Axalta Coating Systems Gestion
Gestion contrôle des critères 4/4
Le PDG Axalta Coating Systems est Chris Villavarayan, nommé en Jan2023, a un mandat de 3.42 ans. La rémunération annuelle totale est $ 9.55M, composée du salaire de 11.5% et des bonus 88.5%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 8.01M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.8 ans et 5 ans.
Informations clés
Chris Villavarayan
Directeur général
US$9.6m
Rémunération totale
| Pourcentage du salaire du PDG | 11.52% |
| Durée du mandat du directeur général | 3.4yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 2.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 06
AXTA: Merger Progress And Mixed Rating Shifts Will Shape Repriced Expectations
Axalta Coating Systems' updated analyst price target edges higher by about $0.14 per share as analysts factor in slightly lower discount rate assumptions and modestly adjusted growth and P/E inputs following recent Street research, including Citi's renewed confidence in the potential Axalta and Akzo merger. Analyst Commentary Bullish Takeaways Bullish analysts point to the potential Axalta and Akzo merger as a key support for valuation, with some viewing the removal of other interested bidders for Akzo as reducing deal uncertainty.Mise à jour du récit • May 23
AXTA: Merger Synergies And Margin Expansion Will Support Repriced Expectations
Axalta Coating Systems' updated analyst price target moves from $36.86 to $35.21 as analysts reset expectations following a series of recent target cuts and a lower assumed future P/E multiple, even as their models incorporate modestly higher revenue growth and profit margins, alongside a slightly reduced discount rate. Analyst Commentary Recent Street research on Axalta Coating Systems has been skewed toward lower price targets and at least one downgrade, which lines up with the reduced consolidated target of $35.21.
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 AlphaArticle 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...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 AlphaSeeking 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
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 AlphaSeeking 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$369m |
| Dec 31 2025 | US$10m | US$1m | US$378m |
| Sep 30 2025 | n/a | n/a | US$455m |
| Jun 30 2025 | n/a | n/a | US$446m |
| Mar 31 2025 | n/a | n/a | US$449m |
| Dec 31 2024 | US$10m | US$1m | US$391m |
| Sep 30 2024 | n/a | n/a | US$327m |
| Jun 30 2024 | n/a | n/a | US$298m |
| Mar 31 2024 | n/a | n/a | US$247m |
| Dec 31 2023 | US$10m | US$1m | US$267m |
Rémunération vs marché: La rémunération totale de Chris ($USD 9.55M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: La rémunération de Chris a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Chris Villavarayan (56 yo)
3.4yrs
Titularisation
US$9,551,721
Compensation
Mr. Chrishan Anthon Sebastian Villavarayan, also known as Chris, serves as CEO, President & Director at Axalta Coating Systems, LLC since January 1, 2023. He serves as Chief Executive Officer and President...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 3.4yrs | US$9.55m | 0.11% $ 8.0m | |
| Senior VP & CFO | 2.8yrs | US$3.12m | 0.037% $ 2.8m | |
| President of Global Mobility Coatings | 5.7yrs | US$1.99m | 0.027% $ 2.0m | |
| President of Global Refinish | 6.8yrs | US$2.18m | 0.050% $ 3.8m | |
| President of Global Industrial Coatings | 3.3yrs | US$2.13m | 0.012% $ 897.7k | |
| Senior VP & CTO | 6.9yrs | pas de données | pas de données | |
| Vice President of Investor Relations | 1.9yrs | pas de données | pas de données | |
| Senior VP | 2.4yrs | pas de données | 0.011% $ 823.3k | |
| Senior VP & Chief Marketing Officer | 1.4yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 2.8yrs | pas de données | 0.0091% $ 679.6k | |
| Senior VP | 1.4yrs | pas de données | pas de données | |
| Vice President of Finance | no data | pas de données | 0.021% $ 1.5m |
2.8yrs
Durée moyenne de l'emploi
50.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AXTA est considérée comme expérimentée (ancienneté moyenne 2.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 3.4yrs | US$9.55m | 0.11% $ 8.0m | |
| Independent Director | 7.1yrs | US$292.48k | 0.023% $ 1.7m | |
| Independent Non-Executive Board Chair | 5.8yrs | US$399.98k | 0.069% $ 5.1m | |
| Independent Director | 2.8yrs | US$274.98k | 0.024% $ 1.8m | |
| Independent Director | 3.8yrs | US$294.98k | 0.0098% $ 733.2k | |
| Independent Director | 9.8yrs | US$289.98k | 0.031% $ 2.3m | |
| Independent Director | 2.7yrs | US$274.98k | 0.0063% $ 468.2k | |
| Independent Director | 9.5yrs | US$289.98k | 0.028% $ 2.1m | |
| Independent Director | 5yrs | US$274.98k | 0.014% $ 1.0m |
5.0yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AXTA sont considérés comme expérimentés (ancienneté moyenne 5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/21 00:25 |
| Cours de l'action en fin de journée | 2026/06/18 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 pour apprendre à 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 21 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.
| Analyste | Institution |
|---|---|
| Ghansham Panjabi | Baird |
| Michael Leithead | Barclays |
| Patrick Duffy Fischer | Barclays |