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

Axalta Coating Systems (NYSE:AXTA) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.500-0.50 for the period, compared to the consensus earnings per share estimate of 0.600. The company issued revenue guidance of -, compared to the consensus revenue estimate of $1.3 billion.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on AXTA shares. Bank of America lowered their price target on shares of Axalta Coating Systems from $42.00 to $41.00 and set a “buy” rating on the stock in a report on Tuesday, October 14th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $30.00 price target (down previously from $35.00) on shares of Axalta Coating Systems in a report on Wednesday, November 19th. Citigroup raised their target price on Axalta Coating Systems from $35.00 to $37.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Robert W. Baird reiterated a “neutral” rating and issued a $35.00 price objective (down from $42.00) on shares of Axalta Coating Systems in a research report on Wednesday, January 7th. Finally, UBS Group lowered shares of Axalta Coating Systems from a “buy” rating to a “neutral” rating and lowered their price target for the company from $39.00 to $35.00 in a research note on Monday, January 12th. Seven investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $35.56.

Axalta Coating Systems Stock Up 1.1%

Shares of AXTA opened at $34.17 on Tuesday. Axalta Coating Systems has a 12 month low of $26.28 and a 12 month high of $37.93. The stock’s 50-day moving average price is $32.36 and its two-hundred day moving average price is $30.39. The company has a market capitalization of $7.29 billion, a PE ratio of 16.35, a PEG ratio of 1.36 and a beta of 1.29. The company has a current ratio of 2.20, a quick ratio of 1.59 and a debt-to-equity ratio of 1.45.

Axalta Coating Systems (NYSE:AXTA) last issued its earnings results on Tuesday, February 10th. The specialty chemicals company reported $0.59 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.61 by ($0.02). Axalta Coating Systems had a return on equity of 24.92% and a net margin of 8.81%.The firm had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.27 billion. Axalta Coating Systems has set its Q1 2026 guidance at 0.500-0.50 EPS. On average, analysts anticipate that Axalta Coating Systems will post 2.55 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of AXTA. EverSource Wealth Advisors LLC grew its holdings in shares of Axalta Coating Systems by 371.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,501 shares of the specialty chemicals company’s stock worth $104,000 after acquiring an additional 2,758 shares during the period. Brooklyn Investment Group increased its holdings in Axalta Coating Systems by 636.3% in the 3rd quarter. Brooklyn Investment Group now owns 8,048 shares of the specialty chemicals company’s stock worth $230,000 after buying an additional 6,955 shares in the last quarter. Orion Porfolio Solutions LLC purchased a new position in shares of Axalta Coating Systems during the third quarter valued at approximately $265,000. HighTower Advisors LLC boosted its stake in shares of Axalta Coating Systems by 32.6% in the 4th quarter. HighTower Advisors LLC now owns 9,935 shares of the specialty chemicals company’s stock worth $321,000 after buying an additional 2,444 shares during the last quarter. Finally, Shay Capital LLC purchased a new position in Axalta Coating Systems in the third quarter worth about $286,000. 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.