Equities Analysts Offer Predictions for AXTA FY2026 Earnings

Axalta Coating Systems Ltd. (NYSE:AXTA) – Equities research analysts at Seaport Res Ptn cut their FY2026 earnings estimates for Axalta Coating Systems in a report released on Wednesday, January 22nd. Seaport Res Ptn analyst M. Harrison now expects that the specialty chemicals company will post earnings per share of $2.71 for the year, down from their previous forecast of $2.83. The consensus estimate for Axalta Coating Systems’ current full-year earnings is $2.15 per share.

Axalta Coating Systems (NYSE:AXTA) last issued its quarterly earnings data on Wednesday, October 30th. The specialty chemicals company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.08. The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.32 billion. Axalta Coating Systems had a net margin of 6.22% and a return on equity of 24.92%. Axalta Coating Systems’s revenue was up .8% compared to the same quarter last year. During the same period last year, the company posted $0.45 earnings per share.

Several other equities analysts have also issued reports on the stock. Citigroup lowered shares of Axalta Coating Systems from a “buy” rating to a “neutral” rating and cut their price objective for the company from $45.00 to $41.00 in a report on Wednesday, December 18th. Evercore ISI began coverage on shares of Axalta Coating Systems in a report on Wednesday, November 13th. They issued an “outperform” rating and a $47.00 price target on the stock. Mizuho cut their price target on shares of Axalta Coating Systems from $43.00 to $41.00 and set an “outperform” rating on the stock in a report on Tuesday, January 7th. Royal Bank of Canada lifted their price target on shares of Axalta Coating Systems from $44.00 to $46.00 and gave the stock an “outperform” rating in a report on Friday, November 1st. Finally, Wolfe Research raised shares of Axalta Coating Systems from a “peer perform” rating to an “outperform” rating and set a $41.00 price target on the stock in a report on Friday, January 17th. Three research analysts have rated the stock with a hold rating, eight have given a buy rating and two have assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $43.00.

Axalta Coating Systems Stock Performance

Shares of AXTA stock opened at $36.86 on Thursday. The firm has a market cap of $8.04 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 0.75 and a beta of 1.46. The company’s 50 day moving average is $37.12 and its 200 day moving average is $36.29. The company has a quick ratio of 1.42, a current ratio of 2.00 and a debt-to-equity ratio of 1.80. Axalta Coating Systems has a 52-week low of $30.40 and a 52-week high of $41.65.

Institutional Investors Weigh In On Axalta Coating Systems

Several institutional investors and hedge funds have recently made changes to their positions in AXTA. First Horizon Advisors Inc. boosted its holdings in Axalta Coating Systems by 35.2% in the third quarter. First Horizon Advisors Inc. now owns 1,021 shares of the specialty chemicals company’s stock valued at $37,000 after purchasing an additional 266 shares during the last quarter. Janney Montgomery Scott LLC boosted its holdings in Axalta Coating Systems by 1.4% in the fourth quarter. Janney Montgomery Scott LLC now owns 23,951 shares of the specialty chemicals company’s stock valued at $820,000 after purchasing an additional 323 shares during the last quarter. Eagle Bay Advisors LLC boosted its holdings in Axalta Coating Systems by 116.3% in the fourth quarter. Eagle Bay Advisors LLC now owns 824 shares of the specialty chemicals company’s stock valued at $28,000 after purchasing an additional 443 shares during the last quarter. Signaturefd LLC boosted its holdings in Axalta Coating Systems by 14.1% in the third quarter. Signaturefd LLC now owns 3,599 shares of the specialty chemicals company’s stock valued at $130,000 after purchasing an additional 444 shares during the last quarter. Finally, Venturi Wealth Management LLC boosted its holdings in Axalta Coating Systems by 30.2% in the third quarter. Venturi Wealth Management LLC now owns 1,964 shares of the specialty chemicals company’s stock valued at $71,000 after purchasing an additional 455 shares during the last quarter. 98.28% of the stock is currently owned by institutional investors and hedge funds.

About Axalta Coating Systems

Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings.