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Axalta Coating Systems AXTA North America — Net Sales

Other geography segments

EMEA
$488M+9.4%
Asia Pacific
$212M-1.4%
Latin America
$154M+7.7%

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Other financials

Income statement

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Revenue$1.3B-0.6%
Gross profit$416.0M-3.9%
Operating income$146.0M-17.0%
Net income$90.0M-9.1%
EPS (diluted)$0.42-6.7%

Balance sheet

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Cash & equivalents$611.0M+5.7%
Total debt$3.2B-7.9%
Total equity$2.4B+16.6%
Total assets$7.6B+2.0%

Cash flow

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Operating cash flow$68.0M+162%
CapEx$50.0M+16.3%
Free cash flow$18.0M+206%

Valuation

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Market cap$7.44B-18.3%
Enterprise value$9.98B-16.2%
P/E20.2×-0.1×
P/S1.5×-0.3×

Profitability

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Gross margin34.2%-0.2pp
Operating margin13.8%-0.7pp
Net margin7.2%-1.3pp
FCF margin9.6%+1.8pp

Returns & leverage

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Return on equity16.4%-7.2pp
Debt / equity1.3×-0.3×
Current ratio2.1×0.0×

Where this comes from

Reported directly by Axalta Coating Systems in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Axalta Coating Systems’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Axalta Coating Systems's north america — net sales?
Axalta Coating Systems (AXTA) reported north america — net sales of $400M in Q1 2026.
How has Axalta Coating Systems's north america — net sales changed year-over-year?
Axalta Coating Systems's north america — net sales decreased by 12.7% year-over-year, from $458M to $400M.
What is the long-term trend for Axalta Coating Systems's north america — net sales?
Over 4 years (2021 to 2025), Axalta Coating Systems's north america — net sales has grown at a 0.5% compound annual growth rate (CAGR), from $1.72B to $1.76B.
What does north america — net sales mean?
This metric represents the total revenue generated from the sale of coating systems and related services within the North American geographic region. It reflects the market demand for performance and mobility coatings across local refinish, industrial, and automotive OEM end markets. Tracking this figure helps investors assess the company's regional market share and the effectiveness of its commercial strategy in North America.