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Axalta posts record Adjusted EBITDA in Q2 2025
Axalta Coating Systems reported Q2 2025 results with record Adjusted EBITDA of USD 292 million and a margin increase to 22.4 %. While net sales declined slightly, disciplined cost management and price-mix effects supported profitability.
Axalta Coating Systems has announced its second-quarter 2025 financial results. Net sales totalled USD 1.3 billion, down 3 % compared to the previous year due to weaker volumes in Performance Coatings. Adjusted EBITDA reached a record USD 292 million, with the margin rising to 22.4 %.
Net income was USD 110 million (8.4 % margin), slightly below last year’s USD 113 million, impacted by restructuring costs. Adjusted net income improved to USD 139 million, supported by lower operating expenses and reduced interest costs. Adjusted diluted earnings per share rose 5 % to USD 0.64.
Performance by business segment
Performance Coatings sales declined 6 % year on year to USD 836 million. The CoverFlexx acquisition and favourable currency effects partially offset lower organic sales. Adjusted EBITDA for the segment was USD 200 million, with a margin of 23.8 %.
Mobility Coatings achieved USD 469 million in sales, up 1 % from last year. Light Vehicle sales grew in most regions, while Commercial Vehicle sales fell due to lower Class 8 builds and currency headwinds. Adjusted EBITDA rose significantly to USD 92 million, with a margin of 19.8 %.
Outlook for 2025
For the full year 2025, Axalta expects net sales between USD 5.2 and 5.275 billion, Adjusted EBITDA of USD 1.14 to 1.165 billion, and Adjusted diluted earnings per share of USD 2.45 to 2.55. Free cash flow is projected between USD 475 and 500 million.
CEO Chris Villavarayan highlighted the company’s operational discipline and focus on growth under the 2026 A Plan. “We continue to deliver strong results despite market headwinds, reflecting our focus on operational excellence and value creation,” he said.
