Free Trial

Seaport Res Ptn Has Negative Estimate for AXTA Q4 Earnings

Axalta Coating Systems logo with Basic Materials background

Key Points

  • Seaport Res Ptn has revised its Q4 2025 earnings estimate for Axalta Coating Systems to $0.62 per share, down from a previous forecast of $0.65.
  • Axalta reported a Q2 2025 EPS of $0.64, exceeding the consensus estimate, yet experienced a revenue decline of 3.4% year-over-year.
  • Investment analysts show a consensus rating of "Moderate Buy" for Axalta, with an average target price of $36.75, despite recent price adjustments from various firms.
  • Interested in Axalta Coating Systems? Here are five stocks we like better.

Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) - Equities researchers at Seaport Res Ptn decreased their Q4 2025 earnings per share (EPS) estimates for Axalta Coating Systems in a research note issued to investors on Friday, October 17th. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will earn $0.62 per share for the quarter, down from their previous forecast of $0.65. The consensus estimate for Axalta Coating Systems' current full-year earnings is $2.55 per share. Seaport Res Ptn also issued estimates for Axalta Coating Systems' FY2026 earnings at $2.72 EPS.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last posted its earnings results on Wednesday, July 30th. The specialty chemicals company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.61 by $0.03. The firm had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion. Axalta Coating Systems had a return on equity of 25.32% and a net margin of 8.58%.Axalta Coating Systems's revenue for the quarter was down 3.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.57 earnings per share. Axalta Coating Systems has set its FY 2025 guidance at 2.450-2.550 EPS. Q3 2025 guidance at 0.630-0.670 EPS.

Several other research firms have also commented on AXTA. Weiss Ratings reissued a "hold (c)" rating on shares of Axalta Coating Systems in a report on Wednesday, October 8th. Citigroup raised Axalta Coating Systems from a "neutral" rating to a "buy" rating and raised their price objective for the stock from $32.00 to $34.00 in a report on Monday, October 6th. Royal Bank Of Canada dropped their price objective on Axalta Coating Systems from $37.00 to $34.00 and set an "outperform" rating on the stock in a report on Friday, August 1st. Vertical Research set a $37.00 price objective on Axalta Coating Systems and gave the stock a "buy" rating in a report on Wednesday. Finally, Evercore ISI reaffirmed an "in-line" rating and set a $32.00 price objective (down previously from $47.00) on shares of Axalta Coating Systems in a report on Thursday, October 2nd. Ten investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat.com, Axalta Coating Systems has a consensus rating of "Moderate Buy" and an average target price of $36.75.

Check Out Our Latest Research Report on AXTA

Axalta Coating Systems Stock Performance

NYSE:AXTA opened at $28.46 on Monday. The firm has a market capitalization of $6.16 billion, a PE ratio of 13.95, a price-to-earnings-growth ratio of 1.51 and a beta of 1.25. The business's fifty day moving average price is $29.72 and its 200 day moving average price is $30.28. The company has a debt-to-equity ratio of 1.47, a current ratio of 2.12 and a quick ratio of 1.53. Axalta Coating Systems has a 12 month low of $26.28 and a 12 month high of $41.65.

Hedge Funds Weigh In On Axalta Coating Systems

A number of hedge funds and other institutional investors have recently made changes to their positions in AXTA. State of Alaska Department of Revenue grew its holdings in shares of Axalta Coating Systems by 2.7% during the first quarter. State of Alaska Department of Revenue now owns 25,540 shares of the specialty chemicals company's stock worth $847,000 after buying an additional 675 shares during the last quarter. Blue Trust Inc. grew its holdings in shares of Axalta Coating Systems by 57.6% during the first quarter. Blue Trust Inc. now owns 6,796 shares of the specialty chemicals company's stock worth $225,000 after buying an additional 2,483 shares during the last quarter. Golden State Wealth Management LLC grew its holdings in shares of Axalta Coating Systems by 105.9% during the first quarter. Golden State Wealth Management LLC now owns 949 shares of the specialty chemicals company's stock worth $31,000 after buying an additional 488 shares during the last quarter. Allspring Global Investments Holdings LLC purchased a new position in shares of Axalta Coating Systems during the first quarter worth about $572,000. Finally, New York State Teachers Retirement System grew its holdings in shares of Axalta Coating Systems by 12.1% during the first quarter. New York State Teachers Retirement System now owns 77,859 shares of the specialty chemicals company's stock worth $2,583,000 after buying an additional 8,412 shares during the last quarter. Hedge funds and other institutional investors own 98.28% of the company's stock.

Insider Activity

In related news, SVP Amy Tufano sold 3,194 shares of the firm's stock in a transaction dated Tuesday, August 19th. The stock was sold at an average price of $31.06, for a total transaction of $99,205.64. Following the transaction, the senior vice president owned 12,087 shares of the company's stock, valued at $375,422.22. This trade represents a 20.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.30% of the stock is currently owned by corporate insiders.

About Axalta Coating Systems

(Get Free Report)

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.

Further Reading

Earnings History and Estimates for Axalta Coating Systems (NYSE:AXTA)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in Axalta Coating Systems Right Now?

Before you consider Axalta Coating Systems, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Axalta Coating Systems wasn't on the list.

While Axalta Coating Systems currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks That Could Be Bigger Than Tesla, Nvidia, and Google Cover

Looking for the next FAANG stock before everyone has heard about it? Enter your email address to see which stocks MarketBeat analysts think might become the next trillion dollar tech company.

Get This Free Report
Like this article? Share it with a colleague.