Investors in Axalta Coating Systems Ltd. (NYSE:AXTA) had a good week, as its shares rose 7.8% to close at US$37.98 following the release of its third-quarter results. Axalta Coating Systems reported in line with analyst predictions, delivering revenues of US$1.3b and statutory earnings per share of US$0.46, suggesting the business is executing well and in line with its plan. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

Check out our latest analysis for Axalta Coating Systems

Taking into account the latest results, the most recent consensus for Axalta Coating Systems from 18 analysts is for revenues of US$5.45b in 2025. If met, it would imply a reasonable 3.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to bounce 53% to US$2.30. Before this earnings report, the analysts had been forecasting revenues of US$5.48b and earnings per share (EPS) of US$2.27 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$43.56. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Axalta Coating Systems analyst has a price target of US$50.00 per share, while the most pessimistic values it at US$39.00. This is a very narrow spread of estimates, implying either that Axalta Coating Systems is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Axalta Coating Systems' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 2.8% growth on an annualised basis. This is compared to a historical growth rate of 5.9% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 4.7% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Axalta Coating Systems.