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Jun 30
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.
Axalta
Axalta
Axalta Revenue by Segment
Revenue by Segment
Performance Coatings Revenue
CapyFin.comMobility Coatings Revenue
CapyFin.com 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