Filing Flows › Axalta Coating Systems (AXTA) › Q2 2026 › vs Q2 2025
Axalta Coating Systems (AXTA) Q2 2026 vs Q2 2025 (year over year)
Axalta Coating Systems's revenue rose $41.0M (+3%) from $1.3B in Q2 2025 to $1.3B in Q2 2026. The biggest changes: Performance Coatings +$36.0M (+4%); Mobility Coatings +$5.0M (+1%). Operating margin 12.4% against 14.8% (-2.4 pts).
Axalta Coating Systems, Q2 2026: revenue $1.3B (+3% year over year), operating margin 12.4%, net earnings $89.0M, operating cash flow $152M. The chart draws each line against Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 12.4% | 14.8% | -2.4 pts |
| Net margin | 6.6% | 8.4% | -1.8 pts |
| Free cash flow margin | 7.9% | 7.7% | +0.2 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Performance Coatings | $872M | $836M | $36.0M | +4% |
| Mobility Coatings | $474M | $469M | $5.0M | +1% |
| Revenue | $1.3B | $1.3B | $41.0M | +3% |
| Operating profit | $167M | $193M | −$26.0M | -13% |
| Costs & expenses | $1.2B | $1.1B | $67.0M | +6% |
| Pre-tax earnings | $134M | $143M | −$9.0M | -6% |
| Other expense, net | $33.0M | $50.0M | −$17.0M | -34% |
| Cost of revenue | $881M | $848M | $33.0M | +4% |
| Research & development | $18.0M | $20.0M | −$2.0M | -10% |
| SG&A | $213M | $208M | $5.0M | +2% |
| Other operating costs | $67.0M | $36.0M | $31.0M | +86% |
| Net earnings | $89.0M | $110M | −$21.0M | -19% |
| Income tax | $45.0M | $33.0M | $12.0M | +36% |
| Depreciation & amortization | $76.0M | $74.0M | $2.0M | +3% |
| Share-based compensation | $8.0M | $8.0M | $0 | 0% |
| Working capital & other | $21.0M | $50.0M | −$29.0M | -58% |
| Operating cash flow | $152M | $142M | $10.0M | +7% |
| Free cash flow (company-reported) | $107M | $101M | $6.0M | +6% |
| Purchase of property, plant and equipment, net | $45.0M | $41.0M | $4.0M | +10% |
Questions
How much did Axalta Coating Systems's revenue grow year over year in Q2 2026?
Axalta Coating Systems's revenue rose $41.0M (+3%) from $1.3B in Q2 2025 to $1.3B in Q2 2026.
What drove Axalta Coating Systems's revenue change in Q2 2026?
Performance Coatings +$36.0M (+4%); Mobility Coatings +$5.0M (+1%).