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Jun 30, 2025
Axalta Q2 2025 Earnings Report
Axalta posted record adjusted EBITDA and adjusted diluted EPS in Q2 2025, despite a slight decline in net sales year-over-year.
Key Takeaways
Axalta reported Q2 2025 revenue of $1.305 billion, with net income of $110 million. While GAAP EPS slightly declined, the company achieved record adjusted diluted EPS of $0.64 and an adjusted EBITDA margin of 22.4%, highlighting disciplined cost control and margin expansion.
Revenue was $1.305 billion, down 3% YoY due to lower volumes in Performance Coatings.
Net income was $110 million; adjusted net income was $139 million.
GAAP EPS was $0.50; adjusted EPS reached a record $0.64.
Free cash flow grew to $101 million, driven by stronger operating performance.
Revenue by Segment
Forward Guidance
Axalta projects Q3 2025 adjusted EBITDA of $290M–$300M and adjusted EPS of $0.63–$0.67, maintaining full-year targets despite volume headwinds.
Positive Outlook
- Maintained adjusted EBITDA guidance of $1.14B–$1.165B for FY 2025
- Raised adjusted EPS range to $2.45–$2.55
- Continued free cash flow generation forecast of $475M–$500M
- Operational discipline drove record Q2 EBITDA
- Mobility Coatings margin expanded significantly to 19.8%
Challenges Ahead
- Net sales declined 3% YoY, primarily from volume weakness
- Performance Coatings revenue fell by $51 million YoY
- Diluted GAAP EPS decreased from $0.51 to $0.50
- Adjusted EBIT margin slightly declined YoY
- Ongoing foreign currency and volume pressures may persist into Q3
Historical Earnings Impact
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Avg. Return Before/After Earnings
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