$AXTA

Bank of America reports that oil prices now explain 35% of daily share-price fluctuations for LyondellBasell (LYB), Dow (DOW), and CF Industries (CF), up from 12% before the conflict in the Strait of Hormuz. The disruption has also affected paint stocks like Sherwin-Williams (SHW), with oil prices now explaining 39% of its daily moves. BofA sees investment opportunities in Axalta (AXTA), Ecolab (ECL), PPG (PPG), and RPM (RPM), citing potential margin improvements.

Barrow Hanley Global Investors filed a Schedule 13G reporting beneficial ownership of Axalta Coating Systems Ltd. common stock. It holds 17,505,233 shares, or 8.2% of the class. The filer reports sole voting power over 11,865,985 shares and sole dispositive power over 17,505,233 shares, with no shared dispositive power.

AkzoNobel and Axalta Coating Systems said shareholders approved their merger, which will remove the AkzoNobel name and Amsterdam listing. A new name is not set. Regulatory clearance is still needed, with closing expected by year end or early next year. The combined firm will be Dutch-structured with dual HQs in Amsterdam and Philadelphia, led by AkzoNobel CEO Greg Poux-Guillaume. AkzoNobel shareholders get 55%, Axalta 45%, with projected €519m annual cost savings and nearly €15bn revenue.

Axalta Coating Systems (AXTA) reported mixed Q2 2026 results and issued guidance for low single digit net sales growth for the year, citing revenue trends and profit pressures. The article links the update to an August 5 bylaw change on merger approvals and notes a 34.5% 90-day share price gain. It discusses a $38.57 fair value view versus the $38.19 last close.

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.

Axalta Coating Systems Ltd. (AXTA) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Exhibit 99.1 Axalta Coating Systems 1050 Constitution Ave. Philadelphia, PA 19112 axalta.com Investor Relations Contact Colleen Lubic +1 610-999-9407 colleen.lubic@axalta.com Media Contact Patricia Morschel +1 302-290-3906 media-relations@axalta.com FOR IMMEDIATE RELEASE Axalta S

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.

Axalta Coating Systems shareholders approved an all-stock merger of equals with AkzoNobel, according to Axalta. AkzoNobel shareholders also voted to approve. Closing is still subject to regulatory approvals and other conditions, with expected completion in late 2026 to early 2027.

Axalta Coating Systems (AXTA) shares hit a 52-week high of $37.87 and were trading near $37.85, with about $8.07B market cap. The article cites Q2 2026 results: adjusted EPS $0.72 vs $0.65 estimate, revenue $1.35B vs $1.31B, record adjusted EBITDA $305M (22.7% margin), free cash flow $107M, net leverage 2.2x, and full-year guidance maintained.

Axalta Coating Systems (NYSE:AXTA) reported Q2 net sales up 3% to $1.35B. Net income fell to $89M, or 41 cents per diluted share, due largely to $31M higher M&A-related costs. Adjusted net income rose 10% to $153M and adjusted EPS rose 13% to 72 cents. Operating cash flow rose 7% to $152M. Shareholders will vote Aug. 5 on Axalta’s merger with AkzoNobel.