Business Description

Axalta Coating Systems Ltd. is a global manufacturer and distributor of high-performance liquid and powder coatings. The company primarily serves the automotive and industrial sectors, providing surface protection and color solutions for light vehicles, commercial vehicles, and aftermarket refinishing. Headquartered in Pennsylvania and incorporated in Bermuda, Axalta operates a vast distribution network reaching over 140 countries.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues5,117,0005,276,0005,184,0004,884,000
Cost of Sales3,355,0003,478,0003,566,0003,466,000
Gross Profit1,762,0001,798,0001,618,0001,418,000
Selling, General & Administrative Expenses805,000847,000840,000772,000
Depreciation & Amortization Expenses98,00092,00088,000125,000
Research & Development Expenses71,00074,00074,00066,000
Other Operating Expenses53,00079,00028,00032,000
Operating Profit735,000706,000588,000423,000
Interest Expense(176,000)(205,000)(213,000)(140,000)
Non-Operating Income(13,000)(5,000)(20,000)(26,000)
Total Non-Operating Income(189,000)(210,000)(233,000)(166,000)
Income Before Provision for Income Taxes546,000496,000355,000257,000
Provision for Income Taxes167,000105,00086,00065,000
Consolidated Net Income379,000391,000269,000192,000
Net Income Attributable to Minority Interests and Other1,0002,000
Net Income Attributable to Common Shareholders378,000391,000267,000192,000
Basic EPS1.751.781.210.86
Diluted EPS1.741.781.210.86
Basic Weighted Average Shares Outstanding216,000219,300221,000221,700
Diluted Weighted Average Shares Outstanding217,000220,400221,900222,300
Shares Outstanding213,400218,100220,100220,600
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents657,000593,000700,000645,200
Total Cash and Cash Equivalents657,000593,000700,000645,200
Accounts Receivable1,229,0001,248,0001,260,0001,067,400
Total Trade Receivables1,229,0001,248,0001,260,0001,067,400
Inventories756,000734,000741,000829,600
Other Current Assets173,000148,000120,000150,500
Total Current Assets2,815,0002,723,0002,821,0002,692,700
Net Property, Plant & Equipment1,299,0001,181,0001,204,0001,190,200
Net Intangible Assets1,147,0001,149,0001,130,0001,112,300
Goodwill1,795,0001,640,0001,591,0001,498,000
Other Long-Term Assets543,000556,000526,000566,000
Total Assets7,599,0007,249,0007,272,0007,059,200
Accounts Payable637,000659,000725,000733,500
Accrued Expenses712,000675,000677,000620,200
Current Portion of Long-Term Debt20,00020,00026,00031,000
Total Current Liabilities1,369,0001,354,0001,428,0001,384,700
Long-Term Debt3,179,0003,401,0003,478,0003,673,300
Other Long-Term Liabilities658,000538,000593,000501,700
Total Long-Term Liabilities3,837,0003,939,0004,071,0004,175,000
Total Liabilities5,206,0005,293,0005,499,0005,559,700
Common Stock255,000255,000254,000252,400
Treasury Stock(1,202,000)(1,037,000)(937,000)(887,300)
Additional Paid-in Capital1,621,0001,599,0001,568,0001,536,500
Accumulated Other Comprehensive Income(383,000)(582,000)(444,000)(466,900)
Retained Earnings2,055,0001,677,0001,286,0001,018,800
Total Common Shareholders' Equity2,346,0001,912,0001,727,0001,453,500
Minority Interests and Other47,00044,00046,00046,000
Total Shareholders' Equity2,393,0001,956,0001,773,0001,499,500
Total Liabilities and Shareholders' Equity7,599,0007,249,0007,272,0007,059,200
FY 2025FY 2024FY 2023FY 2022
Net Income379,000391,000269,000192,000
Depreciation & Amortization295,000280,000276,000303,000
Share-Based Compensation Expense25,00028,00026,00022,000
Other Adjustments77,000059,00048,000
Changes in Trade Receivables97,000(7,000)(119,000)(171,000)
Changes in Inventories33,00012,000103,000(195,000)
Changes in Accounts Payable(77,000)(49,000)9,000138,000
Changes in Accrued Expenses(64,000)36,00029,00045,000
Changes in Other Operating Activities(116,000)(115,000)(77,000)(88,000)
Cash from Operating Activities649,000576,000575,000294,000
Capital Expenditure(196,000)(140,000)(138,000)(151,000)
Payments for Business Acquisitions(48,000)(301,000)(106,000)(3,000)
Other Investing Activities32,00020,00012,00048,000
Cash from Investing Activities(212,000)(440,000)(206,000)(106,000)
Issuance of Short-Term Debt9,000
Repayments of Short-Term Debt(5,000)(50,000)(91,000)
Net Issuance / (Repayments) of Short-Term Debt(5,000)(41,000)(91,000)
Issuance of Long-Term Debt333,000697,0001,980,000
Repayments of Long-Term Debt(230,000)(420,000)(904,000)(2,042,000)
Net Issuance / (Repayments) of Long-Term Debt(230,000)(87,000)(207,000)(62,000)
Issuance of Common Shares(3,000)4,0008,000
Repurchases of Common Shares(165,000)(100,000)(50,000)(200,000)
Net Issuance / (Repurchases) of Common Shares(168,000)(96,000)(42,000)(200,000)
Other Financing Activities(3,000)(13,000)(25,000)(16,000)
Cash from Financing Activities(401,000)(201,000)(315,000)(369,000)
Effect of Exchange Rate Changes on Cash and Cash Equivalents28,000(42,000)(6,000)(15,000)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash64,000(107,000)48,000(196,000)

Key Metrics & Ratios

MetricValue
Market Cap$6.89B
P/E18.57x
P/S1.35x
EV/EBITDA9.21x
Return on Equity17.4%
Return on Invested Capital9.3%
Current Ratio2.06x
Free Cash Flow Margin8.9%

Margins

Gross margin
34.4%
Operating margin
14.4%
Net margin
7.4%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $1.35B +3.1% 12.4% $167M
Q1 2026 $1.25B -0.6% 11.6% $146M
Q4 2025 $1.26B -3.7% 12.8% $162M
Q3 2025 $1.29B -2.4% 15.8% $204M
Q2 2025 $1.30B 14.8% $193M
Q1 2025 $1.26B 13.9% $176M
Q4 2024 $1.31B 14.3% $187M
Q3 2024 $1.32B 14.6% $193M

More on Axalta Coating Systems Ltd.

Figures compiled from public company filings.

See how VectorShift works for your firm

Request Demo