Axalta Coating Systems (NYSE:AXTA) Updates Q1 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.500-0.50 for the period, compared to the consensus EPS estimate of 0.600. The company issued revenue guidance of -, compared to the consensus revenue estimate of $1.3 billion.

Analysts Set New Price Targets

Several research analysts have recently weighed in on AXTA shares. Wells Fargo & Company upped their price objective on Axalta Coating Systems from $38.00 to $39.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. The Goldman Sachs Group upped their price target on Axalta Coating Systems from $36.00 to $40.00 and gave the stock a “buy” rating in a research report on Wednesday. Robert W. Baird set a $37.00 price target on shares of Axalta Coating Systems in a research note on Wednesday. UBS Group reissued a “neutral” rating and issued a $36.00 price objective on shares of Axalta Coating Systems in a research report on Wednesday. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $30.00 target price (down previously from $35.00) on shares of Axalta Coating Systems in a report on Wednesday, November 19th. Seven investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $36.25.

Axalta Coating Systems Trading Down 2.6%

Shares of Axalta Coating Systems stock opened at $33.54 on Thursday. The stock has a market cap of $7.16 billion, a P/E ratio of 19.28, a P/E/G ratio of 1.39 and a beta of 1.29. The company has a quick ratio of 1.59, a current ratio of 2.06 and a debt-to-equity ratio of 1.33. Axalta Coating Systems has a 12-month low of $26.28 and a 12-month high of $37.72. The business’s 50 day moving average is $32.52 and its 200-day moving average is $30.45.

Axalta Coating Systems (NYSE:AXTA) last issued its earnings results on Tuesday, February 10th. The specialty chemicals company reported $0.59 earnings per share for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.01). Axalta Coating Systems had a return on equity of 23.60% and a net margin of 7.39%.The firm had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.27 billion. During the same quarter in the previous year, the firm posted $0.60 earnings per share. Axalta Coating Systems’s quarterly revenue was down 3.7% on a year-over-year basis. Axalta Coating Systems has set its Q1 2026 guidance at 0.500-0.50 EPS. Equities research analysts predict that Axalta Coating Systems will post 2.55 earnings per share for the current fiscal year.

Key Headlines Impacting Axalta Coating Systems

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

• Positive Sentiment: Record full‑year 2025 results — Axalta reported record results for the full year, highlighting underlying business strength and providing supporting detail in its press release. Axalta Releases Fourth Quarter and Record Full Year 2025 Results
• Positive Sentiment: Strong cash flow and financial health emphasized on the call — Management pointed to robust cash generation and provided a slide deck and call materials that underscore free cash flow strength and disciplined capital allocation. Axalta Coating Systems Ltd (AXTA) Q4 2025 Earnings Call Highlights: Strong Cash Flow and …
• Neutral Sentiment: Call transcript and slide deck provide details on segment trends and cost actions — Useful for modeling, but no surprise items that would by themselves move price materially. Axalta Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Small EPS and revenue miss for Q4 — Reported EPS $0.59 vs. consensus ~ $0.60 (Zacks noted $0.61 estimate) and revenue $1.26B vs. ~$1.27B, with revenue down ~3.7% year‑over‑year. Axalta Misses Q4 Earnings Estimates
• Negative Sentiment: Lower Q1 2026 guidance — Management set Q1 EPS guidance at about $0.50 versus the consensus near $0.60, a key driver of the stock decline as it raises concerns about near‑term earnings momentum. MarketBeat Earnings & Guidance Summary

Hedge Funds Weigh In On Axalta Coating Systems

A number of institutional investors have recently bought and sold shares of AXTA. Los Angeles Capital Management LLC acquired a new stake in shares of Axalta Coating Systems in the fourth quarter valued at approximately $35,000. Empowered Funds LLC bought a new stake in Axalta Coating Systems in the 4th quarter valued at $78,000. Parallel Advisors LLC lifted its holdings in Axalta Coating Systems by 71.1% during the 4th quarter. Parallel Advisors LLC now owns 3,202 shares of the specialty chemicals company’s stock valued at $103,000 after purchasing an additional 1,331 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in Axalta Coating Systems by 371.2% during the second quarter. EverSource Wealth Advisors LLC now owns 3,501 shares of the specialty chemicals company’s stock worth $104,000 after purchasing an additional 2,758 shares during the period. Finally, CIBC Asset Management Inc acquired a new position in shares of Axalta Coating Systems in the fourth quarter valued at $223,000. 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.