AXTA
Axalta Coating Systems Ltd.31.40
+0.29+0.93%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
6.70BP/E (TTM)
15.02Basic EPS (TTM)
2.09Dividend Yield
0%Recent Filings
8-K
8-K
Axalta's Q3 earnings and buybacks
Axalta Coating Systems reported Q3 2025 net sales of $1.3 billion, down 2% year-over-year, yet net income climbed to $110 million with a record Adjusted EBITDA of $294 million, expanding margins to 22.8% through cost discipline amid soft demand. The company repurchased $100 million in shares, supported by a new credit agreement amendment allowing borrowings for further buybacks, and plans up to $250 million more in Q4. This bolsters shareholder returns while navigating macroeconomic pressures.
10-Q
Q2 FY2025 results
Axalta's Q2 sales dipped 3.4% year-over-year to $1.305B, driven by softer volumes in Performance Coatings, yet operating income held steady at $193M thanks to lower input costs and productivity gains from the 2024 Transformation Initiative. Mobility Coatings bucked the trend with 1.0% sales growth and a sharp 35.1% jump in adjusted EBITDA to $92M, fueled by better pricing and mix. Free cash flow strengthened to $80M (derived), with cash at $625M and $779M revolver availability supporting $65M in share repurchases. A small acquisition in Performance Coatings added $2M goodwill and $5M customer intangibles amortized over 10 years. But regulatory pressures from the OECD's Pillar Two 15% minimum tax could squeeze margins ahead.
8-K
Axalta's record Q2 EBITDA
Axalta Coating Systems reported Q2 2025 net sales of $1.3 billion, down 3% year over year due to volume declines in Performance Coatings, offset by the CoverFlexx acquisition and currency gains. Yet Adjusted EBITDA hit a record $292 million with a 22.4% margin, up 90 basis points, fueled by cost discipline and Mobility Coatings' 19.8% margin surge. Cash from operations rose 25% to $142 million, supporting $65 million in share repurchases. Q3 sales dip in low single digits, but full-year Adjusted EBITDA targets $1.14-$1.165 billion amid restructuring costs.
8-K
Axalta AGM elects directors
Axalta Coating Systems held its 2025 Annual General Meeting on June 4, electing nine directors—including Jan A. Bertsch and Chris Villavarayan—for terms ending at the 2026 AGM, with strong support averaging over 189 million votes for amid minimal withholdings. Shareholders approved PricewaterhouseCoopers LLP as auditors until 2026 and endorsed 2024 named executive officer compensation by a wide margin of 189.6 million for versus 1.7 million against. Board continuity signals steady governance. No major dissent emerged.
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