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Axalta Coating Systems AXTA Mobility Coatings — Net Sales

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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
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
Segment Adjusted EBITDA:
Performance Coatings218200398397
Mobility Coatings8792166165

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Axalta Coating Systems's mobility coatings — net sales?
Axalta Coating Systems (AXTA) reported mobility coatings — net sales of $474M in Q2 2026.
How has Axalta Coating Systems's mobility coatings — net sales changed year-over-year?
Axalta Coating Systems's mobility coatings — net sales increased by 1.1% year-over-year, from $469M to $474M.
What is the long-term trend for Axalta Coating Systems's mobility coatings — net sales?
Over 4 years (2021 to 2025), Axalta Coating Systems's mobility coatings — net sales has grown at a 8.7% compound annual growth rate (CAGR), from $1.32B to $1.84B.
What does mobility coatings — net sales mean?
Represents the total revenue generated by the Mobility Coatings segment from the sale of coating technologies to light and commercial vehicle manufacturers, net of returns, allowances, and discounts. This is a primary indicator of market demand for the segment's products and its competitive positioning within the automotive supply chain. Growth in this metric signals successful market penetration and effective pricing strategies.

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