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

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

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on AXTA. Wells Fargo & Company upped their price target on Axalta Coating Systems from $38.00 to $39.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Bank of America reduced their price target on shares of Axalta Coating Systems from $42.00 to $41.00 and set a “buy” rating for the company in a report on Tuesday, October 14th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $30.00 target price (down previously from $35.00) on shares of Axalta Coating Systems in a research note on Wednesday, November 19th. UBS Group cut shares of Axalta Coating Systems from a “buy” rating to a “neutral” rating and dropped their target price for the company from $39.00 to $35.00 in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. cut their target price on Axalta Coating Systems from $30.00 to $29.00 and set a “neutral” rating for the company in a research note on Thursday, October 30th. Seven investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, Axalta Coating Systems presently has an average rating of “Hold” and a consensus price target of $35.56.

Axalta Coating Systems Stock Up 0.9%

Axalta Coating Systems stock opened at $34.51 on Tuesday. The firm has a market capitalization of $7.36 billion, a price-to-earnings ratio of 16.47, a price-to-earnings-growth ratio of 1.36 and a beta of 1.29. The company has a current ratio of 2.20, a quick ratio of 1.59 and a debt-to-equity ratio of 1.45. Axalta Coating Systems has a 1-year low of $26.28 and a 1-year high of $37.93. The firm’s fifty day moving average price is $32.36 and its two-hundred day moving average price is $30.39.

Axalta Coating Systems (NYSE:AXTA) last announced its earnings results on Tuesday, February 10th. The specialty chemicals company reported $0.59 EPS for the quarter, missing the consensus estimate of $0.61 by ($0.02). Axalta Coating Systems had a net margin of 8.81% and a return on equity of 24.92%. The firm had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.27 billion. During the same quarter in the prior year, the company earned $0.60 EPS. The business’s revenue for the quarter was down 3.7% on a year-over-year basis. Axalta Coating Systems has set its Q1 2026 guidance at 0.500-0.50 EPS. On average, equities research analysts predict that Axalta Coating Systems will post 2.55 earnings per share for the current fiscal year.

Institutional Trading of Axalta Coating Systems

Hedge funds and other institutional investors have recently bought and sold shares of the company. HighTower Advisors LLC boosted its holdings in Axalta Coating Systems by 32.6% in the 4th quarter. HighTower Advisors LLC now owns 9,935 shares of the specialty chemicals company’s stock valued at $321,000 after purchasing an additional 2,444 shares during the period. Captrust Financial Advisors raised its position in shares of Axalta Coating Systems by 75.6% in the third quarter. Captrust Financial Advisors now owns 57,153 shares of the specialty chemicals company’s stock worth $1,636,000 after buying an additional 24,606 shares in the last quarter. Danske Bank A S bought a new stake in Axalta Coating Systems during the third quarter valued at $810,000. Woodline Partners LP boosted its stake in Axalta Coating Systems by 100.1% during the third quarter. Woodline Partners LP now owns 842,430 shares of the specialty chemicals company’s stock valued at $24,110,000 after buying an additional 421,485 shares during the period. Finally, Dark Forest Capital Management LP grew its position in Axalta Coating Systems by 285.1% during the third quarter. Dark Forest Capital Management LP now owns 180,533 shares of the specialty chemicals company’s stock worth $5,167,000 after buying an additional 133,657 shares in the last quarter. Institutional investors own 98.28% of the company’s stock.

Axalta Coating Systems Company Profile

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.