Inferra AI / Company / ESI
Element Solutions Inc.
ESI · Materials
Last earnings Oct 21, 2026
Key results
Reported net incomequarter
$39 million
Reported net income of $39 million, compared to $40 million in the same period last year, a decrease of 3% on a reported basis Adjusted EBITDA of $147 million, a record since the founding of Element Solutions
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Free cash flowquarter
$84 million
free cash flow of $84 million Miami, Fla.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
GAAP EPSquarter
$0.16
Third quarter of 2025 earnings per share (EPS) performance GAAP diluted EPS was $0.16, as compared to $0.17 for the same period last year.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Reported net income for the third quarter of 2025 was $39 million, as compared to $40 million for the third quarter of 2024, a decrease of 3%.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Net incomequarter
6.0%
Net income margin decreased by 30 basis points to 6.0%.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
AI analysis
Q3 2025 · reported Oct 28, 2025
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Oct 28, 2025 EPS values as stated in the release.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Reported net income | $39 million | — | $40 million |
| Free cash flow | $84 million | — | — |
| GAAP EPS | $0.16 | — | $0.17 |
| Net income | 6.0% | — | — |
Guidance · company-stated
No guidance located in the held release
“htm EX-99.1 Document EXHIBIT 99.1 Element Solutions Inc Reports Record Results for Third Quarter 2026 Net sales of $995 million, representing 52% growth on a reported basis and 13% organic growth from the third quarter of 2025 Reported net income of $66 million, compared to $39 million in the same period last year Adjusted EBITDA of $191 million, representing 29% constant currency growth Third quarter 2026 Cash flows from operating activities of $159 million and free cash flow of $135 million Increasing 2026 Adjusted EBITDA guidance to approximately $720 million Miami, Fla.”
Cash flow & capex
Capital allocation
At September 30, 2025, approximately 100% of the Company's debt was fixed.
The Company adjusts for the available-for-sale debt security impairment and certain professional consulting fees because it believes they are not reflective of ongoing operations.
Event summary
We grew earnings in the Industrial Specialty segment in a sluggish macro environment through procurement, productivity and portfolio optimization initiatives as well as ongoing performance from our Energy Solutions business
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
At September 30, 2025, approximately 100% of the Company's debt was fixed.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
The Company adjusts for the available-for-sale debt security impairment and certain professional consulting fees because it believes they are not reflective of ongoing operations.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Free Cash Flow and Adjusted Free Cash Flow Free cash flow is defined as net cash flows from operating activities less net capital expenditures.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Adjusted free cash flow for the three and nine months ended September 30, 2025 is defined as net cash flows from operating activities less (1) net capital expenditures, (2) non-recurring payments associated with a multi-year tax settlement and (3) professional fees, non-recurring expenses and taxes paid in association with the sale of MacDermid Graphics Solutions.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Net capital expenditures include capital expenditures less proceeds from the disposal of property, plant and equipment.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Strategy & priorities
The solid implementation of our strategy to position ourselves in the fastest growing, highest value pockets of our markets continues to deliver for our electronics business, as we report its 6th consecutive quarter of high single-digit organic revenue growth.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
We grew earnings in the Industrial Specialty segment in a sluggish macro environment through procurement, productivity and portfolio optimization initiatives as well as ongoing performance from our Energy Solutions business.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
These statements will often contain words such as expect, anticipate, project, will, should, believe, intend, plan, assume, estimate, predict, seek, continue, outlook, may, might, aim, can have, likely, potential, target, hope, goal, priority, guidance or confident and variations of such words and similar expressions.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Examples of forward-looking statements include, but are not limited to, statements, beliefs, projections and expectations regarding strategy implementation industrial macro environment execution and market conditions through the end of the year full year 2025 adjusted EBITDA guidance the expected benefit of the Micromax acquisition, including its contribution to the Company's results in 2026 opportunities to accelerate earnings growth, including Kuprion commercialization, new product introductions and additional potential acquisitions and future long-term value creation in Micromax.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
com Scott Bisang Ed Hammond Tali Epstein Collected Strategies 1-212-379-2072 esi collectedstrategies.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Risks & headwinds
Important factors that could cause actual results to differ materially from those suggested by the forward-looking statements include, but are not limited to, the war in Ukraine, the Israel-Hamas conflict and other hostilities in the Middle-East as well as actions in response thereto and their impact on market conditions and the global economy increases in tariffs and or imposition of new tariffs and other changes in trade policy, in the U.
SEC original ↗Element Solutions Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Earnings deck slides
1 deck with slide viewCompetitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KESI
Oct 21, 2026
- Q2 2026
- 8-KESI
Aug 28, 2026
- 10-QESI
Jul 28, 2026
- 8-KESI
Jul 27, 2026
- 8-KESI
Jul 20, 2026
- 8-K/AESI
- 8-KESI
Jul 6, 2026
- 8-KESI
Jul 6, 2026
- Q1 2026
- 8-KESI
May 5, 2026
- 10-QESI
Apr 29, 2026
- 8-KESI
Apr 28, 2026
- Q4 2025
- 8-KESI
Mar 23, 2026
- 10-KESI
Feb 18, 2026
- 8-KESI
Feb 17, 2026
- 8-KESI
Feb 2, 2026
- Q3 2025
- 10-QESI
Oct 29, 2025
- 8-KESI
Oct 28, 2025
- Q2 2025
- 10-QESI
Jul 31, 2025
- 8-KESI
Jul 30, 2025
- 8-KESI
Jul 7, 2025
- Q1 2025
- 8-KESI
Jun 5, 2025
- 10-QESI
Apr 24, 2025
- 8-KESI
Apr 23, 2025
- Q4 2024
- 10-KESI
Feb 19, 2025
- 8-KESI
Feb 18, 2025
- Q3 2024
- 10-QESI
Oct 29, 2024
- 8-KESI
Oct 28, 2024
- 8-KESI
Oct 18, 2024
- 8-KESI
Oct 4, 2024
- Q2 2024
- 10-QESI
Jul 30, 2024
Earnings releases
11 documentsPresentations
1 document- Q3 2026
- ESIDeck
Transcripts
0 documentsNo transcripts for Element Solutions Inc. are held in this edition of the library.
Mentioned by
13 companiesOther tracked companies whose held documents mention Element Solutions Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“ctivities of $100 million and free cash flow of $74 million Miami, Fla., July 27, 2026 -- Element Solutions Inc (NYSE:ESI) (“Element Solutions” … …improved over the course of the second quarter as reflected in our increased full year adjusted EBITDA ”
Horace Mann Educators Corp /De/ (HMN)
“… Horace Mann will acquire the employee assistance provider Employee Services, LLC (ESI) through the acquisition of ESI membership interests, and separately, will acquire an individual supplemental platform through… …financed through a combinat”
Solstice Advanced Materials Inc. (SOLS)
“tigation Reform Act of 1995 with respect to the proposed transaction between Solstice and Element Solutions,… …occurrence of any event, change or other circumstance that could give rise to the termination of the merger agreement. The foregoing list o”
“6 Adjusted EBITDA guidance to approximately $720 million Miami, Fla., October 21, 2026 -- Element Solutions Inc (NYSE:ESI) (“Element… …changes to privacy, cybersecurity, environmental, global trade, tax and other governmental regulations; impairments”
“ gain traction, we… …tm2624245d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Element Solutions Announces Mutual Termination of Merger Agreement with Solstice Advanced Materials MIAMI – August 27, 2026 – Element Solutions Inc (NYSE:”
“1 Solstice Advanced Materials Announces Mutual Termination of Merger Agreement with Element Solutions Board of Directors Authorizes $500 Million Share Repurchase … …program is included in the Company’s Form 8-K filed with the SEC today. ”
“tember 10, 2026, to shareowners of record as of August 27, 2026. Announced acquisition of Element Solutions On July 6, 2026, Solstice announced that it had entered into a definitive agreement… …interest 15 2 35 8 Net income attributable to Solstice”
“ctivities of $100 million and free cash flow of $74 million Miami, Fla., July 27, 2026 -- Element Solutions Inc (NYSE:ESI) (“Element Solutions” … …improved over the course of the second quarter as reflected in our increased full year adjusted EBITDA ”
“igation Reform Act of 1995 with respect to the proposed transaction betwe en Solstice and Element Solutions,… …occurrence of any event, change or other circumstance that could give rise to the termination of t he merger agreement. The foregoing list ”
“igation Reform Act of 1995 with respect to the proposed transaction betwe en Solstice and Element Solutions,… …occurrence of any event, change or other circumstance that could give rise to the termination of t he merger agreement. The foregoing list ”
“ecurring revenue streams as the products are replenished in order to continue production. Element Solutions delivers… …Amortization expense 27.2 30.2 EBITDA 167.3 123.7 Adjustments to reconcile to Adjusted EBITDA: Restructuring expense 1.1 2.”
“Plan of Merger (the “Merger Agreement”), dated as of July 6, 2026, by and among Solstice, Element Solutions Inc, Solar…”
“l as AI-driven network and data center applications. We were also pleased to complete the ESI acquisition ahead of schedule in January." First Quarter Financial Summary • Revenue was $1.26 billion, compared… … 331 Provision for income taxes 57 71”
See also the earnings calendar for every tracked company’s next earnings date.