ESI
Element Solutions IncPrice & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $162M | first quarter 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 27.8% | first quarter 2026 | — |
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| Electronics Adjusted EBITDA non-GAAP | $119M | first quarter 2026 | — |
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| Electronics net sales | $634M | first quarter 2026 | — |
| Specialties Adjusted EBITDA non-GAAP | $43M | first quarter 2026 | — |
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| Specialties net sales | $207M | first quarter 2026 | — |
| adjusted EBITDA (pro forma, assuming full quarter ownership of Micromax) non-GAAP | $170M | Q1 2026 call | — |
| adjusted EBITDA margin expansion (year-over-year) non-GAAP | 170 | Q1 2026 call | — |
| adjusted EPS growth non-GAAP | 21% | Q1 2026 call | — |
| Assembly Solutions organic net sales growth | 12% | Q1 2026 call | — |
| Circuitry Solutions organic net sales growth | 17% | Q1 2026 call | — |
| constant currency adjusted EBITDA growth non-GAAP | 21% | Q1 2026 call | — |
| EFC Gases and Advanced Materials revenue | $19M | Q1 2026 call | — |
| Electronics organic net sales growth | 15% | Q1 2026 call | — |
| Micromax reported sales contribution | $65M | Q1 2026 call | — |
| Offshore Energy Solutions organic net sales growth | 15% | Q1 2026 call | — |
| organic net sales growth | 10% | Q1 2026 call | — |
| pass-through metals revenue non-GAAP | $256M | Q1 2026 call | — |
| Semiconductor Solutions organic net sales growth | 18% | Q1 2026 call | — |
| Specialties organic net sales growth | 1% | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ESI
this stock
Element Solutions Inc
|
$9.70B | +59.7% | -8.5% | 64.2 | 6.1% |
|
LIN
Linde PLC
|
$245.08B | +24.7% | +3.0% | 35.1 | 1.4% |
|
AIQUF
L Air Liquide SA /Fi
|
$124.05B | +5.5% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$82.37B | +3.0% | +26.4% | 32.1 | 3.2% |
|
ECL
Ecolab Inc.
|
$77.34B | +4.8% | +2.2% | 37.2 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ESI | -8.8% | +0.9% | +35.8% | -16.6% | +59.7% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -10.1% | -3.2% | +26.8% | -17.7% | +49.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.