Compared to Estimates, Axalta Coating Systems (AXTA) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, Axalta Coating Systems (AXTA) reported revenue of $1.29 billion, down 2.4% over the same period last year. EPS came in at $0.67, compared to $0.59 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.3 billion, representing a surprise of -1.05%. The company delivered an EPS surprise of +4.69%, with the consensus EPS estimate being $0.64.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $517 million compared to the $518.63 million average estimate based on three analysts. The reported number represents a change of -6.7% year over year.
• Sales- Performance Coatings- Industrial: $311 million compared to the $315.1 million average estimate based on three analysts. The reported number represents a change of -3.7% year over year.
• Sales- Mobility Coatings- Total: $460 million versus $464.86 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.
• Sales- Performance Coatings- Total: $828 million compared to the $833.73 million average estimate based on three analysts. The reported number represents a change of -5.6% year over year.
• Sales- Mobility Coatings- Commercial vehicle: $96 million compared to the $104.06 million average estimate based on three analysts. The reported number represents a change of -6.8% year over year.
• Adjusted EBIT- Mobility Coatings: $83 million compared to the $83.06 million average estimate based on three analysts.
• Adjusted EBIT- Performance Coatings: $211 million compared to the $210.03 million average estimate based on three analysts.

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

Shares of Axalta Coating Systems have returned +3.7% over the past month versus the Zacks S&P 500 composite's +3.6% 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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This article originally published on Zacks Investment Research (zacks.com).

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