European Exposure ConcernsAXTA shares have underperformed recently due to concerns over high European exposure and headwinds at its largest Auto OEM customer.
Geopolitical And Tariff ImpactNegatives include geopolitical volatility, industrial production/consumer sentiment, and a ~$10MM direct tariff impact.
Refinish And Commercial Vehicle VolumesThere is a modest downward revision to Refinish and Commercial Vehicle volumes, which could negatively impact the company's performance.