Axalta Updates 2025 Guidance, Sees Record EBITDA Margins Ahead.

Axalta Coating Systems has revised its 2025 net sales guidance to $5.2B-$5.275B and is targeting record EBITDA margins. The company reported a record quarter for adjusted EBITDA and adjusted diluted earnings per share, with net sales of $1.3 billion in line with guidance. CEO Chrishan Anthon Sebastian Villavarayan highlighted these achievements during the earnings call.

Axalta Coating Systems Ltd. (NYSE:AXTA) has announced its financial results for the second quarter ended June 30, 2025, showcasing strong performance across various segments. The company reported net sales of $1.3 billion, in line with its guidance, and achieved record quarterly results for adjusted EBITDA and adjusted diluted earnings per share (EPS).

CEO Chris Villavarayan highlighted the company's achievements during the earnings call, noting that the quarter reflected Axalta's operational excellence and commitment to financial targets. The company's net income margin was 8.4%, with adjusted EBITDA reaching a new record of $292 million, an increase of $1 million year over year. The adjusted EBITDA margin expanded by 90 basis points to 22.4%, reflecting the company's focus on margin expansion and operational discipline.

Axalta's Performance Coatings segment saw net sales of $836 million, down 3% year over year, driven by organic net sales declines in North America. However, contributions from the CoverFlexx acquisition and favorable currency impacts partially offset the decline. The Mobility Coatings segment reported an increase in net sales of 1% year over year, driven by organic net sales growth in three out of four regions.

Looking ahead, Axalta has revised its 2025 net sales guidance to $5.2 billion to $5.275 billion, targeting record EBITDA margins. The company projects adjusted EBITDA of $1.14 billion to $1.165 billion and adjusted diluted EPS of $2.45 to $2.55 for the full year 2025.

References:
[1] https://www.globenewswire.com/news-release/2025/07/30/3123870/0/en/Axalta-Releases-Second-Quarter-2025-Results.html