Axalta Coating Systems (NYSE:AXTA) Issues FY 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.550-2.700 for the period, compared to the consensus EPS estimate of 2.590. The company issued revenue guidance of -. Axalta Coating Systems also updated its Q3 2026 guidance to 0.700-0.700 EPS.

Axalta Coating Systems Price Performance

AXTA stock opened at $35.25 on Wednesday. The company has a debt-to-equity ratio of 1.27, a current ratio of 2.10 and a quick ratio of 1.53. The firm has a market capitalization of $7.54 billion, a P/E ratio of 20.72, a P/E/G ratio of 1.65 and a beta of 1.24. The business’s 50-day moving average is $32.63 and its two-hundred day moving average is $31.24. Axalta Coating Systems has a 1 year low of $24.94 and a 1 year high of $35.98.

Axalta Coating Systems (NYSE:AXTA) last announced its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.65 by $0.07. Axalta Coating Systems had a return on equity of 22.37% and a net margin of 7.22%.The business had revenue of $1.35 billion during the quarter, compared to the consensus estimate of $1.31 billion. During the same period in the previous year, the company posted $0.64 earnings per share. The business’s revenue for the quarter was up 3.1% on a year-over-year basis. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.700 EPS and its Q3 2026 guidance at 0.700-0.700 EPS. Analysts anticipate that Axalta Coating Systems will post 2.59 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Robert W. Baird lifted their price target on shares of Axalta Coating Systems from $35.00 to $37.00 and gave the stock a “neutral” rating in a research note on Wednesday. The Goldman Sachs Group set a $36.00 price objective on shares of Axalta Coating Systems in a report on Friday, May 1st. Royal Bank Of Canada lifted their price objective on shares of Axalta Coating Systems from $34.00 to $36.00 and gave the stock a “sector perform” rating in a research report on Wednesday, July 8th. Citigroup started coverage on shares of Axalta Coating Systems in a research note on Thursday, June 4th. They set a “buy” rating and a $44.00 target price for the company. Finally, Wall Street Zen raised Axalta Coating Systems to a “buy” rating in a report on Saturday. Four research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $35.67.

More Axalta Coating Systems News

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

• Positive Sentiment: Q2 earnings and revenue beat estimates: Axalta reported adjusted earnings of $0.72 per share, versus the $0.65 consensus estimate and $0.64 a year earlier. Revenue increased 3.1% year over year to $1.35 billion, exceeding expectations of $1.31 billion. Axalta Releases Second Quarter 2026 Results
• Positive Sentiment: Profitability showed improvement: The quarter featured strong EBITDA growth, while return on equity reached 22.37% and net margin was 7.22%. The earnings beat and stronger operating performance were the primary catalysts behind the favorable investor reaction. Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Full-year outlook remains broadly in line: Axalta maintained fiscal 2026 EPS guidance of $2.55 to $2.70, compared with analyst expectations of $2.59. The midpoint is slightly above consensus, but the range indicates limited upside relative to current forecasts. Q2 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Q3 guidance trails expectations: Axalta forecast third-quarter EPS of $0.70, below the $0.72 consensus estimate. This more cautious near-term outlook could temper enthusiasm following the quarterly earnings beat. Axalta Tops Estimates
• Neutral Sentiment: Baird raised its price target: Robert W. Baird increased its target from $35 to $37 but retained a “neutral” rating, implying only modest additional upside from the reported $35.52 reference price.

Hedge Funds Weigh In On Axalta Coating Systems

A number of hedge funds and other institutional investors have recently made changes to their positions in AXTA. Summit Securities Group LLC acquired a new position in Axalta Coating Systems in the 4th quarter valued at $32,000. Los Angeles Capital Management LLC purchased a new position in Axalta Coating Systems during the fourth quarter worth about $35,000. CIBC Private Wealth Group LLC lifted its position in Axalta Coating Systems by 2,174.6% in the fourth quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the specialty chemicals company’s stock valued at $52,000 after purchasing an additional 1,544 shares during the period. Kestra Advisory Services LLC acquired a new position in Axalta Coating Systems during the fourth quarter worth $69,000. Finally, Empowered Funds LLC purchased a new position in shares of Axalta Coating Systems in the 4th quarter valued at about $78,000. Hedge funds and other institutional investors own 98.28% of the company’s stock.

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.