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Axalta Coating Systems AXTA Industrial — Net Sales

Other product segments

Refinish
$545M+6.0%
Light Vehicle
$360M-0.6%
Commercial Vehicle
$114M+6.5%

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Other financials

Income statement

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Revenue$1.3B+3.1%
Gross profit$465.0M+1.8%
Operating income$167.0M-13.5%
Net income$89.0M-18.3%
EPS (diluted)$0.41-18.0%

Balance sheet

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Cash & equivalents$636.0M+1.3%
Total debt$3.6B+4.4%
Total equity$2.5B+11.3%
Total assets$7.7B-1.1%

Cash flow

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Operating cash flow$152.0M+7.0%
CapEx$48.0M+6.7%
Free cash flow$104.0M+7.2%

Valuation

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Market cap$8.15B+32.1%
Enterprise value$11.08B+23.7%
P/E23.4×+9.5×
P/S1.6×+0.4×

Profitability

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Gross margin34%-0.6pp
Operating margin13.2%-1.2pp
Net margin6.8%-1.8pp
FCF margin9.6%+1.7pp

Returns & leverage

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Return on equity14.6%-7.5pp
Debt / equity1.4×-0.1×
Current ratio1.5×-0.6×

Where this comes from

Reported directly by Axalta Coating Systems in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Axalta Coating Systems’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 12:04 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050466
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Net sales (1):
Refinish$545$514$1,043$1,025
Industrial327322631633
Total Net sales Performance Coatings8728361,6741,658
Light Vehicle360362709702
Commercial Vehicle114107217207
Total Net sales Mobility Coatings474469926909
Total Net sales$1,346$1,305$2,600$2,567

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Axalta Coating Systems's industrial — net sales?
Axalta Coating Systems (AXTA) reported industrial — net sales of $327M in Q2 2026.
How has Axalta Coating Systems's industrial — net sales changed year-over-year?
Axalta Coating Systems's industrial — net sales increased by 1.6% year-over-year, from $322M to $327M.
What is the long-term trend for Axalta Coating Systems's industrial — net sales?
Over 4 years (2021 to 2025), Axalta Coating Systems's industrial — net sales has grown at a -1.8% compound annual growth rate (CAGR), from $1.32B to $1.23B.
What does industrial — net sales mean?
This metric represents the total revenue generated from the sale of high-performance liquid and powder coating solutions tailored for industrial applications. It reflects the company's market penetration and demand within the broader industrial sector, excluding automotive mobility markets. Tracking this figure helps investors assess the growth trajectory and competitive positioning of the company's specialized industrial product portfolio.

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