Element Solutions Inc.
26.43+0.21 (+0.8%)
Oct 29, 4:00:02 PM EDT · NYSE · ESI · USD
Key Stats
Market Cap
6.40BP/E (TTM)
26.70Basic EPS (TTM)
0.99Dividend Yield
0%Recent Filings
8-K
10-Q
Q2 FY2025 results
Element Solutions posted solid Q2 results with net sales up 2% year-over-year to $625.2M, fueled by 9% organic growth in the Electronics segment from AI-driven demand and EV wins, while Industrial & Specialty dipped 16% due to the February divestiture of its lower-margin Graphics Solutions business. Gross margin held steady at 42.6%, but operating profit edged down 2% to $94.3M amid higher incentive costs; diluted EPS fell to $0.20 from $0.38, reconciling cleanly with 242.2M shares. Cash swelled to $529.9M after $325.5M in divestiture proceeds, enabling a $200M term loan prepayment that trimmed debt to $1.62B, with full $368M revolver availability and no covenant issues. The MGS Transaction closed February 28, 2025, for $323M net cash, booking $70.9M goodwill relief without synergies detailed. Free cash flow hit $69.9M (derived). Yet macroeconomic uncertainty lingers in automotive and construction markets.
8-K
Strong Q2 growth amid challenges
Element Solutions Inc reported Q2 2025 net sales of $625 million, up 2% reported or 6% organically from last year, driven by 9% organic growth in Electronics to $439 million while Industrial & Specialty dipped 16% due to divestitures. Adjusted EBITDA held steady at $136 million, with Electronics up 5% but offset by segment challenges; cash from operations hit $73 million. The company raised full-year adjusted EBITDA guidance to $530-550 million, citing tariff mitigation and FX tailwinds. Yet volatility looms in global trade.
8-K
ESI raises Q2, FY outlook
Element Solutions Inc boosted its Q2 2025 outlook to $45-55 million net income and ~$135 million adjusted EBITDA, up from $120-125 million previously, fueled by data center and advanced foundry demand. Full-year adjusted EBITDA guidance rose to $530-550 million from $520-540 million, thanks to AI infrastructure growth and pricing gains amid uneven economics. Strength persists. CEO Gliklich flags tariff risks and geopolitical tensions as key uncertainties.
8-K
Annual meeting results
Element Solutions Inc held its 2025 annual meeting on June 3, with 93.27% of shares represented. Stockholders elected all eight director nominees, including Sir Martin E. Franklin and Benjamin Gliklich, despite some opposition for Michael F. Goss at 25.6%. The say-on-pay advisory vote passed with 206.7 million for versus 13.4 million against. Auditors PricewaterhouseCoopers LLP were ratified overwhelmingly. Board continuity holds firm.
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