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Axalta Coating Systems AXTA Q4 2025 Annual earnings

Reported February 10, 2026 · Before market open

Revenue$1.3BMiss by $5.1M
EPS$0.59Miss by $0.01
Revenue estimate$1.3B
EPS estimate$0.60

Next report

Oct 27, 2026 (in 3 months)
Revenue estimate$1.3B
EPS estimate$0.72

Financials

Q4 2025

Income statement

See full
Revenue$1.3B-3.7%
Gross profit$422.0M-5.6%
Operating income$162.0M-13.4%
Net income$60.0M-56.2%
EPS (diluted)$0.28-55.6%

Balance sheet

See full
Cash & equivalents$660.0M+10.7%
Total debt$3.4B-6.0%
Total equity$2.3B+22.7%
Total assets$7.6B+4.8%

Cash flow

See full
Operating cash flow$344.0M+47.0%
CapEx$58.0M-6.5%
Free cash flow$286.0M+66.3%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$6.89B-7.6%
Enterprise value$9.6B-8.1%
P/E18.2×-0.8×
P/S1.3×-0.1×

Profitability

See full
Gross margin34.4%+0.4pp
Operating margin14.4%+1.0pp
Net margin7.4%0.0pp
FCF margin8.9%+0.6pp

Returns & leverage

See full
Return on equity17.8%-3.7pp
Debt / equity1.4×-0.4×
Current ratio2.1×0.0×

Segments

By geography

See full
EMEA$454.0M+4.8%
North America$398.0M-18.6%
Asia Pacific$245.0M+1.7%
Latin America$165.0M+11.5%

By product

See full
Refinish$509.0M-6.6%
Light Vehicle$372.0M+0.8%
Industrial$282.0M-5.4%
Commercial Vehicle$99.0M0.0%

By segment

See full
Performance Coatings$791.0M-6.2%
Mobility Coatings$471.0M+0.6%

Versus estimates

Revenue

Q2 2026$1.3BBeat by $32.1MQ1 2026$1.3BBeat by $42.2M
Q4 2025$1.3BMiss by $5.1M
Q3 2025$1.3BBeat by $16.1MQ2 2025$1.3BMiss by $22.1MQ1 2025$1.3BMiss by $97.1M

Diluted EPS

Q2 2026$0.72Beat by $0.07Q1 2026$0.56Beat by $0.06
Q4 2025$0.59Miss by $0.01
Q3 2025$0.67Beat by $0.03Q2 2025$0.64Beat by $0.03Q1 2025$0.59Beat by $0.05

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Questions, answered.

When did Axalta Coating Systems report Q4 2025 earnings?
Axalta Coating Systems (AXTA) reported Q4 2025 earnings on February 10, 2026 before market open.
What were Axalta Coating Systems's Q4 2025 revenue and EPS?
Axalta Coating Systems reported revenue of $1.3B and eps of $0.59 for Q4 2025.
Did Axalta Coating Systems beat estimates in Q4 2025?
Revenue missed the consensus estimate of $1.3B by $5.1M. EPS missed the consensus estimate of $0.60 by $0.01.
How did Axalta Coating Systems's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 3.7% from $1.3B a year earlier and eps declined 1.7% from $0.60.
Where can I find Axalta Coating Systems's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001616862-26-000001) and the 10-K periodic report (0001628280-26-008008) directly on SEC EDGAR. The filing index links above go to sec.gov.