Axalta Coating Systems Ltd. (AXTA) Stock

Axalta Coating Systems Ltd. (AXTA) is a Materials stock trading at $36.19 (as of 2026-08-21), with a market capitalization of $7.75B and a trailing P/E of 18.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Axalta Coating Systems Ltd. manufactures, markets, and distributes coatings systems through Performance Coatings and Transportation Coatings. It supplies products used to repair and refinish vehicles and provides liquid and powder coatings for industrial and architectural applications, serving customers including independent body shops, multi-shop operators, OEM dealership body shops, and industrial markets across multiple regions.

Understand Axalta Coating Systems Ltd.: how it makes money

Axalta Coating Systems manufactures and sells high-performance coatings systems for vehicle repair body shops and OEM dealership body shops, and also supplies functional and decorative coatings for industrial uses, earning revenue from selling these coatings and systems to customers.

Axalta’s profit engine depends on sustaining net sales through vehicle repair and transportation volume, while driving margin via pricing and mix improvements and keeping working capital in check through inventory reduction.

Revenue by segment (latest quarter)
Performance$0.8B
Transportation$0.5B

Business quality (Mixed): The operating story is a balance between pricing and mix gains, and volume trends that can pressure net sales, with inventory and body shop wins acting as key operational indicators.

Valuation: At 19× earnings, AXTA trades 49% below the Chemicals average (38×). Note: one-time items can distort reported P/E.

Bull case

  • Pricing tailwind: Pure Pricing Improvement was 3.0 percent.
  • Rebalance in refinish demand metrics: Refinish Net Sales Improvement was 6.0 percent, and Net New Body Shops Added (Refinish) was 2200 (count).
  • Working capital progress: Inventory Reduction (Year to Date) was 0.08 USD_B.

Bear case

  • Volume headwinds: Global Volumes Decline was 4.0 percent, and Volume Decline (Performance Coatings) was 11.0 percent.
  • Refinish volume pressure: Refinish Volumes Decline was 8.0 percent.
  • Inventory still significant: Inventory Levels (Days on Hand) were 115.0 days.
Valuation — source: SEC EDGAR (first-party)
Price$36.19
Market Cap$7.75B
P/E Ratio18.9
EV / EBITDA7.1
Price / Book3.14
Price / Sales1.52
FCF Yield3.2%
DCF Value (model)$19.85
DCF Upside vs Price-45.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$5.12B
Net Margin7.4%
Revenue Growth (YoY)-3.0%
EPS Growth (YoY)-1.7%
FCF Growth (YoY)3.9%
Financial Health — source: SEC EDGAR
Altman Z-Score2.49 (grey)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E18.9
Sector P/E (Materials)25.9
Industry P/E (Chemicals)31.1
vs Sector-26.9%
vs Industry-39.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderArtisan Partners Limited Partnership ($797.65M)
Institutional Holders Tracked10
Congressional Trades (recent)3
Company
SectorMaterials
IndustryChemicals
CEOChrishan Anthon Sebastian Villavarayan
Employees12,900
CountryUS
IPO Date2014-11-12

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AXTA earnings history · AXTA institutional & insider holders · AXTA KPIs & operating metrics · AXTA financials · AXTA investor presentations & press releases · AXTA SEC filings · AXTA peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.