Axalta

AXTA

Market cap $6.76B

Axalta: Underwhelming Results, An Equally Underwhelming Potential Merger

The headline numbers for Axalta Coating Systems (AXTA) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Axalta Coating Systems Ltd. (AXTA) Q4 2025 Earnings Call Transcript

Axalta Coating Systems (AXTA) came out with quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.6 per share a year ago.

PHILADELPHIA, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE:AXTA) (“Axalta”), a leading global coatings company, announced its financial results for the fourth quarter and full year ended December 31, 2025.

Arnhold bought 264,281 shares of Axalta. Arnhold now holds 500,700 shares of Axalta, valued at $16.2 million as of Dec. 31.

Leeward Investments increased its stake by 323,314 shares in Axalta Coating Systems; the estimated transaction value was $9.48 million based on quarterly average pricing. Meanwhile, the quarter-end position value rose by $12.05 million, reflecting both share purchases and stock price movement.

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.

Exited 770,919 shares of Axalta Coating Systems; estimated trade size ~$22.06 million based on quarterly average price. Quarter-end position value decreased by $22.06 million, reflecting both share sale and price movement.

Axalta products recognized for advancing sustainability, efficiency, and safety across automotive and industrial coatings Axalta products recognized for advancing sustainability, efficiency, and safety across automotive and industrial coatings