AXTA · CIK 1616862
What Axalta Coating Systems Ltd. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for AXTA. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- China — ~12% of net salesmedium
Sales to customers in China were approximately 12% of Axalta's total net sales in 2025 (11% in 2024, 10% in 2023), concentrating a meaningful share of demand in a single market subject to economic and geopolitical risk.
“Sales to customers in China represented approximately 12 %, 11 % and 10 % of the total for the years ended December 31, 2025, 2024 and 2023.”
Sole-source dependency
- sole-source key suppliers for certain raw materialsmedium
Axalta obtains certain raw materials from selected key suppliers, some sole-source; if a sole-source supplier stops supplying or a key supplier cannot meet obligations on acceptable terms, Axalta may face higher costs to re-source materials for its coatings.
“If any sole source supplier of raw materials ceases supplying raw materials to us, or if any of our key suppliers is unable to meet its obligations in a timely fashion or at an acceptable price, or at all, we may be forced to incur higher costs to obtain the necessary raw materials elsewhere”
SEC filing →As of 2026
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