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AXTA · Axalta Coating Systems Ltd.

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$36.56 +0.15 (+0.41%) At close · Nov 13
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$7.83B
Shares
214.05M
Volume · Nov 13 704.79K Avg daily vol (3M) 1.82M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$36.56 Open$36.50 Day$36.26–36.68 52W close$25.44–38.19 Avg vol 30d1.8M Short int8.9M · 4.2% of shares · 4.7d Short vol82% Last earningsOct 29, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 29

Up next

Next earnings call
Feb 9, 2027 Est · unconfirmed · in 12 wks
Q3 2026 earnings call transcript
call held Oct 29, 2026
Play latest call

Latest documents

2026
Oct 29
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

Axalta Coating Systems Ltd. reported $3,911 million in net sales for the nine months ended September 30, 2026, up 1.5%. Its AkzoNobel merger remains subject to regulatory approvals, and it plans to divest its North American Building Products business.

Revenue $1.31B ▲ 1.8% Net income $95M ▼ 13.6% Diluted EPS $0.44 ▼ 13.7%
Read from the MD&A section
Oct 29
Earnings call
Q3 2026 earnings call

Axalta reported third-quarter 2026 net sales of $1.3 billion, adjusted EBITDA of $282 million and $92 million free cash flow; it reduced 2026 adjusted EBITDA guidance to $1.1 billion to $1,110 million and expects its combination with Axel Nobel to close in early 2027.

Oct 29
Current report 8-K
Financial results

Axalta Coating Systems Ltd. reported third-quarter results for the period ended September 30, 2026: net sales of $1.3 billion, up 2%; net income of $95 million; and Adjusted EBITDA of $282 million. Free cash flow was $92 million.

Jul 29
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $1.35B ▲ 3.1% Net income $89M ▼ 18.3% Diluted EPS $0.41 ▼ 18.0%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$5.17B
Trailing 12 months
Net income (TTM)
$333.00M
Trailing 12 months
Revenue growth YoY
+1.8%
Year over year
Operating margin
12.4%
Trailing 12 months
P / E (TTM)
23.6
Trailing earnings · reciprocal yield 4.2%
FCF yield
6.4%
TTM · current market cap
Return on invested capital
8.9%
Trailing 12 months
Net cash
−$2.35B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-0.4%
Year over year · fewer shares
Price change (1Y)
+23.2%
Trailing year
Short interest
4.2%
Latest settlement · 4.7 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲1.1% $1.31B $137.00M '24 Q4* ▼2.5% $1.26B $99.00M '25 Q1 ▼3.4% $1.30B $109.00M '25 Q2 ▼2.4% $1.29B $110.00M '25 Q3 ▼3.7% $1.26B $60.00M '25 Q4* ▼0.6% $1.25B $90.00M '26 Q1 ▲3.1% $1.35B $89.00M '26 Q2 LATEST ▲1.8% $1.31B $95.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 29, 2026
Q3 FY26

TL;DR. Axalta reported 2% Q3 sales growth, record Mobility sales and adjusted EBITDA, stronger cash generation, record-low leverage, approximately 2,600 net new body-shop wins, and progress toward its proposed AkzoNobel combination. Results missed expectations on weaker European refinish volumes and higher freight costs; Q4 sales guidance was reduced to approximately flat from 3% growth, full-year adjusted EBITDA guidance was set at $1.1 billion to $1,110 million, and accelerated MSO investments create near-term margin pressure.

Bullish
  • + Q3 net sales increased 2% year over year to $1.3 billion. new
  • + Mobility achieved record quarterly sales of $493 million and adjusted EBITDA of $94 million, with commercial vehicle sales up 24% and margin expanding 100 basis points to 19.0%. new
  • + Cash generation strengthened while net leverage reached a record-low 2.1x and gross debt fell below $3 billion. new
  • + The company won approximately 2,600 net new body shops through September. new
  • + Pricing actions continued to offset inflation and produce positive price mix. new
  • + The proposed AkzoNobel combination advanced, with regulatory clearance in two-thirds of required jurisdictions, divestitures underway and an expected early-2027 close. new
Bearish
  • − Q3 results were below expectations, primarily because European refinish volumes were softer than anticipated. new
  • − Adjusted EBITDA declined 4% to $282 million and adjusted diluted EPS declined 6% to $0.63 year over year. new
  • − Performance Coatings adjusted EBITDA fell to $188 million from $211 million, and margin declined to 23.0% from 25.5%. new
  • − Freight costs increased more than 15% year over year as diesel prices rose significantly. new
  • − Sluggish end markets, geopolitical uncertainty, and rapidly increasing raw-material and freight costs created operating pressure. new
  • − Q4 sales guidance was reduced to approximately flat from 3% growth, full-year adjusted EBITDA guidance was set at $1.1 billion to $1,110 million, and accelerated MSO investments create near-term margin pressure. new

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +13%
above
Price vs 50-day avg +7%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 87%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +9%
trailing
6-month return +22%
trailing
YTD return +13%
this year
Relative strength +21%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $34 › 200d $32 — 50d above 200d
Institutional flow Distributing
302 of 363 funds reported for Sep 30 · net -7.9M sh shares · +34 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.16% of shares out · ▼ -6.4% MoM · 4.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
363 holders — mid 3-yr range
Squeeze score 60
elevated · 0–100
Fundamentals
Fair
Revenue growth −3%
Y/Y
EPS growth −2%
Y/Y
Free cash flow $453.0M
Valuation P/E 23.6
below peers
Buyback $367.0M
remaining
Balance sheet $2.5B
net debt
Quant / Vol
risk profile
Moderate
Volatility 33%
annualized · 1-yr
Max drawdown −28%
past year
ATR 2.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Oct 29, 2026
Q4 2026
Adjusted Diluted EPS Non-GAAP $0.55
FY 2026
Adjusted Diluted EPS Non-GAAP Lowered $2.45
Jul 28, 2026 $2.55 – $2.70 changed to Oct 29, 2026 $2.45
Tax Rate, As Adjusted Non-GAAP Maintained 24%
Jul 28, 2026 24% changed to Oct 29, 2026 24%
Previous outlook earlier release · from the Earnings Call filed Apr 30, 2026

Still-open targets the latest release did not restate under the same label.

Interest expense · full year 2026 $150M
Adjusted EBITDA margins · full year 22%
Annual run rate synergies · full year $600M
Prior guidance period ended · from the Earnings Call filed Jul 28, 2026
Adjusted EBITDA · third quarter $295M – $305M
Adjusted diluted earnings per share · third quarter $0.70

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+13% Bullish
Price vs 50-day avg
+7% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
87% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $34 › 200d $32 — 50d above 200d
Institutional flow Distributing
302 of 363 funds reported for Sep 30 · net -7.9M sh shares · +34 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.16% of shares out · ▼ -6.4% MoM · 4.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
363 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $25 Now $37 · 87% Range high $38
vs 200-day avg +13% vs 50-day avg +7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Impact of the Recent Acquisitions 0.9% Three months ended June 30, 2026 filing —
Segment Adjusted EBITDA - Mobility Coatings non-GAAP 87M Three Months Ended June 30, 2026 filing —
Segment Adjusted EBITDA - Performance Coatings non-GAAP 218M Three Months Ended June 30, 2026 filing —
Total Segment Adjusted EBITDA non-GAAP 305M Three Months Ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Specialty Chemicals — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
AXTA
Axalta Coating Systems Ltd.
this stock
$7.83B +13.2% -3.0% 23.6 4.2%
LIN
Linde PLC
 $241.51B +23.4% +3.0% 34.9 1.4%
AIQUF
L Air Liquide SA
 $137.11B +14.4% — — 0.0%
ECL
Ecolab Inc.
 $86.74B +17.8% +2.2% 42.1 1.5%
SHW
Sherwin Williams Co
 $84.53B +8.0% +2.1% 32.2 2.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
372
% held
102.2%
Reported
302 of 363
Top holder
Artisan Partners Limited…
Held Float
View
Held by Funds
Fund positions
134
View
Short & Settlement
Short Interest Falling
Shares short
8.9M
Days to cover
4.7d
Change
-611.4K sh
View
Short Volume
Short vol %
82%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
65.3K
Value
$2.2M
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
38.7%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
John James
Amount
$1.0K–$15.0K
Traded
May 6, 2024
View
Financials
Financials
Revenue (FY)
$5.1B
Net income (FY)
$378.0M
EPS diluted
$1.74
View
Buybacks
Authorized
$700.0M
Remaining
$367.0M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Oct 29, 2026
This year
18

Axalta Coating Systems Ltd. reported $3,911 million in net sales for the nine months ended September 30, 2026, up 1.5%. Its AkzoNobel merger remains subject to regulatory approvals, and it plans to divest its North American Building Products business.

View
Proposed Sales
Value
$99.2K
Shares
3.2K
Filed
Aug 19, 2025
View
Earnings & Events
Webcasts
Last webcast
Oct 29, 2026
View
Investor Relations
Latest news
Update on the UK Competition and…
Published
Nov 11, 2026
View

Performance

5D 20D 120D MTD YTD
AXTA +0.3% +9.3% +21.8% +7.3% +13.2%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -2.3% +10.5% +21.3% +7.5% +2.5%

Capital returns

Buyback program · as of Apr 30, 2024
Authorized
$700.00M
Spent (derived)
$333.00M
Remaining
$367.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1616862 CUSIP G0750C108 13F (30d) 287 filings 255 filers Visit website Investor relations