Latest revenue
$1.25B
as of 2026-03-31
Latest net income
$90.0M
as of 2026-03-31
Net margin
7.2%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $6.25B
- Enterprise value
- $6.25B
- P/E (trailing)
- 16.5×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $35.72
- 52-wk low
- $24.94
- Beta
- —
- Shares out
- 214.0M
5-year trend
What this company does
ITEM 1. BUSINESS Axalta Coating Systems Ltd. (“Axalta,” the “Company,” “we,” “our” and “us”), a Bermuda exempted holding company incorporated in 2012, is a leading global manufacturer, marketer and distributor of high-performance coatings systems and products. We have over a 150-year heritage in the coatings industry and are known for manufacturing high-quality products with well-recognized brands supported by market-leading technology and customer service. Over the course of our history we have remained at the forefront of our industry by continually developing innovative coatings technologies and services designed to enhance the performance, appearance and sustainability attributes of our…
AI summary unavailable — showing raw filing excerpt
Generated from AXTA's filing dated 2026-02-13
Key risks
Table of Contents ITEM 1A. RISK FACTORS As a global manufacturer, marketer and distributor of high-performance coatings systems, we operate in a business environment that includes risks. If any of the events contemplated by the following discussion of risks should occur, our business, results of operations, financial condition and cash flows could suffer materially and adversely. While the factors listed here are considered to be the more significant factors facing our business, they should not be considered to be a complete statement of all potential risks and uncertainties. Unlisted factors, including those described in other documents we file from time to time with the SEC, may…
AI summary unavailable — showing raw filing excerpt
Generated from AXTA's filing dated 2026-02-13
Profitability
Operating margin
14.4%
7.3%Net margin
7.4%
0.3%Return on equity
16.1%
21.2%Return on assets
5.0%
7.8%Leverage
Debt / equity
2.24×
19.8%Long-term debt / equity
1.36×
23.8%Debt / assets
69.1%
6.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.25B | -0.6% | $90.0M | -9.1% | 7.2% |
Q4 2025 2025-12-31 | $1.26B | -3.7% | $60.0M | -56.2% | 4.8% |
Q3 2025 2025-09-30 | $1.29B | -2.4% | $110.0M | +8.9% | 8.5% |
Q2 2025 2025-06-30 | $1.30B | -3.4% | $109.0M | -2.7% | 8.4% |
Q1 2025 2025-03-31 | $1.26B | -2.5% | $99.0M | +141.5% | 7.8% |
Q4 2024 2024-12-31 | $1.31B | — | $137.0M | — | 10.5% |
Q3 2024 2024-09-30 | $1.32B | +0.8% | $101.0M | +40.3% | 7.7% |
Q2 2024 2024-06-30 | $1.35B | +4.4% | $112.0M | +83.9% | 8.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Paints, Varnishes, Lacquers, Enamels & Allied Prods · SIC 2851
Your notes
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Insider activity
Insider buying
$0
Insider selling
$99.2K
Net activity
−$99.2K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AXTA
Institutional value
$3.44B
Total shares held
125.2M
Distinct holders
226
-186 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Artisan Partners Limited Partnership | 28.8M | $797.7M | +16.2M (+129.0%) | Added |
| 2 | BlackRock, Inc. | 19.1M | $527.9M | -440.8K (-2.3%) | Trimmed |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 18.3M | $505.8M | +804.5K (+4.6%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | $265.9M | — | New |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.5M | $263.6M | — | New |
| 6 | DIMENSIONAL FUND ADVISORS LP | 7.7M | $213.1M | +754.1K (+10.9%) | Added |
| 7 | UBS Group AG | 4.4M | $121.6M | +1.5M (+51.2%) | Added |
| 8 | CITIGROUP INC | 4.2M | $115.3M | +2.5M (+150.2%) | Added |
| 9 | Walleye Capital LLC | 2.2M | $60.1M | +1.1M (+98.1%) | Added |
| 10 | Perpetual Ltd | 1.4M | $38.7M | +212.4K (+17.9%) | Added |
| 11 | Bank of New York Mellon Corp | 1.3M | $36.8M | -318.3K (-19.3%) | Trimmed |
| 12 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $36.8M | — | New |
| 13 | SEI INVESTMENTS CO | 1.1M | $31.8M | +68.5K (+6.4%) | Added |
| 14 | Nuveen, LLC | 987.2K | $27.3M | +195.0K (+24.6%) | Added |
| 15 | JPMORGAN CHASE & CO | 979.0K | $26.1M | -2.1M (-68.3%) | Trimmed |
| 16 | Melqart Asset Management (UK) Ltd | 922.3K | $25.5M | +81.5K (+9.7%) | Added |
| 17 | NEW YORK STATE COMMON RETIREMENT FUND | 841.1K | $23.3M | -200 (-0.0%) | Trimmed |
| 18 | Magnetar Financial LLC | 741.6K | $20.5M | +3.2K (+0.4%) | Added |
| 19 | Leeward Investments, LLC - MA | 736.5K | $20.4M | -22.3K (-2.9%) | Trimmed |
| 20 | RHUMBLINE ADVISERS | 549.9K | $15.2M | +780 (+0.1%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AXTA's latest filing finishes processing.