Filing Flows › Axalta Coating Systems (AXTA) › Q3 2026 › vs Q3 2025
Axalta Coating Systems (AXTA) Q3 2026 vs Q3 2025 (year over year)
Axalta Coating Systems's revenue rose $23.0M (+2%) from $1.3B in Q3 2025 to $1.3B in Q3 2026. The biggest changes: Mobility Coatings +$33.0M (+7%); Performance Coatings −$10.0M (-1%). Operating margin 12.6% against 15.8% (-3.3 pts).
Axalta Coating Systems, Q3 2026: revenue $1.3B (+2% year over year), operating margin 12.6%, net earnings $95.0M, operating cash flow $135M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 12.6% | 15.8% | -3.3 pts |
| Net margin | 7.2% | 8.5% | -1.3 pts |
| Free cash flow margin | 7.0% | 6.9% | +0.1 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Performance Coatings | $818M | $828M | −$10.0M | -1% |
| Mobility Coatings | $493M | $460M | $33.0M | +7% |
| Revenue | $1.3B | $1.3B | $23.0M | +2% |
| Operating profit | $165M | $204M | −$39.0M | -19% |
| Costs & expenses | $1.1B | $1.1B | $62.0M | +6% |
| Pre-tax earnings | $128M | $155M | −$27.0M | -17% |
| Other expense, net | $37.0M | $49.0M | −$12.0M | -24% |
| Cost of revenue | $877M | $838M | $39.0M | +5% |
| Research & development | $18.0M | $18.0M | $0 | 0% |
| SG&A | $201M | $197M | $4.0M | +2% |
| Other operating costs | $50.0M | $31.0M | $19.0M | +61% |
| Net earnings | $95.0M | $110M | −$15.0M | -14% |
| Income tax | $33.0M | $45.0M | −$12.0M | -27% |
| Depreciation & amortization | $81.0M | $74.0M | $7.0M | +9% |
| Share-based compensation | $8.0M | $6.0M | $2.0M | +33% |
| Working capital & other | $49.0M | $53.0M | −$4.0M | -8% |
| Operating cash flow | $135M | $137M | −$2.0M | -1% |
| Free cash flow (company-reported) | $92.0M | $89.0M | $3.0M | +3% |
| Purchase of property, plant and equipment, net | $43.0M | $48.0M | −$5.0M | -10% |
Questions
How much did Axalta Coating Systems's revenue grow year over year in Q3 2026?
Axalta Coating Systems's revenue rose $23.0M (+2%) from $1.3B in Q3 2025 to $1.3B in Q3 2026.
What drove Axalta Coating Systems's revenue change in Q3 2026?
Mobility Coatings +$33.0M (+7%); Performance Coatings −$10.0M (-1%).