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

Axalta Coating Systems (NYSE:AXTA) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.550-2.700 for the period, compared to the consensus estimate of 2.590. The company issued revenue guidance of -. Axalta Coating Systems also updated its Q3 2026 guidance to 0.700-0.700 EPS.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Royal Bank Of Canada boosted their price target on Axalta Coating Systems from $34.00 to $36.00 and gave the stock a “sector perform” rating in a report on Wednesday, July 8th. Mizuho lifted their target price on Axalta Coating Systems from $32.00 to $39.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. Wall Street Zen raised Axalta Coating Systems to a “buy” rating in a research note on Saturday. Wells Fargo & Company cut shares of Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $39.00 to $30.00 in a report on Friday, April 10th. Finally, Citigroup assumed coverage on shares of Axalta Coating Systems in a research note on Thursday, June 4th. They issued a “buy” rating and a $44.00 price target on the stock. Four analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, Axalta Coating Systems has an average rating of “Hold” and a consensus price target of $35.67.

Axalta Coating Systems Stock Up 3.1%

Shares of NYSE:AXTA opened at $33.79 on Tuesday. Axalta Coating Systems has a 52-week low of $24.94 and a 52-week high of $35.72. The company has a market capitalization of $7.23 billion, a PE ratio of 19.76, a price-to-earnings-growth ratio of 1.60 and a beta of 1.24. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.53 and a current ratio of 2.10. The company has a fifty day moving average of $32.48 and a 200-day moving average of $31.22.

Axalta Coating Systems (NYSE:AXTA) last released its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.65 by $0.07. The company had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.31 billion. Axalta Coating Systems had a return on equity of 22.37% and a net margin of 7.22%.Axalta Coating Systems’s revenue for the quarter was up 3.1% on a year-over-year basis. During the same quarter last year, the business posted $0.64 EPS. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.700 EPS and its Q3 2026 guidance at 0.700-0.700 EPS. On average, equities analysts predict that Axalta Coating Systems will post 2.59 EPS for the current fiscal year.

Key Stories Impacting Axalta Coating Systems

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

• Positive Sentiment: Axalta reported second-quarter adjusted earnings of $0.72 per share, exceeding the $0.65 analyst consensus by $0.07. Revenue reached $1.35 billion, ahead of the $1.31 billion estimate, supporting the positive market reaction. Axalta Coating Systems tops estimates, shares jump on results
• Positive Sentiment: The quarter produced a 22.37% return on equity and a 7.22% net margin, indicating continued profitability and operating efficiency in the specialty-coatings business. Axalta Releases Second Quarter 2026 Results
• Neutral Sentiment: Axalta maintained full-year 2026 EPS guidance of $2.55 to $2.70. The midpoint of $2.625 is slightly above the $2.59 consensus, but the lower end remains below expectations, leaving investors focused on demand trends and execution in the second half.
• Negative Sentiment: Third-quarter EPS guidance of $0.70 came in below the $0.72 analyst consensus. This suggests potential near-term pressure from market conditions, costs, or expected operating performance despite the second-quarter beat.

Institutional Trading of Axalta Coating Systems

Several hedge funds and other institutional investors have recently made changes to their positions in AXTA. Barrow Hanley Mewhinney & Strauss LLC increased its position in Axalta Coating Systems by 11.6% in 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 acquiring an additional 1,815,715 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of Axalta Coating Systems by 36.2% in the fourth quarter. Dimensional Fund Advisors LP now owns 6,941,250 shares of the specialty chemicals company’s stock worth $224,282,000 after purchasing an additional 1,845,353 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Axalta Coating Systems by 64.9% in the third quarter. AQR Capital Management LLC now owns 3,825,946 shares of the specialty chemicals company’s stock worth $107,739,000 after purchasing an additional 1,506,083 shares during the last quarter. Channing Capital Management LLC increased its holdings in Axalta Coating Systems by 672.6% in the fourth 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 during the period. Finally, Morgan Stanley increased its holdings in Axalta Coating Systems by 12.7% in the fourth 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 during the period. 98.28% of the stock is currently 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.