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Axalta Coating Systems (AXTA) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Axalta Coating Systems (AXTA - Free Report) reported revenue of $1.31 billion, up 1.8% over the same period last year. EPS came in at $0.63, compared to $0.67 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.33 billion, representing a surprise of -1.4%. The company delivered an EPS surprise of -11.27%, with the consensus EPS estimate being $0.71.

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- Total: $818 million versus $857.15 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -1.2% change.
  • Sales- Mobility Coatings- Total: $493 million compared to the $473.59 million average estimate based on four analysts. The reported number represents a change of +7.2% year over year.
  • Sales- Mobility Coatings- Commercial vehicle: $119 million compared to the $106.86 million average estimate based on three analysts. The reported number represents a change of +24% year over year.
  • Sales- Performance Coatings- Industrial: $314 million compared to the $316.12 million average estimate based on three analysts. The reported number represents a change of +1% year over year.
  • Sales- Performance Coatings- Refinish: $504 million versus $537.07 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.5% change.
  • Sales- Mobility Coatings- Light vehicle: $374 million compared to the $367.6 million average estimate based on three analysts. The reported number represents a change of +2.8% year over year.
  • Adjusted EBITDA- Mobility Coatings: $94 million versus $83.53 million estimated by four analysts on average.
  • Adjusted EBITDA- Performance Coatings: $188 million versus the four-analyst average estimate of $217.25 million.

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

Shares of Axalta Coating Systems have returned +7.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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