Axalta Coating Systems (NYSE:AXTA) Updates 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 (EPS) guidance of 0.630-0.670 for the period, compared to the consensus 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 Down 1.8%

Shares of NYSE:AXTA traded down $0.50 during trading on Friday, reaching $27.82. 3,142,912 shares of the stock traded hands, compared to its average volume of 2,961,726. The stock has a 50-day moving average of $30.07 and a two-hundred day moving average of $32.62. Axalta Coating Systems has a 52-week low of $27.58 and a 52-week high of $41.65. The company has a debt-to-equity ratio of 1.47, a quick ratio of 1.53 and a current ratio of 2.12. The stock has a market cap of $6.02 billion, a P/E ratio of 13.64, a price-to-earnings-growth ratio of 1.33 and a beta of 1.27.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The specialty chemicals company reported $0.64 EPS for the quarter, beating analysts' consensus estimates of $0.61 by $0.03. The firm had revenue of $1.32 billion for the quarter, compared to analysts' expectations of $1.33 billion. Axalta Coating Systems had a net margin of 8.58% and a return on equity of 25.32%. The business's revenue for the quarter was down 3.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.57 earnings per share. As a group, sell-side 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 research analysts recently weighed in on AXTA shares. Wells Fargo & Company lowered their price objective on shares of Axalta Coating Systems from $40.00 to $39.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 1st. Wall Street Zen downgraded shares of Axalta Coating Systems from a "buy" rating to a "hold" rating in a research report on Thursday, May 8th. Mizuho lowered their price objective on shares of Axalta Coating Systems from $39.00 to $35.00 and set an "outperform" rating on the stock in a research report on Tuesday, July 15th. Morgan Stanley lowered their price objective on shares of Axalta Coating Systems from $40.00 to $36.00 and set an "equal weight" rating on the stock in a research report on Thursday, May 8th. Finally, Royal Bank Of Canada lowered their price objective on shares of Axalta Coating Systems from $37.00 to $34.00 and set an "outperform" rating on the stock in a research report on Friday. Seven research analysts have rated the stock with a hold rating, seven have issued a buy rating and one has given a strong buy rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $37.71.

Hedge Funds Weigh In On Axalta Coating Systems

A hedge fund recently raised its stake in Axalta Coating Systems stock. Jane Street Group LLC boosted its stake in shares of Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) by 29.0% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 156,122 shares of the specialty chemicals company's stock after acquiring an additional 35,092 shares during the period. Jane Street Group LLC owned 0.07% of Axalta Coating Systems worth $5,179,000 at the end of the most recent quarter. Institutional investors own 98.28% of the company's stock.

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.