Zacks Investment Research·Sep 25, 2026
Implied Volatility Surging for Element Solutions Stock OptionsInvestors need to pay close attention to ESI stock based on the movements in the options market lately.
Element Solutions is experiencing a demand inflection driven by AI infrastructure and advanced electronics, with revenue surging 56.4% YoY in 2026Q2 to $977.9M. However, gross margin contracted to 34.2% from 42.6% a year earlier, likely due to metal pass-throu...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 56.4% YoY in 2026Q2 to $977.9M, but gross margin compressed to 34.2% from 42.6% a year earlier, reflecting metal pass-through and mix shifts.
Element Solutions Inc reported first-quarter 2026 sales rising to US$840 million from US$593.7 million a year earlier, indicating robust top-line growth.
The company experienced double-digit organic growth in the Electronics segment, contributing significantly to overall performance.
Element is a global leader in end-to-end encrypted messaging and secure collaboration, trusted by over 50,000 customers for safety and reliability.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $0.47+8.7% vs $0.43 | $978M+12.0% vs $873M |
Q2 2026 Apr 28, 2026 | $0.41+7.9% vs $0.38 | $840M+18.2% vs $711M |
Q1 2026 Feb 17, 2026 | $0.37+2.8% vs $0.36 | $676M+7.0% vs $632M |
Q4 2025 Oct 28, 2025 | $0.41+5.1% vs $0.39 | $656M+3.7% vs $632M |
Investors need to pay close attention to ESI stock based on the movements in the options market lately.
ESI's shares have rallied 40.8% YTD as stronger 2026 guidance, AI demand and cash generation bolster the outlook.
FMC (NYSE: FMC - Get Free Report) and Element Solutions (NYSE: ESI - Get Free Report) are both materials companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends. Earnings and Valuation This table compares FMC and Element
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Element Solutions Inc. (NYSE: ESI) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 16,500 shares of the company's stock, valued at approximately $788,000. Other institutional investors and
Benchmark ESI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Element Solutions Inc (ESI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.93 | $9.24B | 48.01 | 3.84% | 7.48% | 7.5% | 0.85% | |
| $63.58 | $7.03B | 85.92 | -1.61% | 6.72% | 13.65% | — | |
| $131.41 | $2.74B | 33.61 | 11.21% | 7.29% | 15.3% | — | |
| $160.73 | $2.79B | -1148.07 | 2.66% | 4.94% | 7.1% | — | |
| $166.56 | $5.35B | 35.07 | 8.75% | 15.14% | 12.79% | — | |
| $97.41 | $2.4B | 20.86 | -3.65% | 6.6% | 9.1% | — |
Element Solutions Inc (ESI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Element Solutions Inc (ESI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 27, 2026·SEC
Jul 20, 2026·SEC
Jul 6, 2026·SEC
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Element Solutions Inc (ESI) stock FAQ — growth, dividends, profitability & financials explained
Element Solutions Inc (ESI) reported $3.15B in revenue for fiscal year 2025. This represents a 331% increase from $731.2M in 2012.
Element Solutions Inc (ESI) grew revenue by 3.8% over the past year. Growth has been modest.
Yes, Element Solutions Inc (ESI) is profitable, generating $178.6M in net income for fiscal year 2025 (7.5% net margin).
Yes, Element Solutions Inc (ESI) pays a dividend with a yield of 0.85%. This makes it attractive for income-focused investors.
Element Solutions Inc (ESI) has a return on equity (ROE) of 7.5%. This is below average, suggesting room for improvement.
Element Solutions Inc (ESI) generated $131.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
