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

Axalta Coating Systems (NYSE:AXTA) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. 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.

Axalta Coating Systems Trading Up 0.7%

NYSE:AXTA opened at $34.45 on Wednesday. The stock has a market cap of $7.35 billion, a price-to-earnings ratio of 16.48, a PEG ratio of 1.37 and a beta of 1.29. The company has a quick ratio of 1.59, a current ratio of 2.20 and a debt-to-equity ratio of 1.45. The company’s 50 day moving average price is $32.45 and its 200-day moving average price is $30.43. Axalta Coating Systems has a 52 week low of $26.28 and a 52 week high of $37.93.

Axalta Coating Systems (NYSE:AXTA) last announced its quarterly earnings data 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). The firm had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.27 billion. Axalta Coating Systems had a return on equity of 24.92% and a net margin of 8.81%.During the same quarter in the previous year, the firm earned $0.60 earnings per share. Axalta Coating Systems’s 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. On average, equities research analysts forecast that Axalta Coating Systems will post 2.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Robert W. Baird reaffirmed a “neutral” rating and set a $35.00 price target (down from $42.00) on shares of Axalta Coating Systems in a report on Wednesday, January 7th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $30.00 target price (down previously from $35.00) on shares of Axalta Coating Systems in a research report on Wednesday, November 19th. Vertical Research downgraded shares of Axalta Coating Systems from a “buy” rating to a “hold” rating in a report on Wednesday, January 7th. 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. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Axalta Coating Systems in a report on Wednesday, January 21st. Seven research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $35.69.

Axalta Coating Systems News Roundup

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

• Positive Sentiment: Recorded full-year 2025 results and strong cash generation support the company’s financial foundation and long-term outlook. Axalta Releases Fourth Quarter and Record Full Year 2025 Results
• Positive Sentiment: Insider/institutional buying: Arnhold increased its stake materially, signaling confidence from at least one investor. Arnhold More Than Doubles Axalta Coatings Systems Share Holding
• Neutral Sentiment: Q4 results were essentially in line but slightly soft: EPS $0.59 vs. consensus ~$0.60 and revenue $1.26B vs. ~$1.27B; year-over-year revenue declined ~3.7%. Management provided detailed slides and a call. Axalta Q4 Slide Deck / Press Release
• Neutral Sentiment: Earnings call transcript and presentation are available for details on regional trends, raw material dynamics and margins — useful for investors modeling next quarters. Axalta Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management lowered Q1 2026 EPS guidance to $0.50 (midpoint) vs. sell‑side consensus around $0.60, creating downward pressure on near‑term estimates and the stock. Axalta Releases Fourth Quarter and Record Full Year 2025 Results
• Negative Sentiment: Slight quarterly EPS miss and modest revenue decline vs. prior year add to near-term concern on demand trends and margin sustainability. Axalta Misses Q4 Earnings Estimates (Zacks)

Institutional Trading of Axalta Coating Systems

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Parallel Advisors LLC raised its position in 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 worth $103,000 after acquiring an additional 1,331 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of Axalta Coating Systems by 371.2% in the 2nd 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 in the last quarter. CIBC Asset Management Inc bought a new position in Axalta Coating Systems in the 4th quarter worth $223,000. Brooklyn Investment Group lifted its position in Axalta Coating Systems by 636.3% during the third quarter. Brooklyn Investment Group now owns 8,048 shares of the specialty chemicals company’s stock valued at $230,000 after purchasing an additional 6,955 shares in the last quarter. Finally, Orion Porfolio Solutions LLC purchased a new position in Axalta Coating Systems during the third quarter valued at $265,000. 98.28% of the stock is owned by hedge funds and other 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.