Element Solutions Inc
NYSE:ESI

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Element Solutions Inc
NYSE:ESI
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Price: 35.25 USD 4.41%
Market Cap: $8.6B

Element Solutions Inc
Investor Relations

Element Solutions Inc. began its journey with the strategic vision of capitalizing on specialty chemicals, a market often overlooked but essential in numerous industries. Born from a series of acquisitions and mergers, the company has established itself as a nimble player in the specialty chemicals sector. With operations spanning across multiple continents, Element Solutions delivers high-performance products to industries ranging from electronics to automotive. The company has carved out a niche in surface treatment technologies and advanced materials, providing tailored solutions that enhance product durability, performance, and reliability.

The lifeblood of Element Solutions' revenue is its ability to integrate into the supply chain of its diverse clientele. By creating highly specialized chemical solutions, the company helps its industrial customers improve manufacturing efficiencies and product quality. Element Solutions sustains its business model through a combination of innovation-driven R&D and customer-centric service. With a keen focus on sustainable practices, the company is attractive to businesses increasingly conscious of environmental impacts. By aligning its strategic goals with market demands for sustainable and innovative solutions, Element Solutions continues to reinforce its position as a leader in the specialty chemicals domain.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 18, 2026
AI Summary
Q4 2025

Record Year: Element Solutions delivered record adjusted EBITDA and adjusted EPS in 2025 despite industrial end market weakness and the divestiture of its Graphics business.

Strong Electronics Growth: Electronics segment posted 10% organic revenue growth for the year and 13% in Q4, powered by demand from data centers, AI, and high-performance computing.

Specialty Margin Expansion: The Specialty segment expanded margins by 250 basis points through higher value selling, cost efficiencies, and portfolio optimization.

Acquisitions Closed: Acquisitions of Micromax and EFC Gases & Advanced Materials were completed in early 2026, with both businesses off to a strong start and expected to contribute roughly $70 million to EBITDA in 2026.

2026 Outlook: Management guided 2026 adjusted EBITDA to $650–$670 million, implying high single-digit organic growth and mid- to high-teens adjusted EPS growth.

Metal Price Volatility: Rapid increases in tin and silver prices created short-term margin and cash flow headwinds, but management expects these impacts to normalize in 2026.

Strong Cash Flow and Balance Sheet: Delivered $256 million adjusted free cash flow in 2025, ended the year with $627 million cash, and expects leverage to approach 2.5x by end of 2026.

Key Financials
Net Sales (2025)
$2.6 billion
Electronics Net Sales Organic Growth
10%
Specialties Net Sales Organic Growth
1%
Electronics Segment Organic Growth (Q4)
13%
Specialties Organic Growth (Q4)
4%
Assembly Solutions Organic Growth (2025)
8%
Circuitry Solutions Organic Growth (2025)
10%
Semiconductor Solutions Organic Growth (2025)
13%
Energy Solutions Organic Growth (2025)
7%
Adjusted EBITDA (Q4)
$136 million
Adjusted EBITDA (2025)
$548 million
Adjusted EBITDA Margin (Q4, ex metals)
25.5%
Adjusted EBITDA Margin (2025, ex metals)
26.5%
Adjusted EPS (2025)
$1.49
Adjusted Free Cash Flow (2025)
$256 million
Adjusted Free Cash Flow (Q4)
$83 million
CapEx (2025)
$61 million
Cash Balance (end 2025)
$627 million
Net Debt to Adjusted EBITDA (end 2025)
1.8x
Pro Forma Leverage (post-acquisitions, 2026)
slightly above 3x
Earnings Call Recording
Other Earnings Calls

Management

Sir Martin Ellis Franklin
Founder & Executive Chairman
No Bio Available
Mr. Benjamin Gliklich
CEO, President & Director
No Bio Available
Mr. Carey J. Dorman
Executive VP & CFO
No Bio Available
Mr. John Edwards Capps Esq.
Executive VP, General Counsel & Company Secretary
No Bio Available
Mr. Joseph J. D'Ambrisi
Advisor
No Bio Available
Mr. Michael Russnok
Chief Accounting Officer
No Bio Available
Mr. Yash Nehete
Senior Associate of Corporate Development & IR
No Bio Available
Mr. Richard L. Fricke
Executive VP & Head of Electronics
No Bio Available
Mr. Matthew Liebowitz
Executive VP of Strategy and Head of Industrial & Speciality
No Bio Available
Tom Hunsinger
Vice President of Assembly Solutions
No Bio Available

Contacts

Address
FLORIDA
FORT LAUDERDALE
500 E Broward Blvd Ste 1860
Contacts
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