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 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 Stock Performance

Shares of NYSE:AXTA opened at $33.79 on Tuesday. Axalta Coating Systems has a fifty-two week low of $24.94 and a fifty-two week high of $35.72. The firm’s 50 day simple moving average is $32.48 and its 200 day simple moving average is $31.22. The company has a market capitalization of $7.23 billion, a price-to-earnings ratio of 19.76, a P/E/G ratio of 1.60 and a beta of 1.24. The company has a debt-to-equity ratio of 1.27, a current ratio of 2.10 and a quick ratio of 1.53.

Axalta Coating Systems (NYSE:AXTA) last released its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $0.72 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $1.31 billion. 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. As a group, sell-side analysts forecast that Axalta Coating Systems will post 2.59 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Royal Bank Of Canada upped their price objective on 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. Weiss Ratings restated a “hold (c)” rating on shares of Axalta Coating Systems in a research note on Tuesday, June 16th. Citigroup started coverage on Axalta Coating Systems in a research note on Thursday, June 4th. They set a “buy” rating and a $44.00 price objective on the stock. Wells Fargo & Company cut shares of Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and lowered their price target for the company from $39.00 to $30.00 in a report on Friday, April 10th. Finally, Mizuho upped their price target on shares of Axalta Coating Systems from $32.00 to $39.00 and gave the company an “outperform” rating in a research note on Wednesday, July 1st. Four analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $35.67.

Institutional Investors Weigh In On Axalta Coating Systems

Several hedge funds have recently added to or reduced their stakes in AXTA. Summit Securities Group LLC acquired a new stake in shares of Axalta Coating Systems in the fourth quarter valued at about $32,000. Los Angeles Capital Management LLC acquired a new stake in shares of Axalta Coating Systems during the fourth quarter worth $35,000. CIBC Private Wealth Group LLC raised its stake in Axalta Coating Systems by 2,174.6% during the fourth quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the specialty chemicals company’s stock worth $52,000 after buying an additional 1,544 shares during the last quarter. Kestra Advisory Services LLC acquired a new stake in Axalta Coating Systems during the 4th quarter worth about $69,000. Finally, Empowered Funds LLC bought a new position in shares of Axalta Coating Systems in the 4th quarter worth about $78,000. 98.28% of the stock is currently owned by institutional investors and hedge funds.

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.