Verified call record已核验电话会记录 ·
AXTA · Axalta Q2 FY2026 earnings call record财报电话会记录
Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。
12 exact excerpts 条原文摘录
14 numeric receipts 个数值回执
B governed source tier 治理来源层级
Transcript present电话会文本已具备
Call language, kept intact.电话会表述，保持原貌。
The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。
“Also notable is net sales growth of 3% year-over-year and an excellent adjusted EBITDA margin of 22.7%, up 30 basis points from the prior year period and the highest second quarter in many years.”
Chris Villavarayan · CEO
claim_7ecb6673dad8a3e38a45d3c924a64c39Exact numeric spans精确数值片段
3%22.7%30“As I've told you before, 90% of our 95,000 Refinish customers are small businesses.”
Chris Villavarayan · CEO
claim_d1be1ba752a3cb1648924bb373d2cbafExact numeric spans精确数值片段
90%95,000“In Industrial, we're far outperforming our expectations for profitability with 13 quarters of adjusted EBITDA margin expansion, despite the choppy macro environment in North America.”
Chris Villavarayan · CEO
claim_0b4f8b2e75626dbf076596365494de89Exact numeric spans精确数值片段
13“When demand recovers, and we certainly expect that it will, we're positioned to capitalize on volumes as we enter the next upcycle with record levels of profitability driven by a cost structure that is significantly more efficient than in prior cycles.”
Chris Villavarayan · CEO
claim_3f7bbc7c8784dbbf08429ca3b0033717“We are equally pleased with the consistency and profitability of the Mobility segment, which delivered an adjusted EBITDA margin of 18.4%.”
Chris Villavarayan · CEO
claim_8b838d581f0ae70362bd54467bb5003aExact numeric spans精确数值片段
18.4“Well-defined A Plan targets that put our customers first, purpose-driven innovation and profitable growth, fueled by outstanding operational performance and a global team that is second to none, put us in an excellent position for our next chapter with AkzoNobel.”
Chris Villavarayan · CEO
claim_2a08247573419595fb9d9b4f3e8b82e6“Foreign currency translation tailwinds, contributions from acquisitions, and positive price mix were partially offset by lower volumes in mobility and Industrial.”
Carl Anderson · CFO
claim_1de230efcd57048a07c12182bf03fbc0“Adjusted net income, which excludes merger and acquisition-related costs, increased 10% year-over-year to $153 million, compared to $139 million in the prior year period, driven primarily by Performance Coatings earnings and lower interest expense.”
Carl Anderson · CFO
claim_17a7a5eece55daecc2db3993d5242df8Exact numeric spans精确数值片段
10%153 million139 million“Refinish net sales increased 6% to $545 million, supported by volume growth in three out of four regions and positive price mix as channel inventory normalizes in North America.”
Carl Anderson · CFO
claim_318573c47215415ee7f1425d6261402dExact numeric spans精确数值片段
6%545 million“As a result, we believe it is prudent to maintain our previously issued full year guidance for net sales, adjusted EBITDA, adjusted diluted earnings per share, and free cash flow.”
Carl Anderson · CFO
claim_dd530491aac51dc9017c8a4a966835e4“Specifically for the third quarter, we expect net sales to increase by low single-digit percent compared to the prior year period, with adjusted EBITDA in the range of $295 million-$305 million.”
Carl Anderson · CFO
claim_470719b2d29f92d6fa2900d806232da8Exact numeric spans精确数值片段
295 million305“Specific to as you look forward or what we see in terms of volumes, I would say North America still remains choppy and challenged.”
Chris Villavarayan · CEO
claim_8ea6b3dfc2b2793cf6fb1c1e87661587Inspect the source receipts检查来源回执26 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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