AXTA Earnings Date: Feb 9, 2027 (Estimated) — Axalta Coating Systems Ltd.
NYSE · Materials · Specialty Chemicals
Updated
When is AXTA's next earnings date?
Axalta Coating Systems Ltd. (AXTA) is expected to report Q4 2026 earnings on Tuesday, February 9, 2027 at 6:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.67 on revenue of $1.32B.
How did AXTA do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), Axalta Coating Systems Ltd. posted EPS of $0.63 versus the $0.70 estimate, a miss of 9.9%. Revenue was $1.31B against a $1.33B estimate. The stock's 1-day post-earnings move was -3.0%.
How much does AXTA stock move after earnings?
AXTA beat EPS estimates in 6 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.5% (up or down) in the day after earnings.
About Axalta Coating Systems Ltd.
Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings. Within its Performance Coatings segment, Axalta provides a wide array of water-borne and solvent-borne products specifically designed for the repair of damaged vehicles. These products serve a diverse clientele, including independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. This segment also supplies functional and decorative liquid and powder coatings for an extensive range of industrial uses. These applications include architectural cladding and fittings, various automotive components, general industrial processes, job coating services, energy sector solutions, HVAC systems, appliances, industrial wood products, coil coatings, and oil and gas pipelines. Furthermore, it offers specialized coatings for building materials, cabinetry, wood and luxury vinyl flooring, and furniture, marketed under liquid coating brands like Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel, as well as powder coating brands such as Alesta, Nap-Gard, Abcite, Teodur, and Plascoat. The Transportation Coatings segment is dedicated to engineering and supplying crucial layers—including electrocoat, primer, basecoat, and clearcoat—to original equipment manufacturers (OEMs) for both light-duty and commercial vehicles. This division also furnishes sophisticated coating systems for various commercial transport applications, such as heavy-duty trucks (HDT), buses, and rail vehicles, under well-known brands like Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC. Axalta’s comprehensive product portfolio is additionally sold under numerous other brand names, including Audurra, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Imron ExcelPro, Lutophen, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, U-POL, and Vermeera. Established in 1866, Axalta Coating Systems Ltd. maintains its corporate headquarters in Philadelphia, Pennsylvania. The company officially adopted its current name in August 2014, having previously operated as Axalta Coating Systems Bermuda Co., Ltd.
🤖 AI Earnings Analysis
Axalta’s Q3 was weak: EPS of $0.63 missed estimates by $0.07 and declined from $0.67 year over year, while revenue was flat at $1.3B. The $2.55–$2.70 EPS outlook offers limited reassurance.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 0.70 | 0.63 | -9.87% | $1.31B | ❌ Miss | -2.97% | — | — |
| 2026-07-28 | Q2 2026 | 0.65 | 0.72 | +10.77% | $1.35B | ✅ Beat | +5.04% | +7.53% | +7.88% |
| 2026-04-30 | Q1 2026 | 0.50 | 0.56 | +12.00% | $1.25B | ✅ Beat | +0.82% | +1.21% | +9.07% |
| 2026-02-10 | Q4 2025 | 0.60 | 0.59 | -1.67% | $1.26B | ❌ Miss | +0.61% | +2.16% | -17.13% |
| 2025-10-28 | Q3 2025 | 0.64 | 0.67 | +4.69% | $1.29B | ✅ Beat | +2.20% | -3.30% | +2.37% |
| 2025-07-30 | Q2 2025 | 0.61 | 0.64 | +4.92% | $1.30B | ✅ Beat | -0.10% | -0.07% | +9.62% |
| 2025-02-04 | Q4 2024 | 0.51 | 0.60 | +17.65% | $1.31B | ✅ Beat | +8.26% | +6.98% | +0.66% |
| 2024-10-30 | Q3 2024 | 0.51 | 0.59 | +15.69% | $1.32B | ✅ Beat | +8.22% | +8.50% | +14.46% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $1.31B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Performance Coatings | 62.4% | $818.0M | -1.2% | $822.0M | $836.0M | $828.0M | $791.0M |
| Mobility Coatings | 37.6% | $493.0M | +7.2% | $440.0M | $469.0M | $460.0M | $471.0M |
By region
Q3 FY26 · $1.31B total
| Segment | Share | Revenue | YoY | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 |
|---|---|---|---|---|---|---|---|
| North America | 33.9% | $445.0M | +0.2% | $461.0M | $444.0M | $398.0M | $400.0M |
| EMEA | 33.8% | $443.0M | -2.6% | $469.0M | $455.0M | $454.0M | $488.0M |
| Asia Pacific | 18.2% | $238.0M | +6.7% | $219.0M | $223.0M | $245.0M | $212.0M |
| Latin America | 14.1% | $185.0M | +11.4% | $156.0M | $166.0M | $165.0M | $154.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.