The global industrial coatings market, valued at USD 117.13 billion in 2025, is projected to grow to USD 176.06 billion by 2035 at a CAGR of 4.16%. Asia Pacific dominates with 40.19% market share. The market is driven by sustainability targets, technological innovation, and a shift from solvent-based to low-emission technologies including water-borne, powder, and UV-curable systems. Key trends include electric vehicle integration, smart coatings with self-healing properties, and circular chemistry adoption.
Axalta Coating Systems Ltd. (AXTA)
Common Stock · Currency in USD · XNYS
Axalta Coating Systems Ltd is a manufacturer, marketer, and distributor of high-performance coatings systems. It operates in two segments: Performance Coatings and Mobility Coatings. The Performance Coatings segment provides liquid and powder coatings solutions to a fragmented and local customer base. Its end markets include refinish and industrial, and the Mobility Coatings segment relates to the provision of coating technologies to original equipment manufacturers of light and commercial vehicles. The majority of its revenue is generated from the Mobility Coatings segment. Geographically, the company generates maximum revenue from the Europe, Middle East and Africa (EMEA) region, followed by North America, Asia Pacific, and Latin America.
Company Info
SIC2851
Composite FIGI—
CIK0001616862
IPONov 12, 2014
Sectorpaints, varnishes, lacquers, enamels & allied prods
Highlights
Market Cap$5.72B
EPS$2.00
P/E Ratio13.01
Revenue$5.13B
Gross Profit$1.83B
Net Income$440.00M
Employees12,300
WSO213,373,942
Phone(855) 629-2582
Websitehttps://www.axalta.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Axalta Coating Systems Ltd., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Axalta Coating Systems Ltd. (AXTA) has returned -17.70% so far this year and -7.68% over the past 12 months. Looking at the last ten years, AXTA has achieved an annualized return of -0.75%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
AXTA
1M-12.75%
6M-7.52%
YTD-17.70%
1Y-7.68%
5Y-2.17%
10Y-0.75%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Axalta Coating Systems Ltd. (AXTA) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.04% | -0.77% | -11.90% | -5.26% | ||||||||
| 2025 | 5.18% | 2.93% | -9.47% | -1.57% | -5.08% | -3.45% | -3.61% | 12.04% | -7.08% | 0.21% | 7.15% | 6.95% |
| 2024 | -3.54% | 0.46% | 5.30% | -8.58% | 4.03% | -4.58% | 4.21% | -1.27% | 0.42% | 4.29% | 7.04% | -15.28% |
| 2023 | 16.89% | -0.30% | 2.09% | 1.77% | -8.08% | 12.90% | -1.75% | -10.58% | -5.65% | -2.16% | 10.89% | 8.18% |
| 2022 | -10.73% | -6.05% | -8.45% | 2.42% | 7.10% | -18.47% | 15.05% | 2.92% | -17.48% | 9.59% | 13.44% | -5.35% |
| 2021 | -5.93% | -0.04% | 6.67% | 7.16% | 1.34% | -7.55% | -1.79% | 1.23% | -4.23% | 6.31% | -2.88% | 7.53% |
| 2020 | -5.54% | -15.64% | -31.06% | 18.63% | 19.68% | -2.21% | -1.99% | 7.14% | -6.14% | 12.55% | 12.68% | -1.55% |
| 2019 | 11.25% | 4.41% | -6.18% | 6.72% | -12.73% | 26.95% | -1.95% | -2.10% | 5.05% | -2.83% | -4.01% | 6.48% |
| 2018 | -2.81% | -2.04% | -1.95% | 2.35% | 0.55% | -2.57% | 0.17% | 0.99% | -3.44% | -15.62% | 0.68% | -7.58% |
| 2017 | 5.80% | -0.14% | 9.15% | -2.58% | -0.45% | 2.20% | -1.87% | -6.58% | -2.26% | 15.41% | -5.55% | 1.35% |
| 2016 | -1.83% | -0.95% | -5.65% | 7.17% | -0.38% | -1.70% | -11.08% | 5.26% | 2.84% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Axalta Coating Systems Ltd. (AXTA) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AXTA compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Axalta Coating Systems Ltd. volatility is 2.27%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 7.60B | 7.25B | 7.27B | 7.06B | 7.22B | 7.16B | 6.82B | 6.68B | 6.83B | 5.85B |
| Equity Attributable To Parent (USD) | 2.35B | 1.91B | 1.73B | 1.45B | 1.49B | 1.43B | 1.35B | 1.21B | 1.28B | 1.14B |
| Equity Attributable To Noncontrolling Interest (USD) | 47.00M | 44.00M | 45.50M | 46.00M | 45.80M | 46.80M | 55.40M | 105.40M | 131.70M | 121.50M |
| Equity (USD) | 2.39B | 1.96B | 1.77B | 1.50B | 1.54B | 1.48B | 1.41B | 1.31B | 1.41B | 1.26B |
| Other Non-current Liabilities (USD) | - | - | - | - | 482.10M | - | 459.80M | 430.80M | 392.80M | 373.30M |
| Long-term Debt (USD) | - | - | - | - | 3.86B | - | 3.88B | 3.89B | 3.95B | 3.30B |
| Noncurrent Liabilities (USD) | 3.84B | 3.94B | 4.07B | 4.18B | 4.34B | 4.50B | 4.34B | 4.32B | 4.34B | 3.68B |
| Other Current Liabilities (USD) | 522.00M | 450.00M | 443.30M | 469.80M | 497.90M | 412.30M | 401.00M | 354.60M | 374.00M | 299.70M |
| Wages (USD) | 210.00M | 245.00M | 259.30M | 181.40M | 179.60M | 204.20M | 188.20M | 163.20M | 153.30M | 145.80M |
| Accounts Payable (USD) | 637.00M | 659.00M | 724.90M | 733.50M | 657.40M | 564.40M | 483.70M | 522.80M | 554.90M | 474.20M |
| Current Liabilities (USD) | 1.37B | 1.35B | 1.43B | 1.38B | 1.33B | 1.18B | 1.07B | 1.04B | 1.08B | 919.70M |
| Liabilities (USD) | 5.21B | 5.29B | 5.50B | 5.56B | 5.68B | 5.68B | 5.41B | 5.37B | 5.42B | 4.60B |
| Other Non-current Assets (USD) | 2.34B | 2.20B | 2.12B | 2.06B | 3.36B | 3.08B | 1.80B | 1.72B | 1.70B | 1.49B |
| Intangible Assets (USD) | 1.15B | 1.15B | 1.13B | 1.11B | 1.28B | 1.15B | 1.22B | 1.35B | 1.43B | 1.13B |
| Fixed Assets (USD) | 1.30B | 1.18B | 1.20B | 1.19B | - | - | 1.22B | 1.30B | 1.39B | 1.32B |
| Noncurrent Assets (USD) | 4.78B | 4.53B | 4.45B | 4.37B | 4.64B | 4.23B | 4.24B | 4.37B | 4.52B | 3.93B |
| Other Current Assets (USD) | 830.00M | 741.00M | 703.10M | 795.70M | 851.20M | 1.36B | 1.02B | 696.40M | 772.90M | 538.10M |
| Prepaid Expenses (USD) | - | - | 117.20M | - | 117.20M | 132.20M | 131.20M | 139.40M | 63.90M | 50.30M |
| Inventory (USD) | 756.00M | 734.00M | 741.10M | 829.60M | 669.70M | 559.90M | 591.60M | 613.00M | 608.60M | 529.70M |
| Accounts Receivable (USD) | 1.23B | 1.25B | 1.26B | 1.07B | 937.50M | 869.80M | 830.10M | 860.80M | 870.20M | 801.90M |
| Current Assets (USD) | 2.82B | 2.72B | 2.82B | 2.69B | 2.58B | 2.93B | 2.57B | 2.31B | 2.32B | 1.92B |
| Assets (USD) | 7.60B | 7.25B | 7.27B | 7.06B | 7.22B | 7.16B | 6.82B | 6.68B | 6.83B | 5.85B |
News and Insights
Arnhold LLC significantly increased its stake in Axalta Coating Systems, more than doubling its position from 236,419 shares to 500,700 shares in Q4, with the holding now valued at $16.2 million and representing 1.2% of the firm's $1.3 billion AUM. Despite the aggressive purchase, Axalta shares have underperformed, declining 11.1% over the past year compared to the S&P 500's 15.4% gain.
Leeward Investments purchased 323,314 shares of Axalta Coating Systems for approximately $9.48 million in February 2026, despite the stock being down nearly 10% over the past year. The investment appears contrarian, as Axalta has delivered strong operational results including record adjusted EBITDA of $294 million and 22.8% margins, suggesting the stock's underperformance may mask improving fundamentals.
Trinity Street Asset Management completely exited its position in Axalta Coating Systems, selling 770,919 shares worth approximately $22.1 million. The exit represents a full liquidation of the fund's stake in the specialty coatings company. Trinity simultaneously increased its positions in higher-growth companies like Taiwan Semiconductor Manufacturing, suggesting the fund manager sees better growth prospects in the semiconductor and technology sectors compared to the slower-growing industrial coatings industry.
Axalta Coating Systems announced it will release its fourth quarter and full year 2025 financial results on February 10, 2026, at 6 a.m. ET, followed by a conference call at 8 a.m. ET with CEO Chris Villavarayan and CFO Carl Anderson to discuss the company's financial performance.
The global paints and coatings market is projected to grow from $222.24 billion in 2025 to $348.04 billion by 2034, with a 5.11% CAGR. Asia Pacific dominates the market with a 47% share, driven by construction, automotive, and industrial activities, with increasing demand for eco-friendly and sustainable coatings.
Law firm Halper Sadeh LLC is investigating potential securities law violations and breaches of fiduciary duties for three companies involved in recent merger and acquisition transactions.
Law firm Monteverde & Associates is investigating potential merger and acquisition deals for several companies, examining the fairness of proposed transactions and potential shareholder implications.
Law firm investigating potential securities law violations and fiduciary duty breaches for several companies involved in recent merger and acquisition transactions.
Artisan Partners, holding 1.4 million Axalta shares, strongly opposes the proposed all-stock merger between Axalta and Akzo Nobel, arguing that Axalta is selling a well-performing business at an undervalued price to an inferior company with a poor financial track record.