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AXALTA COATING SYS LTD AXTA

Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturers (OEM) dealership body shops.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company operates through two segments, Performance Coatings and Mobility Coatings.
  • In addition, the company provides functional and decorative liquid, and powder coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture applications.
  • Further, it develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles.
  • The company also offers products under the Audurra, Abcite, Alesta, AquaEC, Axalta Irus Mix, Axalta Irus Scan, Axalta NextJet, Axalta Nimbus, Centari, Ceranamel, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone.

Current key questions

  • Can demand and competitive position in specialty chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 1.1% $96.0M 2026-03-31
Sessa Capital 1.1% $61.6M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $61.6M Estimated from net added shares
Reduction amount $20.0M Estimated from net reduced shares
Net share change / base shares +35.8% +1,501,328 / 4,188,961
Sessa Capital 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$64.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.5% 13F value change -$2.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +2,223,329 (New) Total shares 2,223,329 Value $61.6M
Ariel Investments John Rogers 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 16.1% 13F value change +$37.3M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -28.7% 13F value change -$61.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 4,188,961 Last 2 periods -722,001 (-17.2%) Total shares 3,466,960 Value $96.0M

Recent mentions

No public mentions.