Axalta Coating Systems (AXTA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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Axalta Coating Systems (AXTA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Axalta Coating Systems (AXTA) reported revenue of $1.26 billion, down 3.7% over the same period last year. EPS came in at $0.59, compared to $0.60 in the year-ago quarter.

The reported revenue represents a surprise of +0.14% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $0.61, the EPS surprise was -2.4%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Axalta Coating Systems performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Sales- Performance Coatings- Refinish: $509 million compared to the $503.68 million average estimate based on three analysts. The reported number represents a change of -6.6% year over year. Sales- Performance Coatings- Industrial: $282 million versus $288.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5.4% change. Sales- Mobility Coatings- Total: $471 million compared to the $464.99 million average estimate based on three analysts. The reported number represents a change of +0.6% year over year. Sales- Mobility Coatings- Commercial vehicle: $99 million versus the three-analyst average estimate of $91.76 million. The reported number represents a year-over-year change of 0%. Sales- Performance Coatings- Total: $791 million versus $792.38 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.2% change. Sales- Mobility Coatings- Light vehicle: $372 million versus $373.2 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change. Adjusted EBIT- Mobility Coatings: $92 million compared to the $85.77 million average estimate based on three analysts. Adjusted EBIT- Performance Coatings: $180 million versus $196.18 million estimated by three analysts on average.

View all Key Company Metrics for Axalta Coating Systems here>>>

Shares of Axalta Coating Systems have returned +4.1% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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