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Axalta Coating Systems Ltd.NYSE:AXTA Aktierapport

Marknadsvärde US$6.4b
Aktiekurs
US$30.33
US$35.21
13.9% undervärderad intrinsisk rabatt
1Y-2.5%
7D5.5%
1D
Portföljens värde
Utsikt

Axalta Coating Systems Ltd.

NYSE:AXTA Aktierapport

Börsvärde: US$6.4b

Axalta Coating Systems (AXTA) Aktievy

Axalta Coating Systems Ltd., genom sina dotterbolag, tillverkar, marknadsför och distribuerar högpresterande ytbehandlingssystem i Nordamerika, Europa, Mellanöstern, Afrika, Asien och Latinamerika. Mer information

AXTA fundamental analys
Snöflinga Score
Värdering5/6
Framtida tillväxt1/6
Tidigare resultat2/6
Finansiell hälsa4/6
Utdelningar0/6

AXTA Community Fair Values

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Axalta Coating Systems Ltd. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Axalta Coating Systems
Historiska aktiekurser
Aktuell aktiekursUS$30.33
52 veckors högstaUS$35.72
52 veckors lägstaUS$24.94
Beta1.24
1 månads förändring3.06%
3 månaders förändring-9.76%
1 års förändring-2.51%
3 års förändring4.55%
5 års förändring-7.47%
Förändring sedan börsintroduktionen46.17%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.
Uppdatering av berättelse 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

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 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
User avatar
Ny berättelse 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

Aktieägarnas avkastning

AXTAUS ChemicalsUS Marknad
7D5.5%1.9%2.5%
1Y-2.5%7.0%26.4%

Avkastning vs industri: AXTA presterade sämre än US Chemicals branschen som gav 7 % under det senaste året.

Avkastning vs Marknaden: AXTA presterade sämre än US marknaden som gav 26.4 % under det senaste året.

Prisvolatilitet

Is AXTA's price volatile compared to industry and market?
AXTA volatility
AXTA Average Weekly Movement5.9%
Chemicals Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: AXTA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: AXTA s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
186612,300Chris Villavarayanwww.axalta.com

Axalta Coating Systems Ltd., genom sina dotterbolag, tillverkar, marknadsför och distribuerar högpresterande ytbehandlingssystem i Nordamerika, Europa, Mellanöstern, Afrika, Asien och Latinamerika. Företaget är verksamt inom två segment, Performance Coatings och Mobility Coatings. Företaget erbjuder också vatten- och lösningsmedelsburna produkter och system för reparation av skadade fordon till oberoende verkstäder, verkstäder som driver flera verkstäder och verkstäder som drivs av OEM-återförsäljare.

Axalta Coating Systems Ltd. Sammanfattning av grunderna

Hur förhåller sig Axalta Coating Systems:s resultat och omsättning till dess börsvärde?
AXTA grundläggande statistik
BörsvärdeUS$6.42b
Vinst(TTM)US$369.00m
Intäkter(TTM)US$5.11b
17.6x
P/E-förhållande
1.3x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
AXTA resultaträkning (TTM)
IntäkterUS$5.11b
Kostnad för intäkterUS$3.36b
BruttovinstUS$1.75b
Övriga kostnaderUS$1.38b
IntäkterUS$369.00m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)1.72
Bruttomarginal34.16%
Nettovinstmarginal7.22%
Skuld/egenkapitalförhållande127.6%

Hur har AXTA utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/27 22:38
Aktiekurs vid dagens slut2026/05/27 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Axalta Coating Systems Ltd. bevakas av 25 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ghansham PanjabiBaird
Michael LeitheadBarclays
Patrick Duffy FischerBarclays