64) | (0.91) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.65 | 1.98 | 1.99 | 2.10 | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 6.76 | 8.02 | 8.92 | 11.08 | ‡‡‡‡‡ | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 221.70 | 221.00 | 219.30 | 216.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 29.80 | 27.90 | 19.22 | 18.57 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.16 | 1.43 | 1.42 | 1.36 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.79 | 4.17 | 3.84 | 2.92 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.79 | 1.97 | 1.96 | 1.86 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 61.06 | 23.34 | 23.69 | 21.01 | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 294.00 | 575.00 | 576.00 | 649.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (151.00) | (138.00) | (140.00) | (196.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 143.00 | 437.00 | 436.00 | 453.00 | ‡‡‡‡‡ | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,308.00 | 1,393.00 | 1,369.00 | 1,446.00 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3,704.30 | 3,504.00 | 3,421.00 | 3,199.00 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3,049.40 | 2,801.00 | 2,825.00 | 2,539.00 | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,499.50 | 1,773.00 | 1,956.00 | 2,393.00 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.69% | 3.73% | 5.39% | 5.09% | ‡‡‡‡‡ | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 5.81% | 8.03% | 9.23% | 9.31% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 12.64% | 16.32% | 20.97% | 17.38% | ‡‡‡‡‡ | — | — |
ROE
|
Analyst Commentary (Summary)
Axalta Coating Systems Ltd. (AXTA) Latest News
31 Aug
AkzoNobel and Axalta appoint three directors to finalize the board of their combined company. Merger board completion marks major strategic restructuring likely to alter Axalta's trajectory and investor outlook.
5 Aug
Axalta Coating Systems Ltd. shareholders approve proposed merger of equals with AkzoNobel. Merger approval with AkzoNobel fundamentally alters Axalta's competitive position and long-term prospects.
2 Aug
Axalta Coating Systems reported rising sales paired with softer earnings, highlighting potential pressures on profit margins. Mixed sales growth and earnings decline signal margin issues that may affect near-term financial results and investor views.
31 Jul
Axalta Coating Systems Ltd. (AXTA) Q2 earnings and revenues beat estimates due to volume and pricing growth. Q2 earnings and revenue beat from volume and pricing growth supports improved financial performance and market sentiment for Axalta.
28 Jul
Axalta Coating Systems Ltd. released its second quarter 2026 financial results. Quarterly results directly shape near-term stock moves and valuation views.
Axalta Coating Systems Ltd reported strong EBITDA growth in its Q2 2026 earnings call amid ongoing market conditions. Strong quarterly EBITDA growth influences near-term financial performance and investor sentiment without altering long-term trajectory.
Axalta Coating Systems Ltd. released Q2 2026 earnings call details covering financial results, operational updates and forward outlook. Quarterly earnings figures and guidance directly shape near-term investor views and valuation multiples.
Axalta Coating Systems Ltd. (AXTA) Q2 earnings call covered net sales, adjusted EBITDA, segment results in Refinish, Industrial, Mobility and Performance Coatings, volume and pricing trends, and raised full-year guidance. Q2 results and guidance updates affect near-term financial outlook and investor sentiment without indicating major strategic shifts.
Axalta Coating Systems Ltd. (AXTA) beat Q2 earnings and revenue estimates. Q2 earnings and revenue beat signals moderately positive effect on near-term stock performance.
24 Jun
Axalta Coating Systems Ltd. schedules a special stockholder meeting on August 5, 2026, to vote on the proposed merger with AkzoNobel. Proposed merger with AkzoNobel constitutes a major strategic move that could significantly reshape Axalta's operations and market position.
1 May
Axalta Coating Systems Ltd. (AXTA) shared Q1 earnings call highlights, reporting revenue growth, improved margins, strong performance in refinish and commercial segments, and reaffirmed full-year guidance amid favorable market conditions. Q1 earnings highlights show moderately noticeable influence on financial performance and market sentiment without fundamentally altering long-term trajectory.
30 Apr
Axalta Coating Systems (AXTA) Q1 earnings key metrics compared to Wall Street estimates. Q1 earnings metrics versus estimates directly influence financial performance perceptions and stock trajectory.
Axalta Coating Systems Ltd. (AXTA) released the transcript of its Q1 2026 earnings call, detailing financial results, performance highlights, and forward-looking statements from management. Q1 2026 earnings results, operational updates, and guidance directly influence AXTA's financial trajectory and investor sentiment.
Axalta Coating Systems Ltd. Q1 2026 earnings call summary covers quarterly financial results, performance metrics, operational updates, and forward guidance. Q1 2026 earnings details and guidance directly shape investor expectations and stock trajectory.
Axalta Coating Systems Ltd. (AXTA) reported Q1 earnings and revenues that surpassed analyst estimates. Beating Q1 earnings and revenue estimates signals strong financial performance, likely boosting investor sentiment and stock price significantly.
Axalta Coating Systems Ltd. (AXTA) released first quarter 2026 results. Q1 2026 earnings release affects key financial performance metrics and investor sentiment.
23 Apr
Axalta Coating Systems (AXTA) Q1 earnings expected to decline, with analysts forecasting lower EPS of $0.22 (down from $0.30 last year) and revenue of $1.38 billion (down from $1.41 billion). Performance Mobility Coatings segment anticipated flat, while global Color & Clear Coatings to dip slightly. Forecasted Q1 earnings decline moderates AXTA's near-term financial outlook and investor sentiment without fundamentally altering long-term trajectory.
20 Apr
Axalta Coating Systems Ltd. (AXTA) launches Zencore™ Cabinet Coating System, a durable, high-performance coating designed for kitchen and bathroom cabinets with advanced corrosion resistance and easy application. Launching Zencore™ represents a significant product innovation targeting the cabinetry market, potentially driving revenue growth and strengthening competitive positioning.
Axalta Coating Systems Ltd. (AXTA) wins multiple Edison Awards for innovations in coatings and AI, sparking potential positive investor responses amid recognition of its technological advancements. Edison Awards for coatings and AI innovation underscore Axalta's competitive edge in product development, likely boosting investor sentiment without fundamentally altering long-term trajectory.
17 Apr
Axalta Coating Systems Ltd. (AXTA) earned three 2026 Edison Awards for innovations in automotive customization, electric vehicle safety, and AI-powered color technology. Edison Awards validate Axalta's innovations in EV safety and AI color tech, boosting competitive positioning and market sentiment moderately.
17 Feb
Akzo Nobel proposes merger with Axalta Coating Systems Ltd., challenging Axalta's growth narrative amid recent performance weakness. Merger proposal from Akzo Nobel signals major strategic shift with potential to reshape Axalta's competitive position and investor outlook.
14 Feb
UBS has raised the price target for Axalta Coating Systems Ltd. (AXTA) to $36, reflecting positive sentiment towards the company's future performance. This adjustment indicates confidence in Axalta's growth potential and market positioning. The price target increase suggests a moderately noticeable influence on investor sentiment and market performance.
11 Feb
Axalta Coating Systems Ltd. Q4 2025 earnings call summary covers financial results, performance highlights, future outlook, and strategic updates for the coatings company. Q4 earnings call summary discloses key financial metrics and guidance that significantly shape investor sentiment and stock trajectory.
Axalta Coating Systems Ltd. (AXTA) reported its Q4 earnings, revealing key metrics that were compared to Wall Street estimates. The results showed a mix of performance indicators, with some metrics exceeding expectations while others fell short. Analysts are assessing the implications of these results on the company's future outlook and market position. The mixed earnings results indicate a moderately noticeable influence on financial performance and market sentiment.
10 Feb
Axalta Coating Systems Ltd. reported its Q4 earnings, highlighting strong revenue growth driven by increased demand in key markets. The company emphasized its commitment to innovation and sustainability, unveiling new product lines aimed at enhancing performance and reducing environmental impact. Management provided an optimistic outlook for the upcoming year, anticipating continued growth and market expansion. Strategic initiatives were discussed, focusing on operational efficiency and customer engagement to strengthen competitive positioning. Significant strategic initiatives and product innovations are expected to enhance market positioning and financial performance.
Axalta Coating Systems Ltd. reported strong cash flow in its Q4 2025 earnings call, highlighting robust financial performance and strategic initiatives aimed at enhancing market position. The company emphasized its commitment to innovation and sustainability, which are expected to drive future growth. Management provided insights into operational efficiencies and cost management strategies that contributed to the positive results, reinforcing confidence in the company's trajectory. Strong cash flow and strategic initiatives indicate significant potential for future growth and improved market positioning.
Axalta Coating Systems Ltd. reported its fourth quarter and record full year 2025 results, highlighting significant revenue growth and improved profitability. The company achieved a notable increase in sales driven by strong demand across various sectors, including automotive and industrial coatings. Axalta's strategic initiatives and operational efficiencies contributed to enhanced margins, positioning the company favorably for future growth. The results reflect a robust performance and a positive outlook for the upcoming year. The strong financial results and growth in key sectors indicate a significant positive shift in the company's performance and market position.
Axalta Coating Systems Ltd. (AXTA) reported its Q4 earnings, which fell short of analysts' expectations. The company's revenue and earnings per share were below forecasts, leading to concerns about its financial performance and future growth prospects. Despite challenges, Axalta remains focused on strategic initiatives to enhance its market position and operational efficiency. Earnings miss may affect investor sentiment and financial performance but is not expected to fundamentally alter the company's trajectory.
Axalta Coating Systems Ltd. reported its Q4 earnings, revealing a decline in revenue and net income compared to the previous year. The company attributed the downturn to lower demand in key markets and increased raw material costs. Despite these challenges, Axalta remains focused on strategic initiatives to enhance operational efficiency and drive growth. The management expressed optimism about future performance, citing ongoing investments in innovation and sustainability efforts. Overall, the results reflect a tough quarter for the company amid broader economic pressures. The decline in revenue and net income indicates moderate challenges that could affect financial performance and market sentiment.
9 Feb
Arnhold & S. Bleichroeder Holdings has significantly increased its stake in Axalta Coating Systems Ltd. (AXTA), more than doubling its shareholding. This move reflects growing confidence in the company's future prospects and market position, potentially influencing investor sentiment and stock performance. Increased institutional investment may positively affect market sentiment and financial performance.
Axalta Coating Systems Ltd. (AXTA) is poised at a pivotal inflection point in the coatings sector, propelled by innovations in sustainable formulations and electric vehicle (EV) coatings amid the global shift to greener mobility. Demonstrating remarkable resilience through macroeconomic turbulence—from the 2020 COVID-19 crash to supply chain snarls—the company has delivered steady revenue growth from $4.09 billion in 2016 to $5.28 billion in 2024 (CAGR ~3.4%), with revenue per employee surging 31% to $412K and gross margins expanding to 34.1% on disciplined cost controls despite raw material volatility.
Profitability has accelerated sharply, with EBT margins quadrupling to 9.4%, ROE hitting 21%, and free cash flow per share up 48% to $2.63, underpinned by a fortified balance sheet featuring 12% debt reduction to $3.42 billion and 60% equity growth. Forecasts signal a modest 2025 revenue dip to $5.12 billion before rebounding to $5.35 billion in 2027, with EPS leaping 55% to $2.76 and ROE at 28%, fueled by EV demand surges (global sales +35% YoY) and strategic acquisitions.
Attractive valuations—PE derating to 13.6x forward, EV/Sales at 1.96x—undercut peers, with analyst targets implying up to 32% upside amid conservative embeds for cyclical risks. This blend of post-COVID recovery (+29% revenue), deleveraging, and secular tailwinds positions AXTA as a compelling play in the $100B+ coatings market through 2030.