Recent 8-K filings for AXTA

• August 5, 2026, 5:10 PM ET M&A materiality 0.85 positive item 5.07item 8.01item 9.01

  Axalta shareholders approve all-stock merger of equals with AkzoNobel

  Merger proposal approved by 83.45% of shares entitled to vote (99.97% of votes cast).

• July 29, 2026, 7:00 AM ET M&A materiality 0.50 neutral item 8.01item 9.01

  Axalta supplements proxy for AkzoNobel merger; shareholder lawsuits filed

  Axalta voluntarily supplements definitive proxy statement to address two shareholder lawsuits and demand letters alleging incomplete disclosures.

• July 28, 2026, 6:02 AM ET earnings materiality 0.75 positive item 2.02item 9.01

  Axalta Q2 2026: record Adj. EBITDA $305M, Adj. EPS $0.72, net sales up 3%

  Net sales $1.35B (+3% YoY); net income $89M (down $21M YoY due to $31M M&A costs).

• July 23, 2026, 9:04 AM ET other material materiality 0.65 positive item 1.01item 8.01item 9.01

  Axalta and AkzoNobel amend merger governance: annual director elections after 3 years, 2/3 threshold

  Annual re-election of all MergeCo directors after initial three-year period (previously five years) following merger completion.

• June 4, 2026, 4:26 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  Axalta shareholders elect all nine directors, ratify PwC, approve say-on-pay at 2026 AGM

  All nine director nominees elected with >94% votes for each; highest withheld 5.0% for Tyrone M. Jordan.

• May 28, 2026, 6:16 AM ET M&A materiality 0.65 neutral item 1.01item 9.01 ◈ Material Agreements

  Axalta amends AkzoNobel merger to add second sub for tax integration

  Amendment dated May 27, 2026 adds AkzoNobel Sub 2 as intermediate holding company for tax optimization.

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Axalta Q1 net sales $1.25B, net income $91M; beats guidance; merger on track

  Net sales $1.25B, down $8M YoY; net income $91M, down $8M; diluted EPS $0.42.

• February 10, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Axalta reports record FY2025 Adj. EBITDA of $1,128M; guides FY2026 Adj. EBITDA $1,140-1,170M

  Q4 net sales $1,262M (-4% YoY); net income $60M vs $137M prior year on higher tax expense.

• December 19, 2025, 6:59 PM ET other material materiality 0.30 neutral item 5.02item 9.01

  Axalta grants $3.5M in retention bonuses to three executives in connection with AkzoNobel merger

  CFO Carl Anderson II receives $1,360,009; Hadi Awada $1,040,130; Troy Weaver $1,084,837.

• November 18, 2025, 6:59 PM ET M&A materiality 0.90 neutral item 1.01item 8.01item 9.01

  Axalta and AkzoNobel sign all-stock merger of equals; Axalta shareholders to receive 0.6539 AkzoNobel shares each

  Exchange ratio of 0.6539 AkzoNobel ordinary shares per Axalta ordinary share; AkzoNobel to pay €2.5B special dividend pre-close.

• October 28, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01

  Axalta reports record Q3 Adjusted EBITDA of $294M; EPS up 11%; plans $250M buyback in Q4

  Net sales ~$1.3B (-2% YoY); net income $110M (+$8M); diluted EPS $0.51 (+11%).

• July 30, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Axalta Q2 adjusted EPS up 5% to $0.64; record Adj. EBITDA margin 22.4%

  Net sales $1.3B, -3% YoY on Performance Coatings volume declines partly offset by CoverFlexx.

• June 9, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Axalta shareholders elect nine directors, ratify auditor, approve say-on-pay at 2025 AGM

  All nine director nominees elected with >186M votes for each (range 186.6M-190.8M); no withhold votes exceeded 4.8M.

• May 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Axalta Q1 net income up 154% to $99M; record Adj. EBITDA $270M; guides FY Adj. EPS $2.50-$2.60

  Net sales $1.26B (-3% YoY); net income $99M (+154%); diluted EPS $0.45 (+150%)

• February 4, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Axalta posts record Q4 net sales of $1.3B, net income up 85% to $137M, Adj. EBITDA margin 21.0%

  Record Q4 net sales $1.3B (up 1% YoY); net income $137M (+85%); diluted EPS $0.63 (+91%).

• January 21, 2025, 6:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  Axalta changes non-GAAP metrics, recasts prior periods; 2026 targets unchanged

  Will cease adjusting for step-up depreciation from DuPont acquisition; instead adjusts for amortization of all acquired intangibles.

• November 26, 2024, 6:59 PM ET debt materiality 0.45 positive item 1.01item 9.01

  Axalta reduces term loan interest spread by 25 bps to 1.75% via Amendment No. 16

  Sixteenth Amendment to Credit Agreement dated Nov 26, 2024 lowers SOFR spread from 2.00% to 1.75%.

• November 12, 2024, 6:59 PM ET debt materiality 0.40 positive item 7.01

  Axalta expects to amend credit agreement to lower term loan interest rate spread

  Subsidiaries Axalta Dutch Holding B.V. and Axalta U.S. Holdings plan to amend their Credit Agreement to reduce term loan interest spread.

• October 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Axalta reports record Q3 net sales of $1.32B, net income up 40% YoY

  Net sales $1.32B (record Q3), up 0.8% YoY; net income $102M (+40% YoY), margin 7.7%.

• August 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Axalta Q2 record revenue $1.35B, Adj EBITDA $291M (+28% YoY), raises FY2024 guidance

  Q2 net sales $1.35B (+4.4% YoY); net income $113M (+$52M YoY); Adj diluted EPS $0.57 (+63%).

• July 2, 2024, 7:59 PM ET M&A materiality 0.60 positive item 7.01item 9.01

  Axalta completes acquisition of The CoverFlexx Group from Transtar

  Acquisition of automotive refinish coatings maker CoverFlexx, focused on economy customers in North America.

• June 24, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 9.01

  Axalta upsizes revolver to $800M and extends maturity to June 2029

  Revolving credit facility commitments increased from $550M to $800M.

• June 11, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Axalta shareholders elect all nine director nominees, approve auditor and say-on-pay at AGM

  All nine director nominees elected at June 6, 2024 AGM; votes for ranged from 189M to 202M.

• May 13, 2024, 7:59 PM ET M&A materiality 0.50 positive item 7.01item 9.01

  Axalta acquires The CoverFlexx Group for $285M cash plus up to $10M earnout

  Initial cash consideration $285M; additional $10M earnout based on 2024 performance; closing expected Q3 2024.

• May 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Axalta Q1 adj. EBITDA record $259M; raises FY 2024 adj. EPS and FCF outlook

  Net sales $1.3B (+0.8% YoY); adj. EBITDA $259M (record, 20.0% margin, +340 bps).

• March 21, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02item 7.01item 9.01 ◈ executive_change

  Axalta director Robert McLaughlin to retire, not stand for re-election at 2024 AGM

  McLaughlin informed board March 19, 2024; term ends at 2024 Annual General Meeting.

• March 18, 2024, 7:59 PM ET debt materiality 0.50 positive item 1.01item 9.01 ◈ Material Agreements

  Axalta reduces term loan interest rate spread from 2.50% to 2.00% via Amendment No. 14

  Amendment No. 14 lowers SOFR-based interest rate spread on term loan by 50 bps to 2.00%.

• March 4, 2024, 6:59 PM ET debt materiality 0.50 positive item 7.01

  Axalta expects to amend credit agreement to lower term loan interest rate spread

  Subsidiaries expect to amend credit agreement to reduce interest rate spread on existing term loans.

• February 27, 2024, 6:59 PM ET other material materiality 0.70 neutral item 2.05 ◈ Restructurings & Charges

  Axalta to cut 600 jobs (5% of workforce) in 2024 transformation initiative; expects $75M annual savings

  Global workforce reduction of ~600 employees (~5% of total) as part of 2024 Transformation Initiative.

• February 8, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×4

  Axalta Q4 adjusted EBITDA $251M (+21% YoY); FY 2024 guidance above consensus

  Q4 net sales $1.3B (+4.9% YoY); net income $74M (+68% YoY); adjusted EPS $0.43 vs $0.38.

• November 17, 2023, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings

  Axalta issues $500M 7.250% senior notes due 2031, redeems €450M 2025 notes

  $500M aggregate principal of 7.250% Senior Notes due 2031 issued by subsidiary Dutch Holding B B.V.

• November 8, 2023, 6:59 PM ET debt materiality 0.55 neutral item 8.01

  Axalta subsidiary to issue $500M notes, redeem €450M 3.750% notes due 2025

  Axalta Dutch Holding B.B. offers $500M senior unsecured notes in private offering.

• November 8, 2023, 6:59 PM ET debt materiality 0.60 neutral item 8.01

  Axalta prices $500M 7.250% senior notes due 2031; to redeem €450M 2025 notes

  Subsidiary priced $500M aggregate principal of 7.250% Senior Notes due 2031 in private placement.

• November 1, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Axalta Q3 net sales up 5.7% to $1.3B; raises FY 2023 earnings outlook

  Net sales $1.3B, up 5.7% YoY; income from operations $163M, up 32% YoY.

• October 26, 2023, 7:59 PM ET leadership materiality 0.35 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Axalta appoints Mary S. Zappone to board; Steven M. Chapman to decline re-election in 2024

  Mary S. Zappone appointed as independent director effective Oct 25, 2023; board size increases from 10 to 11.

• September 25, 2023, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Axalta General Counsel Brian Berube to retire Dec 31, 2023; Alex Tablin-Wolf promoted to succeed

  Brian Berube to retire as SVP, General Counsel & Corporate Secretary effective Dec 31, 2023.

• August 18, 2023, 7:59 PM ET debt materiality 0.35 positive item 1.01item 9.01 ◈ Material Agreements

  Axalta cuts term loan interest rate spread by 50 bps to 2.50%

  Thirteenth Amendment to Credit Agreement executed August 18, 2023.

• August 3, 2023, 7:59 PM ET debt materiality 0.30 neutral item 7.01

  Axalta expects to amend credit agreement to lower term loan interest spread

  Borrowers expect to enter into amendment to reduce interest rate spread on outstanding term loans.

• August 1, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Axalta Q2 net sales +4.8% to $1.29B, Adj EBIT $154.5M, guides FY Adj EPS $1.40-$1.45

  Net sales $1,293.9M (+4.8% YoY); price-mix +6.8%, volume -3.7% due to ERP implementation in North America.

• July 31, 2023, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 7.01item 9.01 ◈ executive_change

  Axalta appoints TransDigm CEO Kevin Stein to Board of Directors effective Sept 1

  Kevin Stein, President and CEO of TransDigm Group, appointed as independent director effective Sept 1, 2023.

• July 19, 2023, 7:59 PM ET leadership materiality 0.75 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Axalta appoints Carl Anderson as CFO, effective Aug 14; Sean Lannon departs

  Carl Anderson, former XPO CFO, joins as SVP & CFO effective August 14, 2023.

• June 8, 2023, 7:59 PM ET other material materiality 0.35 neutral item 5.02item 5.07 ◈ Shareholder Votes ×4

  Axalta shareholders approve 5.6M share increase to incentive plan at 2023 AGM

  Shareholders approved amendment to 2014 Incentive Award Plan, adding 5,600,000 common shares for future awards.

• May 2, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Axalta Q1 net sales +9.4% YoY to $1.28B; adj. EBIT +25% to $149M; EPS $0.27 above guidance

  Q1 net sales $1.28B, up 9.4% YoY (12.1% ex-FX); price/mix +9.4%, volume +2.7%, FX -2.7%

• January 25, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Axalta Q4 adj EPS $0.38 beats $0.30 YoY; sales up 8.7% to $1.24B; Mobility EBIT positive $17.6M

  Q4 net sales $1,236.7M (+8.7% YoY); volume +2.4%, price-mix +11.7%; FX headwind 5.4%.

• December 20, 2022, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  Axalta refinances with new $2.0B term loan due Dec 2029 at SOFR+300bps

  New seven-year $2.0 billion term loan matures December 2029, replacing existing $2.021 billion loan due June 2024.

• December 8, 2022, 6:59 PM ET other materiality 0.15 neutral item 7.01

  Axalta holds Refinish-focused investor day; no material financial updates disclosed

  Hosted investor day on December 8, 2022, focusing on Refinish end-market within Performance Coatings segment.

• November 29, 2022, 6:59 PM ET debt materiality 0.50 neutral item 7.01

  Axalta expects $2.0B new term loan to refinance existing $2.021B loan due June 2024

  Planned seven-year $2.0B term loan; proceeds plus cash on hand repay $2.021B existing loan maturing June 2024.

• November 16, 2022, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×3

  Axalta appoints Chris Villavarayan as CEO effective Jan 1, 2023; Rakesh Sachdev becomes Board Chair

  Chris Villavarayan appointed CEO and President effective Jan 1, 2023; succeeds Rakesh Sachdev, who steps down as interim CEO.

• October 25, 2022, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Axalta Q3 net sales +13.8% to $1.24B, adjusted EPS $0.39; Q4 guidance $0.31-0.39

  Net sales $1,238.7M (+13.8% YoY); price-mix +9.7%, volume +8.8%; FX headwind -6.3%.

• August 29, 2022, 7:59 PM ET leadership materiality 0.20 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Axalta appoints Jan Bertsch to Board; director Elizabeth Lempres to step down

  Jan Bertsch, former SVP and CFO of Owens-Illinois, appointed independent director effective Sep 13, 2022.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.60 · Most common event earnings

22 positive 0 negative 28 neutral

source · AXTA on sec.gov