Element Solutions reported a strong second quarter with significant growth in electronics and power electronics segments, exceeding EBITDA guidance. However, challenges remain in the industrial markets and there are headwinds in the EV ecosystem. Overall, the positive aspects significantly outweigh the negative, leading to an optimistic outlook.

Company Guidance

In the Element Solutions Q2 2025 earnings call, the company provided a robust outlook, revising its full-year adjusted EBITDA guidance to between $530 million and $550 million, up from its previous range, driven by strong performance in the electronics segment. This segment saw organic growth of 9%, with sales from wafer-level packaging products increasing by over 20%, supported by ongoing demand from data centers and power electronics. The company's Industrial & Specialty segment demonstrated meaningful margin improvement, with adjusted EBITDA growth of 10% when excluding the impact of a graphics divestiture. Adjusted EBITDA for the quarter was $136 million, surpassing the initial guidance of $120 million to $125 million. Despite macroeconomic uncertainties, Element Solutions remains confident in its ability to navigate supply chain dynamics and leverage its diversified global footprint to sustain growth.

Outstanding Second Quarter Performance

Element Solutions had an outstanding second quarter with high single-digit organic growth in the electronics business and expanded demand across various segments.

Electronics Business Growth

The electronics business delivered a fifth consecutive quarter of high single-digit organic growth, with segments like wafer-level packaging products growing more than 20% in the second quarter.

Expansion and Investment

Element Solutions opened a new research center in Bangalore, India, and is building labs in Thailand and Vietnam to support growth in electronics manufacturing.

Adjusted EBITDA Exceeds Guidance

Adjusted EBITDA of $136 million exceeded the initial guidance for the quarter, driven by a 7% increase after adjusting for the graphics business divestiture.

Power Electronics and Semiconductor Growth

The power electronics business grew at a double-digit rate, and semiconductor solutions saw a 20% increase in organic net sales.

Strong Balance Sheet and Cash Flow

The company generated $59 million of adjusted free cash flow in Q2 and maintained a net leverage ratio of 2.1x with no debt maturities until 2028.

Element Solutions (ESI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ESI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.40 / -	0.39	―	―	―
Jul 30, 2025	2025 (Q2)	0.36 / 0.37	0.36	2.78% (+0.01)
Apr 23, 2025	2025 (Q1)	0.33 / 0.34	0.34	0.00% (0.00)
Feb 18, 2025	2024 (Q4)	0.35 / 0.35	0.32	9.37% (+0.03)
Oct 28, 2024	2024 (Q3)	0.38 / 0.39	0.36	8.33% (+0.03)
Jul 29, 2024	2024 (Q2)	0.35 / 0.36	0.31	16.13% (+0.05)
Apr 29, 2024	2024 (Q1)	0.32 / 0.34	0.3	13.33% (+0.04)
Feb 20, 2024	2023 (Q4)	0.33 / 0.32	0.29	10.34% (+0.03)
Oct 25, 2023	2023 (Q3)	0.34 / 0.36	0.36	0.00% (0.00)
Jul 26, 2023	2023 (Q2)	0.31 / 0.31	0.38	-18.42% (-0.07)

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
Jul 30, 2025	$23.15	$23.60	+1.94%
Apr 23, 2025	$19.15	$20.45	+6.79%
Feb 18, 2025	$26.21	$27.36	+4.39%
Oct 28, 2024	$26.41	$27.42	+3.82%

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 Oct 22, 2025, Before Open (Confirmed).

What is Element Solutions Inc (ESI) earnings time?

Element Solutions Inc (ESI) earnings time is at Oct 22, 2025, 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 2025 (Q3) is 0.4.

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