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 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.

• 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.

• 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.

• 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%).

• 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.

• 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).

• 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 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.

• 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 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.

• 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.

• 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%.

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