Axalta Coating Systems Ltd. (AXTA)

In the past six months, Axalta's stock has been influenced by several key events. Axalta reported Q3 2025 earnings with an EPS of $0.67, surpassing estimates, but quarterly revenue fell 2.4% year-over-year. The company announced strong Q4 2024 earnings with net sales increasing by 1% year-over-year and net income rising 85% year-over-year. Axalta received an upgrade to a Zacks Rank #1 (Strong Buy) and was later downgraded by JP Morgan from 'Overweight' to 'Neutral'. Reports emerged of advanced talks between Akzo Nobel and Axalta Coating Systems for an all-stock merger of equals. The stock's 52-week range has been between $26.28 and $38.17, with a closing price of $33.81 as of February 6, 2026.

Explicit seasonal trends for Axalta's overall product demand are not directly detailed, but some insights suggest influences on demand. Economic slowdowns can generally reduce the demand for coatings. The refinish market in North America experienced softness in Q3 2025 due to lower claims activity. Axalta manages volatility by sourcing key raw materials globally and using hedging strategies.

Axalta Coating Systems Ltd. is a global leader in the coatings industry, manufacturing and distributing high-performance coating systems. The company operates in the Materials sector, specifically in the Specialty Chemicals industry, and is a key player in Paint and Coating Manufacturing and Automotive Coatings Manufacturing. Axalta's major products include water and solvent-borne coatings, as well as liquid and powder coatings, used in automotive refinish, mobility coatings, and industrial coatings.

Axalta Coating Systems has a broad global reach, operating across North America, Europe, the Middle East, Africa, Asia Pacific, and Latin America. The company serves over 100,000 customers in more than 140 countries, supported by a network of manufacturing facilities in various regions.

Axalta maintains a strong brand reputation, built on over 150 years of experience and a focus on innovation and sustainability. Axalta is recognized for its innovative coating solutions and releases the Global Automotive Color Popularity Report annually. Customer loyalty is rated at 77%, product quality at 3.6 out of 5 stars, and customer service at 3.4 out of 5 stars. Employee reviews indicate a friendly work environment and good benefits, but some concerns regarding management and fairness. Axalta published its 2023-2024 Sustainability Report in December 2025, highlighting its commitment to sustainable practices.

Institutional investors hold a significant majority of Axalta Coating Systems Ltd.'s stock. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., Barrow, Hanley, Mewhinney & Strauss, LLC, FMR LLC, and Millennium Management LLC. Insider shareholders account for a small percentage of ownership.