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Mar 31, 2024

Axalta Q1 2024 Earnings Report

Axalta's first quarter results were released, showcasing increased net sales and adjusted EBITDA, offset by a decrease in net income due to restructuring charges. The company also announced a new transformation initiative and increased its full-year outlook.

Key Takeaways

Axalta reported a 0.8% increase in net sales to $1.3 billion for Q1 2024. Net income decreased to $39 million due to $55 million in restructuring charges, while adjusted EBITDA rose to $259 million. The company announced a 2024 Transformation Initiative and approved a $700 million share repurchase program.

Net sales increased 0.8% year-over-year to $1.3 billion.

Adjusted EBITDA increased $46 million year-over-year to $259 million, with margin improving to 20.0%.

Net income declined to $39 million due to restructuring charges.

The board approved a $700 million share repurchase authorization in April 2024.

Total Revenue
$1.29B
Previous year: $1.28B
+0.8%
EPS
$0.48
Previous year: $0.35
+37.1%
Gross Profit
$429M
Previous year: $382M
+12.3%
Cash and Equivalents
$624M
Previous year: $512M
+21.9%
Free Cash Flow
$15M
Previous year: -$87.6M
-117.1%
Total Assets
$7.09B
Previous year: $7B
+1.3%

Axalta

Axalta

Forward Guidance

Axalta has raised its full year 2024 Adjusted EBITDA, Adjusted EPS, and Free Cash Flow guidance.

Positive Outlook

  • Net Sales YoY% +LSD
  • Adjusted EBITDA ~$275 million
  • Adjusted EBITDA $1,050 - $1,080 million
  • Adjusted Diluted EPS ~$0.50
  • Adjusted Diluted EPS $1.90 - $2.00