The 13.3% EPS miss breaks a streak of 3 consecutive beats and signals potential margin or demand weakness. Watch the Q2 2026 earnings release on July 28 for guidance and commentary on end-market demand, particularly in the industrial and automotive refinish segments. The stock may face near-term pressure as the market reprices expectations.
Price Chart
Executive Summary
Axalta Coating Systems reported Q1 2026 EPS of $0.56, a 13.3% miss vs the $0.65 consensus, on revenue of $1.31B (in line with estimates). This is a notable earnings miss for a company with strong prior-quarter beats, and the stock may face pressure as the miss breaks a streak of positive surprises.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $0.56 missed consensus of $0.65 by 13.3%
- Revenue of $1.31B was in line with consensus estimates
- This is the first miss in the last 4 reported quarters (prior quarters all beat consensus)
- Next quarter (Jun 2026) Street consensus is $0.65 EPS
Financial Impact
EPS miss of 13.3% vs consensus; revenue in line at $1.31B
Risk Factors
- EPS miss of 13.3% vs consensus may trigger negative earnings momentum
- Break in beat streak could lead to multiple compression
- No guidance provided in this release — uncertainty about Q2 outlook
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3322368 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 4w ago | 425 | $36.42 $35.53 | ▼ −2.44% | ▼ −2.30% | $31.99 (−12.16%) |
Aug 5, 2026 8w ago | 425 | $37.54 $37.05 | ▼ −1.31% | ▼ −2.52% | $31.99 (−14.78%) |
Aug 5, 2026 8w ago | 425 / 8-K | $37.54 $37.05 | ▼ −1.31% | ▼ −2.52% | $31.99 (−14.78%) |
Aug 5, 2026 8w ago | 425 | $38.07 $37.12 | ▼ −2.50% | ▼ −2.85% | $31.99 (−15.97%) |
Aug 5, 2026 8w ago | Press Release | $38.07 $37.12 | ▼ −2.50% | ▼ −2.85% | $31.99 (−15.97%) |
Jul 29, 2026 9w ago | 425 | $34.83 $38.07 | ▲ +9.30% | ▲ +3.77% | $31.99 (−8.15%) |
Jul 29, 2026 9w ago | 8-K | $34.83 $38.07 | ▲ +9.30% | ▲ +3.77% | $31.99 (−8.15%) |
Jul 23, 2026 10w ago | 425 / 8-K | $31.68 $36.03 | ▲ +13.73% | ▲ +13.26% | $31.99 (+0.98%) |
Jul 13, 2026 11w ago | 425 | $32.07 $32.34 | ▲ +0.84% | ▲ +1.63% | $31.99 (−0.25%) |
Jul 6, 2026 12w ago | Press Release | $35.01 $32.51 | ▲ +7.14% | ▲ +7.63% | $31.99 (+8.63%) |
US Market Status
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