NYSE$AXTA

Axalta Coating Systems · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Axalta Coating Systems reported Q1 2026 revenue of $1.3B and net income of $90.0M, with diluted EPS of $0.42.

For Q1 2026, Axalta Coating Systems reported revenue of $1.3B and net income of $90.0M. The quarterly 10-Q discusses segment performance, liquidity, and outlook in MD&A.

  • Revenue of $1.3B for Q1 2026.
  • Net income of $90.0M; diluted EPS $0.42.
  • Operating income of $146.0M.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure discussed in MD&A.

Headline financials

Total Revenue

$1.25B

Previous: $1.26B-0.6%
EPS (adj)

$0.42

Previous: $0.45-6.7%
Capital Expenditures

-$50M

Previous: -$43M-16.3%
Net Income

$90M

Previous: $99M-9.1%
Operating Income

$146M

Previous: $176M-17.0%

Revenue & EPS history

Axalta · Revenue · Quarterly

$1.25B

Q1 2026-0.6%vs Q1 2025
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Axalta · $1.31B total across 2 segments · Q3 2023

  • Performance Coatings
    $856M
  • Mobility Coatings
    $453M

Forward guidance

The 10-Q discusses Axalta Coating Systems's operating environment, capital priorities, and risks without issuing formal quarterly EPS guidance.

Tailwinds

  • Management provides segment and liquidity detail in MD&A.
  • Filing supports transparency on year-over-year trends.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No numeric full-year EPS bridge in the quarterly filing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.7%

Avg return

30 days after

60%

29 / 48 earnings

Positive

+14.1%

Q3 2017

Best reaction

-11.1%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.8%-3.7%+9.1%
Q4 2025+0.6%-0.2%-18.6%
Q3 2025+2.3%-2.0%+2.4%
Q1 2025-4.7%-1.7%-7.7%
Q4 2024+8.3%+6.0%+0.9%
Q3 2024+7.1%+7.5%+14.3%
Q2 2024-1.2%-4.5%+2.4%
Q1 2024+10.8%+12.8%+13.2%
Q4 2023-3.7%-5.8%+1.8%
Q3 2023+10.6%+11.9%+22.7%
Q2 2023-7.8%-9.5%-11.6%
Q1 2023-5.3%-4.0%-5.0%
Q4 2022+4.5%+7.3%+5.6%
Q3 2022+1.1%+1.2%+13.6%
Q2 2022-5.4%-3.0%-0.2%
Q1 2022+5.5%+2.0%+4.0%
Q4 2021+0.7%-7.5%-12.6%
Q3 2021-3.2%-4.6%-0.4%
Q2 2021+4.3%+3.9%+7.8%
Q1 2021-0.2%-1.9%-3.0%
Q4 2020+1.7%+6.8%+8.1%
Q3 2020+4.3%+2.4%+10.1%
Q2 2020-3.4%-3.0%+5.6%
Q1 2020-3.6%+2.5%+28.1%
Q4 2019+2.5%+5.8%-11.3%
Q3 2019+3.0%+3.9%-1.9%
Q2 2019+2.3%+0.4%-11.4%
Q1 2019-3.3%-1.9%-11.5%
Q4 2018+0.3%+1.0%+5.6%
Q3 2018-0.6%-4.0%-1.1%
Q2 2018+1.7%+1.1%+0.6%
Q1 2018+3.5%+4.0%+9.1%
Q4 2017+1.5%+2.5%+9.0%
Q3 2017+14.1%+14.4%+24.6%
Q2 2017-11.1%-10.5%-7.2%
Q1 2017-0.7%-1.8%-1.4%
Q4 2016+0.3%+1.0%+6.4%
Q3 2016-1.3%-1.0%+4.7%
Q2 2016+1.4%-0.1%-1.2%
Q1 2016-4.2%
Q4 2015+7.8%
Q3 2015-0.2%
Q2 2015-3.3%
Q2 2014-3.3%
Q1 2014+4.2%
Q4 2014+4.2%
Q1 2015+4.8%
Q3 2014+3.9%
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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