Filing Flows › Axalta Coating Systems (AXTA) › Q4 2025
Axalta Coating Systems (AXTA) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Feb 13, 2026
Axalta Coating Systems (AXTA) reported revenue of $1.3B for the fourth quarter 2025 (Q4 2025), -4% from a year earlier and -2% from the quarter before. Operating margin was 12.8%, net earnings $60.0M (4.8% of revenue).
Axalta Coating Systems, Q4 2025: revenue $1.3B (-4% year over year), operating margin 12.8%, net earnings $60.0M, operating cash flow $344M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.3B | -2% | -4% |
| Operating profit | $162M | -21% | -13% |
| Net earnings | $60.0M | -45% | -56% |
| Operating cash flow | $344M | +151% | +47% |
| Free cash flow | $290M | — | +64% |
What changed
Revenue was $1.3B in Q4 2025, down 4% year over year and down 2% from the previous quarter. Performance Coatings was the largest line at 63% of revenue.
Operating profit was $0.16B, a 12.8% margin (down 1.4 points year over year). Total costs fell 2% while revenue fell 4%. The fastest-growing cost line was Other operating costs (+84%). Net earnings were $0.06B, down 56% year over year. The effective tax rate was 49.6%.
Operating cash flow was $0.34B (up 47% year over year), 573% of net earnings. Non-cash charges added back $0.08B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.20B. After purchase of property, plant and equipment, net ($0.05B), free cash flow as the company reports it was $0.29B.
Questions
What was Axalta Coating Systems' revenue in the fourth quarter 2025?
Axalta Coating Systems (AXTA) reported revenue of $1.3B for the fourth quarter 2025 (Q4 2025), -4% from a year earlier and -2% from the quarter before.
Was Axalta Coating Systems profitable in the fourth quarter 2025?
Operating profit was $162M (12.8% of revenue) and net earnings $60.0M.