John Rogers Comments on Axalta Coating Systems

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Sydnee Gatewood
Apr 21, 2021
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Also, in the quarter we initiated a position in leading manufacturer and distributor of coatings technologies Axalta Coating Systems, Ltd. (

AXTA, Financial). The industry has a favorable competitive landscape, and Axalta is emerging from the shadow of its former parent, DuPont. We expect Axalta to continue to gain market share from ongoing consolidation in its refinishing business and further improve its margin profile through cost savings programs. We did not exit any holdings in the quarter.


John Rogers (Trades, Portfolio)' Ariel Fund first-quarter 2021 commentary.

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I am the editorial director at GuruFocus. I have a BA in journalism and a MA in mass communications from Texas Tech University. I have lived in Texas most of my life, but also have roots in New Mexico and Colorado. Follow me on Twitter! @gurusydneerg