Axalta reported third-quarter 2026 net sales of $1.3 billion, up 2% year over year, while net income fell $15 million to $95 million and diluted EPS dropped to $0.44 from $0.51. The company cited $14 million more in merger and acquisition-related expenses, tied to its proposed combination with AkzoNobel, and lower volumes in Performance Coatings. Shareholders also received fourth-quarter and full-year 2026 outlook figures, including full-year Adjusted EBITDA of $1,100 million to $1,110 million.
Q3 2026 net sales were $1.3 billion, up 2%; Adjusted EBITDA was $282 million, down 4%, with a 21.5% margin
Diluted EPS was $0.44 versus $0.51 a year earlier; Adjusted Diluted EPS was $0.63, down 6%
Mobility Coatings posted record quarterly net sales of $493 million; Performance Coatings Adjusted EBITDA fell to $188 million from $211 million
Outlook: Q4 2026 Adjusted EBITDA of $254 million to $264 million; full-year 2026 Adjusted EBITDA of $1,100 million to $1,110 million and Adjusted Diluted EPS of about $2.45
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.
From Axalta's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$5.12B
-3.0%
$1.74
-2.2%
7.4%
FY2024
$5.28B
+1.8%
$1.78
+47.1%
7.4%
FY2023
$5.18B
+6.1%
$1.21
+40.7%
5.2%
FY2022
$4.88B
+10.6%
$0.86
-24.6%
3.9%
FY2021
$4.42B
+18.2%
$1.14
+119.2%
6.0%
Frequently asked questions
When is Axalta's next earnings date?
Axalta has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Axalta earn last quarter?
For the quarter ended Sep 2026, Axalta reported diluted EPS of $0.44 (-13.7% year over year) on revenue of $1.31B (+1.8%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.