Axalta Coating Systems (NYSE:AXTA) Issues Q3 2025 Earnings Guidance

Key Points

• Axalta Coating Systems has issued Q3 2025 earnings guidance of 0.630-0.670 EPS, slightly below the consensus estimate of 0.671 EPS.
• Recent analyst ratings have seen downgrades, with Deutsche Bank and JPMorgan cutting their ratings to "hold" and setting a target price of $32.00.
• The company's market capitalization is currently $6.28 billion, with shares opening at $28.72 on Wednesday.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.630-0.670 for the period, compared to the consensus earnings per share estimate of 0.671. The company issued revenue guidance of -. Axalta Coating Systems also updated its FY 2025 guidance to 2.450-2.550 EPS.

Axalta Coating Systems Stock Performance

Axalta Coating Systems stock traded down $0.50 during mid-day trading on Friday, reaching $27.82. 3,142,912 shares of the company traded hands, compared to its average volume of 2,961,726. The company has a debt-to-equity ratio of 1.47, a current ratio of 2.12 and a quick ratio of 1.53. The firm's fifty day moving average is $30.13 and its two-hundred day moving average is $32.69. Axalta Coating Systems has a fifty-two week low of $27.58 and a fifty-two week high of $41.65. The company has a market capitalization of $6.02 billion, a price-to-earnings ratio of 13.64, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The specialty chemicals company reported $0.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.03. Axalta Coating Systems had a return on equity of 25.32% and a net margin of 8.58%. The company had revenue of $1.32 billion for the quarter, compared to analysts' expectations of $1.33 billion. During the same period in the previous year, the firm posted $0.57 EPS. Axalta Coating Systems's revenue was down 3.4% compared to the same quarter last year. On average, equities research analysts expect that Axalta Coating Systems will post 2.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Wall Street Zen cut shares of Axalta Coating Systems from a "buy" rating to a "hold" rating in a report on Thursday, May 8th. Morgan Stanley dropped their price objective on shares of Axalta Coating Systems from $40.00 to $36.00 and set an "equal weight" rating for the company in a research report on Thursday, May 8th. Royal Bank Of Canada decreased their price objective on shares of Axalta Coating Systems from $37.00 to $34.00 and set an "outperform" rating for the company in a report on Friday. BMO Capital Markets lowered Axalta Coating Systems from an "outperform" rating to a "market perform" rating and reduced their price objective for the company from $51.00 to $33.00 in a research report on Wednesday, July 16th. Finally, Deutsche Bank Aktiengesellschaft cut Axalta Coating Systems from a "buy" rating to a "hold" rating and set a $32.00 price target on the stock. in a research report on Friday, July 18th. Seven analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $38.00.

Institutional Trading of Axalta Coating Systems

A hedge fund recently raised its stake in Axalta Coating Systems stock. Goldman Sachs Group Inc. lifted its position in shares of Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) by 4.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,161,682 shares of the specialty chemicals company's stock after purchasing an additional 51,130 shares during the quarter. Goldman Sachs Group Inc. owned approximately 0.53% of Axalta Coating Systems worth $38,533,000 as of its most recent filing with the Securities and Exchange Commission. 98.28% of the stock is currently owned by hedge funds and other institutional investors.

About Axalta Coating Systems

Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings.