SequelSEC

Axalta Coating Systems Ltd. AXTA

Paints, Varnishes, Lacquers, Enamels & Allied Prods · CIK 0001616862 · Fiscal year ends 1231

Revenue
$5.17B
Fiscal year ended 2026-09-30
Operating income
$640.00M
Fiscal year ended 2026-09-30
Free cash flow
$497.00M
Fiscal year ended 2026-09-30

Valuation, from the filing

Public float$7.55BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-06-30
Float per share$35.38Float divided by shares outstanding in the same filing. A floor under the share price on that date, not the price itself.
Float / net income20.0×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue1.5×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity3.2×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-06-30, not today, and each multiple below it uses the figures for the fiscal year ending 2025-12-31 — the year that filing covered.

Valuation over time

20.0× earnings today, against a median of 27.5× across 10 years on record. Below its own history.

Float measuredPublic floatFloat / net income
2025-06-30$7.55B20.0×
2024-06-30$7.48B19.1×
2023-06-30$7.25B27.2×
2022-06-30$4.86B25.3×
2021-06-30$7.05B26.7×
2020-06-30$5.30B43.6×
2019-06-30$6.93B27.8×
2018-06-30$7.65B36.9×
2017-06-30$7.73B210.6×
2016-06-30$5.20B134.0×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

Axalta Coating Systems Ltd. (AXTA) reported revenue of $5.17B and net income of $334.00M for the fiscal year ended 2026-09-30. This page shows 1 annual period of income statement, balance sheet and cash flow figures normalized from Axalta Coating Systems Ltd.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Paints, Varnishes, Lacquers, Enamels & Allied Prods.

Income

Axalta Coating Systems Ltd. income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-09-30
Revenue$5.17B
Cost of revenue$3.44B
Gross profit$1.74B
Operating income$640.00M
Net income$334.00M
Research & development$70.00M
Weighted-average diluted sharesUnavailable
Pretax income$486.00M
Income tax expense$151.00M
Diluted EPSUnavailable
Selling, general & administrative$812.00M
General & administrativeUnavailable
Selling & marketingUnavailable

Balance

Axalta Coating Systems Ltd. balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-09-30
Cash & equivalents$650.00M
Total assets$7.75B
Current assets$3.06B
Total liabilities$5.08B
Current liabilities$2.00B
Total equity incl. NCI$2.67B
Temporary (mezzanine) equityUnavailable
Inventory$849.00M
Accounts receivable$1.10B
Goodwill$1.76B
Long-term debt$2.48B
Accounts payable$780.00M

Cash flow

Axalta Coating Systems Ltd. cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-09-30
Operating cash flow$699.00M
Capital expenditures$202.00M
Investing cash flow-$228.00M
Financing cash flow-$427.00M
Net change in cashUnavailable
Stock-based compensation$29.00M
Common dividends paidUnavailable
Common share repurchasesUnavailable
Depreciation & amortization$310.00M

Derived

Axalta Coating Systems Ltd. derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-09-30
Free cash flow$497.00M
Gross margin33.6%
Operating margin12.4%
FCF margin9.6%
SBC / revenue0.6%
Current ratio1.53x
Revenue YoY growth0.1%
Net margin6.5%
R&D / revenue1.4%
CapEx / revenue3.9%
Long-term debt / equity0.93x
Effective tax rate31.1%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open AXTA in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-10-29View SEC filing
10-Q · Filed 2026-07-29View SEC filing
10-Q · Filed 2026-04-30View SEC filing
10-K · Filed 2026-02-13View SEC filing
10-Q · Filed 2025-10-29View SEC filing
10-Q · Filed 2025-07-30View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.