Axalta Coating Systems Ltd.

NYSE:AXTA 株式レポート

時価総額：US$5.9b

Axalta Coating Systems 将来の成長

Future 基準チェック /16

Axalta Coating Systems利益と収益がそれぞれ年間14%と2.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.7% 15.1%なると予測されています。

主要情報

14.0%

収益成長率

15.09%

EPS成長率

Chemicals 収益成長17.3%
収益成長率2.7%
将来の株主資本利益率16.69%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

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...

Recent updates

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...
分析記事 • 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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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 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

業績と収益の成長予測

NYSE:AXTA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: AXTAの予測収益成長率 (年間14% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AXTAの収益 ( 14% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: AXTAの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AXTAの収益 ( 2.7% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: AXTAの収益 ( 2.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AXTAの 自己資本利益率 は、3年後には低くなると予測されています ( 16.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 14:50
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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. 16 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 PanjabiBaird
Michael LeitheadBarclays
Patrick Duffy FischerBarclays