Element Solutions Inc (ESI)
NYSE:ESI
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.43Last Year’s EPS
0.37Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was positive: the company reported a record quarter with strong double-digit organic growth in Electronics, broad-based margin expansion, and raised full-year adjusted EBITDA and EPS guidance. Management emphasized customer-driven investments (CapEx/OpEx), successful acquisitions and commercial momentum (Kuprion progress). However, near-term headwinds remain — Q1 free cash flow was negative due to working capital and metal price effects, Industrial Solutions showed weakness, metal price volatility creates earnings lumpiness, and geopolitical/inflationary risks could affect demand and margins. On balance, growth and guidance upgrades outweigh the transitory and operational risks.Company Guidance
Record Quarter and Organic Sales Growth
Company reported a record quarter with organic net sales growth of 10% year-over-year and delivered double-digit organic sales growth in Electronics for the second consecutive quarter.
Strong Electronics Performance
Electronics segment grew 15% organically, with sub-segment organic growth: Semiconductor Solutions +18%, Circuitry Solutions +17%, and Assembly Solutions +12%; growth driven by AI/data-center build-out, high-layer-count server boards, thermal/packaging demand and high-end smartphone strength.
Adjusted EBITDA and Margin Expansion
Constant currency adjusted EBITDA increased 21% year-over-year. On a revised basis excluding pass-through metals, adjusted EBITDA margin improved 170 basis points to 27.8% in Q1 2026.
Adjusted EPS Growth
Adjusted earnings per share grew 21% in the quarter, reflecting strong Electronics demand (partially offset by higher interest costs from acquisitions).
Accretive Acquisitions and Integration Progress
Closed strategic acquisitions (ESC, Micromax, EFC) in Q1; Micromax contributed roughly $65 million of reported sales for two months and EFC gases & Advanced Materials contributed $19 million. Management reports integrations on track with teams settling well.
Raised Full-Year Adjusted EBITDA Guidance
Raised full-year adjusted EBITDA guidance to $665 million–$685 million and Q2 adjusted EBITDA outlook to $155 million–$170 million; now expect full-year adjusted EPS growth in the high teens.
Investment to Capture Growth Opportunities
Stepping up targeted CapEx and OpEx to support customer-led growth initiatives (Kuprion commercialization, capacity adds for engineered products, Southeast Asia expansion). Q1 CapEx was $25 million and full-year CapEx guidance increased to $75 million–$100 million (<3% of sales).
Strong Balance Sheet Path and Leverage Reduction Plan
Net leverage was 3.4x at quarter end (3.1x pro forma Micromax and EFC for a full trailing 12 months); company expects to reduce leverage by ~0.5x by year-end assuming no further capital deployment.
ESI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ESI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $38.78 | $42.56 | +9.75% |
Feb 17, 2026 | $32.24 | $33.61 | +4.27% |
Oct 28, 2025 | $26.08 | $26.29 | +0.80% |
Jul 30, 2025 | $22.95 | $23.40 | +1.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Element Solutions Inc (ESI) report earnings?
Element Solutions Inc (ESI) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Element Solutions Inc (ESI) earnings time?
Element Solutions Inc (ESI) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ESI EPS forecast?
ESI EPS forecast for the fiscal quarter 2026 (Q2) is 0.43.