Axalta Coating Systems (NYSE:AXTA) Updates Q2 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.650-0.65 for the period, compared to the consensus earnings per share estimate of 0.660. The company issued revenue guidance of -. Axalta Coating Systems also updated its FY 2026 guidance to 2.550-2.70 EPS.

Analyst Upgrades and Downgrades

AXTA has been the subject of a number of research reports. Wells Fargo & Company cut Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and dropped their price target for the company from $39.00 to $30.00 in a research note on Friday, April 10th. BMO Capital Markets reiterated a “market perform” rating and issued a $35.00 price target on shares of Axalta Coating Systems in a research note on Wednesday, February 11th. Mizuho dropped their price target on Axalta Coating Systems from $39.00 to $32.00 and set an “outperform” rating for the company in a research note on Monday, March 23rd. KeyCorp reiterated a “sector weight” rating on shares of Axalta Coating Systems in a research note on Wednesday, February 11th. Finally, UBS Group dropped their price target on Axalta Coating Systems from $36.00 to $31.00 and set a “neutral” rating for the company in a research note on Thursday, April 2nd. Five investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $35.40.

Axalta Coating Systems Price Performance

Shares of AXTA traded up $0.28 during trading hours on Thursday, reaching $28.49. The stock had a trading volume of 2,349,008 shares, compared to its average volume of 2,008,447. Axalta Coating Systems has a 12 month low of $24.94 and a 12 month high of $35.72. The stock has a market capitalization of $6.10 billion, a PE ratio of 16.37, a PEG ratio of 1.21 and a beta of 1.33. The company has a debt-to-equity ratio of 1.33, a quick ratio of 1.50 and a current ratio of 2.06. The company’s 50-day moving average is $29.04 and its two-hundred day moving average is $30.42.

Axalta Coating Systems (NYSE:AXTA) last announced its quarterly earnings results on Thursday, April 30th. The specialty chemicals company reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.50 by $0.06. Axalta Coating Systems had a return on equity of 23.60% and a net margin of 7.39%.The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the company earned $0.59 EPS. Axalta Coating Systems’s revenue was down .6% compared to the same quarter last year. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.70 EPS and its Q2 2026 guidance at 0.650-0.65 EPS. Research analysts expect that Axalta Coating Systems will post 2.6 EPS for the current year.

Key Stories Impacting Axalta Coating Systems

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

• Positive Sentiment: Q1 earnings beat — Axalta reported GAAP EPS of $0.56, topping the consensus of $0.50, signaling better-than-expected near-term profitability. Zacks: Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Revenue beat — Q1 revenue was $1.25B versus ~$1.22B consensus, showing resiliency in demand despite a small year-over-year decline. GlobeNewswire: Q1 2026 Results
• Positive Sentiment: Profitability metrics strong — reported net margin (~7.4%) and ROE (~23.6%) remain healthy, which supports earnings quality and cash-generation expectations. MarketBeat: Q1 Results Summary
• Neutral Sentiment: Earnings materials available — Management hosted a call and released slides and a press release (useful for details on segment trends and cost actions). Slide Deck / Press Release
• Neutral Sentiment: Full transcript available — Investors can review management’s commentary and Q&A for cadence on end markets and cost actions. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Q2 guidance slightly below consensus — Axalta set Q2 EPS guidance at $0.65, marginally under the Street’s $0.66 estimate, introducing near-term downside risk to expectations. Zacks: Q1 Metrics vs Estimates
• Negative Sentiment: Year-over-year pressure — EPS of $0.56 declined from $0.59 a year ago and revenue was down ~0.6% YoY, highlighting ongoing demand or mix challenges in some end markets. MarketBeat: Q1 Results Summary

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Barrow Hanley Mewhinney & Strauss LLC raised its position in Axalta Coating Systems by 11.6% during the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 17,456,984 shares of the specialty chemicals company’s stock worth $564,035,000 after purchasing an additional 1,815,715 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Axalta Coating Systems by 36.2% during the 4th 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 raised its position in Axalta Coating Systems by 64.9% during the 3rd 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 raised its position in Axalta Coating Systems by 672.6% during the 4th quarter. Channing Capital Management LLC now owns 3,037,990 shares of the specialty chemicals company’s stock worth $98,157,000 after purchasing an additional 2,644,783 shares during the last quarter. Finally, Morgan Stanley raised its position in Axalta Coating Systems by 12.7% during the 4th quarter. Morgan Stanley now owns 2,804,430 shares of the specialty chemicals company’s stock worth $90,611,000 after purchasing an additional 315,767 shares during the last quarter. 98.28% of the stock is 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.