Axalta Coating Systems AXTA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Mobility Coatings | $452M-4.0% | $471M+2.4% | $460M-1.9% | $469M+6.6% | $440M-6.0% | |
| Performance Coatings | $802M+1.4% | $791M-4.5% | $828M-1.0% | $836M+1.7% | $822M-2.5% | |
| Other segment items by Business | ||||||
| Mobility Coatings | $83M+6.4% | $78M-4.9% | $82M+1.2% | $81M+2.5% | $79M-7.1% | |
| Performance Coatings | $177M+1.1% | $175M-1.1% | $177M-4.3% | $185M0.0% | $185M-5.6% | |
| Segment Adjusted EBITDA by Business | ||||||
| Mobility Coatings | $79M— | —— | $83M-9.8% | $92M+26.0% | $73M— | |
| Performance Coatings | $180M— | —— | $211M+5.5% | $200M+1.5% | $197M— | |
| Cost of goods sold by Business | ||||||
| Mobility Coatings | $290M-3.7% | $301M+2.0% | $295M-0.3% | $296M+2.8% | $288M-5.9% | |
| Performance Coatings | $445M+2.1% | $436M-0.9% | $440M-2.4% | $451M+2.5% | $440M-2.0% | |
| Investment in unconsolidated affiliates by Business | ||||||
| Mobility Coatings | $10M0.0% | $10M0.0% | $10M0.0% | $10M0.0% | $10M+11.1% | |
| Performance Coatings | $2M0.0% | $2M0.0% | $2M0.0% | $2M0.0% | $2M0.0% | |
| Foreign currency translation by Business | ||||||
| Mobility Coatings | -$1M-200% | $1M— | $0-100% | $4M+100% | $2M+150% | |
| Performance Coatings | -$28M-411% | $9M— | $0-100% | $92M+171% | $34M+144% | |
| Goodwill from acquisitions by Business | ||||||
| Mobility Coatings | $0— | $0— | $0— | $0— | $0— | |
| Performance Coatings | $6M-64.7% | $17M— | $0-100% | $1M0.0% | $1M-66.7% | |
| Goodwill by Business | ||||||
| Mobility Coatings | $80M-1.2% | $81M+1.3% | $80M0.0% | $80M+5.3% | $76M+2.7% | |
| Performance Coatings | $1.69B-1.3% | $1.71B+1.5% | $1.69B-0.4% | $1.7B+5.9% | $1.6B+2.2% | |
| Net Sales by Product | ||||||
| Commercial Vehicle | $103M+4.0% | $99M+3.1% | $96M-10.3% | $107M+7.0% | $100M+1.0% | |
| Industrial | $304M+7.8% | $282M-9.3% | $311M-3.4% | $322M+3.5% | $311M+4.4% | |
| Light Vehicle | $349M-6.2% | $372M+2.2% | $364M+0.6% | $362M+6.5% | $340M-7.9% | |
| Refinish | $498M-2.2% | $509M-1.5% | $517M+0.6% | $514M+0.6% | $511M-6.2% | |
| Net Sales by Geography | ||||||
| Asia Pacific | $212M-13.5% | $245M+9.9% | $223M+1.8% | $219M+1.9% | $215M-10.8% | |
| EMEA | $488M+7.5% | $454M-0.2% | $455M-3.0% | $469M+5.2% | $446M+3.0% | |
| Latin America | $154M-6.7% | $165M-0.6% | $166M+6.4% | $156M+9.1% | $143M-3.4% | |
| North America | $400M+0.5% | $398M-10.4% | $444M-3.7% | $461M+0.7% | $458M-6.3% | |
| Long-Lived Assets by Geography | ||||||
| Asia Pacific | $185M0.0% | $185M0.0% | $185M0.0% | $185M0.0% | $185M0.0% | |
| Canada | $6M0.0% | $6M0.0% | $6M0.0% | $6M0.0% | $6M0.0% | |
| China | $157M+0.6% | $156M0.0% | $156M+0.6% | $155M+0.6% | $154M-1.3% | |
| EMEA | $416M-1.0% | $420M+3.2% | $407M+0.7% | $404M-3.8% | $420M+16.0% | |
| Germany | $229M-0.4% | $230M+1.3% | $227M-0.4% | $228M+10.1% | $207M+1.5% | |
| Latin America | $136M+2.3% | $133M+5.6% | $126M+10.5% | $114M-14.3% | $133M+40.0% | |
| Mexico | $94M+2.2% | $92M+8.2% | $85M+11.8% | $76M+13.4% | $67M+6.3% | |
| North America | $556M-0.9% | $561M0.0% | $561M+1.6% | $552M-1.6% | $561M+4.1% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Axalta Coating Systems break its business down?
- Axalta Coating Systems (AXTA) reports net sales by business across 2 parts — Mobility Coatings and Performance Coatings. Each is extracted from the segment footnotes and tracked over time.
- Where does Axalta Coating Systems's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Axalta Coating Systems's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
