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AXTA Axalta Coating Systems Ltd.

Materials, filed as AXALTA COATING SYS LTD (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 3 Owners
  • Max 1.2%
  • $178M
  • 2 new 1 small

In 2026 Q2 Seth Klarman and Farallon Capital Management opened positions in Axalta Coating Systems.

Who owns this now

Largest portfolio weights among holders, up to 1.2% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers Reduce 1.2%
  2. Seth Klarman New 0.81%
  3. Farallon Capital Management New 0.08%

Who owns AXTA

Sorted by value, long equity only, as of 2026 Q2.

History
John Rogers, Ariel Investments 1.2% Small trim −0.1% 3,462,010 $118M History
Seth Klarman, Baupost Group 0.81% New 0.81% 1,274,356 $44M History
Farallon Capital Management 0.08% New 0.08% 478,000 $16M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AXTA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AXTA insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 57 option exercises and 49 share withholdings for taxes.

Congress

1 member of Congress traded AXTA in the last three years: 1 buy and 1 sale.

All Congress trades
  1. John James R-MI-10 Sell $1K–$15K May 6, 2024 filed Sep 2, 2024
  2. John James R-MI-10 Buy $1K–$15K Nov 10, 2023 filed Sep 2, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 7 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.18B $5.28B $5.12B
Gross profit * $1.62B $1.8B $1.76B
Gross margin * 31.2% 34.1% 34.4%
Net income $267.4M $391M $378M
Net margin * 5.2% 7.4% 7.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.82B $2.72B $2.82B
Total non-current assets * $4.45B $4.53B $4.78B
Total assets $7.27B $7.25B $7.6B
Total current liabilities $1.43B $1.35B $1.37B
Total non-current liabilities * $4.07B $3.94B $3.84B
Total equity $1.73B $1.91B $2.35B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $575.3M $576M $649M
Cash from investing -$205.7M -$440M -$212M
Cash from financing -$315M -$201M -$401M
Net change in cash * $54.6M -$65M $36M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.