EOverview
Element Solutions provides specialty chemicals and materials used in electronics manufacturing, surface finishing, and energy applications. Its products include chemistry for circuit boards, corrosion protection, and photopolymers, offered through a portfolio built from multiple established acquisitions that are integrated into one platform. The company differs from others by growing through disciplined acquisitions to create a broad, integrated supply chain rather than relying on a single product line. Its goal is to be a leading, dependable global supplier with a wide range of specialized chemicals and materials for its target markets.
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About Element Solutions
Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
West Haven, Connecticut
Founded
2013
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Simplify's take
What believers are saying
- Q3 2026 revenue hit $995 million; electronics organic sales rose 18% on AI demand.
- Management raised 2026 adjusted EBITDA guidance to roughly $720 million after record third quarter results.
- Micromax and EFC are scaling quickly; ActiveCopper qualification milestones support material EBITDA by 2028.
What critics are saying
- Offshore Solutions fell 13% in Q3 2026; project delays and customer outages hit sales.
- Shareholder litigation from Ademi LLP targets the Solstice deal, prolonging distraction through 2027.
- If AI electronics demand normalizes, ESI loses its growth engine and acquisition thesis breaks.
What makes Element Solutions unique
- Element Solutions owns sticky chemistries inside circuit boards, semiconductors, and advanced packaging.
- MacDermid Alpha, Micromax, and EFC Gases deepen electronics switching costs and qualification moats.
- Ben Gliklich decentralizes operations, keeping customer-facing specialty businesses close to fast-moving electronics demand.
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Funding
Total Funding
$1.6B
Above
Industry Average
Funded Over
3 Rounds
Benefits
- Remote Work Options
Stock Price
Company News
What Element Solutions (ESI) said on its Q3 earnings call. October 22, 2026 Key points. * Record Q3 performance: Element Solutions reported record revenue, adjusted EBITDA and adjusted EPS, driven by 13% companywide organic sales growth and an 18% increase in Electronics sales. The company raised its full-year adjusted EBITDA outlook to approximately $720 million. * AI-related demand is accelerating: Semiconductor, assembly and circuitry businesses all posted double-digit growth, supported by demand for thermal-management materials, advanced packaging and high-performance circuit boards tied to AI infrastructure. Micromax and EFC Gases also performed ahead of expectations. * Mixed Specialties results and strategic changes: Industrial Solutions saw limited growth while Offshore Solutions declined 13% because of project delays and a customer equipment failure. Following termination of the Solstice transaction, ESI is pursuing its standalone strategy, decentralizing its Electronics organization and continuing investments, acquisitions and share repurchases. * Want to know the moment analysts change their view on Element Solutions? Get MarketBeat All Access for $149 a year and keep that rate for life. Element Solutions NYSE: ESI reported record third-quarter revenue, adjusted EBITDA and adjusted earnings per share, supported by continued demand for electronics products tied to artificial intelligence infrastructure, advanced semiconductor packaging and high-performance circuit boards. The company also raised its full-year adjusted EBITDA outlook to approximately $720 million. Chief Executive Officer Ben Gliklich said the company's Electronics segment remains a major driver of growth, with the business on pace to generate as much adjusted EBITDA in 2026 as the entire company produced in the prior year. He said demand has accelerated across the supply chain supporting AI infrastructure, particularly in thermal management, power density and advanced packaging applications. "Underlying demand in the high-end electronics market remains strong," Gliklich said, adding that the company expects its established positions in faster-growing, higher-value market niches to support future performance. Electronics growth broad-based. Chief Financial Officer Carey Dorman said organic net sales rose 13% companywide in the third quarter, while constant-currency adjusted EBITDA increased 29% year over year. Electronics organic net sales grew 18%, with every vertical within the segment posting double-digit organic growth. * Semiconductor Solutions organic sales increased 24%. * Assembly Solutions organic sales rose 16%. * Circuitry Solutions organic sales increased 16%. Electronics adjusted EBITDA margins, excluding pass-through metals, improved 50 basis points from a year earlier to 28.2%. Dorman attributed the improvement primarily to product mix, including growth in higher-value electronics offerings, as well as contributions from Micromax. In Semiconductor Solutions, Element Solutions cited improved order patterns for power electronics products and increased momentum for thermal-interface materials used in high-power applications such as AI graphics processing units and central processing units. The company also said demand remained strong for advanced packaging products used by Asian outsourced semiconductor assembly and test providers. Circuitry Solutions benefited from demand for board metallization products serving AI infrastructure and high-performance computing. Gliklich said industry forecasts for printed circuit board volume growth in 2026 have risen from about 6% at the start of the year to more than 10%, despite softness in consumer electronics. He said Element Solutions' Circuitry Solutions business has outperformed expected market growth by more than 500 basis points year to date. Micromax contributed nearly $140 million of reported sales during the quarter, about two-thirds of which was related to metals, according to Dorman. He said the acquired business is performing ahead of plan and generated significant revenue and adjusted EBITDA growth. EFC Gases and Advanced Materials contributed $23 million in revenue, up 45% sequentially and 19% year over year, reflecting demand in semiconductor manufacturing, satellite and electrical-infrastructure applications. Specialties faces uneven conditions. The company's Specialties segment faced more mixed conditions. Industrial Solutions organic sales grew 3%, primarily because of price increases tied to raw-material cost inflation, while global volumes were roughly flat. Automotive demand modestly improved in Asia and Europe, but other industrial end markets remained soft. Offshore Solutions organic sales declined 13%, reflecting project delays and an equipment failure at a large customer that temporarily shut down the customer's facility. Dorman said the impact was a few million dollars of revenue in the quarter and that the site has returned online. He said the company expects sales to resume most likely in the fourth quarter, with a full recovery expected by the first quarter of 2027. The company also said it won business for what it described as its first, and the industry's first, deep-offshore carbon-capture installation. Management characterized the account as a small current contributor in a nascent market. Investment, cash flow and capital allocation. Adjusted free cash flow was $135 million in the third quarter, rising materially both sequentially and from the prior year. Element Solutions spent $30 million on capital expenditures in the quarter, bringing year-to-date investment to $83 million. The company now expects approximately $110 million in full-year capital expenditures, or less than 3% of expected full-year sales. The investments include manufacturing capacity for engineered preforms, thermal-interface materials and Kuprion ActiveCopper products, as well as local Electronics laboratory operations in India and Southeast Asia. The company broke ground on a new EFC facility in Texas late in the third quarter. Gliklich said Element Solutions achieved two customer qualification milestones for ActiveCopper during the quarter. The company currently produces the product in Fremont, California, is developing a second site in Connecticut and is planning a third site. He said the business could contribute material EBITDA by 2028. Net leverage stood at 2.7 times on a pro forma basis at quarter-end, including full contributions from Micromax and EFC. Element Solutions returned almost $60 million to shareholders during the quarter through dividends and the repurchase of about 1.1 million shares. Gliklich said the company's capital-allocation approach remains unchanged, with continued emphasis on organic investment, bolt-on acquisitions and opportunistic share repurchases. Solstice termination and organizational changes. Gliklich also addressed the mutual termination of the proposed Solstice transaction at the end of August. He said management received investor feedback favoring the company's standalone plan, which had been outlined at its May investor day, over alternatives that could introduce complexity and execution risk. "We're doubling down on the culture of entrepreneurship, operational excellence, and prudent capital allocation," Gliklich said. The company is decentralizing its Electronics organization into more autonomous business units aligned with customers. Matt Liebowitz has been named chief operating officer and will oversee Electronics and Specialties business units. Dorman will become president in addition to remaining chief financial officer, with oversight of business functions. Rick Fricke will become an adviser to the company and its Electronics businesses. For the fourth quarter, the company's outlook assumes continued AI-driven electronics investment, normal seasonal patterns and sequential improvement at EFC. Management said the full-year guidance implies adjusted EPS growth of more than 20% in 2026, based on current exchange rates and stable metals prices. About Element Solutions (NYSE:ESI). Element Solutions Inc NYSE: ESI is a specialty chemicals company that develops and produces materials used in electronics manufacturing and a range of industrial applications. Its products are designed to support processes such as printed circuit board fabrication, semiconductor packaging, electronic assembly, metal finishing, and surface treatment. Through its electronics-focused businesses, including MacDermid Alpha Solutions, the company supplies solder materials, electronic assembly chemicals, circuit board materials, and semiconductor packaging solutions. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Element Solutions, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. 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Element Solutions Inc (ESI) reported third-quarter profit of $65.7 million on Wednesday, or 27 cents per share. Revenue was $995.3 million. Adjusted for non-recurring costs, earnings were 50 cents per share. That beat the average estimate of 48 cents from three analysts surveyed by Zacks Investment Research. The Miami Beach, Florida-based company makes specialty chemicals and printing products.
Solstice Advanced Materials and Element Solutions have mutually terminated their $14.5 billion merger agreement after receiving feedback from shareholders on both sides who preferred the companies remain independent. No termination fee will be paid by either party. The deal, announced on 6 July, would have combined Solstice's refrigerants and specialty materials businesses with Element's electronics chemicals operations. Element shareholders would have received $10 cash plus 0.5 Solstice shares per share. Following the announcement, Solstice's board authorised the company's first share buyback programme worth up to $500 million and reaffirmed recently raised guidance. Solstice shares jumped 15% in after-hours trading, whilst Element gained 4%. The merger would have generated approximately $6.8 billion in 2025 sales and targeted over $180 million in annual run-rate synergies by the third year after closing.
Element Solutions (NYSE:ESI) sees Strong trading volume - should you Buy? Posted by Andrew Walz on Aug 28th, 2026 Shares of Element Solutions Inc. (NYSE:ESI - Get Free Report) saw an uptick in trading volume on Friday. 2,018,009 shares were traded during mid-day trading, a decline of 43% from the previous session's volume of 3,552,582 shares.The stock last traded at $36.45 and had previously closed at $36.52. Tracking Market News Analyst ratings changes. ESI has been the topic of a number of recent analyst reports. Seaport Research Partners reissued a "buy" rating and issued a $49.00 price target on shares of Element Solutions in a report on Tuesday, May 5th. UBS Group upped their price objective on Element Solutions to $52.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. Mizuho reaffirmed a "neutral" rating and set a $45.00 target price (down from $54.00) on shares of Element Solutions in a report on Tuesday, July 14th. William Blair set a $48.00 price target on Element Solutions in a research report on Friday. Finally, Truist Financial boosted their price objective on shares of Element Solutions from $47.00 to $48.00 and gave the company a "buy" rating in a research report on Thursday, July 9th. Three investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, Element Solutions has an average rating of "Buy" and a consensus price target of $44.00. Element Solutions price performance. Discover more Tracking Market News Discovering Financial Exchanges Building Stock Portfolios The company has a current ratio of 2.91, a quick ratio of 2.11 and a debt-to-equity ratio of 0.73. The firm has a fifty day moving average of $39.65 and a 200 day moving average of $38.34. The company has a market capitalization of $8.61 billion, a P/E ratio of 47.77, a P/E/G ratio of 1.24 and a beta of 1.26. Element Solutions (NYSE:ESI - Get Free Report) last posted its quarterly earnings data on Monday, July 27th. The company reported $0.47 EPS for the quarter, beating analysts' consensus estimates of $0.43 by $0.04. Element Solutions had a return on equity of 14.88% and a net margin of 5.67%.The company had revenue of $977.90 million during the quarter, compared to analysts' expectations of $873.19 million. During the same quarter in the prior year, the business earned $0.20 earnings per share. Element Solutions's revenue for the quarter was up 56.4% compared to the same quarter last year. On average, equities research analysts anticipate that Element Solutions Inc. will post 1.81 EPS for the current year. Building Stock Portfolios Element Solutions dividend announcement. The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.9%. The ex-dividend date is Tuesday, September 1st. Element Solutions's dividend payout ratio is presently 43.24%. Institutional investors weigh in on Element Solutions. A number of hedge funds have recently bought and sold shares of ESI. Thrivent Financial for Lutherans raised its stake in shares of Element Solutions by 7.4% in the fourth quarter. Thrivent Financial for Lutherans now owns 2,524,090 shares of the company's stock valued at $63,077,000 after acquiring an additional 174,228 shares during the period. Hsbc Holdings PLC increased its holdings in Element Solutions by 45.2% during the 4th quarter. Hsbc Holdings PLC now owns 189,883 shares of the company's stock worth $4,767,000 after purchasing an additional 59,154 shares during the period. Jennison Associates LLC raised its holdings in shares of Element Solutions by 36.7% in the first quarter. Jennison Associates LLC now owns 2,977,958 shares of the company's stock valued at $101,667,000 after acquiring an additional 798,923 shares in the last quarter. Empowered Funds LLC bought a new stake in shares of Element Solutions in the 1st quarter valued at about $1,708,000. Finally, Connor Clark & Lunn Investment Management Ltd. purchased a new stake in Element Solutions during the second quarter worth $8,363,000. Hedge funds and other institutional investors own 92.32% of the company's stock. About Element Solutions. Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company's solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives. In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies. Receive News & Ratings for Element Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Element Solutions and related companies with MarketBeat.com's FREE daily email newsletter.
114,347 shares in Element Solutions Inc. $ESI acquired by Rokos Capital Management LLP. July 28, 2026 Key points. * Rokos Capital Management acquired 114,347 shares of Element Solutions in the first quarter, valued at approximately $3.9 million. Institutional investors collectively own 92.32% of the company. * Analysts remain generally bullish, with a consensus "Buy" rating and an average price target of $43.00; recent targets range from $45 to $52, although Mizuho lowered its target to $45 and maintained a neutral rating. * Element Solutions reported quarterly EPS of $0.47, beating estimates of $0.43, while revenue rose 56.4% year over year to $977.9 million. The company also maintains a quarterly dividend of $0.08 per share, yielding approximately 0.8%. * MarketBeat previews top five stocks to own in August. Rokos Capital Management LLP bought a new position in Element Solutions Inc. (NYSE:ESI - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 114,347 shares of the company's stock, valued at approximately $3,904,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. Empowered Funds LLC purchased a new stake in Element Solutions during the 1st quarter valued at about $1,708,000. The Manufacturers Life Insurance Company lifted its stake in shares of Element Solutions by 10.0% in the first quarter. The Manufacturers Life Insurance Company now owns 51,549 shares of the company's stock worth $1,760,000 after buying an additional 4,673 shares in the last quarter. Maverick Capital Ltd. bought a new position in shares of Element Solutions in the first quarter worth approximately $1,486,000. Castleark Management LLC lifted its stake in shares of Element Solutions by 3.9% in the first quarter. Castleark Management LLC now owns 273,884 shares of the company's stock worth $9,350,000 after buying an additional 10,380 shares in the last quarter. Finally, Troluce Capital Advisors LLC purchased a new stake in shares of Element Solutions during the first quarter valued at approximately $27,667,000. 92.32% of the stock is currently owned by institutional investors. Analysts set new price targets. Several equities research analysts recently weighed in on the stock. BMO Capital Markets raised their price target on shares of Element Solutions from $45.00 to $50.00 and gave the company an "outperform" rating in a research report on Monday, July 6th. Wall Street Zen upgraded Element Solutions from a "hold" rating to a "buy" rating in a research note on Monday, April 20th. Truist Financial lifted their target price on Element Solutions from $47.00 to $48.00 and gave the stock a "buy" rating in a report on Thursday, July 9th. UBS Group boosted their price target on Element Solutions to $52.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. Finally, Mizuho reaffirmed a "neutral" rating and set a $45.00 price target (down from $54.00) on shares of Element Solutions in a report on Tuesday, July 14th. Three investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Element Solutions currently has a consensus rating of "Buy" and a consensus target price of $43.00. Element Solutions stock up 1.0%. Shares of Element Solutions stock opened at $37.83 on Tuesday. The company has a market cap of $9.21 billion, a price-to-earnings ratio of 61.01, a price-to-earnings-growth ratio of 1.30 and a beta of 1.23. The company's 50 day moving average is $42.00 and its 200 day moving average is $37.03. Element Solutions Inc. has a twelve month low of $22.63 and a twelve month high of $49.25. The company has a quick ratio of 1.91, a current ratio of 2.68 and a debt-to-equity ratio of 0.75. Element Solutions (NYSE:ESI - Get Free Report) last posted its earnings results on Monday, July 27th. The company reported $0.47 EPS for the quarter, topping analysts' consensus estimates of $0.43 by $0.04. The business had revenue of $977.90 million during the quarter, compared to the consensus estimate of $873.19 million. Element Solutions had a net margin of 5.32% and a return on equity of 14.19%. The firm's revenue was up 56.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.20 EPS. Research analysts anticipate that Element Solutions Inc. will post 1.79 EPS for the current year. Element Solutions dividend announcement. The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were paid a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, June 1st. Element Solutions's dividend payout ratio (DPR) is 51.61%. Element Solutions company profile. Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company's solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives. In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies. Want to see what other hedge funds are holding ESI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Element Solutions Inc. (NYSE:ESI - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Element Solutions, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Element Solutions wasn't on the list. While Element Solutions currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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About Element Solutions
Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
West Haven, Connecticut
Founded
2013
Element Solutions is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs