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Axalta Coating Systems Ltd.

AXTA Basic Materials Specialty Chemicals

Axalta Coating Systems Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $5.1 billion, down 3.01% from fiscal 2024. In the quarter to June 2026, revenue grew 3.14%, EPS fell 16.0%, free cash flow grew 7.22% and total debt fell 10.2%, each against the same quarter a year earlier. Operating cash flow growth for three consecutive years.

33.44 0.29 −0.86%
Market cap
$7.2B
P/E
20.5×
Fwd P/E
13.6×
Dividend yield
—
F-score
7/9
Altman Z
2.40
Beneish M
−2.63
Dividend safety
n/a
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.48%

Capital & Financial Ratios $m

Market Cap 7,220.00
Revenue 5,150.00
Net Income 350.00
Free Cash Flow 495.00
Net Debt 2,432.00
Current Ratio 1.53 (at or above 1.5: strong)
Debt/Equity 1.19
P/E ratio 20.52
Fwd P/E 13.60
P/S ratio 1.39
P/B ratio 2.79
Past 5Y EPS Growth 27.32% (at or above 15%: strong)
This Y EPS Growth 5.61%
Next Y EPS Growth 8.32%
Next Y revenue growth 2.38%
Next 5Y EPS Growth 7.59%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 1.9×, against a ten-year median of 2.1×; over the ten years it ranged from 1.6× in 2020 to 2.7× in 2017.
P/E against its own 10 years 18.10%
10-year low 10-year high
P/S against its own 10 years 38.15%
10-year low 10-year high
P/B against its own 10 years 6.56%
10-year low 10-year high
EV/Sales against its own 10 years 17.91%
10-year low 10-year high
EV/FCF against its own 10 years 11.65%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2027 Powerpack
2026 Powerpack
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 703 596 660 636
Receivables 1,260 1,248 1,229 1,345
Inventory 741 734 756 806
Other — — — —
2,821 2,723 2,815 2,990
2023 2024 2025 Q'26
Payables 725 659 637 769
ST’ Debt 26 20 20 519
Other — — — —
1,428 1,354 1,369 1,950

Compound Annual Growth %

10y 5y 3y
Sales 2.22% 6.48% 1.57%
Cash Flow 4.70% 4.97% 30.21%
Earnings 15.23% 25.46% 25.33%
Book Value 7.69% 10.09% 16.86%

Revenue $m

Mar Jun Sep Dec Year
’26 1,254 1,346 — — —
’25 1,262 1,305 1,288 1,262 5,117
’24 1,294 1,351 1,320 1,311 5,276
’23 1,284 1,294 1,309 1,297 5,184
’22 1,174 1,235 1,239 1,236 4,884
’21 1,064 1,127 1,089 1,137 4,416
’20 984 653 1,027 1,075 3,738
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 68 152 — — —
’25 26 142 137 344 649
’24 34 114 194 234 576
’23 (52) 131 210 286 575
’22 (44) 12 80 246 294
’21 40 108 143 269 559
’20 (1) (2) 233 278 509
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 18 104 — — —
’25 (17) 97 87 286 453
’24 12 91 161 172 436
’23 (94) 99 179 253 437
’22 (86) (17) 44 202 143
’21 8 79 105 246 437
’20 (23) (21) 220 253 427
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.42 0.41 — — —
’25 0.45 0.50 0.51 0.28 1.74
’24 0.18 0.51 0.46 0.63 1.78
’23 0.27 0.27 0.33 0.33 1.21
’22 0.18 0.20 0.28 0.20 0.86
’21 0.06 0.54 0.30 0.23 1.14
’20 0.22 (0.35) 0.35 0.30 0.52
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 20.67 27.20 21.58 22.73 12.92 26.42 20.66 25.03 30.40 26.28

Analyst estimates 2026–2028

Powerpack
High 30.45 38.20 33.30 32.20 31.26 34.20 34.12 34.45 41.66 38.37
People
People Employees 13,000 13,300 14,000 14,000 14,000 13,000 12,000 12,000 12,800 12,300
Revenue/emp, $m 0.31 0.33 0.34 0.32 0.27 0.34 0.41 0.43 0.41 0.42
Income, $m
Income, $m Revenue 4,093 4,377 4,696 4,482 3,738 4,416 4,884 5,184 5,276 5,117
Gross margin, % 38.21 36.47 33.85 34.90 34.24 32.36 29.03 31.21 34.08 34.43
EBT 83 190 268 330 122 341 257 355 496 546
EBT margin, % 2.02 4.33 5.70 7.36 3.27 7.71 5.26 6.85 9.40 10.67
Net income 45 48 213 253 122 264 192 269 391 379
Depreciation 340 356 377 362 329 325 313 285 287 303
Per share, $
Per share, $ Revenue 17.19 18.21 19.65 19.16 15.89 19.12 22.03 23.46 24.06 23.69
Earnings 0.18 0.15 0.87 1.06 0.52 1.14 0.86 1.21 1.78 1.75
Cash flow 2.35 2.25 2.08 2.45 2.17 2.42 1.33 2.60 2.63 3.00
Capex (0.57) (0.52) (0.60) (0.48) (0.35) (0.53) (0.68) (0.62) (0.64) (0.91)
Free cash flow 1.78 1.73 1.48 1.97 1.82 1.89 0.65 1.98 1.99 2.10
Book value 5.24 5.86 5.48 6.03 6.29 6.66 6.76 8.02 8.92 11.08
Shares, m 238 240 239 234 235 231 222 221 219 216
Valuation, ×
Valuation, × P/E 175.67 213.60 26.92 28.41 54.90 29.31 29.80 27.90 19.22 18.57
P/S 1.61 1.76 1.19 1.59 1.80 1.73 1.16 1.43 1.42 1.36
P/B 5.28 5.47 4.27 5.04 4.54 4.97 3.79 4.17 3.84 2.92
EV/Sales 2.27 2.48 1.87 2.21 2.47 2.41 1.79 1.97 1.96 1.86
EV/FCF 22.00 26.13 24.85 21.55 21.64 24.32 61.06 23.34 23.69 21.01
Cash, $m
Cash, $m Operating cash flow 559 540 496 573 509 559 294 575 576 649
Capex (136) (125) (143) (112) (82) (122) (151) (138) (140) (196)
Free cash flow 423 415 353 461 427 437 143 437 436 453
Balance, $m
Balance, $m Working capital 978 1,233 1,269 1,501 1,745 1,241 1,308 1,393 1,369 1,446
Total debt 3,264 3,916 3,864 3,834 3,893 3,830 3,704 3,504 3,421 3,199
Net debt 2,726 3,143 3,168 2,814 2,529 2,978 3,049 2,801 2,825 2,539
Shareholders’ equity 1,247 1,408 1,311 1,410 1,480 1,539 1,500 1,773 1,956 2,393
Returns, %
Returns, % ROA 0.66 0.58 3.07 3.69 1.74 3.67 2.69 3.73 5.39 5.09
ROIC 6.37 5.00 6.17 7.22 4.76 6.40 5.81 8.03 9.23 9.31
ROE 3.25 2.77 15.24 18.31 8.42 17.49 12.64 16.32 20.97 17.38
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Axalta Coating Systems Ltd. vs peers in Specialty Chemicals (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SOLS Solstice Advanced Materials Inc. $9.5B 27.4× 27.8× +11.13% (above 0%: growing) −14.99% (below 0%: shrinking) +70.83% (above 0%: growing) 32.23% 17.16% Compare
ESI Element Solutions Inc. $8.7B 47.4× 33.3× +56.41% (above 0%: growing) +60.00% (above 0%: growing) +29.19% (above 0%: growing) 34.15% 11.63% Compare
SQM Sociedad Quimica y Minera S.A. $8.6B 11.3× 12.1× +138.12% (above 0%: growing) +381.25% (above 0%: growing) −63.75% (below 0%: shrinking) 51.05% 48.62% Compare
NEU NewMarket Corporation $8.2B 18.8× — (loss-making) +6.96% (above 0%: growing) +22.80% (above 0%: growing) −6.94% (below 0%: shrinking) 32.45% 21.91% Compare
WLK Westlake Corporation $8.1B — (loss-making) 24.8× +10.77% (above 0%: growing) n/m +184.09% (above 0%: growing) 19.93% 11.13% Compare
EMN Eastman Chemical Company $7.3B 16.1× 11.5× +9.88% (above 0%: growing) +31.15% (above 0%: growing) +49.40% (above 0%: growing) 22.28% 12.38% Compare
AXTA Axalta Coating Systems Ltd. $7.2B 20.5× 13.6× +3.14% (above 0%: growing) −16.00% (below 0%: shrinking) +7.22% (above 0%: growing) 34.55% 12.41%
SXT Sensient Technologies Corporation $5.7B 36.0× 28.5× +11.55% (above 0%: growing) +35.96% (above 0%: growing) −64.25% (below 0%: shrinking) 37.40% 16.60% Compare
BCPC Balchem Corporation $5.4B 33.5× 30.5× +11.17% (above 0%: growing) +18.80% (above 0%: growing) −11.98% (below 0%: shrinking) 36.51% 20.85% Compare
Median of peers $8.1B 27.4× 27.8× +11.15% +31.15% +11.12% 33.30% 16.88%

All 60 Specialty Chemicals stocks →

Axalta Coating Systems Ltd. (AXTA) key facts

  • Concern: Axalta Coating Systems Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $5.1 billion, down 3.01% from fiscal 2024.
  • Axalta Coating Systems Ltd. (AXTA) is a Specialty Chemicals company in the Basic Materials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, AXTA traded at $33.44, a market capitalization of $7.2 billion.
  • Return on equity was 17.4% and debt-to-equity 1.19.
  • Its Piotroski F-score is 7 out of 9 and its Altman Z-score is 2.40 (grey zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Axalta Coating Systems Ltd. (AXTA) Latest News

5 Aug

Impact 5 ·
stockrow.com/AXTA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com