$AKZOF

Akzo Nobel is investing $60 million to expand and modernize its North American powder coatings facilities in Pennsylvania, Indiana, and Mexico. The upgrades aim to boost production capacity, automate operations, and support new applications in automotive, industrial, and emerging technologies. The company also plans to train its workforce for the new technologies.

Akzo Nobel (AKZOY, AKZOF) is discussing the sale of its European vehicle refinishing unit to secure regulatory approval for its merger with Axalta Coating Systems (AXTA). The move is aimed at addressing potential antitrust concerns, according to the company's CEO.

AKZO NOBEL NV (AKZOF) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Our results at a glance Highlights Q3 2026 (compared with Q3 2025) • Organic sales growth of 2% on pricing; revenue flat • Operating income impacted by the Russia deconsolidation and the Pakistan divestment • Organic adjusted EBITDA growth 1 of €15 million; adjusted

Akzo Nobel reported a narrower Q3 2026 net loss of EUR 178M (EUR 1.04 per share) vs. EUR 194M (EUR 1.13 per share) a year ago, but revenue declined to EUR 2.538B from EUR 2.547B. Adjusted EBITDA rose to EUR 388M. The company expects full-year adjusted EBITDA of around EUR 1.47B, with mid-term profitability targets of an adjusted EBITDA margin over 16% and an adjusted return on average invested capital of 16% to 19%.

AkzoNobel plans to offer divestments to the EU to address concerns regarding its $25 billion acquisition of Axalta Coating. The remedies are expected to be filed with the European Commission next week.

Barclays upgraded Akzo Nobel to Outperform from Equal Weight, citing a Q2 earnings recovery in European chemicals. The bank said EBITDA beat expectations across the group and pricing turned positive year over year, which it viewed as improving performance versus prior periods.

Barclays upgraded Akzo Nobel N.V. to Overweight and raised its price target, according to the note cited in the article. The report references a composite rating framework based on valuation, EPS revisions, and visibility metrics.

AkzoNobel shareholders approved all resolutions for the proposed all-share merger with Axalta at an Aug. 5, 2026 extraordinary general meeting, including merger approval, share issuance, board appointments and remuneration policy. Axalta shareholders also voted in favor. The deal moves to regulatory review and other closing conditions, with completion expected end-2026 or early 2027.

Shareholders of Axalta Coating Systems and Akzo Nobel have approved their merger, according to the article. The piece also notes Axalta’s stock price at about $37.84 and references an RBC view that the company is tracking toward the 2026 EBITDA midpoint as strength in refinish and truck coatings builds.

Akzo Nobel and Axalta Coating Systems said they refined governance terms for their planned all-share merger of equals after shareholder dialogue. Changes include annual director re-election after an initial three-year period, and lowering a non-executive approval threshold from 75% to two-thirds for key decisions. No changes to the combined company articles or meeting agendas were required.