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Element Solutions' Earnings and Revenues Surpass Estimates in Q3

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Key Takeaways

  • Element Solutions posted Q3 earnings of 16 cents per share, down from 17 cents a year ago.
  • Net sales rose 2% to $656.1 million, beating estimates and supported by 5% organic growth.
  • Electronics segment sales jumped 11%, offsetting weakness in Industrial & Specialty performance.

Element Solutions Inc. (ESI - Free Report) recorded earnings of 16 cents per share for the third quarter of 2025 compared with 17 cents in the year-ago quarter. 

Barring one-time items, earnings were 41 cents per share. The figure beat the Zacks Consensus Estimate of 39 cents. 

The company generated net sales of $656.1 million, up roughly 2% year over year. The figure beat the Zacks Consensus Estimate of $646.4 million. Organic net sales rose 5%. 

The divestitures partly offset strong growth in the electronics segment sales in the quarter. 

Element Solutions Inc. Price, Consensus and EPS Surprise

ESI’s Segment Highlights

Net sales in the Electronics segment rose 11% year over year to $465 million in the reported quarter. Organic net sales were up 7% from the year-ago number. The figure beat the consensus estimate of $457 million. 

In the Industrial & Specialty segment, net sales declined 16% year over year to $191 million, with organic net sales remaining relatively flat. However, the figure beat the consensus estimate of $190 million. 

ESI’s Financial Position

Element Solutions ended the quarter with cash and cash equivalents of $594.3 million, up around 58% from the year-ago quarter. Long-term debt was $1,625.2 million at the end of the quarter, down from $1,914.7 million. 

Cash from operating activities was $100.1 million, while free cash flow was $84 million for the reported quarter. 

ESI’s Outlook

The company now anticipates full-year 2025 adjusted EBITDA in the range of $545 million to $550 million and expects adjusted free cash flow to be around $280 million. 

ESI’s Price Performance

Shares of Element Solutions have lost 2.6% in a year compared with a 25.3% decline in the industry

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ESI’s Zacks Rank & Key Picks

ESI currently carries a Zacks Rank #3 (Hold). 

Better-ranked stocks worth a look in the basic materials space include Avino Silver & Gold Mines Ltd. (ASM - Free Report) , AngloGold Ashanti Plc. (AU - Free Report)  and Endeavour Silver Corp. (EXK - Free Report)  

Avino Silver is slated to report third-quarter results on Nov. 6. The Zacks Consensus Estimate for earnings is pegged at 3 cents per share. ASM’s earnings beat the Zacks Consensus Estimate in each of the last four quarters, with the average surprise being 141.7%. Avino Silver carries a Zacks Rank #2 (Buy) at present.  

AngloGold is scheduled to report third-quarter results on Nov. 11. The Zacks Consensus Estimate for AU’s third-quarter earnings is pegged at $1.34 per share, indicating year-over-year growth of 139.3%. AU currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here

Endeavour Silver is slated to report third-quarter results on Nov. 7. The consensus estimate for EXK’s earnings is pegged at 5 cents per share. EXK carries a Zacks Rank #2 at present. EXK Silver’s earnings beat the consensus estimate in one of the last four quarters, while missing it thrice, with the average negative surprise being 66.7%. 


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