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Axalta Coating Systems (AXTA)
NYSE:AXTA
Earnings Data
Report Date
Apr 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.51Last Year’s EPS
0.59Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational and financial performance story: record adjusted EBITDA, significant free cash flow generation, margin expansion, material cost and productivity gains, deleveraging, and a compelling merger rationale with $600M of identified synergies. However, these positives are tempered by near-term demand weaknesses—particularly in North America, Refinish, Performance Coatings and commercial vehicles—destocking/distributor consolidation, Q4 net income headwinds from tax and transaction costs, and a cautious, back-half weighted 2026 outlook that starts with an expected Q1 revenue decline. Management frames most pressures as transitory and highlights substantial readiness to capitalize on recovery and merger benefits.Company Guidance
Record Full-Year Financial Performance
2025 adjusted EBITDA of ~$1.13 billion (record), up $317M since 2022; full-year adjusted diluted EPS $2.49 (6% growth vs. 2024); adjusted EBITDA margin of 22% (expanded significantly vs. prior years).
Strong Q4 Operating Results and Margin Expansion
Q4 net sales ~ $1.3 billion; Q4 adjusted EBITDA $272 million with margin of 21.5% (up 50 basis points year-over-year); adjusted diluted EPS $0.59 (roughly flat YoY).
Mobility Coatings Outperformance
Mobility Q4 net sales $471 million (+1% YoY) and adjusted EBITDA $92 million (+20% YoY); mobility margin improved to 19.4% (up ~300 basis points YoY); management called Q4 mobility a record quarter driven by new business wins and favorable price/mix.
Exceptional Cash Generation and Cash Flow
Q4 cash from operations $344 million and Q4 free cash flow $290 million (both quarterly records); 2025 free cash flow $466 million (increase of >$300M vs. 2022); nearly $650 million cash from operations for the year; cumulative free cash flow >$1.35 billion over last three years.
Material Cost & Productivity Achievements
Delivered >$300 million of variable cost savings via procurement and material productivity; lowered fixed expenses >6% (constant currency); realized $100 million of incremental structural benefits from transformation initiatives; target additional productivity carryover ($30–40M) into 2026.
Operational Improvements and Safety
Reduced injuries by 40% since 2024 with a TRIR of 0.18; on-time delivery improved ~10%; invested $196 million in CapEx to support productivity and network optimization.
Balance Sheet Strength and Deleveraging
Paid down ~ $230 million gross debt; year-end net leverage 2.3x (lowest in company history); 2025 interest expense $170 million (down nearly $30M YoY) with expectation of further reduction to ~$155M in 2026.
Commercial Wins and Market Expansion
Added >2,800 net new body shops in Refinish (including +400 in North America); grew adjacencies by $25 million; mobility secured $60 million in net new wins with standout growth in Latin America and China; industrial Asia Pac delivered ~5% net sales growth.
2026 Financial Guidance and Targets
2026 guidance: revenue up low single digits (back-half weighted), adjusted EBITDA $1.14–$1.17 billion (another record), adjusted diluted EPS $2.55–$2.70 (~5% growth at midpoint), adjusted EBITDA margin above 22%, free cash flow >$500 million, CapEx $180–$200 million, and net leverage expected below 2x by year-end.
Merger with Axonobel and Synergy Potential
Announced merger of equals with Axonobel expected to create a global leader with diversified end markets; identified $600 million of synergy potential and highlighted significant scale, revenue/EBITDA/free-cash-flow expansion opportunities.
AXTA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AXTA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $34.21 | $34.42 | +0.61% |
Oct 28, 2025 | $29.06 | $29.70 | +2.20% |
Jul 30, 2025 | $28.70 | $28.67 | -0.10% |
May 07, 2025 | $33.27 | $31.69 | -4.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Axalta Coating Systems (AXTA) report earnings?
Axalta Coating Systems (AXTA) is schdueled to report earning on Apr 27, 2026, After Close (Confirmed).
What is Axalta Coating Systems (AXTA) earnings time?
Axalta Coating Systems (AXTA) earnings time is at Apr 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AXTA EPS forecast?
AXTA EPS forecast for the fiscal quarter 2026 (Q1) is 0.51.