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

Axalta Coating Systems (NYSE:AXTA) issued an update on its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.700-0.700 for the period, compared to the consensus EPS 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.

Axalta Coating Systems Trading Up 3.1%

Shares of AXTA opened at $33.79 on Tuesday. The stock has a market capitalization of $7.23 billion, a P/E ratio of 19.76, a PEG ratio of 1.60 and a beta of 1.24. Axalta Coating Systems has a twelve month low of $24.94 and a twelve month high of $35.72. The company has a quick ratio of 1.53, a current ratio of 2.10 and a debt-to-equity ratio of 1.27. The firm has a fifty day simple moving average of $32.48 and a two-hundred day simple moving average of $31.22.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $0.65 by $0.07. The firm had revenue of $1.35 billion for the quarter, compared to analysts’ expectations of $1.31 billion. Axalta Coating Systems had a net margin of 7.22% and a return on equity of 22.37%. 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. On average, research analysts anticipate that Axalta Coating Systems will post 2.59 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Axalta Coating Systems in a research report on Tuesday, June 16th. The Goldman Sachs Group set a $36.00 price objective on Axalta Coating Systems in a research report on Friday, May 1st. Wall Street Zen raised Axalta Coating Systems to a “buy” rating in a research report on Saturday. Mizuho lifted their price objective on Axalta Coating Systems from $32.00 to $39.00 and gave the stock an “outperform” rating in a report on Wednesday, July 1st. Finally, UBS Group boosted their target price on Axalta Coating Systems from $31.00 to $32.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Four equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $35.67.

Institutional Investors Weigh In On Axalta Coating Systems

Hedge funds and other institutional investors have recently made changes to their positions in the company. Principal Securities Inc. raised its holdings in shares of Axalta Coating Systems by 7.5% in the fourth quarter. Principal Securities Inc. now owns 7,292 shares of the specialty chemicals company’s stock worth $236,000 after buying an additional 511 shares during the period. Summit Securities Group LLC purchased a new stake in Axalta Coating Systems in the fourth quarter worth $32,000. Los Angeles Capital Management LLC bought a new stake in shares of Axalta Coating Systems during the fourth quarter worth $35,000. Parallel Advisors LLC boosted its stake in shares of Axalta Coating Systems by 71.1% during the fourth 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 period. Finally, UMB Bank n.a. grew its holdings in shares of Axalta Coating Systems by 92.8% in the fourth quarter. UMB Bank n.a. now owns 2,907 shares of the specialty chemicals company’s stock worth $94,000 after purchasing an additional 1,399 shares during the last quarter. Hedge funds and other institutional investors own 98.28% of the company’s stock.

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.