Axalta Coating Systems (NYSE:AXTA) Releases FY 2025 Earnings Guidance

Key Points

• Axalta Coating Systems updated its FY 2025 earnings guidance, projecting earnings per share (EPS) of 2.450-2.550 and revenue between $5.2 billion-$5.3 billion, slightly below the consensus estimates.
• The company's recent quarterly earnings showed an EPS of $0.59, surpassing analysts' expectations of $0.54, despite a 2.5% decline in revenue year-over-year.
• Analyst ratings for Axalta are mixed, with seven holding, eight buying, and one strong buy rating, while the average target price is set at $38.80.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) updated its FY 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.450-2.550 for the period, compared to the consensus earnings per share estimate of 2.522. The company issued revenue guidance of $5.2 billion-$5.3 billion, compared to the consensus revenue estimate of $5.3 billion. Axalta Coating Systems also updated its Q3 2025 guidance to 0.630-0.670 EPS.

Axalta Coating Systems Stock Performance

NYSE AXTA traded down $0.50 on Friday, hitting $27.82. 3,142,912 shares of the stock traded hands, compared to its average volume of 2,961,726. 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 business's fifty day moving average is $30.13 and its two-hundred day moving average is $32.69. Axalta Coating Systems has a 12 month low of $27.58 and a 12 month high of $41.65. The firm has a market capitalization of $6.02 billion, a price-to-earnings ratio of 13.64, a PEG ratio of 1.35 and a beta of 1.27.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last issued its earnings results on Wednesday, July 30th. The specialty chemicals company reported $0.64 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.61 by $0.03. The business 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.57 EPS. As a group, equities analysts anticipate that Axalta Coating Systems will post 2.55 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently issued reports on AXTA. BMO Capital Markets downgraded Axalta Coating Systems from an "outperform" rating to a "market perform" rating and lowered their price objective for the stock from $51.00 to $33.00 in a research report on Wednesday, July 16th. Mizuho cut their price objective on Axalta Coating Systems from $39.00 to $35.00 and set an "outperform" rating for the company in a report on Tuesday, July 15th. Morgan Stanley lowered their target price on shares of Axalta Coating Systems from $40.00 to $36.00 and set an "equal weight" rating on the stock in a research note on Thursday, May 8th. Wall Street Zen lowered shares of Axalta Coating Systems from a "buy" rating to a "hold" rating in a report on Thursday, May 8th. Finally, 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. Seven equities research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $38.00.

Institutional Inflows and Outflows

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

Axalta Coating Systems Company Profile

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.