Axalta Coating Systems Ltd

Latest Results (15.11.2025):

Axalta Coating Systems Ltd reported its financial results for the third quarter of 2025 with solid performance amid a challenging macroeconomic environment. In Q3 2025, the company achieved net sales of approximately $1.3 billion, enhanced its net income to $110 million with an 8.5% margin, and delivered a record quarterly Adjusted EBITDA of $294 million, reflecting effective cost management and strategic operational execution.

Revenue and Profitability

Axalta’s Q3 2025 net sales stood at approximately $1.3 billion—a 2% decline year over year—with net income rising by $8 million to $110 million, resulting in a margin improvement of 80 basis points. These results were supported by a 7% reduction in selling, general, and administrative expenses and lower interest expenses.

Record Adjusted EBITDA and EPS

The company recorded a new quarterly high with Adjusted EBITDA reaching $294 million, with the margin expanding by 70 basis points to 22.8%. Diluted EPS increased by 11% to $0.51, while Adjusted Diluted EPS of $0.67 marked a 6% improvement, underscoring Axalta’s strong operational performance.

Segment Performance

Within its segments, Performance Coatings experienced a decline in net sales but managed to improve its Adjusted EBITDA margin, whereas the Mobility Coatings segment delivered a third-quarter record with net sales of $460 million and achieved a 20% increase in Adjusted EBITDA. This performance highlights resilient profitability across different business areas despite softer demand in some markets.

Capital Allocation

In Q3 2025, Axalta executed share repurchases totaling $100 million, reflecting its commitment to returning value to shareholders. The company’s proactive capital allocation strategy is set to continue, with plans to deploy up to $250 million toward repurchases in the upcoming quarter.