Axalta Coating Systems stock analysis
Axalta Coating Systems (9AX) Stock Price & Analysis
9AX Stock Chart & Stats
- Day’s Range
- EUR 33.00 - EUR 33.20
- 52-Week Range
- EUR 21.80 - EUR 33.60
- Previous Close
- EUR 32.40
- Volume
- N/A
- Average Volume (3M)
- 22
- Market Cap
- EUR 7.21B
- Enterprise Value
- EUR 9.30B
- Total Cash (Recent Filing)
- EUR 650.00M
- Total Debt (Recent Filing)
- EUR 3.00B
- Price to Earnings (P/E)
- 23.8
- Beta
- 0.90
- Next Earnings
- Feb 17, 2027 (Est.)
- EPS Estimate
- 0.5
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Axalta’s consistently positive and improving free cash flow supports earnings quality, debt reduction, and internal funding for growth. Strong cash conversion gives management flexibility to invest in body-shop conversions while also strengthening the balance sheet over the next several quarters.
Sustained Operating Margins
Maintaining adjusted EBITDA margins above 20% across 11 consecutive quarters indicates durable operating discipline and meaningful pricing, mix, and productivity benefits. This consistency provides resilience through uneven demand and creates a stronger base for future investment and cash generation.
Expanding Customer Reach
The significant body-shop wins expand Axalta’s customer footprint and support recurring demand in the automotive refinish channel. Conversion investments may temporarily weigh on margins, but broader customer adoption can improve future revenue visibility and create cross-selling opportunities.
Bears Say
European Refinish Weakness
Sharp European Refinish volume declines expose Axalta to persistent demand weakness in an important transportation channel. Distributor inventory caution and macroeconomic uncertainty could continue suppressing sales, mix, and operating leverage over the next several quarters.
Input-cost And Conversion Pressure
Higher freight and raw-material costs are pressuring margins where pricing recovery does not occur immediately. At the same time, accelerated body-shop conversions require investment, creating a combined near-term burden on profitability even as those initiatives target longer-term growth.
Meaningful Leverage
Although leverage has improved, Axalta still carries meaningful debt relative to equity for a specialty chemicals company. This limits financial flexibility and makes sustained cash generation important for further debt reduction, especially if demand weakness or cost inflation persists.
Axalta Coating Systems News
9AX FAQ
What was Axalta Coating Systems’s price range in the past 12 months?
What is Axalta Coating Systems’s market cap?
When is Axalta Coating Systems’s upcoming earnings report date?
How were Axalta Coating Systems’s earnings last quarter?
Is Axalta Coating Systems overvalued?
Does Axalta Coating Systems pay dividends?
What is Axalta Coating Systems’s EPS estimate?
How many shares outstanding does Axalta Coating Systems have?
What happened to Axalta Coating Systems’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Axalta Coating Systems?
What is the TipRanks Smart Score and how is it calculated?
Axalta Coating Systems Stock Smart Score
Company Description
Axalta Coating Systems
Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings. Within its Performance Coatings segment, Axalta provides a wide array of water-borne and solvent-borne products specifically designed for the repair of damaged vehicles. These products serve a diverse clientele, including independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. This segment also supplies functional and decorative liquid and powder coatings for an extensive range of industrial uses. These applications include architectural cladding and fittings, various automotive components, general industrial processes, job coating services, energy sector solutions, HVAC systems, appliances, industrial wood products, coil coatings, and oil and gas pipelines. Furthermore, it offers specialized coatings for building materials, cabinetry, wood and luxury vinyl flooring, and furniture, marketed under liquid coating brands like Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel, as well as powder coating brands such as Alesta, Nap-Gard, Abcite, Teodur, and Plascoat. The Transportation Coatings segment is dedicated to engineering and supplying crucial layers—including electrocoat, primer, basecoat, and clearcoat—to original equipment manufacturers (OEMs) for both light-duty and commercial vehicles. This division also furnishes sophisticated coating systems for various commercial transport applications, such as heavy-duty trucks (HDT), buses, and rail vehicles, under well-known brands like Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC. Axalta’s comprehensive product portfolio is additionally sold under numerous other brand names, including Audurra, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Imron ExcelPro, Lutophen, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, U-POL, and Vermeera. Established in 1866, Axalta Coating Systems Ltd. maintains its corporate headquarters in Philadelphia, Pennsylvania. The company officially adopted its current name in August 2014, having previously operated as Axalta Coating Systems Bermuda Co., Ltd.
- Sector
- Basicmaterials
- Industry
- Chemicals - Specialty
- CEO
- Chrishan Anthon Sebastian Villavarayan
- Employees
- 12,200
- Website
- www.axalta.com
- Address
- 1050 Constitution Avenue, Philadelphia, PA, 19112, US
Axalta Coating Systems (9AX) Earnings & Revenues
9AX Company Deck
9AX Earnings Call
Earnings Call SentimentPositive
The call was overall positive, supported by record Mobility Coatings performance, strong Commercial Vehicle growth, sustained margins above 20%, robust cash generation, lower leverage, continued body shop wins and progress toward the AkzoNobel merger. However, management lowered fourth-quarter and full-year expectations because of weaker European Refinish volumes, macroeconomic uncertainty, higher freight and raw material costs, and near-term margin pressure from MSO conversion investments.
View all DE:9AX earnings summaries9AX Net sales Breakdown
- 40.21% Refinish
- 25.86% Light Vehicle
- 25.53% Industrial
- 8.41% Commercial Vehicle
9AX Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 5 |
| Technical Analysis | 2 | 3 | 5 |
| Moving Averages | 12 | 0 | 0 |













