NYSE$ESI

Element Solutions Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Element Solutions reported Q1 2026 net sales of $840M and net income of $55.9M.

Net sales rose 41% to $840.0 million, including acquisitions and pricing. Net income was $55.9 million with gross profit expansion across electronics and industrial specialty chemicals segments.

  • Net sales $840.0M (+41% YoY).
  • Net income $55.9M.
  • Electronics and industrial chemicals mix.
  • Acquisition contribution in period.

Headline financials

Total Revenue

$840M

Previous: $594M+41.5%
EPS (adj)

$0.23

Previous: $0.40-42.5%
Capital Expenditures

-$25.1M

Previous: -$11M-128.2%
Net Income

$55.9M

Previous: $98M-43.0%
Operating Income

$111M

Previous: $77.4M+43.9%
Gross Profit

$323M

Previous: $251M+28.8%

Revenue & EPS history

Element Solutions · Revenue · Quarterly

$840M

Q1 2026+41.5%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Element Solutions · $599M total across 2 segments · Q3 2023

  • Electronics
    $367M-5.4%
  • Specialties
    $232M+0.6%

Forward guidance

Specialty chemicals outlook discusses electronics demand and pricing; no GAAP EPS guide in 10-Q.

Tailwinds

  • Strong top-line growth.
  • Gross profit dollars up sharply.
  • Diversified end markets.

Headwinds

  • Acquisition integration risk.
  • Raw-material cost volatility.
  • Industrial demand cyclicality.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.1%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+1.3%

Avg return

30 days after

52%

26 / 50 earnings

Positive

+14.9%

Q3 2016

Best reaction

-9.9%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+10.3%+9.4%
Q4 2025+4.2%+11.9%-3.9%
Q3 2025+0.7%+3.4%-1.1%
Q1 2025+7.2%+5.3%+11.3%
Q4 2024+4.4%-0.5%-4.4%
Q3 2024+2.7%+0.9%+5.6%
Q2 2024-3.1%-6.6%-2.6%
Q1 2024-3.0%-0.1%-0.4%
Q4 2023-3.6%-2.0%+3.2%
Q3 2023-0.3%-0.8%+12.3%
Q2 2023+3.6%+5.4%+1.6%
Q1 2023+1.7%+4.5%+6.0%
Q4 2022+1.1%+2.0%-8.8%
Q3 2022-1.2%-2.7%+10.0%
Q2 2022+2.4%+4.9%+1.6%
Q1 2022+5.4%+1.9%+5.3%
Q4 2021-1.4%+4.4%-6.2%
Q3 2021+0.4%+0.9%+6.7%
Q2 2021+0.6%+0.9%+0.7%
Q1 2021+4.4%+6.6%+13.8%
Q4 2020-3.4%+5.1%+4.0%
Q3 2020-6.9%-4.2%+14.0%
Q2 2020-2.4%-0.6%-4.9%
Q1 2020+1.1%+3.1%+10.2%
Q4 2019-3.0%+0.5%-24.8%
Q3 2019+2.2%+3.3%-3.4%
Q2 2019+1.3%+1.3%+0.1%
Q1 2019+3.4%+2.9%-12.9%
Q4 2018-4.6%-2.9%-14.7%
Q3 2018+1.0%+1.7%+8.8%
Q2 2018+0.7%+1.8%+9.0%
Q1 2018+1.0%+1.9%+17.7%
Q4 2017-1.2%+2.7%-8.9%
Q3 2017-2.0%-1.6%-9.5%
Q2 2017-7.4%-9.3%-16.2%
Q1 2017-2.3%-2.0%-7.5%
Q4 2016+1.3%-0.2%-1.5%
Q3 2016+14.9%+18.9%+28.4%
Q2 2016-2.8%-5.5%+1.2%
Q1 2016+8.9%
Q4 2015-1.3%
Q3 2015-6.6%
Q2 2015-9.9%
Q1 2015-5.8%
Q4 2014-3.5%
Q3 2014+1.5%
Q2 2014+4.4%
Q1 2014+3.6%
Q4 2013-0.4%
Q3 2013-2.1%
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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