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Axalta Coating Systems AXTA Q3 2026 earnings

Reported October 29, 2026 · Before market open

Revenue$1.3BMiss by $22.1M
EPS$0.63Miss by $0.07
Revenue estimate$1.3B
EPS estimate$0.70
“Axalta delivered another quarter of revenue growth, strong cash generation and robust profitability despite a more challenging operating environment. We maintained Adjusted EBITDA margin above 20%, further strengthened our balance sheet and achieved record quarterly net sales in Mobility Coatings. As we look ahead, we remain focused on disciplined execution and are confident in the significant value creation opportunity associated with our proposed combination with AkzoNobel.”
Chris Villavarayan

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$1.3B+1.8%
Gross profit$434.0M-3.6%
Operating income$165.0M-19.1%
Net income$95.0M-13.6%
EPS (diluted)$0.44-13.7%

Balance sheet

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Cash & equivalents$650.0M+6.6%
Total debt$3.0B-12.5%
Total equity$2.6B+15.0%
Total assets$7.7B-0.2%

Cash flow

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Operating cash flow$135.0M-1.5%
CapEx$46.0M-8.0%
Free cash flow$89.0M+2.3%

Valuation & ratios

Valuation

as of 10/30/26
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Market cap$7.19B+17.6%
Enterprise value$9.52B+6.9%
P/E21.5×+8.1×
P/S1.4×+0.2×

Profitability

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Gross margin33.6%-1.0pp
Operating margin12.4%-2.3pp
Net margin6.5%-2.4pp
FCF margin9.6%+3.0pp

Returns & leverage

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Return on equity13.6%-8.1pp
Debt / equity1.1×-0.4×
Current ratio1.5×-0.7×

Segments

By geography

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North America$445.0M+0.2%
EMEA$443.0M-2.6%
Asia Pacific$238.0M+6.7%
Latin America$185.0M+11.4%

By product

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Refinish$504.0M-2.5%
Light Vehicle$374.0M+2.7%
Industrial$314.0M+1.0%
Commercial Vehicle$119.0M+24.0%

By segment

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Performance Coatings$818.0M-1.2%
Mobility Coatings$493.0M+7.2%

FAQ

When did Axalta Coating Systems report Q3 2026 earnings?
Axalta Coating Systems (AXTA) reported Q3 2026 earnings on October 29, 2026 before market open.
What were Axalta Coating Systems's Q3 2026 revenue and EPS?
Axalta Coating Systems reported revenue of $1.3B and eps of $0.63 for Q3 2026.
Did Axalta Coating Systems beat estimates in Q3 2026?
Revenue missed the consensus estimate of $1.3B by $22.1M. EPS missed the consensus estimate of $0.70 by $0.07.
How did Axalta Coating Systems's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 1.8% from $1.3B a year earlier and eps declined 6.0% from $0.67.
Where can I find Axalta Coating Systems's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001616862-26-000008) and the 10-Q periodic report (0001628280-26-068173) directly on SEC EDGAR. The filing index links above go to sec.gov.