Core Insights - Axalta Coating Systems reported revenue of $1.31 billion for the quarter ended June 2025, a decrease of 3.4% year-over-year, with EPS at $0.64, up from $0.57 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.32 billion, resulting in a surprise of -1.33%, while the EPS exceeded the consensus estimate of $0.61 by 4.92% [1] Financial Performance - Total sales in Performance Coatings were $836 million, below the average estimate of $872.1 million, reflecting a year-over-year decline of 5.8% [4] - Total sales in Mobility Coatings reached $469 million, slightly above the average estimate of $463.08 million, marking a year-over-year increase of 1.1% [4] - Sales in Mobility Coatings for commercial vehicles were $107 million, compared to an estimate of $100.02 million, showing a decline of 2.7% year-over-year [4] - Sales in Performance Coatings for industrial applications were $322 million, below the average estimate of $327.45 million, representing a year-over-year decrease of 5.6% [4] - Sales in Mobility Coatings for light vehicles were $362 million, slightly below the estimate of $363.06 million, with a year-over-year increase of 2.3% [4] - Sales in Performance Coatings for refinish applications were $514 million, below the average estimate of $544.4 million, reflecting a year-over-year decline of 5.9% [4] - Adjusted EBIT for Mobility Coatings was $92 million, exceeding the estimate of $74.79 million [4] - Adjusted EBIT for Performance Coatings was $200 million, below the average estimate of $209.59 million [4] Market Performance - Axalta Coating Systems' shares have returned -5.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]