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AXTA Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
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Intellectia

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High
28.690
Open
28.380
VWAP
28.47
Vol
577.85K
Mkt Cap
6.11B
Low
28.230
Amount
16.45M
EV/EBITDA(TTM)
8.26
Total Shares
214.02M
EV
8.70B
EV/OCF(TTM)
13.41
P/S(TTM)
1.21
Axalta Coating Systems Ltd. is a global coatings company. The Company is a manufacturer, marketer and distributor of coatings systems and products. Its segments include Performance Coatings and Mobility Coatings. Through its Performance Coatings segment, it provides sustainable liquid and powder coating solutions to both large regional and global customers and to a fragmented and local customer base. These customers comprise, among others, independent or multi-shop operator body shops as well as a wide variety of industrial manufacturers. Through its Mobility Coatings segment, it provides coatings technologies for light vehicle and commercial vehicle original equipment manufacturers (OEMs). Its key products consist of the four main coatings layers: electrocoat (AquaEC), primer (HyperDur), basecoat (ChromaDyne) and clearcoat (Lumeera). Its major industrial brands include Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, and others.
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Events Timeline

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News

seekingalpha
9.5
15:13 PMseekingalpha
PinnedAxalta Coating Systems Q1 Earnings Preview
  • Earnings Announcement Date: Axalta Coating Systems (AXTA) is set to announce its Q1 2023 earnings on April 30 before market open, with a consensus EPS estimate of $0.50, reflecting a 15.3% year-over-year decline, indicating significant profitability challenges for the company.
  • Revenue Decline Forecast: The expected revenue for Q1 is $1.21 billion, down 4.0% year-over-year, highlighting Axalta's struggles with sales growth amid increasing market competition and rising raw material costs.
  • Historical Performance Review: Over the past two years, Axalta has exceeded EPS estimates 88% of the time, while only achieving a 38% success rate for revenue estimates, demonstrating volatility in its earnings performance.
  • Expectation Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and 10 downward revisions, while revenue estimates saw one upward revision and nine downward revisions, reflecting a lack of market confidence in Axalta's future performance.
Newsfilter
5.0
04-20Newsfilter
Axalta Launches Zencore™ Coating System for High-Volume Production
  • Product Innovation: Axalta has launched the Zencore™ coating system, specifically designed for fast-moving production and large inventories in North America, built on the proven chemistry of its Zenamel™ brand to simplify processes and enhance production efficiency.
  • Efficiency Improvement: By reducing coating steps from three to two, Zencore™ not only decreases SKU complexity but also accelerates changeovers, thereby improving first pass yield and significantly boosting production efficiency.
  • Waste Reduction: The simplified application process minimizes defects and rework while maintaining performance standards, enabling manufacturers to achieve higher yields and less waste in high-volume operations.
  • Durability and Consistency: Zencore™ offers clearcoat-level mar resistance and stable color performance, eliminating the need for a clear coat, which ensures durability and consistency of the coating, further enhancing market competitiveness.
Newsfilter
8.5
04-17Newsfilter
Axalta Wins Three 2026 Edison Awards for Innovation
  • Award-Winning Innovations: Axalta Coating Systems has been honored with three 2026 Edison Awards, with both the EcoNextJet™ system and Alesta® e-PRO FG Black coating winning Gold, showcasing the company's innovation capabilities and market leadership in automotive coatings.
  • Personalized Coating Breakthrough: The EcoNextJet™ system, developed in collaboration with Dürr and Xaar, utilizes new polymers and printhead technology to enable on-demand customization of vehicle exteriors, addressing the growing consumer demand for personalized vehicles while enhancing production efficiency.
  • EV Safety Assurance: The Alesta® e-PRO FG Black coating is engineered for electric vehicle batteries, providing fire protection at extreme temperatures up to 1200°C, significantly reducing the risk of thermal runaway and enhancing the safety of electric vehicles.
  • AI-Driven Color Manufacturing: TintMaster AI leverages advanced artificial intelligence to address color variability in paint production, improving right-the-first-time performance by up to 29%, which not only shortens production cycles but also reduces material waste and enhances overall operational efficiency.
seekingalpha
8.5
04-16seekingalpha
UK Antitrust Authority Reviews Akzo Nobel-Axalta Merger Proposal
  • Merger Review Initiated: The UK's Competition and Markets Authority is soliciting public comments on the Akzo Nobel and Axalta merger proposal by May 1, indicating regulatory scrutiny that could impact the merger's timeline and outcome.
  • Merger Valuation: The all-stock merger between Akzo Nobel and Axalta is expected to create a global coatings company valued at approximately $25 billion, which could significantly alter market dynamics and enhance both companies' competitive positions in the industry.
  • Financial Targets: Axalta aims for an adjusted EBITDA of $1.14 billion to $1.17 billion in 2026, suggesting a focus on improving profitability and market share post-merger, which may bolster investor confidence in the combined entity.
  • Market Reaction: The downgrade of Axalta and Sherwin-Williams by Wells Fargo due to rising raw material costs from the Iran conflict reflects market concerns about potential cost pressures post-merger, which could influence investor sentiment regarding the deal.
seekingalpha
6.0
04-10seekingalpha
Middle East Conflict Impacts Coatings Sector Outlook
  • Rating Downgrade Impact: Wells Fargo downgraded Sherwin-Williams and Axalta Coating to Equal Weight from Overweight with price targets of $365 and $30, respectively, reflecting the impact of the Middle East conflict on chemical production and logistics disruptions, leading to widespread inflation across commodity chains.
  • Cost Pressure Intensifies: The analyst anticipates margin pressure for Sherwin-Williams due to rising raw material costs, although the company benefits from 80% of its sales being in North America, which has better raw material availability and lower inflation.
  • Macro Environment Challenges: With ongoing inflation and elevated interest rates, the housing market, auto sales, and industrial production are under pressure, prompting the analyst to lower estimates for Sherwin-Williams to account for the challenging U.S. housing market and rising raw material costs.
  • Axalta's Dim Outlook: Axalta Coating faces similar pressures from rising raw material costs, with expectations of a top-line impact from a weakening global macro backdrop, particularly affecting light vehicle purchases and repair spending.
CNBC
6.0
04-10CNBC
Sherwin-Williams Faces Cost Pressure Amid Iran Conflict
  • Rating Downgrade: Wells Fargo downgraded Sherwin-Williams from overweight to equal-weight and lowered its price target from $410 to $365, indicating an 8.7% upside from Thursday's close, reflecting concerns over the company's future profitability.
  • Rising Raw Material Costs: The Iran conflict has led to broad inflation across commodity chains, with reduced production and disrupted shipping of chemicals in the Middle East driving up raw material costs, which will pressure the company's margins according to Wells Fargo analysts.
  • Revenue Outlook Decline: As consumers tighten their spending due to concerns about the U.S. economy and rising gasoline prices, Sherwin-Williams' revenue is expected to take a hit, with analysts noting that this will pressure overall performance in the coatings sector, particularly in housing and auto sales.
  • Macroeconomic Challenges: Analysts anticipate that macroeconomic headwinds from the Iran war could persist for three to four months or longer, even if a tenuous ceasefire between Iran and the U.S. holds, which will have long-term implications for the company's growth prospects.
Wall Street analysts forecast AXTA stock price to rise
11 Analyst Rating
Wall Street analysts forecast AXTA stock price to rise
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
33.00
Averages
38.20
High
45.00
Current: 0.000
sliders
Low
33.00
Averages
38.20
High
45.00
BofA
Buy
maintain
$40 -> $39
AI Analysis
2026-04-21
Reason
BofA
Price Target
$40 -> $39
AI Analysis
2026-04-21
maintain
Buy
Reason
BofA lowered the firm's price target on Axalta Coating to $39 from $40 and keeps a Buy rating on the shares. Commodity markets inflated rapidly through March and into April due to the Iran conflict, which is driving material upside to upstream forecasts for 2026 starting in Q2, while simultaneously resulting in cuts to downstream producers, the analyst tells investors in a preview for the U.S. chemicals group.
Wells Fargo
Michael Sison
Overweight
to
Equal Weight
downgrade
$39 -> $30
2026-04-10
Reason
Wells Fargo
Michael Sison
Price Target
$39 -> $30
2026-04-10
downgrade
Overweight
to
Equal Weight
Reason
Wells Fargo analyst Michael Sison last night downgraded Axalta Coating (AXTA) to Equal Weight from Overweight with a price target of $30, down from $39. The firm believes the company's volume pressure will be more pronounced relative to RPM (RPM) and PPG Industries (PPG). The war in Iran has led to "broad-based" inflation across most commodity chains, flowing down to coatings raw materials, the analyst tells investors in a research note. Wells says that in addition to margin pressure from the higher costs, sales results for coatings names will be pressured by a tougher macro backdrop as affordability remains challenging. It believes Axalta's margins will be pressured by rising raw material costs as the conflict in the Middle East persists.
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Valuation Metrics

The current forward P/E ratio for Axalta Coating Systems Ltd (AXTA.N) is 11.15, compared to its 5-year average forward P/E of 15.76. For a more detailed relative valuation and DCF analysis to assess Axalta Coating Systems Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
15.76
Current PE
11.15
Overvalued PE
18.78
Undervalued PE
12.74

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.82
Current EV/EBITDA
8.12
Overvalued EV/EBITDA
11.09
Undervalued EV/EBITDA
8.55

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.32
Current PS
1.17
Overvalued PS
1.48
Undervalued PS
1.15

Financials

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Whales Holding AXTA

L
Leeward Investments, LLC
Holding
AXTA
+21.05%
3M Return
L
LMR Partners LLP
Holding
AXTA
+19.23%
3M Return
A
Algert Global LLC
Holding
AXTA
+13.49%
3M Return
E
ExodusPoint Capital Management, LP
Holding
AXTA
+8.48%
3M Return
M
Magnetar Capital Partners, LP
Holding
AXTA
+6.27%
3M Return
B
Barrow, Hanley, Mewhinney & Strauss, LLC
Holding
AXTA
+5.70%
3M Return

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Frequently Asked Questions

What is Axalta Coating Systems Ltd (AXTA) stock price today?

The current price of AXTA is 28.5 USD — it has decreased -0.21

What is Axalta Coating Systems Ltd (AXTA)'s business?

Axalta Coating Systems Ltd. is a global coatings company. The Company is a manufacturer, marketer and distributor of coatings systems and products. Its segments include Performance Coatings and Mobility Coatings. Through its Performance Coatings segment, it provides sustainable liquid and powder coating solutions to both large regional and global customers and to a fragmented and local customer base. These customers comprise, among others, independent or multi-shop operator body shops as well as a wide variety of industrial manufacturers. Through its Mobility Coatings segment, it provides coatings technologies for light vehicle and commercial vehicle original equipment manufacturers (OEMs). Its key products consist of the four main coatings layers: electrocoat (AquaEC), primer (HyperDur), basecoat (ChromaDyne) and clearcoat (Lumeera). Its major industrial brands include Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, and others.

What is the price predicton of AXTA Stock?

Wall Street analysts forecast AXTA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXTA is38.20 USD with a low forecast of 33.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Axalta Coating Systems Ltd (AXTA)'s revenue for the last quarter?

Axalta Coating Systems Ltd revenue for the last quarter amounts to 1.26B USD, decreased -3.74

What is Axalta Coating Systems Ltd (AXTA)'s earnings per share (EPS) for the last quarter?

Axalta Coating Systems Ltd. EPS for the last quarter amounts to 0.28 USD, decreased -54.84

How many employees does Axalta Coating Systems Ltd (AXTA). have?

Axalta Coating Systems Ltd (AXTA) has 12300 emplpoyees as of April 29 2026.

What is Axalta Coating Systems Ltd (AXTA) market cap?

Today AXTA has the market capitalization of 6.11B USD.