AXTA
Basic MaterialsAxalta Coating Systems Ltd. · Chemicals - Specialty · $6B
What is Axalta Coating Systems Ltd.?
Axalta Coating Systems is a global manufacturer and distributor of high-performance coatings, serving automotive, industrial, and commercial markets across more than 130 countries. The company was established in 2014 and is headquartered in Philadelphia.
Axalta operates through two segments: Performance Coatings and Transportation Coatings. Performance Coatings supplies refinish products to body shops and industrial customers, while Transportation Coatings delivers electrocoat, primer, basecoat, and clearcoat systems to vehicle OEMs. Revenue comes from selling branded coating products, systems, and related services to a broad mix of independent shops, multi-shop operators, and large manufacturers worldwide.
Axalta was founded in 2014 and operates its global headquarters in Philadelphia, US.
- Automotive refinish coatings for body shops and OEM dealerships
- Industrial liquid and powder coatings for architectural, appliance, and pipeline applications
- OEM transportation coatings for light vehicles, commercial trucks, buses, and rail
- Branded product lines including Cromax, Imron, Alesta, and Nap-Gard
Is AXTA a Good Stock to Buy?
UQS Score rates AXTA as Below Average overall, reflecting a mixed profile across the five quality pillars.
Axalta's Quality pillar stands out as the clearest positive, suggesting the business generates reasonably consistent results relative to its cost base. Valuation is rated Attractive, meaning the stock may not be pricing in a premium relative to fundamentals.
The Moat, Growth, and Risk pillars are all rated Weak, pointing to limited competitive differentiation, subdued growth prospects, and elevated balance-sheet or operational risk.
See the full pillar breakdown and underlying financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does AXTA pay dividends?
No — Axalta Coating Systems Ltd. does not currently pay a dividend.
Axalta does not currently pay a dividend. For a company carrying meaningful debt and facing Weak Growth and Risk ratings, retaining cash to service obligations and fund operational needs is a common strategic posture. Income-focused investors should factor this into their assessment.
When does AXTA report earnings?
Axalta Coating Systems reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
Axalta's results have reflected the pressures visible in its UQS pillar profile — modest top-line momentum and ongoing cost dynamics across its global manufacturing footprint. Performance across segments can vary with vehicle production volumes and industrial demand cycles.
For the most recent quarter's results and guidance, visit Axalta's investor relations page directly.
AXTA Price History
-10.4% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Axalta Coating Systems Ltd.?
Based on Axalta Coating Systems Ltd.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
AXTA Long-term Outlook
With Growth and Risk both rated Weak, Axalta's near-term fundamental outlook is cautious. The company operates in mature end markets where volume growth is closely tied to automotive production cycles and industrial activity. An Attractive Valuation rating suggests the market may already be discounting these headwinds, but meaningful re-rating likely depends on demonstrating improved earnings consistency and debt reduction.
Growth drivers
- Recovery in global vehicle production supporting Transportation Coatings volumes
- Expansion of industrial powder and liquid coating applications in emerging markets
- Pricing discipline and product mix improvement within Performance Coatings
Key risks
- High financial leverage amplifying sensitivity to earnings shortfalls
- Weak competitive moat leaving pricing power vulnerable to larger or lower-cost rivals
- Cyclical exposure to automotive OEM demand and industrial capex cycles
AXTA vs Peers
Axalta competes in the specialty coatings and chemicals space alongside companies with varying business models and end-market exposures.
NewMarket focuses on petroleum additives rather than coatings, giving it a different demand profile and customer base compared to Axalta's automotive and industrial focus.
Balchem operates in specialty performance ingredients for food, feed, and industrial markets — a narrower niche than Axalta's broad coatings portfolio.
Sasol is an integrated energy and chemicals company, with coatings-adjacent chemical products representing only part of a much larger and more diversified operation.
Frequently Asked Questions
What does Axalta Coating Systems do?
Axalta manufactures and distributes high-performance coatings for automotive refinish, vehicle OEMs, and a wide range of industrial applications. It sells branded products to body shops, multi-shop operators, and large manufacturers across more than 130 countries through its Performance Coatings and Transportation Coatings segments.
Does AXTA pay dividends?
Axalta does not currently pay a dividend. The company retains cash primarily to manage its debt obligations and fund operations. Investors seeking regular income should note this absence when evaluating AXTA against dividend-paying peers in the materials sector.
When does AXTA report earnings?
Axalta reports on a quarterly cadence, as is standard for US-listed companies. The company does not pre-announce specific dates far in advance, so investors should check Axalta's investor relations page for the current earnings calendar and any updates to guidance.
Is AXTA a good stock to buy?
UQS Score rates AXTA as Below Average overall. While the Quality pillar is rated Good and Valuation is Attractive, three pillars — Moat, Growth, and Risk — are rated Weak. That combination warrants careful consideration. The full pillar breakdown is available to UQS Pro members.
Is AXTA overvalued?
The UQS Valuation pillar for AXTA is rated Attractive, suggesting the stock is not obviously expensive relative to its fundamentals. However, an attractive price alone does not offset weak growth or elevated risk — context across all five pillars matters for a complete picture.
How does AXTA compare to its competitors?
Axalta sits in the mid-cap range of the coatings and specialty chemicals space. Compared to peers like NewMarket, Balchem, and Sasol, Axalta's differentiation lies in its dedicated focus on automotive and industrial coatings globally. UQS Pro members can view side-by-side pillar comparisons.
What is AXTA's market cap bracket?
Axalta Coating Systems is classified as a mid-cap company. This places it in a segment of the market that typically offers more liquidity than small-caps but less scale and pricing power than large-cap or mega-cap peers in the broader materials and chemicals sector.
Who founded Axalta Coating Systems?
Axalta was established in 2014 when The Carlyle Group acquired the DuPont Performance Coatings business and rebranded it as Axalta Coating Systems. The company subsequently went public and is now headquartered in Philadelphia. Detailed founding history is available through public corporate filings.
Is AXTA a long-term quality investment?
As a long-term quality indicator, AXTA's UQS profile presents a mixed picture. The Good Quality rating offers some foundation, but Weak Moat and Weak Growth suggest the business may struggle to compound value at above-average rates over time. Long-term investors should weigh these factors carefully.
What is the main competitive advantage of Axalta?
Axalta's primary competitive strengths lie in its established brand portfolio, global distribution network, and deep relationships with automotive OEMs and body shop networks. However, the UQS Moat pillar is rated Weak, indicating these advantages may not be sufficiently durable to fend off competitive pressure over the long run.
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Pro Analysis
AXTA — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 51.2 | 66.3 | 30.0 | 34.4 | 42.6 | 92.1 | +0.1 |
| May 22, 2026 | 51.1 | 66.3 | 30.0 | 34.4 | 42.6 | 92.0 | -0.1 |
| May 21, 2026 | 51.2 | 66.3 | 30.0 | 34.4 | 42.6 | 92.4 | -0.2 |
| May 19, 2026 | 51.4 | 66.3 | 30.0 | 34.4 | 42.6 | 93.7 | 0.0 |
| May 16, 2026 | 51.4 | 66.3 | 30.0 | 34.4 | 42.6 | 93.9 | 0.0 |
| May 14, 2026 | 51.4 | 66.3 | 30.0 | 34.3 | 42.6 | 93.8 | +0.1 |
| May 13, 2026 | 51.3 | 65.9 | 30.0 | 34.3 | 42.6 | 93.6 | +0.1 |
| May 12, 2026 | 51.2 | 65.9 | 30.0 | 34.3 | 42.6 | 93.0 | +0.1 |
| May 11, 2026 | 51.1 | 65.9 | 30.0 | 34.3 | 42.6 | 92.2 | +0.4 |
| May 10, 2026 | 50.7 | 64.5 | 30.0 | 34.3 | 42.6 | 91.9 | -0.6 |
AXTA — Pillar Breakdown
Quality
— 66.3/100 (25%)Axalta Coating Systems Ltd. shows solid profitability with healthy returns on capital and reasonable margins.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 34.4/100 (20%)Axalta Coating Systems Ltd. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 42.6/100 (15%)Axalta Coating Systems Ltd. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 92.0/100 (15%)Axalta Coating Systems Ltd. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 30/100 (25%)Axalta Coating Systems Ltd. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for AXTA.
Score Composition
Financial Data
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How is the AXTA UQS Score Calculated?
The UQS (Unified Quality Score) for Axalta Coating Systems Ltd. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Axalta Coating Systems Ltd.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Axalta Coating Systems Ltd. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.