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Element Solutions Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.380 |
| EPS actual | $0.410 |
| EPS Surprise | 7.89% |
| Revenue estimate | 710.509M |
| Revenue actual | 840M |
| Revenue Surprise | 18.23% |
| Release date | Feb 17, 2026 |
| EPS estimate | $0.360 |
| EPS actual | $0.370 |
| EPS Surprise | 2.78% |
| Revenue estimate | 631.681M |
| Revenue actual | 676.2M |
| Revenue Surprise | 7.05% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.390 |
| EPS actual | $0.410 |
| EPS Surprise | 5.13% |
| Revenue estimate | 632.401M |
| Revenue actual | 656.1M |
| Revenue Surprise | 3.75% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.360 |
| EPS actual | $0.370 |
| EPS Surprise | 2.78% |
| Revenue estimate | 638.759M |
| Revenue actual | 625.2M |
| Revenue Surprise | -2.12% |
Last 4 Quarters for Element Solutions
Below you can see how ESI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $23.15 |
| EPS estimate | $0.360 |
| EPS actual | $0.370 |
| EPS surprise | 2.78% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $23.69 |
| Jul 25, 2025 | $23.82 |
| Jul 28, 2025 | $23.77 |
| Jul 29, 2025 | $23.72 |
| Jul 30, 2025 | $23.15 |
| Jul 31, 2025 | $23.60 |
| Aug 01, 2025 | $23.17 |
| Aug 04, 2025 | $23.34 |
| Aug 05, 2025 | $23.57 |
| 4 days before | -2.28% |
| 4 days after | 1.81% |
| On release day | 1.94% |
| Change in period | -0.507% |
| Release date | Oct 28, 2025 |
| Price on release | $26.22 |
| EPS estimate | $0.390 |
| EPS actual | $0.410 |
| EPS surprise | 5.13% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $25.38 |
| Oct 23, 2025 | $25.97 |
| Oct 24, 2025 | $26.18 |
| Oct 27, 2025 | $26.47 |
| Oct 28, 2025 | $26.22 |
| Oct 29, 2025 | $26.43 |
| Oct 30, 2025 | $26.00 |
| Oct 31, 2025 | $26.72 |
| Nov 03, 2025 | $27.12 |
| 4 days before | 3.31% |
| 4 days after | 3.43% |
| On release day | 0.80% |
| Change in period | 6.86% |
| Release date | Feb 17, 2026 |
| Price on release | $32.31 |
| EPS estimate | $0.360 |
| EPS actual | $0.370 |
| EPS surprise | 2.78% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $32.24 |
| Feb 11, 2026 | $32.42 |
| Feb 12, 2026 | $32.12 |
| Feb 13, 2026 | $32.36 |
| Feb 17, 2026 | $32.31 |
| Feb 18, 2026 | $33.69 |
| Feb 19, 2026 | $35.50 |
| Feb 20, 2026 | $35.44 |
| Feb 23, 2026 | $36.17 |
| 4 days before | 0.217% |
| 4 days after | 11.95% |
| On release day | 4.27% |
| Change in period | 12.19% |
| Release date | Apr 28, 2026 |
| Price on release | $38.79 |
| EPS estimate | $0.380 |
| EPS actual | $0.410 |
| EPS surprise | 7.89% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $38.15 |
| Apr 23, 2026 | $37.98 |
| Apr 24, 2026 | $40.34 |
| Apr 27, 2026 | $40.37 |
| Apr 28, 2026 | $38.79 |
| Apr 29, 2026 | $42.56 |
| Apr 30, 2026 | $42.59 |
| May 01, 2026 | $43.01 |
| May 04, 2026 | $42.80 |
| 4 days before | 1.68% |
| 4 days after | 10.34% |
| On release day | 9.72% |
| Change in period | 12.19% |
Element Solutions Earnings Call Transcript Summary of Q1 2026
Element Solutions reported a strong start to 2026 with a record quarter driven by broad-based strength in Electronics and contributions from recent acquisitions (ESC/EFC and Micromax). Key financials: organic net sales growth of 10% overall and 15% organically in Electronics; constant-currency adjusted EBITDA +21% YoY; adjusted EPS +21%; pass-through metals revenue of $256M in Q1. Management changed adjusted EBITDA margin to exclude pass-through metals to improve comparability and reported an adjusted EBITDA margin (new basis) of 27.8% (+170 bps YoY). Demand drivers: accelerating volumes in high-value electronics (data center, AI infrastructure, high-end smartphones, advanced packaging and power electronics), strong offshore energy in Specialties, and flat Industrial Solutions amid regional automotive softness. Cash flow: negative FCF in Q1 due to working capital build (metals and growth inventory); CapEx of $25M in Q1 and company now guiding $75–$100M for 2026 (up from prior run rate) to support growth and select capacity additions. Balance sheet: net leverage 3.4x (3.1x pro forma for Micromax/EFC); management expects to reduce leverage by ~0.5x by year-end assuming no further deployment. Outlook: raised full-year adjusted EBITDA guidance to $665–$685M, Q2 adj. EBITDA $155–$170M, and now expects adjusted EPS growth in the high teens for 2026. Risks/notes: increased quarterly earnings variance from metal price swings, geopolitical and inflationary risks; management emphasizes variable cost structure, asset-light formulation model, selective growth investments (Kuprion commercialization), and an Investor Day on May 18 for more detail.
