Axalta Coating Systems (NYSE:AXTA) Releases Q2 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.650-0.65 for the period, compared to the consensus estimate of 0.660. The company issued revenue guidance of -. Axalta Coating Systems also updated its FY 2026 guidance to 2.550-2.70 EPS.

Analyst Upgrades and Downgrades

AXTA has been the subject of several research reports. BMO Capital Markets reaffirmed a “market perform” rating and issued a $35.00 target price on shares of Axalta Coating Systems in a research note on Wednesday, February 11th. The Goldman Sachs Group set a $36.00 price objective on shares of Axalta Coating Systems in a research report on Friday. Wells Fargo & Company downgraded Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and decreased their price objective for the stock from $39.00 to $30.00 in a report on Friday, April 10th. Vertical Research downgraded Axalta Coating Systems from a “buy” rating to a “hold” rating in a report on Wednesday, January 7th. Finally, UBS Group reissued a “neutral” rating and issued a $32.00 target price on shares of Axalta Coating Systems in a research note on Friday. Five investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, Axalta Coating Systems has a consensus rating of “Hold” and an average target price of $35.20.

Axalta Coating Systems Price Performance

AXTA traded down $0.56 on Friday, hitting $27.88. 743,417 shares of the company’s stock traded hands, compared to its average volume of 2,989,213. The company has a current ratio of 2.06, a quick ratio of 1.50 and a debt-to-equity ratio of 1.33. Axalta Coating Systems has a one year low of $24.94 and a one year high of $35.72. The company’s 50 day simple moving average is $29.04 and its 200-day simple moving average is $30.42. The firm has a market cap of $5.97 billion, a price-to-earnings ratio of 16.04, a P/E/G ratio of 1.21 and a beta of 1.33.

Axalta Coating Systems (NYSE:AXTA) last announced its earnings results on Thursday, April 30th. The specialty chemicals company reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.50 by $0.06. The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Axalta Coating Systems had a return on equity of 23.60% and a net margin of 7.39%.The company’s quarterly revenue was down .6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.59 EPS. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.70 EPS and its Q2 2026 guidance at 0.650-0.65 EPS. As a group, research analysts anticipate that Axalta Coating Systems will post 2.6 EPS for the current year.

Key Headlines Impacting Axalta Coating Systems

Here are the key news stories impacting Axalta Coating Systems this week:

• Positive Sentiment: Reported quarterly results that several outlets say beat expectations: multiple reports cite EPS of $0.56 and revenue of $1.25B, topping consensus and analyst estimates — a near-term positive on execution and margins. Axalta Releases First-Quarter 2026 Results
• Positive Sentiment: Profitability metrics remain solid (net margin ~7.4%, ROE ~23.6%), which supports valuation multiples and longer-term investor confidence. MarketBeat Earnings Snapshot
• Neutral Sentiment: Full‑year guidance (EPS 2.55–2.70) largely overlaps consensus, so FY outlook is roughly in line with expectations — limits upside surprise but reduces downside from a large miss. Zacks: Q1 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Q2 guidance (EPS 0.65) is slightly below Street consensus (~0.66), which may pressure near-term sentiment and expected forward earnings momentum. Axalta Q1 Slide Deck / Press Release
• Negative Sentiment: Conflicting call transcripts: some publications/transcripts report a miss (one cites $0.42 vs $0.50 expectation), creating confusion and increasing volatility as investors parse adjusted vs. GAAP figures. That uncertainty likely put selling pressure on the stock. InsiderMonkey Earnings Call Transcript Seeking Alpha Call Transcript
• Negative Sentiment: Revenue was slightly down year-over-year (~0.6%), signaling modest demand headwinds that could weigh on growth expectations. Zacks: How Key Metrics Compare

Institutional Investors Weigh In On Axalta Coating Systems

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Barrow Hanley Mewhinney & Strauss LLC raised its position in Axalta Coating Systems by 11.6% during the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 17,456,984 shares of the specialty chemicals company’s stock valued at $564,035,000 after purchasing an additional 1,815,715 shares in the last quarter. Dimensional Fund Advisors LP raised its position in Axalta Coating Systems by 36.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 6,941,250 shares of the specialty chemicals company’s stock valued at $224,282,000 after purchasing an additional 1,845,353 shares in the last quarter. AQR Capital Management LLC raised its position in Axalta Coating Systems by 64.9% during the 3rd quarter. AQR Capital Management LLC now owns 3,825,946 shares of the specialty chemicals company’s stock valued at $107,739,000 after purchasing an additional 1,506,083 shares in the last quarter. Channing Capital Management LLC raised its position in Axalta Coating Systems by 672.6% during the 4th quarter. Channing Capital Management LLC now owns 3,037,990 shares of the specialty chemicals company’s stock valued at $98,157,000 after purchasing an additional 2,644,783 shares in the last quarter. Finally, Morgan Stanley raised its position in Axalta Coating Systems by 12.7% during the 4th quarter. Morgan Stanley now owns 2,804,430 shares of the specialty chemicals company’s stock valued at $90,611,000 after purchasing an additional 315,767 shares in the last quarter. 98.28% of the stock is owned by institutional investors.

About Axalta Coating Systems

Axalta Coating Systems is a global leader in the development, manufacture and sale of liquid and powder coatings. The company’s product portfolio spans refinish coatings for the automotive collision repair market, original equipment manufacturer (OEM) coatings for new vehicle production, and industrial coatings including electrodeposition (E-coat) and powder coatings for a variety of sectors such as architecture, heavy equipment and general industrial applications.

Tracing its roots to the 19th century and rebranded as Axalta following its separation from DuPont Performance Coatings in 2013, the company has built a presence in more than 100 countries.