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Element Solutions Forming Flat Base After Q2 Earnings 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.

Chief Executive Officer Ben Gliklich said the company’s Electronics segment remains a major driver of growth, with the business on pace to generate as much adjusted EBITDA in 2026 as the entire company produced in the prior year. He said demand has accelerated across the supply chain supporting AI infrastructure, particularly in thermal management, power density and advanced packaging applications.

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“Underlying demand in the high-end electronics market remains strong,” Gliklich said, adding that the company expects its established positions in faster-growing, higher-value market niches to support future performance.

Electronics Growth Broad-Based Chief Financial Officer Carey Dorman said organic net sales rose 13% companywide in the third quarter, while constant-currency adjusted EBITDA increased 29% year over year. Electronics organic net sales grew 18%, with every vertical within the segment posting double-digit organic growth.

Semiconductor Solutions organic sales increased 24%. Assembly Solutions organic sales rose 16%. Circuitry Solutions organic sales increased 16%. Electronics adjusted EBITDA margins, excluding pass-through metals, improved 50 basis points from a year earlier to 28.2%. Dorman attributed the improvement primarily to product mix, including growth in higher-value electronics offerings, as well as contributions from Micromax.

In Semiconductor Solutions, Element Solutions cited improved order patterns for power electronics products and increased momentum for thermal-interface materials used in high-power applications such as AI graphics processing units and central processing units. The company also said demand remained strong for advanced packaging products used by Asian outsourced semiconductor assembly and test providers.

Circuitry Solutions benefited from demand for board metallization products serving AI infrastructure and high-performance computing. Gliklich said industry forecasts for printed circuit board volume growth in 2026 have risen from about 6% at the start of the year to more than 10%, despite softness in consumer electronics. He said Element Solutions’ Circuitry Solutions business has outperformed expected market growth by more than 500 basis points year to date.

Micromax contributed nearly $140 million of reported sales during the quarter, about two-thirds of which was related to metals, according to Dorman. He said the acquired business is performing ahead of plan and generated significant revenue and adjusted EBITDA growth. EFC Gases and Advanced Materials contributed $23 million in revenue, up 45% sequentially and 19% year over year, reflecting demand in semiconductor manufacturing, satellite and electrical-infrastructure applications.

Specialties Faces Uneven Conditions The company’s Specialties segment faced more mixed conditions. Industrial Solutions organic sales grew 3%, primarily because of price increases tied to raw-material cost inflation, while global volumes were roughly flat. Automotive demand modestly improved in Asia and Europe, but other industrial end markets remained soft.

Offshore Solutions organic sales declined 13%, reflecting project delays and an equipment failure at a large customer that temporarily shut down the customer’s facility. Dorman said the impact was a few million dollars of revenue in the quarter and that the site has returned online. He said the company expects sales to resume most likely in the fourth quarter, with a full recovery expected by the first quarter of 2027.

The company also said it won business for what it described as its first, and the industry’s first, deep-offshore carbon-capture installation. Management characterized the account as a small current contributor in a nascent market.

Investment, Cash Flow and Capital Allocation Adjusted free cash flow was $135 million in the third quarter, rising materially both sequentially and from the prior year. Element Solutions spent $30 million on capital expenditures in the quarter, bringing year-to-date investment to $83 million. The company now expects approximately $110 million in full-year capital expenditures, or less than 3% of expected full-year sales.

The investments include manufacturing capacity for engineered preforms, thermal-interface materials and Kuprion ActiveCopper products, as well as local Electronics laboratory operations in India and Southeast Asia. The company broke ground on a new EFC facility in Texas late in the third quarter.

Gliklich said Element Solutions achieved two customer qualification milestones for ActiveCopper during the quarter. The company currently produces the product in Fremont, California, is developing a second site in Connecticut and is planning a third site. He said the business could contribute material EBITDA by 2028.

Net leverage stood at 2.7 times on a pro forma basis at quarter-end, including full contributions from Micromax and EFC. Element Solutions returned almost $60 million to shareholders during the quarter through dividends and the repurchase of about 1.1 million shares. Gliklich said the company’s capital-allocation approach remains unchanged, with continued emphasis on organic investment, bolt-on acquisitions and opportunistic share repurchases.

Solstice Termination and Organizational Changes Gliklich also addressed the mutual termination of the proposed Solstice transaction at the end of August. He said management received investor feedback favoring the company’s standalone plan, which had been outlined at its May investor day, over alternatives that could introduce complexity and execution risk.

“We’re doubling down on the culture of entrepreneurship, operational excellence, and prudent capital allocation,” Gliklich said.

The company is decentralizing its Electronics organization into more autonomous business units aligned with customers. Matt Liebowitz has been named chief operating officer and will oversee Electronics and Specialties business units. Dorman will become president in addition to remaining chief financial officer, with oversight of business functions. Rick Fricke will become an adviser to the company and its Electronics businesses.

For the fourth quarter, the company’s outlook assumes continued AI-driven electronics investment, normal seasonal patterns and sequential improvement at EFC. Management said the full-year guidance implies adjusted EPS growth of more than 20% in 2026, based on current exchange rates and stable metals prices.

About Element Solutions (NYSE:ESI)Element Solutions Inc NYSE: ESI is a specialty chemicals company that develops and produces materials used in electronics manufacturing and a range of industrial applications. Its products are designed to support processes such as printed circuit board fabrication, semiconductor packaging, electronic assembly, metal finishing, and surface treatment.

Through its electronics-focused businesses, including MacDermid Alpha Solutions, the company supplies solder materials, electronic assembly chemicals, circuit board materials, and semiconductor packaging solutions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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The Zacks Chemicals Specialty industry is facing headwinds from weak demand amid sluggish conditions in Europe, a slow recovery in China and tariff-related disruptions. Profit margins across the sector also remain strained due to persistently high input, supply chain and logistics costs.

Industry players, such as Element Solutions Inc (ESI - Free Report) , Perimeter Solutions, Inc. (PRM - Free Report) and Quaker Chemical Corporation (KWR - Free Report) , are banking on strategic measures, including operating cost reductions, to tide over a persistently challenging environment.

About the Industry
The Zacks Chemicals Specialty industry consists of manufacturers of specialty chemical products for a host of end-use markets such as textile, paper, automotive, electronics, personal care, energy, construction, food & beverages and agriculture. These chemicals (including catalysts, surfactants, specialty polymers, coating additives, pesticides and oilfield chemicals) are used based on their performance and have a specific purpose. Specialty chemicals can be single molecules or a combination of molecules referred to as formulations, and they provide a vast range of effects upon which various industries rely. Their compositions significantly influence the performance of the finished products. Specialty chemicals have applications in the manufacturing process of a vast range of products, including paints and coatings, cosmetics, petroleum products, inks and plastics. 

What's Shaping the Future of the Chemical Specialty Industry?
Demand Softness Poses a Headwind: Companies in the chemical specialty space are facing headwinds from weak demand in building and construction as well as industrial end markets, especially in Europe and China, due to economic slowdown. Elevated borrowing costs and inflation have taken a bite out of the residential construction industry. A slower recovery in economic activities in China is hurting demand in that country. Low consumer confidence and high inflation have also dampened demand in Europe. While customer inventory de-stocking is essentially complete, some lingering impacts of the same in certain markets are expected to continue over the near term. The imposition of hefty tariffs has also introduced significant headwinds for the chemical specialty industry. Soft demand conditions, exacerbated by a weak macroeconomic environment and tariff-induced impacts, are likely to weigh on the volumes of chemical specialty companies.

Cost Pressure Still a Worry: Specialty chemical makers are facing headwinds from raw-material and energy-cost inflation and supply-chain and freight-transportation disruptions. Some companies are exposed to challenges from elevated logistics and labor costs. Tariffs have led to increased costs for raw materials, resulting in higher production expenses for the industry players. Also, the Middle East conflict and the blockade of the Strait of Hormuz have led to significant supply disruptions and feedstock cost pressure. Inflationary pressures are expected to continue in the short term and weigh on the margins of chemical specialty companies.

Strategic Actions to Aid Results: The companies in this space are executing a raft of self-help measures, including cost-cutting and productivity improvement, expansion into high-growth markets, restructuring, operational efficiency improvement and actions to strengthen the balance sheet and boost cash flows. The industry participants are aggressively implementing measures to cut costs. These actions are likely to help companies weather macroeconomic challenges.

Zacks Industry Rank Indicates Downbeat Prospects
The Zacks Chemicals Specialty industry is part of the broader Zacks Basic Materials sector. It carries a Zacks Industry Rank #166, which places it in the bottom 33% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates a bleak near term. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock market performance and valuation picture.

Industry Underperforms Sector & S&P 500
The Zacks Chemicals Specialty industry has underperformed the Zacks S&P 500 composite and the broader Zacks Basic Materials sector over the past year.

The industry has gained 5.7% over this period compared with the S&P 500’s rise of 15.2% and the broader sector’s increase of 13.1%.

One-Year Price Performance

Industry's Current Valuation
On the basis of the trailing 12-month enterprise value-to-EBITDA (EV/EBITDA), which is a commonly used multiple for valuing chemical stocks, the industry is currently trading at 10.97X, below the S&P 500’s 17.92X and the sector’s 12.59X.

Over the past three years, the industry has traded as high as 13.36X, as low as 9.44X, with a median of 11.77X, as the chart below shows.
 

Enterprise Value/EBITDA (EV/EBITDA) Ratio

Enterprise Value/EBITDA (EV/EBITDA) Ratio 

3 Chemical Specialty Stocks to Keep a Close Eye on
Perimeter Solutions: Missouri-based Perimeter Solutions is a leading provider of solutions for the fire safety and specialty products industries. Perimeter’s contracted Fire Safety business, growing fixed service revenues and geographic diversification support long-term growth and earnings visibility. Favorable industry trends are expected to continue to drive demand for fire-retardant products. The company remains focused on expanding its fire prevention and protection business. Its Specialty Products segment continues to broaden earnings sources outside wildfire demand. Recent acquisitions, particularly MMT, are driving sales in this segment. PRM’s strong balance sheet also offers adequate liquidity for growth investments and M&A opportunities.

Perimeter Solutions has expected earnings growth of 17.2% for 2026. The Zacks Consensus Estimate for PRM’s 2026 earnings has moved up 1.9% over the past 60 days. PRM currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Price and Consensus: PRM

Quaker Chemical: Based in Pennsylvania, Quaker Chemical (doing business as Quaker Houghton) is a global developer, producer and marketer of industrial process fluids and related specialty chemicals. The company continues to outpace underlying markets through new business wins, with momentum in the Asia-Pacific and improving traction in the Americas as prior disruptions ease. KWR is leaning on self-help actions, including a global transformation program to simplify operations and reduce structural costs, while integration and cross-selling broaden the portfolio. Acquisitions remain a steady contributor to consolidated sales growth, with Dipsol a key driver in the Asia-Pacific.

Quaker Chemical has expected earnings growth of 11.8% for the current year. The consensus estimate for KWR’s current-year earnings has been revised 1.7% higher over the past 60 days. Quaker Chemical, carrying a Zacks Rank #2, has an expected long-term earnings per share growth rate of 18.9%.

Price and Consensus: KWR

Element Solutions: Florida-based Element Solutions is a leading specialty chemicals provider, offering innovative and differentiated solutions to its customers across a vast spectrum of industries. ESI is poised for growth, driven by strong execution and strategic positioning in the electronics sector. The company is benefiting from strength in the electronics market. ESI is seeing strong organic growth in its Electronics segment. The Micromax acquisition has strengthened its position to build an industry-leading Electronics portfolio. High-value end markets are contributing to a favorable product mix, while the ongoing pricing and productivity initiatives are boosting margins.

Element Solutions has an expected earnings growth rate of 21.5% for 2026. The Zacks Consensus Estimate for ESI’s 2026 earnings has been stable the past 60 days. ESI surpassed the Zacks Consensus Estimate in each of the trailing four quarters at an average of roughly 6.3%. ESI currently carries a Zacks Rank #3 (Hold).

Price and Consensus: ESI
 

MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE:ESI) (“Element Solutions” or the “Company”), a global and diversified specialty chemicals technology company, today announced its financial results for the three and nine months ended September 30, 2026. Executive Commentary Chief Executive Officer Benjamin Gliklich commented, “Our team continued to execute exceptionally well and delivered another quarter of record results. We are translating the tailwinds in the Electronics market to profitab.

MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE:ESI) ("Element Solutions") announced today that it intends to release its 2026 third quarter financial results after the market close on Wednesday, October 21, 2026. Element Solutions will host a webcast/dial-in conference call to discuss its financial results at 8:30 a.m. (Eastern Time) on Thursday, October 22, 2026. Participants on the call will include Chief Executive Officer Benjamin Gliklich and Chief Financial Officer Carey J. Dorman. To.

Investors in Element Solutions Inc. (ESI - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 18, 2026 $12.50 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for Element Solutions shares, but what is the fundamental picture for the company? Currently, Element Solutions is a Zacks Rank #3 (Hold) in the Chemical – Specialty industry that ranks in the Top 35% of our Zacks Industry Rank. Over the last 60 days, two analysts have increased their earnings estimates for the current quarter, while none have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 46 cents per share to 48 cents in that period.

Given the way analysts feel about Element Solutions right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Element Solutions Inc. (NYSE:ESI – Free Report) during the 2nd 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 hedge funds also recently made changes to their positions in the company. HB Wealth Management LLC lifted its position in Element Solutions by 4.8% during the second quarter. HB Wealth Management LLC now owns 6,295 shares of the company’s stock valued at $301,000 after purchasing an additional 291 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in shares of Element Solutions by 57.4% in the 1st quarter. NewEdge Advisors LLC now owns 949 shares of the company’s stock worth $32,000 after acquiring an additional 346 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Element Solutions by 3.8% in the 1st quarter. EverSource Wealth Advisors LLC now owns 10,450 shares of the company’s stock worth $357,000 after acquiring an additional 385 shares during the last quarter. Versant Capital Management Inc boosted its stake in shares of Element Solutions by 5.1% in the 2nd quarter. Versant Capital Management Inc now owns 9,013 shares of the company’s stock valued at $430,000 after purchasing an additional 436 shares in the last quarter. Finally, Assetmark Inc. boosted its stake in shares of Element Solutions by 151.0% in the 1st quarter. Assetmark Inc. now owns 778 shares of the company’s stock valued at $27,000 after purchasing an additional 468 shares in the last quarter. Hedge funds and other institutional investors own 92.32% of the company’s stock.

Analysts Set New Price Targets A number of brokerages recently commented on ESI. Jefferies Financial Group started coverage on shares of Element Solutions in a research report on Wednesday, September 2nd. They issued a “buy” rating and a $55.00 target price on the stock. Weiss Ratings lowered Element Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday. Mizuho restated a “neutral” rating and set a $45.00 price target (down from $54.00) on shares of Element Solutions in a research report on Tuesday, July 14th. William Blair set a $48.00 price target on Element Solutions in a research note on Friday, August 28th. Finally, The Goldman Sachs Group began coverage on Element Solutions in a research report on Friday. They set a “buy” rating and a $44.00 price objective on the stock. Four research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $46.70.

Check Out Our Latest Stock Report on Element Solutions Element Solutions Price Performance Shares of Element Solutions stock opened at $32.11 on Tuesday. The stock’s fifty day moving average is $37.03 and its 200 day moving average is $38.46. The stock has a market cap of $7.83 billion, a P/E ratio of 43.40, a P/E/G ratio of 1.27 and a beta of 1.26. The company has a debt-to-equity ratio of 0.73, a quick ratio of 2.11 and a current ratio of 2.91. Element Solutions Inc. has a one year low of $22.86 and a one year high of $49.25.

Element Solutions (NYSE:ESI – Get Free Report) last released its earnings results on Monday, July 27th. The company reported $0.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.04. Element Solutions had a net margin of 5.67% and a return on equity of 14.88%. The company had revenue of $977.90 million during the quarter, compared to analyst estimates of $873.19 million. During the same period in the prior year, the firm posted $0.20 EPS. The firm’s quarterly revenue was up 56.4% compared to the same quarter last year. Sell-side analysts anticipate that Element Solutions Inc. will post 1.81 earnings per share for the current year.

Element Solutions Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Tuesday, September 1st. Element Solutions’s dividend payout ratio is presently 43.24%.

Element Solutions Profile (Free Report)

Element Solutions Inc (NYSE: ESI) is a global specialty chemicals company that develops and supplies engineered materials and process technologies for the electronics, industrial and energy markets. Its products are used in manufacturing, assembly, protection and performance-enhancement applications across a range of industries.

The company’s electronics products support printed circuit board fabrication, semiconductor packaging and assembly, and other electronic component manufacturing processes.

Featured Articles Five stocks we like better than Element Solutions Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down

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California State Teachers Retirement System boosted its position in shares of Element Solutions Inc. (NYSE:ESI – Free Report) by 4,566.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,778,378 shares of the company’s stock after acquiring an additional 12,504,547 shares during the period. California State Teachers Retirement System owned 5.24% of Element Solutions worth $610,168,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in ESI. BlackRock Inc. purchased a new position in shares of Element Solutions during the 2nd quarter valued at $1,317,663,000. Geode Capital Management LLC lifted its position in shares of Element Solutions by 1.6% in the fourth quarter. Geode Capital Management LLC now owns 4,902,401 shares of the company’s stock valued at $122,536,000 after acquiring an additional 75,365 shares in the last quarter. Locust Wood Capital Advisers LLC lifted its position in shares of Element Solutions by 2.4% in the fourth quarter. Locust Wood Capital Advisers LLC now owns 4,837,611 shares of the company’s stock valued at $120,892,000 after acquiring an additional 115,147 shares in the last quarter. Bank of New York Mellon Corp bought a new position in shares of Element Solutions in the second quarter worth about $110,892,000. Finally, Jennison Associates LLC boosted its stake in shares of Element Solutions by 36.7% in the first quarter. Jennison Associates LLC now owns 2,977,958 shares of the company’s stock worth $101,667,000 after acquiring an additional 798,923 shares during the period. Hedge funds and other institutional investors own 92.32% of the company’s stock.

Analysts Set New Price Targets Several analysts recently issued reports on the company. Truist Financial lifted their target price on Element Solutions from $47.00 to $48.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. The Goldman Sachs Group began coverage on Element Solutions in a research note on Friday. They issued a “buy” rating and a $44.00 price target for the company. Wolfe Research set a $47.00 price objective on shares of Element Solutions in a research report on Wednesday, July 29th. Bank of America began coverage on shares of Element Solutions in a report on Tuesday, September 1st. They issued a “buy” rating and a $42.00 target price on the stock. Finally, Jefferies Financial Group assumed coverage on shares of Element Solutions in a research report on Wednesday, September 2nd. They set a “buy” rating and a $55.00 target price for the company. Four investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $46.70.

Get Our Latest Research Report on ESI Element Solutions Stock Down 6.5% NYSE ESI opened at $32.11 on Tuesday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 2.11 and a current ratio of 2.91. The company has a market capitalization of $7.83 billion, a P/E ratio of 43.40, a P/E/G ratio of 1.27 and a beta of 1.26. Element Solutions Inc. has a one year low of $22.86 and a one year high of $49.25. The stock has a 50 day moving average price of $37.03 and a 200-day moving average price of $38.46.

Element Solutions (NYSE:ESI – Get Free Report) last released its quarterly earnings data on Monday, July 27th. The company reported $0.47 EPS for the quarter, beating the consensus estimate of $0.43 by $0.04. Element Solutions had a net margin of 5.67% and a return on equity of 14.88%. The business had revenue of $977.90 million during the quarter, compared to analyst estimates of $873.19 million. During the same quarter last year, the business earned $0.20 earnings per share. Element Solutions’s quarterly revenue was up 56.4% compared to the same quarter last year. As a group, equities analysts predict that Element Solutions Inc. will post 1.81 EPS for the current fiscal year.

Element Solutions Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a $0.08 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $0.32 annualized dividend and a yield of 1.0%. Element Solutions’s dividend payout ratio (DPR) is currently 43.24%.

Element Solutions Company Profile (Free Report)

Element Solutions Inc (NYSE: ESI) is a global specialty chemicals company that develops and supplies engineered materials and process technologies for the electronics, industrial and energy markets. Its products are used in manufacturing, assembly, protection and performance-enhancement applications across a range of industries.

The company’s electronics products support printed circuit board fabrication, semiconductor packaging and assembly, and other electronic component manufacturing processes.

Further Reading Five stocks we like better than Element Solutions Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down

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MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE: ESI) (“Element Solutions” or the “Company”), a global and diversified specialty chemicals technology company, today announced that the merger agreement between Element Solutions and Solstice Advanced Materials Inc. (“Solstice”) has been mutually terminated. Chairman Ian G.H. Ashken commented, “While the strategic and financial rationale of the proposed transaction was compelling, based on constructive feedback from our shareholders and discus.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted by Defense World Staff on Aug 8th, 2026

Empowered Funds LLC acquired a new stake in Element Solutions Inc. (NYSE:ESI – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 50,033 shares of the company’s stock, valued at approximately $1,708,000.

A number of other institutional investors have also recently added to or reduced their stakes in ESI. Invesco Ltd. boosted its position in shares of Element Solutions by 43.6% in the 4th quarter. Invesco Ltd. now owns 7,069,238 shares of the company’s stock worth $176,660,000 after buying an additional 2,146,512 shares in the last quarter. Scopus Asset Management L.P. raised its position in Element Solutions by 134.6% during the second quarter. Scopus Asset Management L.P. now owns 3,426,156 shares of the company’s stock worth $77,602,000 after acquiring an additional 1,965,691 shares during the last quarter. Jain Global LLC raised its position in Element Solutions by 253.3% during the fourth quarter. Jain Global LLC now owns 2,127,297 shares of the company’s stock worth $53,161,000 after acquiring an additional 1,525,195 shares during the last quarter. Victory Capital Management Inc. lifted its holdings in shares of Element Solutions by 4,492.3% in the fourth quarter. Victory Capital Management Inc. now owns 1,545,075 shares of the company’s stock valued at $38,611,000 after purchasing an additional 1,511,430 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. lifted its holdings in shares of Element Solutions by 13.2% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 11,119,999 shares of the company’s stock valued at $277,889,000 after purchasing an additional 1,298,273 shares in the last quarter. Hedge funds and other institutional investors own 92.32% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities analysts have recently weighed in on ESI shares. Seaport Research Partners reissued a “buy” rating and issued a $49.00 price target on shares of Element Solutions in a report on Tuesday, May 5th. Mizuho reaffirmed a “neutral” rating and set a $45.00 price objective (down from $54.00) on shares of Element Solutions in a research note on Tuesday, July 14th. Wall Street Zen upgraded Element Solutions from a “hold” rating to a “buy” rating in a research report on Monday, April 20th. BMO Capital Markets reissued an “outperform” rating on shares of Element Solutions in a research note on Tuesday, July 28th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Element Solutions in a research note on Tuesday, May 19th. Three research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $43.50.

Check Out Our Latest Research Report on ESI

Element Solutions Stock Performance NYSE:ESI opened at $37.94 on Friday. The firm’s fifty day simple moving average is $41.25 and its 200 day simple moving average is $37.52. The company has a current ratio of 2.91, a quick ratio of 2.11 and a debt-to-equity ratio of 0.73. Element Solutions Inc. has a twelve month low of $22.86 and a twelve month high of $49.25. The firm has a market capitalization of $9.24 billion, a price-to-earnings ratio of 51.26, a PEG ratio of 1.32 and a beta of 1.26.

Element Solutions (NYSE:ESI – Get Free Report) last announced its quarterly earnings results on Monday, July 27th. The company reported $0.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.43 by $0.04. Element Solutions had a return on equity of 14.88% and a net margin of 5.67%.The firm had revenue of $977.90 million during the quarter, compared to the consensus estimate of $873.19 million. During the same period in the prior year, the firm earned $0.20 EPS. The firm’s quarterly revenue was up 56.4% compared to the same quarter last year. As a group, equities research analysts expect that Element Solutions Inc. will post 1.81 earnings per share for the current fiscal year.

Element Solutions Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were issued a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Monday, June 1st. Element Solutions’s dividend payout ratio (DPR) is currently 43.24%.

Element Solutions Company Profile (Free Report)

Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company’s solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives.

In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies.

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Key Takeaways Element Solutions' adjusted EPS rose 27% to 47 cents, while sales climbed 56% to $977.9 million.Electronics sales jumped 75% on organic growth, acquisitions and higher pass-through metals pricing.Element Solutions raised 2026 adjusted EBITDA guidance to $690 million-$710 million. Element Solutions Inc. (ESI - Free Report) reported adjusted earnings of 47 cents per share for the second quarter of 2026, up 27% from 37 cents a year ago. The figure beat the Zacks Consensus Estimate of 43 cents.

Net sales surged 56% year over year to $977.9 million and topped the consensus estimate of $877.3 million by 11.5%. Organic sales rose 15%, driven by strong Electronics demand, acquisitions and higher pass-through metals pricing.

Segment HighlightsElectronics segment sales jumped 75% year over year to $767 million in the reported quarter. The figure beat the consensus estimate of $695 million. Organic net sales increased 20%, while acquisitions contributed 29% to reported growth. The segment also benefited from $107 million of higher pass-through metals pricing and $129 million in sales contributions from acquisitions. Electronics adjusted EBITDA climbed 47% to $141.5 million.

Specialties segment sales increased 14% year over year to $210.9 million. The figure missed the consensus estimate of $213 million. Organic net sales rose 3%, while acquisitions net of divestitures added 9% to reported growth. Acquisitions contributed $16.1 million to the segment’s consolidated revenues during the quarter. Specialties adjusted EBITDA advanced 7% to $42 million.

FinancialsElement Solutions ended the second quarter with cash and cash equivalents of $189.6 million. Total debt stood at $2.06 billion. Cash flows from operating activities were $99.6 million in the second quarter. Capital expenditures increased to $27.9 million. Free cash flow rose to $73.7 million, demonstrating stronger quarterly cash generation.

OutlookElement Solutions raised its full-year 2026 adjusted EBITDA guidance to a range of $690-$710 million from its previous projection of $665-$685 million. The updated range includes expected full-year contributions from the Micromax and EFC acquisitions and assumes stable foreign exchange rates and metal prices.

The company also expects adjusted earnings per share to grow approximately 20% in 2026. For the third quarter, management projects adjusted EBITDA of about $180 million. The improved outlook reflects stronger organic expectations, continued progress on the Micromax integration and advancement of the Kuprion scale-up initiative.

Management said core markets remain healthy and customer engagements are accelerating as customers address increasingly demanding technical roadmaps. The company expects its focus on operational execution and capital allocation to continue supporting profit growth.

ESI’s Price PerformanceShares of Element Solutions have gained 57.6% in a year compared with the 6.4% rise in the industry. 

Image Source: Zacks Investment Research

ESI’s Zacks Rank & Key PicksESI currently carries a Zacks Rank #2 (Buy).

Some other top-ranked stocks in the basic materials space are Carpenter Technology Corporation (CRS - Free Report) ,Kronos Worldwide, Inc. (KRO - Free Report) and Avient Corporation (AVNT - Free Report) .

Carpenter Technology is slated to report fourth-quarter fiscal 2026 results on July 30. The Zacks Consensus Estimate for earnings is pegged at $10.58 per share, indicating a 41.44% year-over-year improvement. CRS sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Kronos is scheduled to report second-quarter 2026 results on Aug. 5. The Zacks Consensus Estimate for KRO’s second-quarter loss per share is pegged at 33 cents, indicating 65.63% year-over-year growth. KRO flaunts a Zacks Rank #1 at present.

Avient is slated to report second-quarter 2026 results on Aug. 6. The consensus estimate for AVNT’s earnings per share is pegged at $3.08. AVNT presently carries a Zacks Rank #2.

Element Solutions Forming Flat Base After Q2 Earnings Element Solutions NYSE: ESI reported record second-quarter revenue, adjusted EBITDA and adjusted earnings per share as demand tied to artificial intelligence infrastructure and high-performance computing drove broad growth across its electronics portfolio.

The company said organic net sales increased 15% year over year in the second quarter, while constant-currency adjusted EBITDA rose 33%. Adjusted EPS increased 27%, according to Chief Executive Officer Ben Gliklich. Excluding pass-through metals, adjusted EBITDA margin expanded 120 basis points from a year earlier to 27.8%.

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“Our organic path has tremendous momentum,” Gliklich said, pointing to a third consecutive quarter of double-digit organic sales growth and margin expansion excluding pass-through metals.

Electronics growth led by semiconductors and AI demand Electronics segment organic sales rose 20%, with each vertical recording double-digit growth. Semiconductor Solutions grew 31% organically, Assembly Solutions increased 18%, and Circuitry Solutions advanced 15%.

Management attributed the performance to sustained spending on AI infrastructure, data centers and other high-performance computing applications. The company cited demand for semiconductor packaging, advanced printed circuit board chemistries, thermal interface materials, engineered assembly materials and power-electronics applications.

Chief Financial Officer Carey Dorman said volume growth accounted for roughly 60% to two-thirds of the semiconductor business’s more than 30% organic growth during the quarter, with the remainder coming from price and mix, including higher precious-metal prices affecting certain products.

Semiconductor Solutions benefited from improved order patterns in power electronics, momentum in thermal-interface materials for high-power AI GPUs and CPUs, and demand for advanced packaging solutions from outsourced semiconductor assembly and test providers in Asia. Dorman said both the power-electronics and wafer-plating businesses recorded volume growth in the high teens.

Gliklich said Element Solutions is seeing high utilization and capacity additions among customers in advanced portions of the electronics supply chain, including leading-edge semiconductor foundries, circuit-board fabricators, device assemblers and electronics manufacturing services providers.

“At the more advanced end, we’re seeing very high utilization rates,” Gliklich said. “That is supporting substantial capacity additions at all of our major customers.”

Investment continues in Cuprion and acquired businesses The company is increasing investment in Cuprion, its active copper technology intended to address customer needs in thermal management, power delivery and copper plating on difficult substrates. Element Solutions said its initial Fremont, California, plant is sampling and qualifying material with customers.

During the quarter, the company identified opportunities to increase output from the initial facility and expanded plans for a second Fremont site. It also progressed work toward a third site in Connecticut. Gliklich said the company’s expected active-copper capacity by the end of 2027 increased materially during the second quarter.

While management did not quantify expected 2027 Cuprion revenue, Gliklich said customer demand should translate into material revenue and profit contribution that year, with a more substantial outlook for 2028 based on planned capacity.

Recent acquisitions also contributed to results. Micromax added approximately $130 million in reported quarterly sales, about two-thirds of which was metals-related, though it is excluded from the company’s organic-growth calculation. Management said the business is performing ahead of its plan, supported by volume and pricing, but expects some modest sequential softening in the second half as it takes a more conservative view of its earnings cadence.

EFC Gases & Advanced Materials contributed $16 million of second-quarter revenue. Management described the business as lumpier than Element Solutions’ other operations but said commercial activity remains healthy and it expects a substantially larger second half. Gliklich said the company has greater confidence than it did a quarter earlier in EFC’s ability to generate $30 million for the full year.

Specialty segment navigates mixed conditions In the Specialty segment, Industrial Solutions grew organic sales 3%, aided by a modest return to growth in European industrial markets, global surcharges and price increases tied to rising raw-material costs. The business has been restructuring its go-to-market and supply-chain strategy over the past year.

Offshore Energy Solutions grew organic sales 1%, slower than the first quarter, due to timing effects and disruption associated with the war in Iran, management said.

Raw-material and logistics inflation remains a consideration for the second half. Dorman said pressure has primarily come from oil-derived materials, including ethylene- and propylene-based products, particularly affecting industrial and offshore operations. Gliklich said the company does not have a major concentration in any single non-metal raw material.

Management said lower metals prices would not be expected to have a material effect on profit dollars because the company generally does not earn margins on metals.

Guidance raised as company targets lower leverage Element Solutions raised its full-year adjusted EBITDA outlook to a range of $690 million to $710 million. The guidance reflects first-half trends and execution of company initiatives, while accounting for one-time metal-hedge gains recognized in the first half of 2026 that were associated with costs recorded in the second half of 2025.

The company expects third-quarter adjusted EBITDA of approximately $180 million. Management expects demand conditions to remain sequentially similar to the first half, offset by potential pressure from raw-material and logistics inflation that may not be immediately recovered through pricing and sourcing actions.

For the fourth quarter, Element Solutions expects normal seasonal effects and fewer operating days around holidays to result in a modest decline from third-quarter levels. The company now expects full-year adjusted EPS growth of approximately 20%.

Adjusted free cash flow was $74 million in the second quarter. Capital expenditures totaled $28 million during the quarter and more than $50 million year to date. The company increased its full-year capital expenditure expectation to roughly $100 million, at the high end of its prior range, to support projects including Cuprion, thermal interface materials, plant consolidation and Industrial Solutions supply-chain initiatives.

Net leverage stood at 2.9 times on a pro forma basis including Micromax and EFC. Dorman said Element Solutions expects to reduce leverage to roughly 2.5 times by year-end, supported by earnings growth and anticipated cash generation.

Solstice transaction remains subject to approvals Management also reiterated its rationale for the proposed merger with Solstice Advanced Materials, which remains subject to shareholder and regulatory approvals and customary closing conditions. The company declined to take analyst questions on the transaction.

Gliklich said the combination would expand the companies’ electronics capabilities across chip and printed-circuit-board fabrication, packaging and assembly, while creating a broader offering in thermal management and front-end copper interconnect formation. He said the companies have identified more than $180 million in potential cost synergies and have begun integration planning.

He acknowledged that Element Solutions’ stock reaction to the announcement had been disappointing, saying the companies must demonstrate that they can execute operationally and culturally on the opportunity.

About Element Solutions (NYSE:ESI)Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company's solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives.

In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Shares of Element Solutions (ESI - Free Report) have been struggling lately and have lost 18.3% over the past four weeks. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.

While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earnings of this specialty chemical and printing products is a solid fundamental factor that enhances the prospects of a trend reversal for the stock.

What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'

In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.

When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.

Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.

Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.

Here's What Increases the Odds of a Turnaround for ESIThere has been an upward trend in earnings estimate revisions for ESI lately, which can certainly be considered a bullish indicator on the fundamental side. That's because a positive trend in earnings estimate revisions usually translates into price appreciation in the near term.

The consensus EPS estimate for the current year has increased 0.4% over the last 30 days. This means that the Wall Street analysts covering ESI are majorly in agreement about the company's potential to report better earnings than what they predicted earlier.

If this is not enough, you should note that ESI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of Element Solutions, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround.

MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE:ESI) (“Element Solutions” or the “Company”), a global and diversified specialty chemicals technology company, today announced its financial results for the three and six months ended June 30, 2026. Executive Commentary Chief Executive Officer Benjamin Gliklich commented, “Element Solutions delivered a record quarter of revenue, adjusted EBITDA and adjusted EPS. Our strategic execution – marrying operational excellence and prudent capital alloc.

Posted by Defense World Staff on Jul 22nd, 2026

Bank of New York Mellon Corp boosted its position in Element Solutions Inc. (NYSE:ESI – Free Report) by 30.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 2,650,802 shares of the company’s stock after acquiring an additional 624,759 shares during the period. Bank of New York Mellon Corp owned about 1.09% of Element Solutions worth $90,498,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Los Angeles Capital Management LLC purchased a new position in shares of Element Solutions during the 4th quarter worth $28,000. Johnson Financial Group Inc. acquired a new position in Element Solutions in the third quarter valued at $47,000. Measured Wealth Private Client Group LLC acquired a new position in Element Solutions in the third quarter valued at $49,000. Quarry LP increased its stake in Element Solutions by 27.3% in the third quarter. Quarry LP now owns 2,011 shares of the company’s stock valued at $51,000 after purchasing an additional 431 shares during the last quarter. Finally, Parallel Advisors LLC lifted its position in Element Solutions by 38.6% during the third quarter. Parallel Advisors LLC now owns 2,110 shares of the company’s stock worth $53,000 after buying an additional 588 shares during the period. 92.32% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades A number of analysts have issued reports on the company. Truist Financial raised their price target on Element Solutions from $47.00 to $48.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Wall Street Zen upgraded shares of Element Solutions from a “hold” rating to a “buy” rating in a report on Monday, April 20th. UBS Group raised their target price on shares of Element Solutions to $52.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Freedom Capital upgraded shares of Element Solutions to a “strong-buy” rating in a report on Friday, March 27th. Finally, Mizuho reaffirmed a “neutral” rating and set a $45.00 price target (down from $54.00) on shares of Element Solutions in a research report on Tuesday, July 14th. Three analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $43.00.

Get Our Latest Research Report on Element Solutions

Element Solutions Price Performance Shares of Element Solutions stock opened at $38.18 on Wednesday. The business’s fifty day moving average price is $42.35 and its 200 day moving average price is $36.70. Element Solutions Inc. has a twelve month low of $22.63 and a twelve month high of $49.25. The company has a current ratio of 2.68, a quick ratio of 1.91 and a debt-to-equity ratio of 0.75. The stock has a market capitalization of $9.30 billion, a P/E ratio of 61.58, a PEG ratio of 1.27 and a beta of 1.23.

Element Solutions (NYSE:ESI – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.41 EPS for the quarter, topping analysts’ consensus estimates of $0.38 by $0.03. The company had revenue of $840.00 million for the quarter, compared to the consensus estimate of $710.51 million. Element Solutions had a return on equity of 14.19% and a net margin of 5.32%.The company’s quarterly revenue was up 41.5% compared to the same quarter last year. During the same period last year, the business posted $0.34 EPS. As a group, research analysts anticipate that Element Solutions Inc. will post 1.79 earnings per share for the current year.

Element Solutions Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 1st were given a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Monday, June 1st. Element Solutions’s dividend payout ratio is 51.61%.

Element Solutions Company Profile (Free Report)

Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company’s solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives.

In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies.

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BALA CYNWYD, Pa., July 21, 2026 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky ([email protected]) or Marc Ackerman ([email protected]) at 855-576-4847. There is no cost or financial obligation to you.

The market expects Element Solutions (ESI - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis specialty chemical and printing products is expected to post quarterly earnings of $0.43 per share in its upcoming report, which represents a year-over-year change of +16.2%.

Revenues are expected to be $877.3 million, up 40.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Element Solutions?For Element Solutions, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.54%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that Element Solutions will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Element Solutions would post earnings of $0.38 per share when it actually produced earnings of $0.41, delivering a surprise of +7.89%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Element Solutions appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Chemical - Specialty industry, RPM International (RPM - Free Report) , is soon expected to post earnings of $1.84 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +7%. This quarter's revenue is expected to be $2.19 billion, up 5% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for RPM International has been revised 1.3% down to the current level. Nevertheless, the company now has an Earnings ESP of +1.71%, reflecting a higher Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that RPM International will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

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MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE:ESI) ("Element Solutions") announced today that it intends to release its 2026 second quarter financial results after the market close on Monday, July 27, 2026.

Element Solutions will host a webcast/dial-in conference call to discuss its financial results at 8:30 a.m. (Eastern Time) on Tuesday, July 28, 2026. Participants on the call will include Chief Executive Officer Benjamin Gliklich and Chief Financial Officer Carey J. Dorman.

To listen to the call by telephone, please dial +1 833-461-5787 and provide the Meeting ID: 944 148 357. The call will be simultaneously webcast at www.elementsolutionsinc.com.

A replay of the call will be available shortly after completion of the live call at www.elementsolutionsinc.com.

About Element Solutions Inc

Element Solutions is a leading global specialty chemicals technology company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. Developed in multi-step technological processes, these innovative solutions enable customers' manufacturing processes in multiple high-value industries, including semiconductor fabrication, high-performance computing, automotive systems, consumer electronics, power electronics, communications and data storage infrastructure, aerospace and defense, industrial surface finishing and offshore energy. More information about the Company is available at www.elementsolutionsinc.com.

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BALA CYNWYD, Pa., July 14, 2026 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky ([email protected]) or Marc Ackerman ([email protected]) at 855-576-4847. There is no cost or financial obligation to you.

Element Solutions (ESI - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for Element Solutions basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For Element Solutions, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Element SolutionsFor the fiscal year ending December 2026, this specialty chemical and printing products is expected to earn $1.79 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Element Solutions. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.7%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Element Solutions to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Key Takeaways ESI to be acquired by Solstice in a $14.5B cash-and-stock deal, with expected closing in H1 2027. The combined company is expected to generate more than $180M in annual cost synergies within three years. Element Solutions holders get $10.00 cash plus 0.500 Solstice shares per ESI share, a 15% premium. Element Solutions Inc. (ESI - Free Report) has agreed to be acquired by Solstice Advanced Materials in a cash-and-stock transaction valued at approximately $14.5 billion, including assumed net debt.  

The combination will create a leading advanced materials platform with a stronger presence in high-growth end markets such as semiconductors, electronics, AI infrastructure, data centers and industrial technologies. The companies expect the transaction to close in the first half of 2027, subject to shareholder and regulatory approvals. 

Transaction OverviewPer the deal terms, Element Solutions’ shareholders will receive $10.00 in cash and 0.500 shares of Solstice common stock for each ESI share they own. The consideration values Element Solutions at approximately $50.10 per share, representing a premium of about 15% to its closing price as of July 2, 2026. Following the completion of the deal, existing Element shareholders are expected to own roughly 44% of the combined company. 

Strategic Benefits of the DealThe acquisition significantly expands Solstice's exposure to secular growth markets where demand for high-performance materials continues to increase. With the combination of Solstice's portfolio of electronic materials, thermal management, refrigerants and specialty materials with Element Solutions' expertise in specialty chemicals for semiconductor fabrication, electronics assembly and surface treatment, the deal will create a broader advanced materials platform. 

The combined company will offer a more comprehensive portfolio of advanced materials and process technologies. It is also expected to strengthen customer relationships across the semiconductor value chain, enhance innovation capabilities and support the growing demand for AI-driven computing and data center applications. 

Financially, the transaction is expected to strengthen Solstice's long-term growth profile and shareholder returns. The combined company targets mid-to-high single-digit CAGR (compound annual growth rate) revenue growth, high single-digit to low double-digit CAGR adjusted EBITDA growth and cash conversion of approximately 75% over the medium term. 

The combination is projected to deliver more than $180 million in net cost synergies within three years of closing. The acquisition is expected to be accretive to adjusted earnings per share in the first year after closing, reflecting anticipated operating synergies and improved scale. 

At closing, the combined company expects net leverage of approximately 3.5x adjusted EBITDA and plans to reduce this to below 3x within 18 months. Over the longer term, the integrated company intends to maintain a target net leverage of 2x-3x adjusted EBITDA while preserving a strong sub-investment-grade credit profile.  

The company also expects to continue its policy of maintaining and steadily increasing its quarterly dividend over time, underscoring its commitment to delivering sustainable value to shareholders. 

Deal FinancingSolstice intends to finance the acquisition through a combination of existing cash and debt financing. The company has secured a $4.7 billion committed bridge financing facility from Goldman Sachs to fund the cash portion of the transaction while maintaining financial flexibility. 

Shares of ESI fell roughly 3% yesterday to close at $42.32. The stock is up 73.5% over the past year compared with the industry’s 8% rise. 

Image Source: Zacks Investment Research

ESI’s Zacks Rank & Key PicksESI carries a Zacks Rank #3 (Hold). 

Some better-ranked stocks in the Basic Materials space are CSW Industrials, Inc. (CSW - Free Report) , Idaho Strategic Resources, Inc. (IDR - Free Report)  and Albemarle Corporation (ALB - Free Report) . CSW, IDR and ALB carry a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. 

The Zacks Consensus Estimate for CSW’s current-year earnings stands at $12.52 per share, implying a 20.6% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average surprise being 3.8%. 

The Zacks Consensus Estimate for IDR’s current-year earnings is pegged at $1.52 per share, implying a 33.3% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average surprise being 68.7%. 

The Zacks Consensus Estimate for ALB’s current-year earnings is pegged at $12.98 per share, indicating a 1,743% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average surprise being 74.5%. 

Element Solutions Inc (ESI) M&A Call July 6, 2026 8:30 AM EDT

Company Participants

Michael Leithead - VP of Investor Relations
David Sewell - CEO, President & Director
Benjamin Gliklich - CEO & Director
Tina Pierce - Senior VP & CFO

Conference Call Participants

John McNulty - BMO Capital Markets Equity Research
Joshua Spector - UBS Investment Bank, Research Division
Christopher Parkinson - Wolfe Research, LLC
Kevin McCarthy - Vertical Research Partners, LLC
Edlain Rodriguez - Mizuho Securities USA LLC, Research Division
Frank Mitsch - Fermium Research, LLC
Michael Harrison - Seaport Research Partners
Jonathan Tanwanteng - CJS Securities, Inc.

Presentation

Operator

Greetings. Welcome to Solstice Advanced Materials' Acquisition of Element Solutions Call.

[Operator Instructions] Please note that this conference is being recorded.

I'll now turn the conference over to Mike Leithead, Vice President, Investor Relations. Thank you. You may begin.

Michael Leithead
VP of Investor Relations

Great. Thank you, Rob, and good morning, everybody. My name is Mike Leithead, Vice President of Investor Relations at Solstice, and thank you for joining us on short notice here this morning. As you may have seen, this morning we announced an agreement for Solstice to acquire Element Solutions. And we're looking forward to walking you through why we're so excited about this transaction.

The slides we'll be using for this webcast are posted to the Investor Relations sections of both companies' websites. Following our prepared remarks, we will open the line for your questions.

Before we begin, please turn to Slide 3. Today's discussion includes forward-looking statements that are subject to risks and uncertainties and our actual results can differ materially from what we describe today. Please review the cautionary language on Slide 3 and in this morning's press release and in both companies' filings with the SEC. We will also reference certain combined and/or non-GAAP financial measures. You will find descriptions in the forward-looking statements

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Ademi LLP is investigating Element Solutions (NYSE: ESI) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Solstice Advanced Materials.

Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you.

Element Solutions shareholders will receive $10.00 in cash and 0.500 shares of Solstice common stock, representing implied consideration of approximately $50.10 per Element share. Upon closing, Element shareholders are expected to own approximately 44% of the combined company.
Element Solutions insiders will receive substantial benefits as part of change of control arrangements.

The transaction agreement unreasonably limits competing transactions for Element Solutions by imposing a significant penalty if Element Solutions accepts a competing bid. We are investigating the conduct of the Element Solutions board of directors, and whether they are fulfilling their fiduciary duties to all shareholders.

We specialize in shareholder litigation involving buyouts, mergers, and individual shareholder rights. For more information, please feel free to call us. Attorney advertising. Prior results do not guarantee similar outcomes.

Contacts

Ademi LLP
Guri Ademi
Toll Free: (866) 264-3995
Fax: (414) 482-8001

SOURCE Ademi LLP

Also from this source

Solstice Advanced Materials (Nasdaq: SOLS) shares fell nearly 15% on Monday after the company announced a $14.5 billion cash-and-stock agreement to acquire Element Solutions (NYSE: ESI), in a deal aimed at expanding its footprint in advanced materials for electronics and AI infrastructure.

The transaction, which includes the assumption of net debt, will see Solstice acquire Element in a combination of $10.00 in cash and 0.500 shares of Solstice common stock for each Element share. The offer implies a value of approximately $50.10 per Element share and represents a premium of about 15% to Element’s closing price on July 2, 2026. Upon completion, Element shareholders are expected to own roughly 44% of the combined company.

The companies said the deal would accelerate Solstice’s strategy of building a scaled advanced materials platform with greater exposure to high-growth end markets including electronics, AI infrastructure, thermal management and data center applications.

On a combined basis, Solstice and Element are projected to generate approximately $6.8 billion in full-year 2025 net sales, with an adjusted EBITDA margin of 26% including expected synergies. Solstice said the deal would broaden its electronics capabilities, adding Element’s formulation expertise, technical services and customer relationships to its existing chemistry and materials portfolio.

“Overall, we believe the combined company will be very well-positioned to benefit from generational tailwinds in high-growth end markets,” said Solstice President and CEO David Sewell. He added that Element’s technical service model and customer relationships would expand Solstice’s ability to support clients from early-stage development through high-volume manufacturing.

Element Solutions CEO Ben Gliklich said the transaction brings together two complementary businesses with strong market positions and technical expertise, adding that the combined company would be better positioned to address emerging requirements in advanced electronics and related markets.

Strategically, Solstice said the acquisition would enhance its exposure to AI infrastructure by linking electronics and packaging capabilities with data center cooling and refrigerant application solutions. The company also highlighted its continued involvement in specialty markets, including nuclear fuel cycle-related uranium conversion services.

Financially, Solstice expects the combined company to deliver mid-to-high single-digit annual revenue growth and high single-digit to low double-digit adjusted EBITDA growth over the medium term, along with approximately $180 million in net synergies by the third year following closing. The company also anticipates around 75% cash conversion.

The deal is expected to be accretive to adjusted earnings per share in the first year after closing. Solstice projects net leverage of approximately 3.5x at completion, with a target of reducing leverage below 3x within 18 months. The company reaffirmed its commitment to maintaining a sub-investment grade credit profile and continuing dividend growth over time.

The transaction has been unanimously approved by both companies’ boards and is expected to close in the first half of 2027, subject to regulatory approvals and shareholder votes.

Solstice has secured a $4.7 billion bridge financing commitment from Goldman Sachs and plans to replace it with permanent debt financing, alongside cash on hand, to fund the cash portion of the deal.

Shares of Element Solutions were down almost 3% on the news.