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Seaport Global将Axalta Coating股票评级从买入下调至中性
Seaport预计,Axalta的性能涂料有机销售额在2025年第四季度可能同比下降高个位数,受到修补和工业两个细分市场疲软的影响。尽管面临这些挑战,成本削减措施和减少自由支配开支应有助于实现同比稳健的利润率扩张。根据过去十二个月的数据,该公司的毛利率为34.6%,流动比率健康,达到2.2,表明其流动资产超过短期负债。
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