ESI · Element Solutions Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $184M | second quarter of 2026 | +35.3% |
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| Adjusted EBITDA margin non-GAAP | 27.8% | six months ended June 30, 2026 | — |
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| Electronics Adjusted EBITDA non-GAAP | $142M | second quarter of 2026 | — |
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| Electronics organic net sales growth non-GAAP | 20% | second quarter of 2026 | — |
| Free cash flow non-GAAP | $74M | second quarter of 2026 | — |
| Organic net sales growth non-GAAP | 15% | second quarter of 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Reported Net Sales Growth 56%
-1% Impact of Currency
-17% Change in Pass-Through Metals Pricing
-23% Acquisitions
= Organic Net Sales Growth 15%
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| Specialties Adjusted EBITDA non-GAAP | $42M | second quarter of 2026 | — |
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| Specialties organic net sales growth non-GAAP | 3% | second quarter of 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$9.45B | +55.3% | +3.8% | 62.6 | 3.7% |
|
LIN
Linde PLC
|
$222.53B | +13.2% | +3.0% | 31.1 | 1.2% |
|
AIQUF
L Air Liquide SA /Fi
|
$126.61B | +4.0% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$87.17B | +10.8% | +2.1% | 33.1 | 2.6% |
|
ECL
Ecolab Inc.
|
$77.40B | +5.2% | +2.2% | 37.1 | 1.1% |
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 | +2.5% | +3.8% | +7.3% | +5.7% | +55.3% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.1% | -0.7% | -6.5% | +1.7% | +41.5% |
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.