Axalta Coating Systems (NYSE:AXTA) Issues Q1 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.500-0.50 for the period, compared to the consensus earnings per share estimate of 0.600. The company issued revenue guidance of -, compared to the consensus revenue estimate of $1.3 billion.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. KeyCorp reiterated a “sector weight” rating on shares of Axalta Coating Systems in a report on Wednesday, October 29th. Wells Fargo & Company raised their target price on Axalta Coating Systems from $38.00 to $39.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. JPMorgan Chase & Co. cut their target price on Axalta Coating Systems from $30.00 to $29.00 and set a “neutral” rating on the stock in a research report on Thursday, October 30th. Royal Bank Of Canada restated a “sector perform” rating and set a $30.00 price target (down previously from $35.00) on shares of Axalta Coating Systems in a research note on Wednesday, November 19th. Finally, Robert W. Baird reiterated a “neutral” rating and issued a $35.00 price target (down previously from $42.00) on shares of Axalta Coating Systems in a research report on Wednesday, January 7th. Seven research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $35.56.

Axalta Coating Systems Stock Performance

Shares of AXTA opened at $34.17 on Tuesday. Axalta Coating Systems has a 12-month low of $26.28 and a 12-month high of $37.93. The company has a current ratio of 2.20, a quick ratio of 1.59 and a debt-to-equity ratio of 1.45. The company has a 50-day moving average of $32.36 and a two-hundred day moving average of $30.39. The stock has a market cap of $7.29 billion, a P/E ratio of 16.35, a PEG ratio of 1.36 and a beta of 1.29.

Axalta Coating Systems (NYSE:AXTA) last announced its earnings results on Tuesday, February 10th. The specialty chemicals company reported $0.59 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.61 by ($0.02). Axalta Coating Systems had a return on equity of 24.92% and a net margin of 8.81%.The firm had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.27 billion. Axalta Coating Systems has set its Q1 2026 guidance at 0.500-0.50 EPS. As a group, research analysts predict that Axalta Coating Systems will post 2.55 EPS for the current fiscal year.

Hedge Funds Weigh In On Axalta Coating Systems

Hedge funds have recently bought and sold shares of the company. Focus Partners Wealth increased its position in Axalta Coating Systems by 98.8% during the third quarter. Focus Partners Wealth now owns 18,468 shares of the specialty chemicals company’s stock worth $543,000 after buying an additional 9,177 shares during the last quarter. Vestcor Inc raised its stake in shares of Axalta Coating Systems by 232.8% in the 3rd quarter. Vestcor Inc now owns 18,272 shares of the specialty chemicals company’s stock valued at $523,000 after acquiring an additional 12,781 shares in the last quarter. Merit Financial Group LLC lifted its holdings in Axalta Coating Systems by 110.8% in the 3rd quarter. Merit Financial Group LLC now owns 20,661 shares of the specialty chemicals company’s stock worth $591,000 after purchasing an additional 10,858 shares during the last quarter. Osaic Holdings Inc. raised its position in shares of Axalta Coating Systems by 133.7% in the second quarter. Osaic Holdings Inc. now owns 19,668 shares of the specialty chemicals company’s stock valued at $625,000 after purchasing an additional 11,253 shares during the period. Finally, Tower Research Capital LLC TRC lifted its stake in shares of Axalta Coating Systems by 49.5% in the second quarter. Tower Research Capital LLC TRC now owns 11,753 shares of the specialty chemicals company’s stock worth $349,000 after buying an additional 3,893 shares during the last quarter. 98.28% of the stock is currently owned by institutional investors and hedge funds.

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.