Axalta demonstrated strong financial performance with record-breaking adjusted EBITDA and EPS amid a challenging market environment. The Mobility segment and operational excellence initiatives were key drivers of this success. However, challenges persist in the Performance Coatings and Refinish segments, particularly in North America. Despite these challenges, the company's disciplined execution and strategic focus position it well for future growth.

Company Guidance -

Q3 2025

During Axalta Coating Systems' Q2 2025 earnings call, the company reported robust financial performance, achieving a record adjusted EBITDA of $292 million with margins exceeding 22%, marking the fifth consecutive quarter above their 21% target. Net sales reached just over $1.3 billion, aligning with their guidance. Axalta executed $65 million in share repurchases and maintained a focus on capital deployment. The Mobility segment reported 2% organic growth, driven by strength in China and Latin America, achieving adjusted EBITDA margins near 20%. Performance Coatings saw net sales decline by 6% year-over-year, but nearly 2% growth was realized from adjacencies and retail. Cash flow from operations increased 25% year-over-year, resulting in $101 million in free cash flow. Full-year adjusted EBITDA is now expected to be between $1.14 billion and $1.165 billion, with adjusted diluted earnings per share projected to range from $2.45 to $2.55.

Record-Breaking Adjusted EBITDA and EPS

Axalta delivered a record quarter for adjusted EBITDA at $292 million and adjusted diluted earnings per share, despite a challenging global market. This marks the fifth consecutive quarter with adjusted EBITDA margins at or above 21%.

Strong Performance in Mobility Segment

The Mobility segment achieved 2% organic growth, driven by strength in China and Latin America. Adjusted EBITDA margin in this segment expanded by 500 basis points to nearly 20%.

Operational Excellence and Cost Management

Axalta improved its safety record by 55% year-over-year and reduced operating expenses by 6%, driven by $40 million in cost savings from transformation initiatives and closing three manufacturing plants.

Positive Free Cash Flow and Share Repurchases

Cash flow from operations increased 25% year-over-year, driving free cash flow to $101 million. Axalta executed $65 million in share repurchases this quarter.

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

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AXTA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.65 / -	0.59	―	―	―
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)
Aug 01, 2023	2023 (Q2)	0.38 / 0.35	0.41	-14.63% (-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
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%
Oct 30, 2024	$35.41	$38.32	+8.22%

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 Oct 28, 2025, After Close (Confirmed).

What is Axalta Coating Systems (AXTA) earnings time?

Axalta Coating Systems (AXTA) earnings time is at Oct 28, 2025, 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 (Q3) is 0.65.

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