The earnings call presented a strong performance in terms of record adjusted EBITDA and EPS, cost management, and strategic share repurchases. However, these positives were offset by challenges in sales, particularly in North America, and adjusted forecasts due to softer demand. The sentiment is balanced with both achievements and challenges.

Company Guidance

In the recent Q3 2025 earnings call, Axalta Coating Systems reported record financial performance, with adjusted EBITDA reaching $294 million and an adjusted EBITDA margin of 22.8%. Net sales were approximately $1.3 billion, and adjusted diluted EPS rose 6% year-over-year to $0.67. The company's Mobility segment saw a 4% increase in net sales, achieving a third-quarter record of $460 million. Axalta executed $100 million in share repurchases, reducing outstanding shares by over 3% since 2023. The company maintained a net leverage ratio of 2.5x, the lowest in its history. Axalta remains focused on achieving its A Plan targets, with a consistent adjusted EBITDA margin above 21% for six consecutive periods. The firm anticipates delivering record adjusted EBITDA and EPS for the full year 2025, albeit with lower revenue expectations due to softer demand and macroeconomic headwinds.

Record Adjusted EBITDA and EPS

Axalta reported record adjusted EBITDA of $294 million with a margin of 22.8% and adjusted diluted EPS of $0.67, up 6% versus last year.

Share Repurchases

Executed $100 million in share repurchases during Q3, reducing shares outstanding by over 3% since 2023.

Mobility Segment Growth

Net sales in Mobility increased by 4% to a record $460 million due to sustained growth in China and Latin America.

Cost Management and Efficiency

Interest expense is down 15% year-to-date, and SG&A expenses declined 7%, supported by the 2024 Transformation Initiative, delivering approximately $40 million in savings in 2025.

Capital Allocation Strategy

Plan to repurchase up to $250 million of stock in Q4, deploying over 90% of free cash flow to share repurchases this year while maintaining leverage target.

Axalta Coating Systems (AXTA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AXTA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 04, 2026	2025 (Q4)	0.61 / -	0.6	―	―	―
Oct 28, 2025	2025 (Q3)	0.64 / 0.67	0.59	13.56% (+0.08)
Jul 30, 2025	2025 (Q2)	0.61 / 0.64	0.57	12.28% (+0.07)
May 07, 2025	2025 (Q1)	0.55 / 0.59	0.48	22.92% (+0.11)
Feb 04, 2025	2024 (Q4)	0.51 / 0.60	0.43	39.53% (+0.17)
Oct 30, 2024	2024 (Q3)	0.51 / 0.59	0.45	31.11% (+0.14)
Aug 01, 2024	2024 (Q2)	0.51 / 0.57	0.35	62.86% (+0.22)
May 01, 2024	2024 (Q1)	0.41 / 0.48	0.35	37.14% (+0.13)
Feb 08, 2024	2023 (Q4)	0.44 / 0.43	0.38	13.16% (+0.05)
Nov 01, 2023	2023 (Q3)	0.38 / 0.45	0.39	15.38% (+0.06)

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
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%
Feb 04, 2025	$35.11	$38.01	+8.26%

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 Feb 04, 2026, After Close (Confirmed).

What is Axalta Coating Systems (AXTA) earnings time?

Axalta Coating Systems (AXTA) earnings time is at Feb 04, 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 2025 (Q4) is 0.61.

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