earnings
confidence high
sentiment positive
materiality 0.80
Axalta reports record Q3 Adjusted EBITDA of $294M; EPS up 11%; plans $250M buyback in Q4
Axalta Coating Systems Ltd.
2025-Q3 EPS reported
$1.46
revenue$3,855,000,000
- Net sales ~$1.3B (-2% YoY); net income $110M (+$8M); diluted EPS $0.51 (+11%).
- Record Adj. EBITDA $294M; margin 22.8% (+70bps); Adj. Diluted EPS $0.67 (+6%).
- Performance Coatings net sales $828M (-5.6%); margin 25.5% (+20bps). Mobility Coatings net sales record $460M (+4%); Adj. EBITDA $83M (+20%).
- Share repurchases $100M in Q3; YTD $165M; plans up to $250M in Q4. Credit amendment allows repo borrowing.
- FY2025 guidance: Net sales >$5.1B, Adj. EBITDA ~$1,140M, Adj. Diluted EPS ~$2.50, FCF ~$450M.