Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Axalta Coating Systems Ltd.
Next earnings Jul 28, 2026 (before open) · consensus $0.66 EPS, $1.34B rev
Last earnings +0.8% on 2026-04-30
Axalta is a steady coatings cash-generator expanding margins and buying back stock, but flat revenue and 2.2x leverage make it a fair-value hold.
Sources: SEC EDGAR (CIK 0001616862, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:54:57 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~57% above fair value) leave little margin of safety — a wait-and-see.
Axalta is a global coatings maker (auto refinish, light-vehicle OEM and industrial paints) with a defensive, recurring-demand model led by its high-margin refinish business. FY2025 was a quality-over-quantity year: revenue dipped 3.0% to $5.12B, yet operating income rose 4.1% to $735M and the operating margin expanded to 14.4%, showing pricing discipline and cost control more than offset soft volumes. Net income was essentially stable at $378M (EPS $1.74), and ROE is a solid 16.1%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $4.42B | $4.88B | $5.18B | $5.28B | $5.12B |
| Gross profit | — | — | — | — | — |
| Operating income | $462M | $423M | $588M | $706M | $735M |
| Net income | $264M | $192M | $267M | $391M | $378M |
| Diluted EPS | $1.14 | $0.86 | $1.21 | $1.78 | $1.74 |
| Net margin | 6.0% | 3.9% | 5.2% | 7.4% | 7.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-03-04 | Anderson Carl Douglas II SVP and CFO | Exercise | 6.80K | |
| 2026-03-04 | Anderson Carl Douglas II SVP and CFO | Tax | 3.13K @ $31.40 | $98.1K |
| 2026-03-04 | Villavarayan Chris CEO & President | Exercise | 26.2K | |
| 2026-03-04 | Villavarayan Chris CEO & President | Tax | 12.1K @ $31.40 | $378K |
| 2026-03-04 | Weaver Troy D. President, Global Refinish | Exercise | 4.37K | |
| 2026-03-04 | Weaver Troy D. President, Global Refinish | Tax | 2.01K @ $31.40 | $63.1K |
| 2026-03-04 | Bowes Timothy Earl Joseph President, Glbl Ind. Coatings | Exercise | 3.50K | |
| 2026-03-04 | Bowes Timothy Earl Joseph President, Glbl Ind. Coatings | Tax | 1.61K @ $31.40 | $50.5K |
| 2026-03-04 | Awada Hadi President, Glbl Mob. Coatings | Exercise | 3.50K | |
| 2026-03-04 | Awada Hadi President, Glbl Mob. Coatings | Tax | 1.53K @ $31.40 | $47.9K |
| 2026-03-04 | Massey Anthony VP, Finance & CAO | Exercise | 2.19K | |
| 2026-03-04 | Massey Anthony VP, Finance & CAO | Tax | 677.00 @ $31.40 | $21.3K |