earnings
confidence high
sentiment positive
materiality 0.80
Axalta reports record FY2025 Adj. EBITDA of $1,128M; guides FY2026 Adj. EBITDA $1,140-1,170M
Axalta Coating Systems Ltd.
2025-FY EPS reported
$1.74
revenue$5,117,000,000
- Q4 net sales $1,262M (-4% YoY); net income $60M vs $137M prior year on higher tax expense.
- FY2025 record Adj. EBITDA $1,128M (22.0% margin, +80bps); record Adj. Diluted EPS $2.49 (+6%).
- Performance Coatings Q4 Adj. EBITDA margin 22.8%; Mobility Coatings Q4 margin 19.4% (+300bps).
- Net debt/LTM Adj. EBITDA at company-low 2.3x; $204M term loan repayment, $165M share repurchases.
- Merger with AkzoNobel (all-stock) expected close late 2026/early 2027, subject to approvals.