Recent 8-K filings for AXTA

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

  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).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.68 · Most common event earnings

12 positive 0 negative 8 neutral

source · AXTA on sec.gov