Axalta Q4 net sales fall 4% to $1.26 billion; net income drops to $60 million
Axalta reported fourth quarter 2025 net sales of $1,262 million, down 4% year over year, and net income of $60 million versus $137 million a year earlier. For full year 2025, it reported record Adjusted EBITDA of $1,128 million but diluted EPS of $1.74, down 2%, and it gave 2026 guidance of $2.55 to $2.70 in Adjusted Diluted EPS while the pending AkzoNobel merger of equals is expected to close in late 2026 or early 2027.
Key points
- Q4 2025 net sales were $1,262 million, down 4%; diluted EPS was $0.28 versus $0.63, and Adjusted Diluted EPS was $0.59 versus $0.60.
- Full year 2025 net sales were $5,117 million, down 3%; net income was $379 million and diluted EPS was $1.74, while Adjusted Diluted EPS was a company record $2.49.
- Q4 net income decline was driven mainly by higher income tax expense, lower net sales and higher merger-related costs.
- FY 2026 guidance includes Adjusted EBITDA of $1,140 million to $1,170 million and Adjusted Diluted EPS of $2.55 to $2.70.
The filing
Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 10, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.