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Axalta Coating Systems (AXTA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended June 2026, Axalta Coating Systems (AXTA - Free Report) reported revenue of $1.35 billion, up 3.1% over the same period last year. EPS came in at $0.72, compared to $0.64 in the year-ago quarter.

The reported revenue represents a surprise of +2.22% over the Zacks Consensus Estimate of $1.32 billion. With the consensus EPS estimate being $0.65, the EPS surprise was +10.77%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $545 million compared to the $520.97 million average estimate based on three analysts. The reported number represents a change of +6% year over year.
  • Sales- Performance Coatings- Industrial: $327 million compared to the $320.95 million average estimate based on three analysts. The reported number represents a change of +1.6% year over year.
  • Sales- Mobility Coatings- Total: $474 million compared to the $469.97 million average estimate based on three analysts. The reported number represents a change of +1.1% year over year.
  • Sales- Mobility Coatings- Commercial vehicle: $114 million compared to the $106.13 million average estimate based on three analysts. The reported number represents a change of +6.5% year over year.
  • Sales- Performance Coatings- Total: $872 million compared to the $841.92 million average estimate based on three analysts. The reported number represents a change of +4.3% year over year.
  • Sales- Mobility Coatings- Light vehicle: $360 million versus the three-analyst average estimate of $363.84 million. The reported number represents a year-over-year change of -0.6%.
  • Adjusted EBIT- Mobility Coatings: $87 million compared to the $90.02 million average estimate based on three analysts.
  • Adjusted EBIT- Performance Coatings: $218 million versus $197.4 million estimated by three analysts on average.

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

Shares of Axalta Coating Systems have returned -0.8% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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