Axalta Coating Systems AXTA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Mobility Coatings | $452M+2.7% | $471M+0.6% | $460M+3.8% | $469M+1.1% | $440M-1.3% | |
| Performance Coatings | $802M-2.4% | $791M-6.2% | $828M-5.6% | $836M-5.7% | $822M-3.1% | |
| Other segment items by Business | ||||||
| Mobility Coatings | $83M+5.1% | $78M-8.2% | $82M-1.2% | $81M-3.6% | $79M-3.7% | |
| Performance Coatings | $177M-4.3% | $175M-10.7% | $177M-9.2% | $185M+0.5% | $185M-4.1% | |
| Segment Adjusted EBITDA by Business | ||||||
| Mobility Coatings | $79M+8.2% | —— | $83M+18.6% | $92M+35.3% | $73M+15.9% | |
| Performance Coatings | $180M-8.6% | —— | $211M-4.5% | $200M-10.3% | $197M+0.5% | |
| Cost of goods sold by Business | ||||||
| Mobility Coatings | $290M+0.7% | $301M-1.6% | $295M+1.7% | $296M-5.1% | $288M-4.3% | |
| Performance Coatings | $445M+1.1% | $436M-2.9% | $440M-4.6% | $451M-6.0% | $440M-4.1% | |
| Investment in unconsolidated affiliates by Business | ||||||
| Mobility Coatings | $10M0.0% | $10M+11.1% | $10M— | $10M— | $10M— | |
| Performance Coatings | $2M0.0% | $2M0.0% | $2M— | $2M— | $2M— | |
| Foreign currency translation by Business | ||||||
| Mobility Coatings | -$1M-150% | $1M+125% | $0-100% | $4M— | $2M+200% | |
| Performance Coatings | -$28M-182% | $9M+112% | $0-100% | $92M+1,940% | $34M+197% | |
| Goodwill from acquisitions by Business | ||||||
| Mobility Coatings | $0— | $0— | $0— | $0— | $0— | |
| Performance Coatings | $6M+500% | $17M+467% | $0— | $1M— | $1M— | |
| Goodwill by Business | ||||||
| Mobility Coatings | $80M+5.3% | $81M+9.5% | $80M+2.6% | $80M+5.3% | $76M0.0% | |
| Performance Coatings | $1.69B+5.7% | $1.71B+9.5% | $1.69B+3.0% | $1.7B+15.1% | $1.6B+8.3% | |
| Net Sales by Product | ||||||
| Commercial Vehicle | $103M+3.0% | $99M0.0% | $96M-6.8% | $107M-2.7% | $100M-3.8% | |
| Industrial | $304M-2.3% | $282M-5.4% | $311M-3.7% | $322M-5.6% | $311M-5.5% | |
| Light Vehicle | $349M+2.6% | $372M+0.8% | $364M+7.1% | $362M+2.3% | $340M-0.6% | |
| Refinish | $498M-2.5% | $509M-6.6% | $517M-6.7% | $514M-5.9% | $511M-1.5% | |
| Net Sales by Geography | ||||||
| Asia Pacific | $212M-1.4% | $245M+1.7% | $223M+5.2% | $219M+3.8% | $215M+8.6% | |
| EMEA | $488M+9.4% | $454M+4.8% | $455M+5.8% | $469M+2.9% | $446M-4.1% | |
| Latin America | $154M+7.7% | $165M+11.5% | $166M+2.5% | $156M-2.5% | $143M-2.1% | |
| North America | $400M-12.7% | $398M-18.6% | $444M-14.0% | $461M-12.0% | $458M-5.6% | |
| Long-Lived Assets by Geography | ||||||
| Asia Pacific | $185M0.0% | $185M0.0% | $185M0.0% | $185M0.0% | $185M0.0% | |
| Canada | $6M0.0% | $6M0.0% | $6M— | $6M— | $6M— | |
| China | $157M+1.9% | $156M0.0% | $156M— | $155M— | $154M— | |
| EMEA | $416M-1.0% | $420M+16.0% | $407M+12.4% | $404M+11.6% | $420M+16.0% | |
| Germany | $229M+10.6% | $230M+12.7% | $227M— | $228M— | $207M— | |
| Latin America | $136M+2.3% | $133M+40.0% | $126M+32.6% | $114M+20.0% | $133M+40.0% | |
| Mexico | $94M+40.3% | $92M+46.0% | $85M— | $76M— | $67M— | |
| North America | $556M-0.9% | $561M+4.1% | $561M+4.1% | $552M+2.4% | $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.
