CoverageForm 410-K10-Q8-K13D13G13F

ESI · Element Solutions Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ESI

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$2.55B$2.46B$2.33B$2.55B$2.40B$1.85B
Cost of Revenue$1.48B$1.42B$1.41B$1.60B$1.44B$1.07B
Gross Profit$1.07B$1.04B$918.50M$952.70M$960.80M$786.00M
R&D$67.60M$63.00M$68.10M$48.80M$49.70M$48.60M
SG&A$660.70M$628.80M$596.80M$578.60M$611.20M$504.70M
Total Operating Expenses$728.30M$691.80M$744.90M$627.40M$660.90M$553.30M
D&A$151.20M$157.60M$166.70M$161.30M$163.90M$161.40M
Operating Income$342.20M$343.90M$173.60M$325.30M$299.90M$232.70M
Interest Expense------
Income Tax$74.60M$44.80M$13.00M$85.80M$48.30M$4.30M
Net Income$190.80M$244.20M$118.10M$187.20M$203.30M$75.70M
EPS - Basic$0.79$1.01$0.49$0.76$0.82$0.30
EPS - Diluted$0.79$1.01$0.49$0.76$0.82$0.30

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$626.50M$359.40M$289.30M$265.60M$330.10M$291.90M
Accounts Receivable$517.70M$439.60M$461.80M$455.80M$492.20M$403.40M
Inventory$294.70M$246.20M$298.90M$290.70M$274.40M$203.10M
Accounts Payable$165.50M$121.30M$140.60M$132.20M$138.40M$95.60M
Current Assets$1.58B$1.27B$1.20B$1.19B$1.21B$989.90M
Total Assets$5.10B$4.87B$4.97B$4.90B$5.14B$4.48B
Current Liabilities$429.90M$379.70M$369.40M$344.40M$415.20M$314.30M
Long-term Debt$1.64B$1.84B$1.95B$1.91B$1.93B$1.54B
Total Liabilities$2.41B$2.48B$2.63B$2.55B$2.64B$2.17B
Stockholders' Equity$2.67B$2.38B$2.33B$2.33B$2.48B$2.32B
Retained Earnings($904.60M)($1.02B)($1.18B)($1.22B)($1.33B)($1.47B)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$289.80M$362.00M$333.60M$276.00M$326.00M$276.00M
Investing Cash Flow$286.10M($73.80M)($250.20M)($39.90M)($568.90M)($39.90M)
Financing Cash Flow($320.40M)($206.60M)($58.70M)($123.60M)$290.00M($123.60M)
CapEx$62.20M$68.40M$52.70M$47.80M$46.30M$28.80M
Free Cash Flow$227.60M$293.60M$280.90M$228.20M$279.70M$247.20M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin42.0%42.2%39.4%37.4%40.0%42.4%
Operating margin13.4%14.0%7.4%12.8%12.5%12.6%
EBITDA margin19.3%20.4%14.6%19.1%19.3%21.3%
Net margin7.5%9.9%5.1%7.3%8.5%4.1%
Free cash flow margin8.9%12.0%12.0%9.0%11.7%13.3%
FCF / Net income1.191.202.381.221.383.27
R&D / Revenue2.6%2.6%2.9%1.9%2.1%2.6%
SG&A / Revenue25.9%25.6%25.6%22.7%25.5%27.2%
Effective tax rate28.1%15.5%9.9%31.4%19.2%5.4%
Return on assets3.7%5.0%2.4%3.8%4.0%1.7%
Return on equity7.1%10.2%5.1%8.0%8.2%3.3%
Return on invested capital5.7%6.9%3.7%5.3%5.5%5.7%
Liquidity
Current ratio3.683.343.243.452.933.15
Quick ratio3.002.702.432.612.262.50
Cash ratio1.460.950.780.770.800.93
Leverage
Debt / Equity0.610.770.840.820.780.66
Debt / Assets0.320.380.390.390.380.34
Debt / EBITDA3.323.675.733.934.163.90
Interest coverage------
Equity multiplier1.912.052.142.102.071.93
Liabilities / Assets0.470.510.530.520.510.48
Efficiency
Asset turnover0.500.500.470.520.470.41
Inventory turnover5.025.774.735.495.245.26
Days sales outstanding74d65d72d65d75d79d
Days inventory outstanding73d63d77d66d70d69d
Days payable outstanding41d31d36d30d35d33d
Cash conversion cycle106d97d113d101d109d116d
Valuation
P / E31.6x25.2x47.2x23.9x29.6x59.1x
P / B2.3x2.6x2.4x1.9x2.4x1.9x
P / S2.4x2.5x2.4x1.8x2.5x2.4x
EV / EBITDA14.3x15.3x21.3x12.6x16.4x14.4x
Growth
Revenue growth (YoY)3.8%5.3%-8.5%6.2%29.5%1.0%
Revenue CAGR (3y)0.0%0.8%8.0%11.6%10.7%-21.1%
Revenue CAGR (5y)6.6%6.0%5.7%-7.6%-7.7%-
Gross profit growth (YoY)3.4%12.8%-3.6%-0.8%22.2%-0.3%
Operating income growth (YoY)-0.5%98.1%-46.6%8.5%28.9%-6.6%
Net income growth (YoY)-21.9%106.8%-36.9%-7.9%168.6%-17.9%
EPS growth (YoY)-21.8%106.1%-35.5%-7.3%173.3%-14.3%
EPS CAGR (3y)1.3%7.2%17.8%29.5%--
EPS CAGR (5y)21.4%23.6%----
FCF growth (YoY)-22.5%4.5%23.1%-18.4%13.1%75.1%
FCF CAGR (5y)-1.6%15.8%-13.2%16.8%-
Book value growth (YoY)12.2%2.3%-0.2%-6.0%6.9%4.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$2.55B total
Electronics Segment$1.79B · 70.0%
Specialties Segment$765.00M · 30.0%

Product / service

$2.55B total
Assembly Solutions$907.10M · 35.6%
Industrial Solutions$651.40M · 25.5%
Electronics Solutions$527.80M · 20.7%
Semi Conductors$351.30M · 13.8%
Energy Solutions$89.40M · 3.5%
Graphic Solutions Reporting Unit$24.20M · 0.9%

Geographic

$2.55B total
Other Countries$1.47B · 57.6%
CN$557.90M · 21.9%
US$524.30M · 20.6%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

1.19
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

6/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Miscellaneous Chemical Products

CompanyRevenue (last FY)Net marginROE
CBT$3.71B8.9%21.4%
FTK$237.26M12.9%27.0%
OEC$1.81B-3.9%-18.2%
ADES---31.3%
WDFC$619.99M14.7%33.9%

Comparing Element Solutions Inc against the 5 most active filers in the same SIC group.

Dividends

$0.32/share trailing 12 months · 0.0% YoY

Ex-datePer share
Jun 1, 2026$0.0800
Mar 2, 2026$0.0800
Dec 1, 2025$0.0800
Sep 2, 2025$0.0800
Jun 2, 2025$0.0800
Mar 3, 2025$0.0800
Dec 2, 2024$0.0800
Aug 30, 2024$0.0800
May 31, 2024$0.0800
Feb 29, 2024$0.0800
Nov 30, 2023$0.0800
Aug 31, 2023$0.0800
May 31, 2023$0.0800
Feb 28, 2023$0.0800
Nov 30, 2022$0.0800
Aug 31, 2022$0.0800
May 31, 2022$0.0800
Feb 28, 2022$0.0800
Nov 30, 2021$0.0800
Aug 31, 2021$0.0600
May 28, 2021$0.0600
Feb 26, 2021$0.0500
Nov 24, 2020$0.0500