AxaltaAXTA
AXTA
About: Axalta Coating Systems Ltd is a manufacturer, marketer and distributor of high-performance coatings systems. It operates in two segments, The Performance Coatings segment provides liquid and powder coatings solutions to a fragmented and local customer base. Its end markets include refinish and industrial. The Mobility Coatings segment relates to the provision of coating technologies to original equipment manufacturers of light and commercial vehicles. The company operates in the geographic areas of North America, EMEA countries, Asia-Pacific, and Latin America.
Employees: 12,900
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
27% more call options, than puts
Call options by funds: $5.65M | Put options by funds: $4.45M
3% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 60
2% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 133
0.13% more ownership
Funds ownership: 99.78% [Q4 2024] → 99.91% (+0.13%) [Q1 2025]
3% less capital invested
Capital invested by funds: $7.45B [Q4 2024] → $7.24B (-$205M) [Q1 2025]
2% less funds holding
Funds holding: 397 [Q4 2024] → 390 (-7) [Q1 2025]
67% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 1 (-2) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$32
11%
upside
Avg. target
$38
31%
upside
High target
$42
46%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Citigroup Patrick Cunningham | 18%upside $34 | Neutral Maintained | 13 Jun 2025 |
Barclays Michael Leithead | 46%upside $42 | Overweight Maintained | 15 May 2025 |
Goldman Sachs Duffy Fischer | 39%upside $40 | Buy Maintained | 14 May 2025 |
Morgan Stanley Vincent Andrews | 25%upside $36 | Equal-Weight Maintained | 8 May 2025 |
Wells Fargo Michael Sison | 39%upside $40 | Overweight Maintained | 8 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
Axalta Coating: Cheap, Yet Impacted By Automotive Exposure
Axalta Coating System's earnings growth and margin expansion have outpaced its modest sales growth, making its current valuation more attractive despite sector headwinds. Shares now trade at just 12-13x adjusted earnings, a significant discount to historical premiums, as automotive exposure weighs on sentiment. Leverage is declining steadily, supported by strong EBITDA and ongoing share buybacks, though recent M&A discipline is a point of caution.
Positive
Zacks Investment Research
1 month ago
Axalta Coating Systems (AXTA) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Axalta Coating Systems (AXTA) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Seeking Alpha
1 month ago
Axalta Coating Systems Ltd. (AXTA) Q1 2025 Earnings Call Transcript
Axalta Coating Systems Ltd. (NYSE:AXTA ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Colleen Lubic – Vice President of Investor Relations Chris Villavarayan – Chief Executive Officer and President Carl Anderson – Chief Financial Officer Conference Call Participants Chris Parkinson – Wolfe Research Mike Leithead – Barclays Steve Byrne – Bank of America Ghansham Panjabi – Baird Kevin McCarthy – Vertical Reach Partners Lucas Beaumont – UBS Jeff Zekauskas – JPMorgan Vincent Andrews – Morgan Stanley Aleksey Yefremov – KeyBanc Caleb Boehnlein – BMO Capital Markets Mike Harrison – Seaport Research Partners Laurent Favre – BNP David Begleiter – Deutsche Bank Mike Sison – Wells Fargo Patrick Cunningham – Citi Operator Ladies and gentlemen, thank you for standing by.
Positive
Zacks Investment Research
1 month ago
Axalta Coating Systems (AXTA) Beats Q1 Earnings Estimates
Axalta Coating Systems (AXTA) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.48 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Axalta Releases First Quarter 2025 Results
PHILADELPHIA, May 07, 2025 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE:AXTA) (“Axalta”), a leading global coatings company, announced its financial results for the first quarter ended March 31, 2025.
Neutral
Zacks Investment Research
1 month ago
Axalta Coating Systems (AXTA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Axalta Coating Systems (AXTA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
2 months ago
Axalta Coating Systems (AXTA) Moves 11.5% Higher: Will This Strength Last?
Axalta Coating Systems (AXTA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Positive
Zacks Investment Research
2 months ago
Will Axalta Coating Systems (AXTA) Beat Estimates Again in Its Next Earnings Report?
Axalta Coating Systems (AXTA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Neutral
GlobeNewsWire
2 months ago
Axalta Schedules First Quarter 2025 Earnings Conference Call
PHILADELPHIA, April 09, 2025 (GLOBE NEWSWIRE) -- Axalta Coating Systems (NYSE: AXTA), a leading global coatings company, will release its first quarter 2025 financial results at 6 a.m. ET on Wednesday, May 7. The release and supporting materials will be posted to Axalta's Investor Relations site .
Positive
Zacks Investment Research
2 months ago
Best Growth Stocks to Buy for April 7th
PBI, BJRI and AXTA made it to the Zacks Rank #1 (Strong Buy) growth stocks list on April 7, 2025.
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