Inside the research
Axalta Coating Systems Ltd.
AXTA Research profile · latest available data
Price overview
$32.89
▲ +0.63 (+2.0%)
| 52w hi | $38.19 |
|---|---|
| 52w lo | $25.44 |
| Vol | 1.57M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.10
| Short | +0.05 |
|---|---|
| Medium | -0.15 |
| Long | -0.27 |
computed 2026-09-27
Key fundamentals
Axalta Coating Systems Ltd.
Basic Materials · Specialty Chemicals
| Market cap | $7.04B |
|---|---|
| Enterprise value | $9.52B |
| Trailing P/E | 20.18x |
| Forward P/E | 11.45x |
| EV / EBITDA | 9.61x |
| P / S (ttm) | 1.37x |
| Profit margin | 6.8% |
| Return on equity | 14.3% |
| Revenue growth | +3.1% |
| Earnings growth | -18.0% |
| Debt / equity | 119.42 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.14 | |
| Sector | -0.02 | |
| Technical | -0.02 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturers (OEM) dealership body shops. In addition, the company provides functional and decorative liquid, and powder coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture applications under the Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Ceranamel, Alesta, Teodur, Nap-Gard, Abcite, and Plascoat brands. Further, it develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles; and coatings systems for various commercial applications, including HDT, MDT, bus, rail, motorcycles, marine and aviation, trailers, recreational vehicles, and personal sport vehicles under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. The company also offers products under the Audurra, Abcite, Alesta, AquaEC, Axalta Irus Mix, Axalta Irus Scan, Axalta NextJet, Axalta Nimbus, Centari, Ceranamel, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Hydropon, Imron ExcelPro, Imron Elite, Imron, Lutophen, Nap-Gard, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, Rival, U-POL, and Vermeera brands. The company was formerly known as Axalta Coating Systems Bermuda Co., Ltd. and changed its name to Axalta Coating Systems Ltd. in August 2014. Axalta Coating Systems Ltd. was founded in 1866 and is headquartered in Philadelphia, Pennsylvania.
Risk Metrics
| Beta vs SPX | 1.10 |
|---|---|
| Corr SPX | 0.55 |
| Annual vol | 32.1% |
| Annual ret | +0.5% |
| Sharpe | 0.01 |
| Max DD | -38.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $35.21 |
|---|---|
| High / Low | $42.00 / $29.00 |
| Median | $35.00 |
| Analysts | 14 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 5 | |
| Hold | 9 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-05 | RBC Capital | → Sector Perform |
| 2026-05-01 | UBS | → Neutral |
| 2026-04-10 | Wells Fargo | → Equal-Weight |
| 2026-04-02 | UBS | → Neutral |
| 2026-04-01 | Citigroup | → Buy |
| 2026-03-23 | Mizuho | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Shareholder Vote, Other Material Event… | read |
| 2026-07-29 | Other Material Event, Exhibits | read |
| 2026-07-28 | Earnings Release, Exhibits | read |
| 2026-07-23 | Material Agreement, Other Material Event… | read |
| 2026-06-04 | Shareholder Vote | read |
| 2026-05-28 | Material Agreement, Exhibits | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-02-10 | Earnings Release, Exhibits | read |
| 2025-12-19 | Officer / Director Change, Exhibits | read |
| 2025-11-18 | Material Agreement, Other Material Event… | read |
| 2025-10-28 | Earnings Release, Other Material Event… | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
SEC Filings
The Long Run
FY 2016–2025 · 10 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $5.18B | +19.1% | |
| Operating income | $735.00M | +7.9% | |
| Net income | $378.00M | +16.8% | |
| Cash from ops | $575.00M | +0.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $32.65 | $32.98 | $32.42 | $32.89 | 1.57M |
| Sep 24 | $32.61 | $32.75 | $32.02 | $32.26 | 1.50M |
| Sep 23 | $32.52 | $32.96 | $32.33 | $32.43 | 2.21M |
| Sep 22 | $32.92 | $33.59 | $32.86 | $33.04 | 3.18M |
| Sep 21 | $32.64 | $32.65 | $31.84 | $31.86 | 4.46M |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →