Element Solutions reports Q3 adjusted EPS 41c, consensus 40c

Reports Q3 revenue $656M, consensus $646.47M. Chief Executive Officer Benjamin Gliklich commented, “Element Solutions (ESI)’ strong 2025 continued in the third quarter with record adjusted EBITDA, despite the lost contribution from our recently sold Graphics business. In a mixed overall macroeconomic backdrop, like-for-like adjusted EBITDA growth of 10% year over year demonstrates the strength of our execution. 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. While certain markets like power electronics softened, data center driven demand and the seasonal uplift from smart phone pre-builds pushed our Electronics segment to record revenue. 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. Overall, it was an exceptional quarter.”