Stocks Consumer discretionary AXTA
NYSE · Consumer discretionaryAxalta Coating Systems Ltd. (AXTA)
Axalta Coating Systems Ltd. brought in $5.2B of revenue over the twelve months to September 30, 2026, up 0.1% from a year earlier. Net income was $334M, a net margin of 6.5%. Operating cash flow minus capital spending left $453M of free cash flow in fiscal 2025. At September 30, 2026 it held $650M in cash against $3B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.
Key facts about Axalta Coating Systems Ltd.
- Net worth
- Axalta Coating Systems Ltd. has a market value (market cap) of $8B at the latest share price, and shareholders' equity of $2.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $5.1B (-3.0% year on year), with net income of $378M. Over the 12 months to September 30, 2026: revenue $5.2B, net income $334M.
- Cash flow
- In fiscal 2025 operations brought in $649M of cash; after $196M of capital spending, free cash flow was $453M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
What Axalta Coating Systems Ltd. does
Axalta Coating Systems Ltd. is registered with the SEC under industry code SIC 2851 (Paints, Varnishes, Lacquers, Enamels & Allied Prods). Its shares trade on NYSE under the ticker AXTA.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $5.1B | $378M | $1.74 | $453M |
| 2024 | $5.3B | $391M | $1.78 | $436M |
| 2023 | $5.2B | $267M | $1.21 | $437M |
| 2022 | $4.9B | $192M | $0.86 | $143M |
| 2021 | $4.4B | $263.9M | $1.14 | $437M |
| 2020 | $3.7B | $121.6M | $0.52 | $427.2M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AXTA ranks in Consumer discretionary
Latest SEC filings
What Axalta Coating Systems Ltd. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Form 425 filing 425
- November 6, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 1.8% to $1.3B versus the same quarter last year; diluted EPS $0.44 versus $0.51.
- October 29, 2026
- October 21, 2026Form 425 filing 425
- October 21, 2026Form 425 filing 425
- October 20, 2026Form 425 filing 425
What is AXTA worth? A DCF from its reported cash flow
Insider trades
What the people running Axalta Coating Systems Ltd. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 6 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 19, 2026 | Tufano AmySVP & CHRO | Exercised options | 3,658 | - |
| September 19, 2026 | Tufano AmySVP & CHRO | Shares withheld for tax | 1,680 | $54.1K |
| September 19, 2026 | Tablin-Wolf AlexSVP, GC and Corp. Secretary | Exercised options | 4,877 | - |
| September 19, 2026 | Tablin-Wolf AlexSVP, GC and Corp. Secretary | Shares withheld for tax | 2,255 | $72.6K |
| August 14, 2026 | Anderson Carl Douglas IISVP and CFO | Exercised options | 20,657 | - |
| August 14, 2026 | Anderson Carl Douglas IISVP and CFO | Shares withheld for tax | 9,485 | $353.9K |
| August 1, 2026 | Massey AnthonyVP, Finance & CAO | Exercised options | 2,071 | - |
| August 1, 2026 | Massey AnthonyVP, Finance & CAO | Shares withheld for tax | 641 | $23K |
Who owns AXTA
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Artisan Partners Asset Management Inc.13G, passive with 4 related filers | 14.8% | August 13, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC13G, passive | 8.2% | August 12, 2026 |
| Barrow Hanley Global Investors 75240319013G, passive | 6.89% | November 13, 2024 |
| Vanguard Capital Management13G, passive | 5.26% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 361 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Artisan Partners Limited Partnership | 31,733,342 | +2,937,139 |
| BlackRock, Inc. | 19,536,552 | +477,944 |
| Barrow Hanley Mewhinney & Strauss LLC | 17,505,233 | -756,285 |
| Vanguard Capital Management LLC | 9,701,675 | +101,604 |
| Vanguard Portfolio Management LLC | 9,520,162 | +2,584 |
| Dimensional Fund Advisors LP | 8,085,854 | +390,506 |
| State Street Corp | 6,688,186 | +223,617 |
| D. E. Shaw & Co., Inc. | 6,547,107 | +1,416,849 |
| Fmr LLC | 6,060,704 | +64,163 |
| Millennium Management LLC | 5,466,995 | +1,307,056 |
| Massachusetts Financial Services Co | 5,396,621 | -236,051 |
| Citigroup Inc | 4,833,344 | +671,679 |
| UBS Group AG | 4,743,907 | +354,111 |
| Geode Capital Management, LLC | 4,082,613 | +47,212 |
| Sessa Capital IM, L.P. | 3,539,329 | +1,316,000 |
| FIFTHDELTA Ltd | 3,494,940 | -512,639 |
| Ariel Investments, LLC | 3,462,010 | -4,950 |
| Lakewood Capital Management, LP | 3,423,648 | +528,000 |
| Channing Capital Management, LLC | 3,332,907 | +386,197 |
| FIL Ltd | 3,316,825 | +1,314,825 |
Insiders
16 insiders reported holding 1,001,505 shares in total, about $37.6M at the last price.
| Holder | Shares |
|---|---|
| Villavarayan ChrisCEO & President, Director | 230,443 |
| Sachdev RakeshDirector | 146,827 |
| Weaver Troy D.President, Global Refinish | 108,035 |
| Anderson Carl Douglas IISVP and CFO | 90,417 |
| Smolik Samuel L.Director | 66,473 |
| Kissire Deborah J.Director | 60,673 |
| Awada HadiPresident, Glbl Mob. Coatings | 57,376 |
| Massey AnthonyVP, Finance & CAO | 45,702 |
| Cook William MDirector | 43,959 |
| Jordan Tyrone MichaelDirector | 29,114 |
Questions about AXTA
What does Axalta Coating Systems Ltd. do?
Axalta Coating Systems Ltd. is a company in the Consumer discretionary sector, listed on NYSE as AXTA. Its shares trade on NYSE under the ticker AXTA.
What is Axalta Coating Systems Ltd.'s net worth?
Axalta Coating Systems Ltd. has a market value (market cap) of $8B at the latest share price, and shareholders' equity of $2.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Axalta Coating Systems Ltd. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $334M on revenue of $5.2B, a net margin of 6.5%.
How much revenue does Axalta Coating Systems Ltd. make?
Over the twelve months to September 30, 2026 Axalta Coating Systems Ltd. reported revenue of $5.2B. That is 0.1% more than a year earlier.
When did Axalta Coating Systems Ltd. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the form 425 filing from November 6, 2026.
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Where the numbers come from
Financial figures are the values Axalta Coating Systems Ltd. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.