Element Solutions posted 51.7% year-over-year revenue growth to $995.3M in 2026Q3, a structural break from its prior 1.7%–8.9% organic cadence driven by the ~$864.2M acquisition completed in 2026Q2.
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Revenue growth reaccelerated to 51.7% year over year in 2026Q3 ($995.3M), but gross margin eroded to 34.4% from 43.6% and SG&A rose 30.1% to $205.6M, suggesting the acquisition-led top-line surge carries a materially lower-margin mix.
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 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $0.50+4.3% vs $0.48 | $995M+3.2% vs $964M |
Q3 2026 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 |
Here is how Element Solutions (ESI) and FUCHS SE - Unsponsored ADR (FUPBY) have performed compared to their sector so far this year.
Element Solutions Inc ( ESI ) Q3 2026 Earnings Call October 22, 2026 8:30 AM EDT Company Participants Varun Gokarn - Vice President of Strategy & Integration Benjamin Gliklich - CEO & Director Carey Dorman - President of Enterprise Operations & CFO Conference Call Participants Michael Harrison - Seaport Research Partners John McNulty - BMO Capital Markets Equity Research Joshua Spector - UBS Investment Bank, Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Christopher Parkinson - Wolfe Research, LLC Fabian Jimenez - BofA Securities, Research Division Peter Osterland - Truist Securities, Inc., Research Division Jonathan Tanwanteng - CJS Securities, Inc. Aleksey Yefremov Laurence Alexander - Jefferies LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Element Solutions Q3 2026 Financial Results Conference Call. [Operator Instructions] I will now turn the call over to Varun Gokarn, Vice President of Strategy and Integration.
Element Solutions NYSE: ESI reported record third-quarter revenue, adjusted EBITDA and adjusted earnings per share, supported by continued demand for electronics products tied to artificial intelligence infrastructure, advanced semiconductor packaging and high-performance circuit boards. The company also raised its full-year adjusted EBITDA outlook to approximately $720 million.
ESI, PRM and KWR lean on cost cuts and expansion moves to navigate weak demand and margin pressure from higher input and other costs.
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 |
|---|---|---|---|---|---|---|---|
| $31.35 | $7.64B | 37.27 | 3.84% | 5.87% | 7.35% | 1.02% | |
| $62.28 | $6.89B | 10.59 | 20.46% | 6.98% | 14.62% | 1.21% | |
| $150.95 | $3.15B | 36.56 | 11.21% | 7.53% | 15.86% | 0.5% | |
| $150.02 | $2.61B | 26.78 | 2.66% | 4.8% | 7% | 1.31% | |
| $174.43 | $5.6B | 32.70 | 8.75% | 15.41% | 13.21% | 0.5% | |
| $78.21 | $1.93B | 13.78 | -3.65% | 7.49% | 10.37% | 2.17% |
Element Solutions Inc (ESI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Element Solutions Inc (ESI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Jul 27, 2026·SEC
Jul 20, 2026·SEC
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Element Solutions Inc (ESI) stock FAQ — growth, dividends, profitability & financials explained
Element Solutions Inc (ESI) reported $3.49B in revenue over the trailing twelve months. Revenue was $2.55B in fiscal year 2025. That is 249% more than the $731.2M of fiscal year 2012.
Element Solutions Inc (ESI) grew revenue by 39.6% over the trailing twelve months, compared with the twelve months before.
Yes. Element Solutions Inc (ESI) earned $205.0M in net income over the trailing twelve months (a 5.9% net margin).
Yes. Element Solutions Inc (ESI) pays a dividend that yields 1.02% at the current price, a moderate yield.
Element Solutions Inc (ESI) had a return on equity (ROE) of 7.4% over the trailing twelve months. That is below the market's typical 10-15%.
Element Solutions Inc (ESI) generated $176.8M in free cash flow over the trailing twelve months.
