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Axalta Coating Systems (NYSE:AXTA) Q3 2025 Earnings Call October 28, 2025 08:00 AM ET Company ParticipantsKevin McCarthy - PartnerChris Parkinson - Managing DirectorVincent Andrews - Managing DirectorJohn Roberts - Managing DirectorCarl Anderson - SVP and CFOChris Villavarayan - CEO and PresidentMichael Sison - Managing DirectorDavid Begleiter - DirectorColleen Lubic - VP of Investor RelationsConference Call ParticipantsAleksey Yefremov - Senior Chemicals Equity Research AnalystJeff Zekauskas - Senior Analy ...

Axalta Coating Systems (NYSE:AXTA) Q3 2025 Earnings Call October 28, 2025 08:00 AM ET Company ParticipantsKevin McCarthy - PartnerChris Parkinson - Managing DirectorVincent Andrews - Managing DirectorJohn Roberts - Managing DirectorCarl Anderson - SVP and CFOChris Villavarayan - CEO and PresidentDavid Begleiter - DirectorMike Sison - Managing DirectorColleen Lubic - VP of Investor RelationsConference Call ParticipantsAleksey Yefremov - Senior Chemicals Equity Research AnalystJeff Zekauskas - Senior AnalystM ...

Axalta Coating Systems (NYSE:AXTA) Q3 2025 Earnings Call October 28, 2025 08:00 AM ET Speaker3Ladies and gentlemen, thank you for standing by and welcome to Axalta Coating Systems Q3 2025 earnings call. All participants will be in a listen-only mode. A question and answer session will follow the presentation by management, and we request that you please limit yourself to only one question. Today's call is being recorded, and a replay will be available through November 4th. Those listening after today's call ...

Axalta Coating Systems (AXTA) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.69%. A quarter ago, it was expected that this high-performance coating system maker would post earnings of $0.61 per share when it actually produced earnings of $0.64, delivering a surprise of +4.92%.Over ...

October 28, 2025 Axalta Coating Systems Q3 2025 Financial Results Sensitivity: Business Internal 1 Legal Notices Forward-Looking Statements This presentation and the oral remarks made in connection herewith may contain certain forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 regarding Axalta and its subsidiaries including, but not limited to, our outlook and/or guidance, which includes net sales growth, net sales, Adjusted EBITDA, Adjusted Diluted EP ...

Financial Performance - Net sales for Q3 2025 were $1.3 billion, a decrease of 2% year over year[4] - Net income increased by $8 million year over year to $110 million, resulting in a net income margin of 8.5%, an increase of 80 basis points[5] - Adjusted EBITDA reached a record of $294 million, up $3 million year over year, with an Adjusted EBITDA margin of 22.8%, an increase of 70 basis points[5] - Diluted EPS increased by 11% to $0.51, while adjusted diluted EPS improved by 6% to $0.67[5] - Mobility Coatings net sales were $460 million, a record for Q3, increasing 4% from the prior year[10] - Performance Coatings net sales totaled $828 million, down from $877 million in the prior-year period[7] - Net sales for the three months ended September 30, 2025, were $1,288 million, a decrease of 2.4% from $1,320 million in the same period of 2024[26] - Net income attributable to common shareholders increased to $110 million for the three months ended September 30, 2025, compared to $101 million in the prior year, representing an increase of 8.9%[26] - Basic net income per share rose to $0.51 for the three months ended September 30, 2025, up from $0.46 in the same period of 2024, reflecting an increase of 10.9%[26] - Adjusted EBITDA for the three months ended September 30, 2025, was $294 million, slightly up from $291 million in the same period of 2024, indicating a growth of 1.0%[31] - The net income margin for the three months ended September 30, 2025, was 8.5%, compared to 7.7% in the same period of 2024, reflecting an improvement of 1.0 percentage points[31] - Net income for Q3 2025 was $110 million, up from $102 million in Q3 2024, representing an increase of 7.8%[35] - Adjusted net income for Q3 2025 reached $144 million, compared to $139 million in Q3 2024, reflecting a growth of 3.6%[35] - Adjusted diluted net income per share increased to $0.67 in Q3 2025 from $0.63 in Q3 2024, a rise of 6.3%[35] Cash Flow and Share Repurchases - Free cash flow was $89 million, compared to $164 million a year ago, reflecting lower cash provided by operating activities[6] - The company executed $100 million in share repurchases during the quarter[9] - The company plans to deploy up to $250 million towards share repurchases in Q4 2025[12] - Free cash flow for Q3 2025 was $89 million, compared to $164 million in Q3 2024, indicating a decrease of 45.4%[41] - The company reported cash provided by operating activities of $137 million for Q3 2025, down from $194 million in Q3 2024, a decline of 29.4%[41] Assets and Liabilities - Total assets increased to $7,760 million as of September 30, 2025, compared to $7,249 million at December 31, 2024, marking a growth of 7.0%[28] - Total liabilities increased to $5,435 million as of September 30, 2025, from $5,293 million at December 31, 2024, an increase of 2.7%[28] - The company reported a decrease in cash at the end of the period to $610 million as of September 30, 2025, compared to $571 million at the end of the same period in 2024[30] Operational Performance - Income from operations for Q3 2025 was $204 million, up from $193 million in Q3 2024, marking an increase of 5.7%[43] - Adjusted EBIT for Q3 2025 was $231 million, slightly down from $236 million in Q3 2024, a decrease of 2.1%[43] - The company incurred $5 million in acquisition-related costs during Q3 2025, compared to $4 million in Q3 2024[43] Research and Development - Research and development expenses remained stable at $18 million for the three months ended September 30, 2025, compared to $19 million in the same period of 2024[26]

PHILADELPHIA, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE:AXTA) (“Axalta”), a leading global coatings company, announced its financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Highlights: Third quarter net sales of approximately $1.3 billionNet income of $110 million with a net income margin of 8.5%, an increase of 80 basis points year over yearRecord quarter for Adjusted EBITDA of $294 millionAdjusted EBITDA margin expanded 70 basis points year over ...

Core Viewpoint - Axalta Coating Systems Ltd. is set to release its third quarter 2025 financial results on October 28, 2025, at 6 a.m. ET, with supporting materials available on its Investor Relations site [1] Financial Results Announcement - The financial performance review will be conducted by CEO Chris Villavarayan and CFO Carl Anderson during a conference call at 8 a.m. ET on the same day [2] - A live webcast of the conference call will be accessible, and a replay will be available shortly after the call until October 28, 2026 [2] Conference Call Details - The dial-in number for the conference call is 1-800-245-3047, with the conference ID being AXALTA [3] - For those unable to attend, a replay will be available until November 4, 2025, with the replay dial-in number being 1-844-512-2921 and the passcode 11160096 [3] Company Overview - Axalta is a global leader in the coatings industry, offering innovative and sustainable coating solutions across various applications, including vehicles and industrial uses [4] - The company has over 150 years of experience and serves more than 100,000 customers in over 140 countries [4]

Core Insights - Axalta Coating Systems Ltd. is launching two innovative products, Alesta® e-PRO FG Black and Alesta® e-PRO Dielectric Gray, at The Battery Show North America, aimed at enhancing safety and performance in electric vehicle (EV) battery applications [1][8] Product Features - Alesta® e-PRO FG Black is designed for extreme heat protection, capable of withstanding temperatures up to 1200°C, and helps delay fire propagation in EV battery systems [5][6] - Alesta® e-PRO Dielectric Gray provides superior electrical insulation in high-voltage environments, improving reliability in EV battery packs and stationary energy storage systems [5][6] Testing and Compliance - Both products have undergone rigorous testing, with Alesta® e-PRO Dielectric Gray meeting UL 94 V0 and IEC 60243-1 standards, while Alesta® e-PRO FG Black has been tested for direct flame exposure and thermal runaway scenarios [6][8] - Alesta® e-PRO FG Black produces no smoke and does not ignite during thermal events at 1200°C, ensuring safety under extreme conditions [6][7] Market Context - The global EV market is projected to exceed 20 million units in 2025, representing over a quarter of cars sold worldwide, indicating a growing demand for advanced battery safety solutions [8] - Axalta's commitment to innovation is reflected in its partnerships with leading OEMs and Tier 1 suppliers who are conducting additional testing for these new coatings [8] Recognition - Axalta has been recognized in TIME magazine's list of America's Best Midsize Companies of 2025, highlighting its performance in employee satisfaction, revenue growth, and sustainability transparency [9]