Education
About Us
Working with TipRanks
Follow Us
Element Solutions (ESI)
NYSE:ESI
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.34Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive outlook: management reported record adjusted EBITDA and EPS, strong Electronics momentum driven by AI/data-center demand, meaningful product and M&A progress (Micromax, EFC, Kuprion) and solid cash generation. Notable near-term headwinds include metal price volatility that pressured margins and working capital, softness in some industrial end markets, and a temporary rise in leverage following acquisitions. Management provided constructive 2026 guidance and plans to recapture timing-related metal losses and to reduce leverage over the year.Company Guidance
Record Financial Performance in 2025
Delivered record adjusted EBITDA of $548 million for the year and record adjusted EPS of $1.49 despite the Graphics divestiture.
Strong Net Sales and Organic Growth
Full-year net sales of $2.6 billion with 6% organic growth in 2025; fourth-quarter net sales increased 10% organically, led by Electronics.
Robust Electronics Segment Momentum
Electronics grew 10% organically for the full year and 13% organically in Q4; all three Electronics verticals grew double-digits in Q4 (Circuitry +10% FY, Semiconductor +13% FY, Assembly Solutions +8% FY and +12% in Q4).
Margin Expansion (Excluding Pass-Through Metals)
Q4 adjusted EBITDA margin would have been 25.5% (a 40 bps YoY improvement) excluding pass-through metals; full-year adjusted EBITDA margin would have been 26.5% (a 60 bps YoY improvement) excluding pass-through metals.
Cash Generation and Financial Flexibility
Generated $256 million of adjusted free cash flow in 2025 (including $83 million in Q4); ended 2025 with $627 million cash and net debt/adjusted EBITDA of 1.8x pre-acquisition.
Prudent Capital Allocation and M&A
Closed two electronics-oriented acquisitions (Micromax and EFC) in early 2026 (combined ~ $870 million transaction); management expects roughly $70 million of incremental EBITDA contribution from these businesses in 2026 (Micromax ~ $40M, EFC ~ $30M) and both are off to a strong start.
2026 Guidance and Growth Outlook
Provided 2026 adjusted EBITDA guidance of $650M–$670M (inclusive of acquisitions), implying high single-digit organic adjusted EBITDA growth and adjusted EPS growth in the mid- to high-teens.
Product and Commercial Momentum (Kuprion and New Products)
Kuprion product is in late qualification with pipeline exceeding initial capacity; management expects initial site ramp to full production in H2 2026, multiple millions of revenue in 2026 and a material EBITDA contribution in 2027. New product introductions and share gains (e.g., Argomax, thermal materials, die attach) are driving outgrowth.
Specialty Segment Profitability Improvement
Specialty margins expanded ~250 basis points over the past 12 months, driven by higher-value selling, supply chain initiatives, cost efficiencies and portfolio optimization; Energy Solutions grew 7% organically for the year.
Capital Investment Plan
Invested $61 million of net CapEx in 2025 and guided to approximately $75 million of CapEx for 2026 to support innovation and capacity expansion (including acquisitions).
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 |
|---|---|---|---|
Feb 17, 2026 | $32.31 | $33.69 | +4.27% |
Oct 28, 2025 | $26.14 | $26.35 | +0.80% |
Jul 30, 2025 | $23.01 | $23.45 | +1.94% |
Apr 23, 2025 | $19.03 | $20.33 | +6.82% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Element Solutions (ESI) earnings time?
Element Solutions (ESI) earnings time is at Apr 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 (Q1) is 0.38.