The earnings call reflected a generally positive outlook with strong performance and growth in the electronics and power electronics segments. However, challenges such as declining electronics EBITDA margin, macroeconomic uncertainty, and weakness in consumer electronics and the European market were noted.

Company Guidance -

Q3 2025

During the Element Solutions Q2 2025 earnings call, the company provided robust guidance for its future performance, highlighting several key metrics. The electronics business achieved a fifth consecutive quarter of high single-digit organic growth with wafer-level packaging products experiencing over 20% growth. The power electronics business also grew at a double-digit rate. Adjusted EBITDA for Q2 was $136 million, surpassing initial guidance of $120 million to $125 million, driven by organic sales growth of 6%. The company increased its full-year adjusted EBITDA outlook to a range of $530 million to $550 million, up from previous guidance. For Q3 2025, adjusted EBITDA is expected to be between $140 million and $145 million, projecting a 5% sequential improvement. The Industrial & Specialty segment saw adjusted EBITDA growth, excluding the graphics divestiture, of 10%. Element Solutions is optimistic about its ongoing growth, supported by investments in new technologies and facilities, such as the upcoming mid-scale active copper manufacturing site and research centers in India and Southeast Asia.

Record Performance in Electronics Business

The electronics business achieved a fifth consecutive quarter of high single-digit organic growth, with sales from wafer-level packaging products increasing by more than 20% in Q2.

Strong Performance in Power Electronics

The power electronics business experienced double-digit growth, driven by demand from legacy EV customers and new wins that have broadened the customer base.

Industrial & Specialty Segment Margin Improvement

Adjusted EBITDA growth for Industrial & Specialty, excluding graphics divestiture impact, was 10%. Core industrial surface treatment business demonstrated stable or growing adjusted EBITDA.

Adjusted EBITDA Exceeds Guidance

Adjusted EBITDA for the quarter was $136 million, surpassing the initial guidance range of $120 million to $125 million.

Strong Cash Flow and Balance Sheet Position

Generated $59 million in adjusted free cash flow, with net leverage ratio at the end of the quarter at 2.1x.

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

Daily Earnings Calendar >

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 (ESI) report earnings?

Element Solutions (ESI) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Element Solutions (ESI) earnings time?

Element Solutions (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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