Axalta Coating Sys Ltd Stock Price, News & Analysis

AkzoNobel and Axalta (NYSE:AXTA) agreed an all-stock merger of equals to create a global coatings company with an enterprise value of approximately $25 billion and combined 2024 revenue of about $17 billion. The transaction targets ~$600 million of run-rate pre-tax synergies (90% within three years), pro forma Adjusted EBITDA of $3.3 billion (~20% margin) and pro forma Adjusted Free Cash Flow of $1.5 billion. Ownership is pro forma AkzoNobel 55%, Axalta 45%. The combined firm will have dual headquarters in Amsterdam and Philadelphia, a new NYSE listing, and a special cash dividend from AkzoNobel of €2.5 billion (transaction condition).

Axalta (NYSE:AXTA) reported Q3 2025 results: net sales ~$1.3B, net income $110M (8.5% margin), and record Adjusted EBITDA $294M (22.8% margin).

Adjusted diluted EPS was $0.67 and diluted EPS was $0.51 (+11% YoY). Cash from operations was $137M and free cash flow was $89M. The company repurchased $100M of stock in Q3 and plans up to $250M in Q4 2025.

Axalta (NYSE: AXTA) will release its Q3 2025 financial results at 6:00 a.m. ET on October 28, 2025 and will host a conference call at 8:00 a.m. ET on October 28, 2025.

Chief Executive Officer Chris Villavarayan and Chief Financial Officer Carl Anderson will review the company's financial performance. The earnings release and supporting materials will be posted to Axalta’s Investor Relations site, and a live webcast of the call will be available online.

A replay of the webcast will remain accessible through October 28, 2026. A telephone replay of the call will be available through November 4, 2025 using the replay dial-in 1-844-512-2921 and passcode 11160096. The conference dial-in is 1-800-245-3047 with conference ID AXALTA.

Axalta (NYSE: AXTA) on October 6, 2025 unveiled two battery-focused coatings—Alesta e-PRO FG Black and Alesta e-PRO Dielectric Gray—at The Battery Show North America to address thermal protection and electrical insulation in EV battery systems.

FG Black is a powder coating engineered to resist ignition, expansion and smoke at extreme temperatures (600–1200°C) and passed direct-flame, single-cell thermal runaway and UL 2596 TaG tests. Dielectric Gray is an epoxy powder coating designed for high-voltage insulation, claims 6 kV hipot performance and UL 94 V0/IEC 60243-1 test coverage. Several OEMs and Tier 1 suppliers are conducting additional validation.

Axalta Coating Systems (NYSE:AXTA) has appointed Dr. Delson Trindade as Axalta Fellow, the highest scientific recognition within the company's Global Technology function. With a career spanning nearly 40 years, Dr. Trindade has made significant contributions including co-inventing the automotive industry's multi-layer "3-Wet" coating processes and advancing silanated clearcoat platforms.

Dr. Trindade's achievements include developing formulations for the electrification sector and contributing to over 100 patent filings. His international career has spanned Brazil, Germany, Argentina, and the U.S., complemented by a doctorate in Physical Chemistry and an MBA in Technology & Innovation from Harvard University/University of São Paulo.

<p><b>Axalta Coating Systems (NYSE:AXTA)</b> reported strong Q2 2025 financial results with net sales of <b>$1.3 billion</b> and net income of <b>$110 million</b>. The company achieved record quarterly figures with Adjusted EBITDA of <b>$292 million</b> and Adjusted Diluted EPS of <b>$0.64</b>.</p><p>Performance Coatings segment posted net sales of <b>$836 million</b>, while Mobility Coatings reached <b>$469 million</b>. The company's cash flow from operations increased <b>25%</b> year-over-year to <b>$142 million</b>. For FY 2025, Axalta projects net sales between <b>$5.2-5.275 billion</b> and Adjusted EBITDA of <b>$1.14-1.165 billion</b>.</p>

Axalta Coating Systems (NYSE:AXTA), a leading global coatings company, has scheduled its second quarter 2025 earnings conference call for July 30, 2025. The company will release its financial results at 6:00 AM ET, followed by a conference call at 8:00 AM ET.

CEO and President Chris Villavarayan and CFO Carl Anderson will lead the call to discuss the company's Q2 2025 performance. Investors can access the live webcast online, and a replay will be available through July 30, 2026. For phone participants, the dial-in number is 1-800-225-9448 with conference ID "AXALTA".

Axalta Coating Systems (AXTA) announced that Dr. Lei Qiao, Vice President of Technology, Mobility, has been recognized as one of the 100 Leading Women in the North American Auto Industry by Automotive News. Dr. Qiao leads the Mobility technology team at Axalta's Global Innovation Center in Philadelphia, overseeing all technology growth initiatives in the company's Mobility business unit. Previously, she led Axalta's R&D team and managed the regional Mobility technology team in China. Dr. Qiao holds a Ph.D. in Materials Science from UPenn and an Executive MBA from Washington University in St. Louis.

The 2025 class emerged from a competitive nomination and judging process across the US, Canada, and Mexico, marking the sixth edition of this prestigious list that recognizes female leaders in various automotive industry roles.

Axalta Coating Systems (NYSE:AXTA) reported strong Q1 2025 financial results with net sales of $1.26 billion, despite a 3% year-over-year decrease. The company achieved significant improvements with net income increasing 154% to $99 million and a net income margin of 7.8%. Notable highlights include record Q1 Adjusted EBITDA of $270 million (up 4%) and improved Adjusted EBITDA margin of 21.4%. Diluted EPS rose 150% to $0.45, while Adjusted Diluted EPS increased 16% to $0.59. The Performance Coatings segment saw a 3% decline in sales to $822 million, while Mobility Coatings reported $440 million in sales, down 1%. For FY2025, Axalta projects net sales between $5.3-5.375 billion and Adjusted EBITDA of $1.15-1.175 billion.