Element Solutions Inc (ESI) Form 8-K — Oct 21, 2026
Element Solutions Inc reported record Q3 2026 results, with net sales of $995 million up 52% reported and 13% organic, driven by AI-infrastructure demand across its Electronics segment. Net income rose 67% to $66 million, adjusted EBITDA grew 29% on a constant currency basis to $191 million, and adjusted EPS was $0.50 versus $0.41 a year ago. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $720 million and expects adjusted EPS growth above 20%, citing sustained Electronics momentum and contributions from the Micromax and EFC acquisitions.
Key figures
- Eps
- 0.27
- Revenue
- 995300000
- Guidance
- FY2026 adjusted EBITDA raised to approximately $720 million; adjusted EPS growth in excess of 20% for the full year
- Net Income
- 65700000
- Revenue Yoy
- 52% reported / 13% organic
- Cash Position
- 224900000
- Shares Outstanding
- 246100000
- Adjusted eps q3
- 0.5
- Free cash flow q3
- 134500000
- Adjusted ebitda q3
- 191000000
- Percent debt fixed
- approximately 94%
- Electronics net sales
- 779600000
- Specialties net sales
- 215700000
- Adjusted ebitda margin
- 28.2%
- Operating cash flow q3
- 159200000
- Adjusted eps prior year
- 0.41
- Electronics organic growth
- 18%
- Specialties organic growth
- 1%
- Electronics growth reported
- 68%
- Adjusted ebitda yoy constant currency
- 29%
AI analysis
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