Axalta Coating Systems (NYSE:AXTA) Issues Q3 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.700-0.700 for the period, compared to the consensus estimate of 0.720. The company issued revenue guidance of -. Axalta Coating Systems also updated its FY 2026 guidance to 2.550-2.700 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on AXTA shares. Wells Fargo & Company cut Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and cut their target price for the company from $39.00 to $30.00 in a research note on Friday, April 10th. Royal Bank Of Canada boosted their target price on shares of Axalta Coating Systems from $34.00 to $36.00 and gave the company a “sector perform” rating in a research report on Wednesday, July 8th. Citigroup assumed coverage on shares of Axalta Coating Systems in a research report on Thursday, June 4th. They set a “buy” rating and a $44.00 price objective for the company. Wall Street Zen upgraded Axalta Coating Systems to a “buy” rating in a research report on Saturday, July 25th. Finally, BMO Capital Markets raised their price target on shares of Axalta Coating Systems from $35.00 to $39.00 and gave the company a “market perform” rating in a research note on Wednesday. Four equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $36.00.

Axalta Coating Systems Stock Up 3.9%

Shares of NYSE:AXTA opened at $36.20 on Thursday. The firm has a market cap of $7.75 billion, a P/E ratio of 22.33, a PEG ratio of 1.72 and a beta of 1.24. Axalta Coating Systems has a 52-week low of $24.94 and a 52-week high of $36.70. The business’s 50 day simple moving average is $32.75 and its two-hundred day simple moving average is $31.26. The company has a debt-to-equity ratio of 0.99, a quick ratio of 1.53 and a current ratio of 1.53.

Axalta Coating Systems (NYSE:AXTA) last posted its earnings results on Tuesday, July 28th. The specialty chemicals company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.65 by $0.07. Axalta Coating Systems had a net margin of 6.78% and a return on equity of 22.35%. The company had revenue of $1.35 billion for the quarter, compared to analyst estimates of $1.31 billion. During the same quarter in the prior year, the business posted $0.64 EPS. The firm’s revenue was up 3.1% compared to the same quarter last year. 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, research analysts forecast that Axalta Coating Systems will post 2.61 EPS for the current fiscal year.

Hedge Funds Weigh In On Axalta Coating Systems

Several institutional investors have recently modified their holdings of the business. Summit Securities Group LLC bought a new stake in Axalta Coating Systems during the fourth quarter worth $32,000. Los Angeles Capital Management LLC bought a new position in Axalta Coating Systems in the 4th quarter valued at $35,000. CIBC Private Wealth Group LLC increased its position in shares of Axalta Coating Systems by 2,174.6% during the 4th quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the specialty chemicals company’s stock valued at $52,000 after purchasing an additional 1,544 shares during the last quarter. Kestra Advisory Services LLC bought a new stake in shares of Axalta Coating Systems during the 4th quarter worth $69,000. Finally, Empowered Funds LLC bought a new stake in shares of Axalta Coating Systems during the 4th quarter worth $78,000. 98.28% of the stock is owned by institutional investors.

Axalta Coating Systems Company Profile

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.