Axalta Coating reports Q4 adjusted EPS 59c, consensus 60c

Reports Q4 revenue $1.26B, consensus $1.27B. “We delivered record earnings in 2025, demonstrating the resilience of our business and the successful execution of our 2026 A Plan in the midst of a challenging macro environment,” said Chris Villavarayan, CEO. “We are building top line momentum, and our 2025 Adjusted EBITDA margin was 22%-one of the highest in the company’s history and 100 basis points above our A Plan target. Looking ahead, we will continue to leverage the strong foundation we’ve established to drive further improvement in our financial performance. Axalta’s balance sheet is strong, and we believe our proven portfolio and ability to navigate any operating environment will enable us to deliver meaningful value to shareholders as we prepare for our next chapter with AkzoNobel.”