Axalta makes and sells paints and coatings across two main businesses. The larger segment, Mobility Coatings, sells coatings directly to car and commercial vehicle manufacturers (OEMs) for use in their factories. The smaller Performance Coatings segment sells to auto body repair shops (refinish) and industrial customers like manufacturers of pipelines, appliances, and architectural components. Revenue comes from product sales; the refinish and industrial side serves a fragmented base of smaller, local buyers, while the OEM side involves direct relationships with large vehicle makers. EMEA is the largest geographic market.
Employees12,300IPONov 12, 2014SIC2992HQ1050 Constitution Avenue, Philadelphia, PA, USA, 19112
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Financials
Profitability
Metric
Current
Margins
Gross Margin
34.0%
Operating Margin
13.2%
EBITDA Margin
19.0%
Net Margin
6.8%
OCF Margin
13.6%
FCF Margin
9.6%
Returns on Capital
ROE
14.8%
ROA
4.5%
ROIC
8.1%
ROCE
10.9%
ROC (Greenblatt)
33.8%
3Y ROIIC
34.4%
Consistency
Years Profitable / 10Y
10
Valuation
Metric
Current
Earnings Multiples
P/E (TTM)
20.64
Forward P/E
12.63
P/E ex-NRI
13.17
Shiller P/E (CAPE)
29.59
Cash Flow Multiples
P/FCF
14.47
P/OCF
10.21
P/Owner Earnings
13.26
FCF Yield
6.92%
Enterprise Value Multiples
EV / EBIT
14.25
EV / Forward EBIT
8.40
EV / EBITDA
9.83
EV / Forward EBITDA
6.62
EV / Revenue
1.87
EV / Forward Revenue
1.81
Asset / Sales
P/S
1.39
P/B
2.84
P/Tangible Book
—
Growth-Adjusted
PEG
1.06
Capital Returns
Metric
Current
Dividends
Dividend Yield (TTM)
0.00%
Forward Dividend Yield
0.00%
3Y Dividend Growth
0.0%
Payout Ratio
0.00
5Y Yield on Cost
0.00%
Buybacks & Dilution
3Y Buyback Ratio
1.10%
5Y Share Change
−8.1%
Combined
Shareholder Yield
3.37%
Balance Sheet
Metric
Current
Leverage
Debt / Equity
1.22
Gross Debt / EBITDA
3.14
Cash / Debt
0.21
Equity / Assets
0.33
Coverage
Interest Coverage
4.19
Short-Term Liquidity
Current Ratio
1.53
Quick Ratio
1.12
Cash Ratio
0.32
Composite Scores
Piotroski F-Score
5
Altman Z-Score
2.45
Split History
Date
Split
No split history found.
Ex-date
Amount
Pay date
No dividend history found.
Date
Transcript
Type
2026-04-30
Q1 2026 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2026-02-10
Q4 2025 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2025-12-02
Axalta Coating Systems Ltd at Citi Basic Materials Conference Transcript
Conference Presentations
2025-10-28
Q3 2025 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2025-07-30
Q2 2025 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2025-05-07
Q1 2025 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2025-02-04
Q4 2024 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2024-10-30
Q3 2024 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2024-08-01
Q2 2024 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
2024-05-01
Q1 2024 Axalta Coating Systems Ltd Earnings Call Transcript
Earnings Call
10 of 35
5-Step DuPont Analysis
ROE %
14.58%
×
×
Net Margin %
6.78%
×
×
Operating Margin %
13.18%
Operating Income
$679M
÷
Revenue
$5.15B
×
Tax Burden
0.6803
Net Income
$349M
÷
Pretax Income
$513M
×
Interest Burden
0.7555
Pretax Income
$513M
÷
Operating Income
$679M
×
Asset Turnover
0.67
÷
Revenue
$5.15B
÷
Average Total Assets
$7.74B
Begin Total Assets
$7.78B
End Total Assets
$7.70B
×
Equity Multiplier
3.23
÷
Avg Total Assets
$7.74B
÷
Avg Stockholders Equity
$2.39B
Begin Equity
$2.27B
End Equity
$2.52B
Top institutional holders
Q2 2026| Holder | Shares | % Owned | Chg. shares | |
|---|---|---|---|---|
| Artisan Partners Limited Partnership | 31.7M | 14.87% | +2.9M | $1.09B |
| BlackRock, Inc. | 19.5M | 9.16% | +477.9K | $668.54M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 17.5M | 8.20% | -756.3K | $599.03M |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | 4.55% | +101.6K | $331.99M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.5M | 4.46% | +2.6K | $325.78M |
| DIMENSIONAL FUND ADVISORS LP | 8.1M | 3.79% | +390.5K | $276.69M |
| STATE STREET CORP | 6.7M | 3.13% | +223.6K | $228.87M |
| D. E. Shaw & Co., Inc. | 6.5M | 3.07% | +1.4M | $224.04M |
| FMR LLC | 6.1M | 2.84% | +64.2K | $207.40M |
| MILLENNIUM MANAGEMENT LLC | 5.5M | 2.56% | +1.3M | $187.08M |
10 of 363
View allTop insider holdings
as reported| Insider | Shares held | % Owned | |
|---|---|---|---|
| Villavarayan ChrisOfficer | 230.4K | 0.1080% | $7.71M |
| SACHDEV RAKESHDirector | 146.8K | 0.0688% | $4.91M |
| Weaver Troy D.Officer | 108.0K | 0.0506% | $3.61M |
| Anderson Carl Douglas IIOfficer | 90.4K | 0.0424% | $3.02M |
| Smolik Samuel L.Director | 66.5K | 0.0312% | $2.22M |
| Kissire Deborah J.Director | 60.7K | 0.0284% | $2.03M |
| Awada HadiOfficer | 57.4K | 0.0269% | $1.92M |
| Stein Kevin MDirector | 51.0K | 0.0239% | $1.70M |
| COOK WILLIAM MDirector | 50.0K | 0.0234% | $1.67M |
| Massey AnthonyOfficer | 45.7K | 0.0214% | $1.53M |
10 of 16
View allRecent insider activity
through Sep 19, 2026| Insider | Action | Shares | Date | |
|---|---|---|---|---|
| Tablin-Wolf AlexOfficer | Option Exercise (Rule 16b-3 Exempt) | +4.9K | — | Sep 19, 2026 |
| Tablin-Wolf AlexOfficer | Tax Withholding | -2.3K | $72.6K | Sep 19, 2026 |
| Tufano AmyOfficer | Option Exercise (Rule 16b-3 Exempt) | +3.7K | — | Sep 19, 2026 |
| Tufano AmyOfficer | Tax Withholding | -1.7K | $54.1K | Sep 19, 2026 |
| Anderson Carl Douglas IIOfficer | Option Exercise (Rule 16b-3 Exempt) | +20.7K | — | Aug 14, 2026 |
| Anderson Carl Douglas IIOfficer | Tax Withholding | -9.5K | $353.9K | Aug 14, 2026 |
| Massey AnthonyOfficer | Option Exercise (Rule 16b-3 Exempt) | +2.1K | — | Aug 1, 2026 |
| Massey AnthonyOfficer | Tax Withholding | -641 | $23.0K | Aug 1, 2026 |
| Anderson Carl Douglas IIOfficer | Option Exercise (Rule 16b-3 Exempt) | +6.8K | — | Mar 4, 2026 |
| Anderson Carl Douglas IIOfficer | Tax Withholding | -3.1K | $98.1K | Mar 4, 2026 |
10 of 1,042
View all