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Revenue by Segment
Breaks down revenue by different business segments, highlighting which areas drive growth and profitability, and revealing strategic focus and market opportunities.Refinish has stabilized near recent peaks and is delivering body‑shop share gains, but sequential softness and unfavorable North America price/mix are pressuring Performance Coatings margins. Mobility is the clear growth engine—record sales and expanding margins aided by index‑linked pricing and procurement improvements—while Industrial revenues lag yet show steady profitability momentum, especially in Asia. Management’s call for a Q2 price/mix inflection and priority on debt paydown means upside depends on sustained pass‑through and North American demand recovery; otherwise results may gravitate toward the low end of guidance.
Date | Performance Coatings Refinish | Performance Coatings Industrial | Mobility Coatings Light Vehicle | Mobility Coatings Commercial Vehicle |
|---|---|---|---|---|
Jun 30, 2026 | $545.00M | $327.00M | $360.00M | $114.00M |
Mar 31, 2026 | $498.00M | $304.00M | $349.00M | $103.00M |
Dec 31, 2025 | $509.00M | $282.00M | $372.00M | $99.00M |
Sep 30, 2025 | $517.00M | $311.00M | $364.00M | $96.00M |
Jun 30, 2025 | $514.00M | $322.00M | $362.00M | $107.00M |
Mar 31, 2025 | $511.00M | $311.00M | $340.00M | $100.00M |
Dec 31, 2024 | $545.00M | $298.00M | $369.00M | $99.00M |
Sep 30, 2024 | $554.00M | $323.00M | $340.00M | $103.00M |
Jun 30, 2024 | $546.00M | $341.00M | $354.00M | $110.00M |
Mar 31, 2024 | $519.00M | $329.00M | $342.00M | $104.00M |