Axalta (AXTA) Q2 FY26 earnings call

Axalta delivered a record-setting second quarter, driven by strong operational execution, cost discipline, and strategic wins across its portfolio, particularly in Refinish and Commercial Vehicle. The company achieved its highest adjusted EBITDA and EPS, alongside a historic low in net leverage, positioning it strongly for the proposed merger with AkzoNobel. While maintaining full-year guidance due to external uncertainties, management expressed confidence in its ability to convert on higher volumes if market conditions improve.