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

Axalta Coating Systems (NYSE:AXTA) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.550-2.70 for the period, compared to the consensus estimate of 2.570. The company issued revenue guidance of -. Axalta Coating Systems also updated its Q2 2026 guidance to 0.650-0.65 EPS.

Axalta Coating Systems Price Performance

Shares of Axalta Coating Systems stock traded up $0.28 during midday trading on Thursday, hitting $28.49. 2,349,008 shares of the company were exchanged, compared to its average volume of 2,008,447. The firm has a 50 day simple moving average of $29.04 and a 200-day simple moving average of $30.42. The company has a debt-to-equity ratio of 1.33, a current ratio of 2.06 and a quick ratio of 1.50. Axalta Coating Systems has a 52 week low of $24.94 and a 52 week high of $35.72. The firm has a market cap of $6.10 billion, a P/E ratio of 16.37, a PEG ratio of 1.21 and a beta of 1.33.

Axalta Coating Systems (NYSE:AXTA) last issued its quarterly earnings data on Thursday, April 30th. The specialty chemicals company reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.50 by $0.06. Axalta Coating Systems had a return on equity of 23.60% and a net margin of 7.39%.The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the previous year, the company posted $0.59 EPS. The business’s revenue for the quarter was down .6% compared to the same quarter last year. 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. Research analysts forecast that Axalta Coating Systems will post 2.6 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have recently weighed in on AXTA. Wells Fargo & Company cut 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 research note on Friday, April 10th. KeyCorp reaffirmed a “sector weight” rating on shares of Axalta Coating Systems in a research note on Wednesday, February 11th. Royal Bank Of Canada lifted their price objective on Axalta Coating Systems from $33.00 to $35.00 and gave the stock a “sector perform” rating in a research note on Thursday, February 12th. Robert W. Baird set a $37.00 price objective on Axalta Coating Systems in a research note on Wednesday, February 11th. Finally, The Goldman Sachs Group lifted their price objective on Axalta Coating Systems from $36.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Five research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $35.40.

Trending Headlines about Axalta Coating Systems

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

• Positive Sentiment: Q1 earnings beat — Axalta reported GAAP EPS of $0.56, topping the consensus of $0.50, signaling better-than-expected near-term profitability. Zacks: Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Revenue beat — Q1 revenue was $1.25B versus ~$1.22B consensus, showing resiliency in demand despite a small year-over-year decline. GlobeNewswire: Q1 2026 Results
• Positive Sentiment: Profitability metrics strong — reported net margin (~7.4%) and ROE (~23.6%) remain healthy, which supports earnings quality and cash-generation expectations. MarketBeat: Q1 Results Summary
• Neutral Sentiment: Earnings materials available — Management hosted a call and released slides and a press release (useful for details on segment trends and cost actions). Slide Deck / Press Release
• Neutral Sentiment: Full transcript available — Investors can review management’s commentary and Q&A for cadence on end markets and cost actions. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Q2 guidance slightly below consensus — Axalta set Q2 EPS guidance at $0.65, marginally under the Street’s $0.66 estimate, introducing near-term downside risk to expectations. Zacks: Q1 Metrics vs Estimates
• Negative Sentiment: Year-over-year pressure — EPS of $0.56 declined from $0.59 a year ago and revenue was down ~0.6% YoY, highlighting ongoing demand or mix challenges in some end markets. MarketBeat: Q1 Results Summary

Institutional Trading of Axalta Coating Systems

Institutional investors and hedge funds have recently bought and sold shares of the stock. Danske Bank A S bought a new stake in Axalta Coating Systems in the third quarter valued at approximately $810,000. Appian Way Asset Management LP bought a new stake in Axalta Coating Systems in the third quarter valued at approximately $729,000. Federation des caisses Desjardins du Quebec raised its stake in Axalta Coating Systems by 16.9% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 17,147 shares of the specialty chemicals company’s stock valued at $554,000 after buying an additional 2,484 shares during the period. Sherbrooke Park Advisers LLC bought a new stake in Axalta Coating Systems in the third quarter valued at approximately $547,000. Finally, Focus Partners Advisor Solutions LLC bought a new stake in Axalta Coating Systems in the fourth quarter valued at approximately $531,000. 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.