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

Axalta Coating Systems (NYSE:AXTA) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.550-2.70 for the period, compared to the consensus earnings per share estimate of 2.570. The company issued revenue guidance of -. Axalta Coating Systems also updated its Q2 2026 guidance to 0.650-0.65 EPS.

Analyst Ratings Changes

AXTA has been the topic of several research analyst reports. UBS Group increased their price objective on Axalta Coating Systems from $31.00 to $32.00 and gave the stock a “neutral” rating in a research note on Friday. Mizuho dropped their price target on Axalta Coating Systems from $39.00 to $32.00 and set an “outperform” rating on the stock in a research report on Monday, March 23rd. Weiss Ratings restated a “hold (c)” rating on shares of Axalta Coating Systems in a report on Wednesday, January 21st. Robert W. Baird set a $37.00 target price on shares of Axalta Coating Systems in a report on Wednesday, February 11th. Finally, Citigroup cut their target price on shares of Axalta Coating Systems from $45.00 to $42.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. 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 currently has a consensus rating of “Hold” and an average target price of $35.20.

Axalta Coating Systems Trading Down 2.5%

NYSE:AXTA opened at $27.72 on Friday. The company has a market capitalization of $5.93 billion, a P/E ratio of 15.93, a PEG ratio of 1.20 and a beta of 1.25. The company has a current ratio of 2.10, a quick ratio of 1.50 and a debt-to-equity ratio of 1.27. Axalta Coating Systems has a 12 month low of $24.94 and a 12 month high of $35.72. The firm has a fifty day simple moving average of $29.04 and a 200-day simple moving average of $30.42.

Axalta Coating Systems (NYSE:AXTA) last issued its quarterly earnings results on Thursday, April 30th. The specialty chemicals company reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.50 by $0.06. The company had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. Axalta Coating Systems had a net margin of 7.22% and a return on equity of 22.37%. Axalta Coating Systems’s quarterly revenue was down .6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.59 EPS. 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. On average, equities research analysts anticipate that Axalta Coating Systems will post 2.64 earnings per share for the current year.

Key Headlines Impacting Axalta Coating Systems

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

• Positive Sentiment: Reported quarterly results showed revenue of $1.25B and an EPS beat versus consensus; the company cited a net margin of 7.39% and a strong return on equity (23.6%), which supports profitability narrative. Axalta Releases First-Quarter 2026 Results
• Positive Sentiment: Several outlet summaries (MarketBeat / Zacks) echo that Axalta beat consensus on revenue and reported EPS in the $0.50–$0.56 area, which is supportive for near-term earnings expectations. AXTA Q1 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Full slide deck and earnings presentation are available for review — useful for evaluating segment-level trends, margin drivers and management commentary. Q1 Results – Slide Deck / Presentation
• Negative Sentiment: Q2 2026 EPS guidance was set at $0.65 (range 0.650–0.65), slightly under the Street consensus (~$0.66), which may temper near-term sentiment. Axalta Releases First-Quarter 2026 Results
• Neutral Sentiment: FY2026 guidance was given as $2.55–2.70, which overlaps Street estimates (consensus ~2.57); the range implies upside potential at the high end but also downside risk at the low end. Axalta FY2026 Guidance
• Negative Sentiment: There is conflicting coverage of the EPS figure: at least one earnings-call transcript source reports a $0.42 EPS miss versus a $0.50 expectation—this discrepancy can create short?term confusion and volatility until reconciled (check company press release / 8?K). Q1 2026 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: Revenue was slightly down year?over?year (~?0.6%), indicating still?muted end?market demand in parts of the business — a small but relevant operational note for growth outlook. How Key Metrics Compare to Wall Street Estimates

Institutional Investors Weigh In On Axalta Coating Systems

A number of institutional investors have recently added to or reduced their stakes in AXTA. Principal Securities Inc. lifted its holdings in Axalta Coating Systems by 7.5% in the 4th quarter. Principal Securities Inc. now owns 7,292 shares of the specialty chemicals company’s stock valued at $236,000 after purchasing an additional 511 shares in the last quarter. Summit Securities Group LLC purchased a new stake in shares of Axalta Coating Systems during the fourth quarter worth $32,000. Los Angeles Capital Management LLC purchased a new stake in shares of Axalta Coating Systems during the fourth quarter worth $35,000. Parallel Advisors LLC raised its position in shares of Axalta Coating Systems by 71.1% in the fourth quarter. Parallel Advisors LLC now owns 3,202 shares of the specialty chemicals company’s stock valued at $103,000 after buying an additional 1,331 shares during the last quarter. Finally, UMB Bank n.a. lifted its stake in shares of Axalta Coating Systems by 92.8% in the fourth quarter. UMB Bank n.a. now owns 2,907 shares of the specialty chemicals company’s stock worth $94,000 after buying an additional 1,399 shares in the last quarter. Institutional investors and hedge funds 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.