Axalta Coating Systems Ltd.

NYSE:AXTA Rapport sur les actions

Capitalisation boursière : US$5.9b

Axalta Coating Systems Croissance future

Future contrôle des critères 1/6

Axalta Coating Systems devrait augmenter ses bénéfices et son chiffre d'affaires de 14% et de 2.7% par an respectivement. Le BPA devrait croître de de 15.1% par an. Le rendement des capitaux propres devrait être 16.7% dans 3 ans.

Informations clés

14.0%

Taux de croissance des bénéfices

15.09%

Taux de croissance du BPA

Chemicals croissance des bénéfices17.3%
Taux de croissance des recettes2.7%
Rendement futur des capitaux propres16.69%
Couverture par les analystes

Good

Dernière mise à jour06 May 2026

Mises à jour récentes de la croissance future

Article d’analyse • Feb 13

Axalta Coating Systems Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

The annual results for Axalta Coating Systems Ltd. ( NYSE:AXTA ) were released last week, making it a good time to...

Recent updates

Mise à jour du récit • May 03

AXTA: Future Margin Expansion And Execution Should Drive Long Term Repricing

Axalta Coating Systems' analyst price target has been revised to $42.00, reflecting a modest reset as analysts factor in updated fair value estimates, a slightly lower assumed future P/E multiple, and recent target cuts from several major research firms partially offset by a few upward revisions. Analyst Commentary Recent Street research on Axalta Coating Systems shows a cluster of target resets, with several cuts from major firms partially balanced by a few higher targets earlier in the period.
Mise à jour du récit • Apr 18

AXTA: Akzo Merger Synergies Will Offset Margin Reset Concerns

Axalta Coating Systems' updated analyst price target has been trimmed by about $1.50 per share to reflect a slightly lower fair value estimate and reduced profit margin assumptions, as several recent research notes have highlighted more cautious views even as revenue growth and future P/E expectations remain relatively steady. Analyst Commentary Recent research on Axalta Coating Systems has shifted toward a more cautious tone, with several firms trimming price targets or downgrading their ratings, while a few continue to see upside potential and have raised their target prices.
Mise à jour du récit • Apr 04

AXTA: Akzo Merger Synergies Will Gradually Offset Refinish Volume And Multiple Concerns

Axalta Coating Systems saw its analyst fair value estimate adjusted from about $33 to roughly $31.36 as analysts refined their models around higher discount rates, small tweaks to revenue growth and profit margin assumptions, and a lower future P/E multiple following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research updates around Axalta Coating Systems point to a mixed but increasingly cautious tone.
Mise à jour du récit • Mar 21

AXTA: Akzo Merger Synergies Will Outweigh Auto Refinish Volume Headwinds

Axalta Coating Systems' updated analyst price target has shifted by about $2, reflecting revisions to fair value, discount rate, revenue growth and profit margin assumptions. Recent research points to mixed views, as some analysts cite upside from the Akzo deal, while others flag timing of cost savings and softer auto refinish volumes.
Mise à jour du récit • Mar 06

AXTA: Fair Value View Balances Akzo Merger Uncertainty And Refinish Volume Headwinds

Axalta Coating Systems' analyst fair value estimate has shifted from $30.00 to $33.00 as analysts factor in a mix of recent price target increases from firms raising their views on the stock and fresh caution from others citing merger related uncertainty and auto refinish volume headwinds. Analyst Commentary Recent Street research on Axalta Coating Systems reflects a split view.
Mise à jour du récit • Feb 20

AXTA: Higher Margins And Merger Synergies Will Drive Long Term Repricing

Axalta Coating Systems' updated analyst price target has shifted slightly to about $44.48 as analysts balance lower assumed revenue growth and P/E expectations with higher projected profit margins, reflecting a mix of recent target increases and downgrades across the Street. Analyst Commentary Recent research on Axalta Coating Systems shows a split tape, with several bullish analysts lifting price targets while others have shifted to more cautious stances following the AkzoNobel deal announcement and sector level reassessments.
Seeking Alpha • Feb 17

Axalta: Underwhelming Results, An Equally Underwhelming Potential Merger

Summary Axalta posted lackluster fourth-quarter results, with ongoing market weakness in auto refinish and some possible share loss in auto OEM and industrial markets. The Akzo merger offers near-term upside, valuing AXTA at 10.9x forward EBITDA, but the long-term value of the deal for Axalta shareholders is questionable given Akzo's own execution challenges. AXTA’s standalone fundamentals remain attractive, with improving end markets, potential for mid-20% EBITDA margins, and mid-single-digit free cash flow growth long term. I see AXTA as worth considering while the share price lags the deal-implied value, with downside protection from standalone valuation. Read the full article on Seeking Alpha
Article d’analyse • Feb 13

Axalta Coating Systems Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

The annual results for Axalta Coating Systems Ltd. ( NYSE:AXTA ) were released last week, making it a good time to...
Mise à jour du récit • Feb 06

AXTA: Merger Synergy Timeline And Auto Refinish Weakness Will Shape Long-Term Upside

Analysts have inched their blended price target for Axalta Coating Systems lower by about $0.15, reflecting a slightly softer revenue outlook, a modestly lower forward P/E assumption, and a series of downgrades tied to merger related uncertainty, slower auto refinish volumes, and a longer timeline to realize cost synergies from the AkzoNobel deal. Analyst Commentary Recent Street research on Axalta Coating Systems has tilted more cautious, with several firms resetting ratings and targets to reflect merger related uncertainty, a slower path to cost savings, and softer auto refinish volumes.
Article d’analyse • Jan 28

Is Axalta Coating Systems (NYSE:AXTA) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit • Jan 22

AXTA: Merger Synergies And Execution Will Drive Long Term Repricing

Analysts have lifted their fair value estimate for Axalta Coating Systems to $45 from $43, reflecting updated assumptions for slightly higher revenue growth, modestly improved profit margins, and a higher future P/E multiple, even as recent research highlights merger related execution risks and slower auto refinish volumes. Analyst Commentary Recent Street research around Axalta Coating Systems has shifted toward a more cautious stance following the announced merger with AkzoNobel, with several firms moving to neutral or hold ratings and trimming price targets.
Mise à jour du récit • Jan 07

AXTA: Merger With Akzo Nobel Will Unlock Long Runway For Synergies

Analysts have trimmed their fair value estimate for Axalta Coating Systems to $43.00 from $47.00, reflecting lower Street price targets and concerns about muted coatings growth, extended merger synergy timelines, and limited acquisition premium. Analyst Commentary Recent Street commentary on Axalta Coating Systems has turned more mixed, with some firms trimming price targets and at least one downgrading the stock rating following the merger announcement with AkzoNobel.
Article d’analyse • Jan 06

Is Now The Time To Put Axalta Coating Systems (NYSE:AXTA) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Mise à jour du récit • Dec 16

AXTA: AkzoNobel Merger Is Expected To Unlock Long-Term Upside Despite Macro Headwinds

Axalta Coating Systems’ fair value estimate has been nudged higher to approximately $36.87 from $36.80, as analysts factor in slightly lower discount rates and steady long term growth and margin assumptions, despite modest price target cuts and rating downgrades following the announced merger with AkzoNobel and a softer macro backdrop for coatings demand. Analyst Commentary Recent Street research on Axalta reflects a divided but generally constructive stance, with modest target cuts and some rating downgrades balancing ongoing Buy ratings.
Mise à jour du récit • Dec 02

AXTA: Merger Progress Will Unlock Long-Term Upside Despite Sector Uncertainty

Axalta Coating Systems received a modest analyst price target increase to $36.80 from $36.33, as analysts cited recent reassessments of synergy realization, muted growth in coatings markets, and updates to sector expectations following mixed market signals. Analyst Commentary Recent analyst notes on Axalta Coating Systems present a mixed outlook for the company following its merger announcement and recent performance updates.
Mise à jour du récit • Nov 18

AXTA: Advanced Merger Talks Will Drive Momentum Amid Market Uncertainty

Axalta Coating Systems' analyst price target has been slightly reduced by analysts, with updated estimates moving from approximately $40 to $39. This adjustment reflects a more cautious outlook due to mixed macroeconomic signals and inconsistent performance in industrial end markets.
Mise à jour du récit • Nov 01

AXTA: Future EV Demand Will Drive Upside Despite Macro Pressure

Analysts have modestly reduced their price targets for Axalta Coating Systems, with the average fair value moving from $36.17 to $36.39. This reflects increased caution amid more challenging macro conditions and inconsistent end-market trends.
Mise à jour du récit • Oct 17

Electric Vehicle Adoption And Digitalization Will Expand Global Coatings

Axalta Coating Systems' analyst price target has decreased modestly, dropping from approximately $36.56 to $36.17. Analysts cite persistent macroeconomic headwinds and uneven industrial demand as factors impacting near-term growth expectations.
Mise à jour du récit • Oct 03

Electric Vehicle Adoption And Digitalization Will Expand Global Coatings

Axalta Coating Systems’ average analyst price target has been revised downward from approximately $37.44 to $36.56. Analysts cite increasing headwinds in the repair and refinish sector and expectations for moderated growth ahead.
Article d’analyse • Jul 21

Investors Continue Waiting On Sidelines For Axalta Coating Systems Ltd. (NYSE:AXTA)

Axalta Coating Systems Ltd.'s ( NYSE:AXTA ) price-to-earnings (or "P/E") ratio of 14.5x might make it look like a buy...
Article d’analyse • Jul 06

We Like These Underlying Return On Capital Trends At Axalta Coating Systems (NYSE:AXTA)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Article d’analyse • Jun 21

Is There Now An Opportunity In Axalta Coating Systems Ltd. (NYSE:AXTA)?

Axalta Coating Systems Ltd. ( NYSE:AXTA ), is not the largest company out there, but it received a lot of attention...
Article d’analyse • May 21

We Think Axalta Coating Systems (NYSE:AXTA) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Feb 09

Axalta Coating: Great Performance Yet Underappreciated.

Summary Axalta has been outperforming analyst estimates for quite some time. I believe the company is on the right track, and it should continue to show good performance going forward. AXTA is in progress to achieving all its growth targets that it laid down on its 2024 strategy day within 2025, which were initially planned to achieve in 2026. While topline growth was weak due to end market weakness, I believe there is potential for the company to surprise on the upside regarding revenue once the end market. AXTA is also trading at an inexpensive valuation. Read the full article on Seeking Alpha
Seeking Alpha • Aug 29

Axalta's Self-Improvement Not Yet Fully Rewarded

Summary Axalta produced healthy Q2 results with 5% organic revenue growth and 28% adjusted EBITDA growth and raised FY’24 margin and FCF guidance. Axalta notably outperformed rivals like PPG and showed impressive volume growth across a range of end markets that have seen weakening trends. Maintaining this pace of volume outgrowth will be challenging, but management has multiple avenues of growth to pursue, including R&D-driven product introductions, operational efficiency, and improved go-to-market. Axalta shares look undervalued below $40-$46 and the market may not yet fully appreciate the long-term benefits of the ongoing (and already successful) turnaround/restructuring plan. Read the full article on Seeking Alpha
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Nouveau récit • Aug 27

Strategic Acquisitions And Sustainable Innovation Fuel Growth In Automotive Refinish Market

Axalta's strategic focus on productivity, smart acquisitions, and expansion in key markets is set to boost operating efficiency and revenue growth.
Seeking Alpha • May 15

Axalta Coating: Painting A Prettier Picture Here

Summary Axalta Coating Systems has seen mediocre returns in the past seven years, but steady earnings growth has brought down earnings multiples. The company's appeal is increasing as multiples come down to a market multiple, after Axalta has long traded at market premiums. Despite modest growth, Axalta remains a small player in a consolidating industry and has been named as an acquisition target. Read the full article on Seeking Alpha
Seeking Alpha • Mar 10

Axalta Coating Systems: Positive Refinish And Mobility Coating Outlook

Summary AXTA's past financials have demonstrated strong revenue recovery from the impact of COVID-19. In addition, margins have remained robust. AXTA continued to show strong revenue growth in 2023, with expanding margins compared to the previous year. The refinish segment, which forms the largest share of revenue, is expected to remain robust, supported by the increasing number of cars and body shop wins. From my relative valuation model, my target price indicates double-digit upside potential. Therefore, I am recommending a buy rating. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:AXTA - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20285,54660062777011
12/31/20275,41155759074616
12/31/20265,22150550969416
3/31/20265,109369488691N/A
12/31/20255,117378453649N/A
9/30/20255,166455339539N/A
6/30/20255,198446413596N/A
3/31/20255,244449407568N/A
12/31/20245,276391436576N/A
9/30/20245,262327517628N/A
6/30/20245,251298535644N/A
3/31/20245,194247543661N/A
12/31/20235,184267437575N/A
9/30/20235,124238386535N/A
6/30/20235,053228252405N/A
3/31/20234,994211135286N/A
12/31/20224,884192143294N/A
9/30/20224,785201186317N/A
6/30/20224,635208247380N/A
3/31/20224,527290343475N/A
12/31/20214,416264437559N/A
9/30/20214,354280444568N/A
6/30/20214,292294559659N/A
3/31/20213,81885459550N/A
12/31/20203,738122427509N/A
9/30/20203,76294419514N/A
6/30/20203,84277394502N/A
3/31/20204,346258516630N/A
12/31/20194,482249N/A573N/A
9/30/20194,550283N/A540N/A
6/30/20194,589204N/A444N/A
3/31/20194,643181N/A459N/A
12/31/20184,696207N/A496N/A
9/30/20184,70370N/A479N/A
6/30/20184,653138N/A567N/A
3/31/20184,53543N/A524N/A
12/31/20174,37737N/A540N/A
9/30/20174,23761N/A534N/A
6/30/20174,1670N/A467N/A
3/31/20174,14371N/A568N/A
12/31/20164,09339N/A559N/A
9/30/20164,070115N/A577N/A
6/30/20164,049156N/A591N/A
3/31/20164,07981N/A495N/A
12/31/20154,11092N/A410N/A
9/30/20154,19153N/A356N/A
6/30/20154,301-2N/A243N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AXTA ( 14% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de AXTA ( 14% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de AXTA devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de AXTA ( 2.7% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de AXTA ( 2.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de AXTA devrait être faible dans 3 ans ( 16.7 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 14:50
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Axalta Coating Systems Ltd. est couverte par 25 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ghansham PanjabiBaird
Michael LeitheadBarclays
Patrick Duffy FischerBarclays