Axalta Coating Systems Ltd. reported its third‑quarter 2025 financial results on Tuesday, October 28, 2025. Net sales fell 2% year‑over‑year to $1.305 billion, while net income rose $8 million to $110 million, giving a net income margin of 8.5%. Adjusted EBITDA reached a record $294 million, up $3 million from the same quarter last year, and the adjusted EBITDA margin expanded to 22.8%, a 70‑basis‑point improvement.
Segment performance highlighted continued strength in Mobility Coatings, which generated $460 million in net sales and $83 million in adjusted EBITDA, a 20‑percent increase in earnings and a 230‑basis‑point margin gain to 18.0%. Performance Coatings posted $828 million in net sales and $211 million in adjusted EBITDA, with the margin rising to 25.5%. Refinish sales declined 7% to $517 million, while Industrial sales fell 4% to $311 million.
Capital deployment remained a priority, with Axalta repurchasing 3.3 million shares for $100 million during the quarter, bringing total share repurchases in the first nine months to 5.3 million shares and $165 million. The company plans to accelerate its share‑repurchase program in the fourth quarter, targeting up to $250 million in new buybacks.
Axalta reaffirmed its commitment to delivering value to shareholders, noting that the company will continue to focus on operational excellence and cost discipline while maintaining a robust balance sheet. The results underscore the company’s ability to generate cash flow and support a disciplined capital allocation strategy in a challenging macroeconomic environment.
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