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 itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$840.00M-$656.10M$625.20M$593.70M-$645.00M$612.70M$575.00M-
Cost of Revenue$517.30M-$379.10M$358.80M$343.20M-$377.50M$345.50M$330.00M-
Gross Profit$322.70M-$277.00M$266.40M$250.50M-$267.50M$267.20M$245.00M-
R&D$20.20M-$18.10M$16.20M$15.90M-$14.90M$15.60M$18.10M-
SG&A$191.10M-$158.10M$155.90M$157.20M-$157.60M$155.40M$149.10M-
Total Operating Expenses$211.30M-$176.20M$172.10M$173.10M-$172.50M$171.00M$167.20M-
D&A$42.50M-$10.00M$9.70M$37.20M-$10.00M$10.30M$40.30M-
Operating Income$111.40M-$100.80M$94.30M$77.40M-$95.00M$96.20M$77.80M-
Interest Expense----------
Income Tax$26.70M-$16.20M$15.80M$17.80M-$36.80M($17.50M)$13.50M-
Net Income$55.90M-$39.30M$47.40M$98.00M-$40.30M$93.20M$56.00M-
EPS - Basic$0.23-$0.16$0.20$0.40-$0.17$0.39$0.23-
EPS - Diluted$0.23-$0.16$0.20$0.40-$0.17$0.39$0.23-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$177.30M$626.50M$594.30M$529.90M$499.20M$359.40M$376.00M$309.30M$286.30M$289.30M
Accounts Receivable$676.90M$517.70M$502.20M$496.70M$454.70M$439.60M$474.90M$480.70M$459.00M$461.80M
Inventory$421.60M$294.70M$290.90M$283.80M$269.90M$246.20M$285.70M$335.40M$319.10M$298.90M
Accounts Payable$180.80M$165.50M$145.20M$148.30M$145.20M$121.30M$127.10M$146.20M$132.90M$140.60M
Current Assets$1.46B$1.58B$1.53B$1.45B$1.36B$1.27B$1.35B$1.30B$1.24B$1.20B
Total Assets$5.74B$5.10B$5.05B$5.00B$4.79B$4.87B$5.10B$4.98B$4.91B$4.97B
Current Liabilities$543.60M$429.90M$376.70M$354.90M$344.60M$379.70M$384.00M$372.20M$340.90M$369.40M
Long-term Debt-$1.64B---$1.84B---$1.95B
Total Liabilities$2.99B$2.41B$2.38B$2.36B$2.26B$2.48B$2.64B$2.59B$2.57B$2.63B
Stockholders' Equity$2.73B$2.67B$2.65B$2.63B$2.52B$2.38B$2.44B$2.37B$2.32B$2.33B
Retained Earnings($868.50M)($904.60M)($891.10M)($910.90M)($938.60M)($1.02B)($1.05B)($1.07B)($1.15B)($1.18B)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($66.60M)---$26.00M---$58.20M-
Investing Cash Flow($889.30M)---$337.60M---($22.90M)-
Financing Cash Flow$507.80M---($227.30M)---($32.70M)-
CapEx$25.10M---$11.00M---$19.00M-
Free Cash Flow($91.70M)---$15.00M---$39.20M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin38.4%-42.2%42.6%42.2%-41.5%43.6%42.6%-
Operating margin13.3%-15.4%15.1%13.0%-14.7%15.7%13.5%-
EBITDA margin18.3%-16.9%16.6%19.3%-16.3%17.4%20.5%-
Net margin6.7%-6.0%7.6%16.5%-6.2%15.2%9.7%-
Free cash flow margin-10.9%---2.5%---6.8%-
FCF / Net income-1.64---0.15---0.70-
R&D / Revenue2.4%-2.8%2.6%2.7%-2.3%2.5%3.1%-
SG&A / Revenue22.8%-24.1%24.9%26.5%-24.4%25.4%25.9%-
Effective tax rate32.3%-29.2%25.0%15.4%-47.7%-23.1%19.4%-
Return on assets1.0%-0.8%0.9%2.0%-0.8%1.9%1.1%-
Return on equity2.0%-1.5%1.8%3.9%-1.7%3.9%2.4%-
Return on invested capital----------
Liquidity
Current ratio2.683.684.054.103.953.343.523.503.633.24
Quick ratio1.913.003.283.303.162.702.772.602.692.43
Cash ratio0.331.461.581.491.450.950.980.830.840.78
Leverage
Debt / Equity-0.61---0.77---0.84
Debt / Assets-0.32---0.38---0.39
Debt / EBITDA----------
Interest coverage----------
Equity multiplier2.101.911.901.901.902.052.092.102.112.14
Liabilities / Assets0.520.470.470.470.470.510.520.520.520.53
Efficiency
Asset turnover0.15-0.130.120.12-0.130.120.12-
Inventory turnover1.23-1.301.261.27-1.321.031.03-
Days sales outstanding294d-279d290d280d-269d286d291d-
Days inventory outstanding297d-280d289d287d-276d354d353d-
Days payable outstanding128d-140d151d154d-123d154d147d-
Cash conversion cycle464d-420d428d412d-422d486d497d-
Valuation
P / E148.4x-157.3x113.2x56.5x-159.8x69.5x108.6x-
P / B3.0x-2.3x2.1x2.2x-2.7x2.8x2.6x-
P / S9.9x-9.3x8.8x9.3x-10.2x10.7x10.5x-
EV / EBITDA52.9x-49.6x47.7x43.6x-59.2x58.8x48.9x-
Growth
Revenue growth (YoY)41.5%-1.7%2.0%3.3%-7.6%4.5%0.1%-
Revenue CAGR (3y)13.5%-2.0%-2.6%-4.4%-1.5%1.5%1.5%-
Revenue CAGR (5y)8.8%-6.6%10.1%5.6%-6.8%6.1%4.6%-
Gross profit growth (YoY)28.8%-3.6%-0.3%2.2%-10.6%16.9%7.6%-
Operating income growth (YoY)43.9%-6.1%-2.0%-0.5%--82.9%17.2%-
Net income growth (YoY)-43.0%--2.5%-49.1%75.0%--24.2%42.9%30.5%-
EPS growth (YoY)-42.5%--5.9%-48.7%73.9%--225.0%27.8%-
EPS CAGR (3y)8.5%--10.1%-8.4%20.3%-4.3%5.7%-11.3%-
EPS CAGR (5y)-7.0%-1.3%82.1%67.9%--108.1%20.6%-
FCF growth (YoY)-----61.7%----11.7%-
FCF CAGR (5y)-----21.6%-----
Book value growth (YoY)8.5%12.2%8.8%10.7%8.4%2.3%9.4%3.0%-1.3%-0.2%

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%

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