
Element Solutions Inc
NYSE•ESI
CEO: Sir Martin Ellis Franklin
Sector: Basic Materials
Industry: Chemicals - Specialty
Listing Date: 2013-10-22
Element Solutions Inc operates as a specialty chemicals company in the United States, China, and internationally. The company operates in two segments, Electronics, and Industrial & Specialty. The Electronics segment researches, formulates, and sells specialty chemicals and materials for various types of electronics hardware products. This segment also supplies surface mount technologies, fluxes, thermal management material, coatings, and other attachment materials; chemical formulations to the electronics industry; and advanced copper interconnects, die attachment, sintered silver material, adhesives, wafer bump processes, and photomask technologies for semiconductor industry. It primarily serves mobile communications, computers, automobiles, and aerospace equipment industries. The Industrial & Specialty segment provides industrial solutions, which include chemical systems that protect and decorate metal and plastic surfaces; consumable chemicals that enable printing image transfer on flexible packaging materials; and chemistries used in water-based hydraulic control fluids for offshore energy production applications. It serves aerospace, automotive, construction, consumer electronics, consumer packaged goods, and oil and gas production end markets. The company was formerly known as Platform Specialty Products Corporation and changed its name to Element Solutions Inc in January 2019. Element Solutions Inc was founded in 1785 and is headquartered in Fort Lauderdale, Florida.
Contact Information
500 East Broward Boulevard, Suite 1860, Fort Lauderdale, FL, 33394, United States
561-207-9600
Market Cap
$6.39B
P/E (TTM)
26.6
19.2
Dividend Yield
1.2%
52W High
$28.27
52W Low
$16.77
52W Range
Rank55Top 68.5%
3.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024
Financial Dashboard
Q3 2025 Data
Revenue
$656.10M+1.72%
4-Quarter Trend
EPS
$0.16-5.88%
4-Quarter Trend
FCF
$83.60M-2.68%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Nine Months Sales Growth Net sales reached $1.875B, reporting 2% growth; organic sales increased 5% driven by Electronics segment strength.
Adjusted EBITDA Rises Adjusted EBITDA totaled $411.3M for nine months, marking 2% reported growth, reflecting strong operational performance.
Debt Prepayment Executed Prepaid $200M of term loans B-3 utilizing MGS Transaction proceeds; total debt stands at $1.625B as of September 30.
MGS Divestiture Gain Recognized $66.6M gain from MGS Transaction sale in Q1 2025; this boosted Other Expense, net results significantly.
Risk Factors
Net Income Declines Net income attributable to common stockholders decreased 3% to $184.7M for nine months, despite revenue stability.
Operating Cash Flow Lower Cash provided by operating activities fell $24.6M to $198.7M, driven by higher incentive payments and working capital needs.
Gross Margin Compression Total Gross Margin compressed 80 bps in Q3 to 42.2%, primarily due to higher pass-through prices for tin and silver inputs.
Derivative Liability Exposure Total derivative liabilities reached $96.7M at September 30, 2025, reflecting exposure from metals and cross-currency swaps.
Outlook
Micromax Acquisition Announced Proposed acquisition of Micromax for approximately $500M announced; expected to close in Q1 2026, joining Electronics segment.
2025 CapEx Guidance Full year 2025 capital expenditures are expected to be approximately $65.0M, funded by cash and credit availability.
Liquidity Position Strong Liquidity sufficient for next twelve months, supported by $390M availability under credit facilities and operational cash generation.
Quarterly Dividend Expected Expect to continue quarterly cash dividends, subject to Board determination based on future earnings and cash flow generation.
Peer Comparison
Revenue (TTM)
EMN$9.02B
AXTA$5.17B
LPX$2.82B
Gross Margin (Latest Quarter)
66.3%
EGO49.5%
ESI42.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| NEU | $7.20B | 16.1 | 28.5% | 26.7% |
| EMN | $7.08B | 10.1 | 12.1% | 0.0% |
| HBM | $6.90B | 23.9 | 10.9% | 20.2% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.7%
Moderate Growth
4Q Net Income CAGR
-10.4%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Feb 17, 2026
EPS:$0.36
|Revenue:-
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Oct 29, 2025|Revenue: $656.10M+1.7%|EPS: $0.16-5.9%MissForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Jul 31, 2025|Revenue: $625.20M+2.0%|EPS: $0.20-48.7%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: Apr 24, 2025|Revenue: $593.70M+3.3%|EPS: $0.40+73.9%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 19, 2025|Revenue: $2.46B+5.3%|EPS: $1.01+106.1%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Oct 29, 2024|Revenue: $645.00M+7.6%|EPS: $0.17-230.8%MissForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Jul 30, 2024|Revenue: $612.70M+4.5%|EPS: $0.39+225.0%BeatForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: Apr 30, 2024|Revenue: $575.00M+0.1%|EPS: $0.23+27.8%MissForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 21, 2024|Revenue: $2.33B-8.5%|EPS: $0.49-35.5%Beat