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Axalta Coating Systems
Axalta Coating Systems (AXTA) investor relations material
Axalta Coating Systems Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved record financial results in 2025, including Adjusted EBITDA of $1,128M and Adjusted Diluted EPS of $2.49, despite a 3% decline in net sales due to lower North American volumes.
Announced a merger of equals with AkzoNobel, expected to create a global leader in coatings with $17B in combined net sales and significant synergy potential.
Delivered record free cash flow of $466M and over $300M in cumulative variable cost savings from 2023 to 2025.
Adjusted EBITDA margin reached 22%, exceeding plan targets and among the highest in company history.
Financial highlights
Q4 2025 net sales were $1,262M, down 4% year-over-year; Adjusted EBITDA was $272M (21.5% margin, up 50 bps YoY).
Full-year 2025 net sales were $5,117M, down 3%; Adjusted EBITDA margin improved to 22.0%, up 80 bps.
Adjusted Diluted EPS reached $2.49, up 6% year-over-year; free cash flow was $466M, up 3% year-over-year.
Q4 net income was $60M, down from $137M last year, impacted by higher tax expense and merger-related costs; full-year net income was $379M.
Interest expense declined by $29M and SG&A expenses were down 5–8% year-over-year in 2025.
Outlook and guidance
2026 expected to start slow, with recovery building in the second half due to catalysts like interest rate reductions and higher vehicle prices.
Full-year 2026 revenue projected to rise low single digits, with Adjusted EBITDA between $1,140M and $1,170M and margins above 22%.
Adjusted Diluted EPS expected between $2.55 and $2.70; free cash flow forecasted above $500M.
Capital expenditures projected at $180–$200M for 2026.
Net leverage expected below 2x by year-end 2026.
Detail AkzoNobel merger synergy opportunities
Clarify Q4 2025 net income tax expense drivers
How did Mobility Coatings achieve record Q4 EBITDA?
Specifics on $600M merger synergy drivers
Key drivers for Refinish claim activity improvement
Industrial margin outperformance sustainability
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Next Axalta Coating Systems earnings date
Q1 20266 May, 2026
Axalta Coating Systems
Next Axalta Coating Systems earnings date
Q1 20266 May, 2026
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Frequently asked questions
Axalta Coating Systems Ltd develops and manufactures liquid and powder coatings for automotive, industrial, and commercial applications. The company serves OEMs, repair shops, and industrial clients with coatings that provide durability, performance, and appearance. Its operations span North America, Europe, Asia-Pacific, and Latin America. The company is headquartered in Philadelphia, Pennsylvania, and its shares are listed on the NYSE.
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