AXTA
Market read
The latest filing evidence is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if AXTA's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decreased net sales were driven by lower sales volumes of 7.9%, furthered by lower average selling prices and unfavorable product mix of 1.8%, partially offset by contributions of 1.6% from the Recent Acquisitions and favorable foreign currency translatio…”10-Q · Apr 30, 2026 ↗
“Dollar n Contributions from the Recent Acquisitions Adjusted EBITDA and Adjusted EBITDA margin decreased primarily due to the following: n Lower sales volumes across both end-markets due primarily to unfavorable macro trends in North America n Lower average s…”10-Q · Apr 30, 2026 ↗
“Other Impacts on Cash Currency exchange impacts on cash for the six months ended June 30, 2026 were unfavorable by $4 million, which was driven primarily by fluctuations of the Euro and Indian Rupee, partially offset by fluctuations in the Chinese Yuan and Br…”10-Q · Jul 29, 2026 ↗
“During October 2025, we entered into the Seventeenth Amendment to the Credit Agreement (as defined in Note 18 to the consolidated financial statements included elsewhere in this Annual Report on Form 10-K) to permit the use of borrowings under the Credit Agre…”10-K · Feb 13, 2026 ↗
Valuation discipline
Price/sales 1.4× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AXTA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-30 against the comparable filing from 2025-05-07.
No thresholded improvement was identified.
“Net sales Three Months Ended March 31, 2026 vs 2025 2026 2025 $ Change % Change Net sales $ 1,254 $ 1,262 $ (8) (0.6) % Volume effect (6.2) % Price/Mix effect (1.1) % Exchange rate effect 5.7 % Impact of the Recent Acquisitions 1.0 % Three months ended March 31, 2026 compared to the three months ended March 31, 2025 Net sales decreased primarily due to the following: n Lower sales volumes driven primarily by North America Performance Coatings n Lower average selling prices and unfavorable product mix primarily in Performance Coatings Partially offset by: n Favorable impacts of currency translation driven by fluctuations of the Euro, Mexican Peso, Chinese Yuan and Brazilian Real, in each cas...”
“Dollar n Contributions from the Recent Acquisitions Adjusted EBITDA and Adjusted EBITDA margin decreased primarily due to the following: n Lower sales volumes across both end-markets due primarily to unfavorable macro trends in North America n Lower average selling prices and product mix in the refinish end-market Partially offset by: n Favorable impacts of currency translation due primarily to fluctuations of the Euro, Mexican Peso and Swiss Franc, in each case, compared with the U.S.”
“Dollar n Contributions from the Recent Acquisitions Cost of sales Three Months Ended March 31, 2026 vs 2025 2026 2025 $ Change % Change Cost of sales $ 838 $ 829 $ 9 1.1 % % of net sales 66.8 % 65.7 % Three months ended March 31, 2026 compared to the three months ended March 31, 2025 Cost of sales increased primarily due to the following: n Unfavorable impacts of currency translation of 5.3% driven by fluctuations of the Euro, Mexican Peso, Chinese Yuan and Brazilian Real, in each case compared to the U.S.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“During November 2025, we entered into a Merger Agreement (the “Merger Agreement”) with Akzo Nobel N.V., a public company with limited liability incorporated under the laws of the Netherlands (“AkzoNobel”) providing for the combination of the Company and AkzoN…”
Depended on by
“Major Competitive Factors Product performance, technology, quality, technical and customer service, price, customer productivity, distribution and brand recognition Global Competitors Akzo Nobel N.V., Axalta Coating Systems Ltd., BASF Corporation, Hempel A/S,…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
AXTA is currently a Follower in the organic co-movement group Cyclical Demand. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.