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.

Wall Street Analyst Weigh In

Several research analysts recently commented on AXTA shares. Mizuho cut their price target on shares of Axalta Coating Systems from $39.00 to $32.00 and set an “outperform” rating on the stock in a report on Monday, March 23rd. Citigroup reduced their target price on shares of Axalta Coating Systems from $45.00 to $42.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Wells Fargo & Company cut shares of Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and decreased their price target for the stock from $39.00 to $30.00 in a research report on Friday, April 10th. Robert W. Baird set a $37.00 price objective on Axalta Coating Systems in a research report on Wednesday, February 11th. Finally, BMO Capital Markets restated a “market perform” rating and set a $35.00 price objective on shares of Axalta Coating Systems in a research note on Wednesday, February 11th. Five research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, Axalta Coating Systems presently has a consensus rating of “Hold” and an average target price of $35.20.

Axalta Coating Systems Trading Down 2.5%

AXTA opened at $27.72 on Friday. The firm has a market capitalization of $5.93 billion, a P/E ratio of 15.93, a P/E/G ratio of 1.20 and a beta of 1.25. The firm’s 50 day moving average is $29.04 and its 200-day moving average is $30.42. Axalta Coating Systems has a 52-week low of $24.94 and a 52-week high of $35.72. The company has a quick ratio of 1.50, a current ratio of 2.10 and a debt-to-equity ratio of 1.27.

Axalta Coating Systems (NYSE:AXTA) last announced its earnings results on Thursday, April 30th. The specialty chemicals company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.50 by $0.06. The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. Axalta Coating Systems had a net margin of 7.22% and a return on equity of 22.37%. The business’s quarterly revenue was down .6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.59 earnings per share. 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. Analysts expect that Axalta Coating Systems will post 2.64 EPS for the current fiscal year.

Key Axalta Coating Systems News

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

• Positive Sentiment: Reported quarterly results showed revenue of $1.25B and an EPS beat versus consensus; the company cited a net margin of 7.39% and a strong return on equity (23.6%), which supports profitability narrative. Axalta Releases First-Quarter 2026 Results
• Positive Sentiment: Several outlet summaries (MarketBeat / Zacks) echo that Axalta beat consensus on revenue and reported EPS in the $0.50–$0.56 area, which is supportive for near-term earnings expectations. AXTA Q1 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Full slide deck and earnings presentation are available for review — useful for evaluating segment-level trends, margin drivers and management commentary. Q1 Results – Slide Deck / Presentation
• Negative Sentiment: Q2 2026 EPS guidance was set at $0.65 (range 0.650–0.65), slightly under the Street consensus (~$0.66), which may temper near-term sentiment. Axalta Releases First-Quarter 2026 Results
• Neutral Sentiment: FY2026 guidance was given as $2.55–2.70, which overlaps Street estimates (consensus ~2.57); the range implies upside potential at the high end but also downside risk at the low end. Axalta FY2026 Guidance
• Negative Sentiment: There is conflicting coverage of the EPS figure: at least one earnings-call transcript source reports a $0.42 EPS miss versus a $0.50 expectation—this discrepancy can create short‑term confusion and volatility until reconciled (check company press release / 8‑K). Q1 2026 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: Revenue was slightly down year‑over‑year (~‑0.6%), indicating still‑muted end‑market demand in parts of the business — a small but relevant operational note for growth outlook. How Key Metrics Compare to Wall Street Estimates

Institutional Trading of Axalta Coating Systems

A number of hedge funds and other institutional investors have recently modified their holdings of AXTA. Summit Securities Group LLC acquired a new position in shares of Axalta Coating Systems in the fourth quarter worth about $32,000. Los Angeles Capital Management LLC acquired a new stake in Axalta Coating Systems during the 4th quarter valued at approximately $35,000. CIBC Private Wealth Group LLC increased its holdings in Axalta Coating Systems by 2,174.6% during the 4th quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the specialty chemicals company’s stock worth $52,000 after purchasing an additional 1,544 shares during the last quarter. Kestra Advisory Services LLC purchased a new stake in Axalta Coating Systems during the 4th quarter worth approximately $69,000. Finally, Empowered Funds LLC acquired a new position in shares of Axalta Coating Systems in the 4th quarter valued at approximately $78,000. 98.28% of the stock is owned by hedge funds and other 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.