Axalta Coating Systems（AXTA）株式概要
アクサルタ・コーティング・システムズ社は、子会社を通じ、北米、欧州、中東、アフリカ、アジア太平洋、中南米で高性能コーティングシステムの製造、販売、マーケティングを行っている。 詳細
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Analyst Price Targets
Axalta Coating Systems Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$30.33 |
| 52週高値 | US$35.72 |
| 52週安値 | US$24.94 |
| ベータ | 1.24 |
| 1ヶ月の変化 | 3.06% |
| 3ヶ月変化 | -9.76% |
| 1年変化 | -2.51% |
| 3年間の変化 | 4.55% |
| 5年間の変化 | -7.47% |
| IPOからの変化 | 46.17% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...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
新しいナラティブ • 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 Alpha株主還元
| AXTA | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | 5.5% | 1.9% | 2.5% |
| 1Y | -2.5% | 7.0% | 26.4% |
業界別リターン: AXTA過去 1 年間で7 % の収益を上げたUS Chemicals業界を下回りました。
リターン対市場: AXTAは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。
価格変動
| AXTA volatility | |
|---|---|
| AXTA Average Weekly Movement | 5.9% |
| Chemicals Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AXTA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AXTAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1866 | 12,300 | Chris Villavarayan | www.axalta.com |
アクサルタ・コーティング・システムズ社は、子会社を通じ、北米、欧州、中東、アフリカ、アジア太平洋、中南米で高性能コーティングシステムの製造、販売、マーケティングを行っている。同社はパフォーマンス・コーティングとモビリティ・コーティングの2つのセグメントで事業を展開している。また、独立系ボディーショップ、マルチショップ事業者、OEM（相手先ブランド製造）ディーラーボディーショップ向けに、損傷した車両を修理するための水性および溶剤性の製品およびシステムを提供している。さらに、建材、キャビネット、木材、高級ビニル床材、家具などの用途向けに、Imron Industrial、Tufcote Industrial、Corlar Industrial、Strenex Industrial、PercoTop、Voltatex、AquaEC、Durapon、Hydropon、UNRIVALED、Ceranamel、Alesta、Teodur、Nap-Gard、Abcite、Plascoatの各ブランドで、機能性・装飾性の液体・粉体塗料を提供している。さらに、軽自動車や商用車のOEM向けにエレクトロコート、プライマー、ベースコート、クリアコート製品、HDT、MDT、バス、鉄道、モーターサイクル、船舶、航空、トレーラー、レクリエーショナルビークル、パーソナルスポーツビークルなど様々な商用用途向けのコーティングシステムをImron、Imron Elite、Centari、Rival、Corlarエポキシアンダーコート、AquaECブランドで開発、供給している。また、Audurra、Abcite、Alesta、AquaEC、Axalta Irus Mix、Axalta Irus Scan、Axalta NextJet、Axalta Nimbus、Centari、Ceranamel、Challenger、Chemophan、ColorNet、Cromax、Cromax Mosaicの製品も提供している、Durapon 70、Duxone、Harmonized Coating Technologies、Hydropon、Imron ExcelPro、Imron Elite、Imron、Lutophen、Nap-Gard、Nason、Spies Hecker、Standox、Stollaquid、Syntopal、Syrox、Raptor、Rival、U-POL、Vermeeraブランド。以前はAxalta Coating Systems Bermuda Co,Ltd.として知られていたが、2014年8月にAxalta Coating Systems Ltd.に社名を変更した。アクサルタ・コーティング・システムズ・リミテッドは1866年に設立され、ペンシルベニア州フィラデルフィアに本社を置いている。
Axalta Coating Systems Ltd. 基礎のまとめ
| AXTA 基礎統計学 | |
|---|---|
| 時価総額 | US$6.42b |
| 収益（TTM） | US$369.00m |
| 売上高(TTM) | US$5.11b |
17.6x
PER（株価収益率1.3x
P/SレシオAXTA は割高か？
公正価値と評価分析を参照収益と収入
| AXTA 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.11b |
| 売上原価 | US$3.36b |
| 売上総利益 | US$1.75b |
| その他の費用 | US$1.38b |
| 収益 | US$369.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.72 |
| グロス・マージン | 34.16% |
| 純利益率 | 7.22% |
| 有利子負債／自己資本比率 | 127.6% |
AXTA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/27 01:24 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Axalta Coating Systems Ltd. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Ghansham Panjabi | Baird |
| Michael Leithead | Barclays |
| Patrick Duffy Fischer | Barclays |