Nama Insights

Axalta Coating Systems (AXTA)

Basic Materials · Specialty Chemicals · NYSE

Axalta Coating Systems (AXTA) is a Basic Materials company in the Specialty Chemicals industry. It has a market capitalization of $7.80B, a trailing price-to-earnings ratio of 14.6 and a free-cash-flow yield of 5.7%. Over the most recent reported fiscal year, revenue declined 3.0% and free cash flow per share grew 5.5%. Nama's AI scorecard rates it Hold, 5.2 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 5.2/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +16.2% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-12.5%
How far the last close sits under the highest price of the past five years.
Market cap$7.80B
Trailing P/E14.6
Price / book3.1
Price / sales1.5
FCF yield5.7%
Dividend yield—
Gross margin34.0%
Operating margin13.2%
Net margin6.8%
Revenue growth (YoY)-3.0%
Revenue growth (3-yr annual)+1.6%
EPS growth (YoY)+11.2%
FCF/share growth (YoY)+5.5%
Beta1.3
ExchangeNYSE
SectorBasic Materials
IndustrySpecialty Chemicals

AXTA earnings

Next report: Feb 9, 2027 (Q4 2026, EPS estimate $0.59). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $0.63 $0.70 -10.0% $1.31B
Q2 2026 Jul 28, 2026 $0.72 $0.65 +10.8% $1.35B
Q1 2026 Apr 30, 2026 $0.56 $0.50 +12.0% $1.25B
Q4 2025 Feb 10, 2026 $0.59 $0.60 -1.7% $1.26B

AXTA analyst price target

Median target $37.00 from 17 analysts, ranging $33.00 – $46.00.

Specialty Chemicals peers

TickerCompanyMarket capP/E
LIN Linde $236.54B 30.9
ECL Ecolab $84.33B 37.4
SHW Sherwin-Williams $83.13B 28.9
APD Air Products and Chemicals $67.88B 22.7
PPG PPG Industries $27.03B 15.7
IFF International Flavors & Fragrances $20.69B 22.3
LYB LyondellBasell Industries $19.63B 8.6
DD DuPont de Nemours $19.42B 20.9
Explore live AXTA data on Nama Insights →

Recent Congressional trades

Axalta Coating Systems trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
John James House Sell $1,001 - $15,000 Sep 2, 2024
John James House Buy $1,001 - $15,000 Sep 2, 2024
David A Perdue , Jr Senate Sell $100,001 - $250,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Sell $15,001 - $50,000 —
David A Perdue , Jr Senate Buy $100,001 - $250,000 —
David A Perdue , Jr Senate Sell $100,001 - $250,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —

AXTA FAQ

Is AXTA a buy?
Nama's AI scorecard currently rates Axalta Coating Systems Hold (5.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AXTA's P/E ratio?
Axalta Coating Systems trades at a trailing price-to-earnings ratio of 14.6.
When does AXTA report earnings?
Axalta Coating Systems's next scheduled report is on Feb 9, 2027. Analysts expect EPS of $0.59.
What is the AXTA price target?
The median analyst price target from 17 analysts is $37.00, with a range of $33.00 – $46.00.
Is AXTA Shariah compliant?
Nama's AAOIFI-style screen reads Axalta Coating Systems as Not Shariah Compliant. At least one of the three ratios or the industry test failed.