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Element Solutions Q4 Earnings & Revenues Surpass Estimates
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Key Takeaways
ESI posted Q4 adjusted EPS of 37 cents, topping estimates as sales rose 8%.
ESI's Electronics sales jumped 21%, while Specialties sales fell 15%.
ESI sees 2026 adjusted EBITDA of $650M-$670M with a Q1 view of $140-$155M.
Element Solutions Inc. (ESI - Free Report) recorded earnings of 3 cents per share for the fourth quarter of 2025 compared with 23 cents in the year-ago quarter.
Barring one-time items, earnings were 37 cents per share. The figure beat the Zacks Consensus Estimate of 36 cents.
The company generated net sales of $676.2 million, up roughly 8% year over year. The figure beat the Zacks Consensus Estimate of $623.9 million. Organic net sales rose 10%.
ESI saw strong growth in the electronics business. The divestitures impacted the Specialties segment sales in the quarter.
Element Solutions Inc. Price, Consensus and EPS Surprise
Net sales in the Electronics segment rose 21% year over year to $487.3 million in the reported quarter. Organic net sales were up 13% from the year-ago number. The figure beat the consensus estimate of $436 million.
In the Specialties segment, net sales declined 15% year over year to $188.9 million, with organic net sales increasing by 4%. However, the figure beat the consensus estimate of $188 million.
ESI’s Financial Position
Element Solutions ended the quarter with cash and cash equivalents of $626.5 million, up around 74.3% from the year-ago quarter. Long-term debt was $1,625.9 million at the end of the quarter, down from $1,813.6 million a year ago.
Cash from operating activities was $91.1 million, while free cash flow was $82.8 million for the reported quarter.
ESI’s Q1 & 2026 Outlook
The company anticipates full-year 2026 adjusted EBITDA in the range of $650 million to $670 million. ESI expects first-quarter 2026 adjusted EBITDA to be between $140 million and $155 million.
ESI’s Price Performance
Shares of Element Solutions have gained 22.4% in a year compared with a 3.1% rise in the industry.
Image Source: Zacks Investment Research
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 Sociedad Quimica y Minera de Chile S.A. (SQM - Free Report) , Orla Mining Ltd. (ORLA - Free Report) and Centerra Gold Inc. (CGAU - Free Report) .
Sociedad is slated to report fourth-quarter 2025 results on Feb. 27. The Zacks Consensus Estimate for earnings is pegged at 75 cents per share, indicating 79% year-over-year growth. Sociedad sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Orla Mining is scheduled to report fourth-quarter 2025 results on March 19. The Zacks Consensus Estimate for ORLA’s fourth-quarter earnings is pegged at 38 cents per share, indicating year-over-year growth of 443%. ORLA currently flaunts a Zacks Rank #1.
Centerra Gold is slated to report fourth-quarter 2025 results on Feb. 19. The consensus estimate for CGAU’s earnings is pegged at 34 cents per share. CGAU sports a Zacks Rank #1 at present. CGAU’s earnings beat the consensus estimate in three of the last four quarters, while missing it once, with the average surprise being 22%.
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Element Solutions Q4 Earnings & Revenues Surpass Estimates
Key Takeaways
Element Solutions Inc. (ESI - Free Report) recorded earnings of 3 cents per share for the fourth quarter of 2025 compared with 23 cents in the year-ago quarter.
Barring one-time items, earnings were 37 cents per share. The figure beat the Zacks Consensus Estimate of 36 cents.
The company generated net sales of $676.2 million, up roughly 8% year over year. The figure beat the Zacks Consensus Estimate of $623.9 million. Organic net sales rose 10%.
ESI saw strong growth in the electronics business. The divestitures impacted the Specialties segment sales in the quarter.
Element Solutions Inc. Price, Consensus and EPS Surprise
Element Solutions Inc. price-consensus-eps-surprise-chart | Element Solutions Inc. Quote
ESI’s Q4 Segment Highlights
Net sales in the Electronics segment rose 21% year over year to $487.3 million in the reported quarter. Organic net sales were up 13% from the year-ago number. The figure beat the consensus estimate of $436 million.
In the Specialties segment, net sales declined 15% year over year to $188.9 million, with organic net sales increasing by 4%. However, the figure beat the consensus estimate of $188 million.
ESI’s Financial Position
Element Solutions ended the quarter with cash and cash equivalents of $626.5 million, up around 74.3% from the year-ago quarter. Long-term debt was $1,625.9 million at the end of the quarter, down from $1,813.6 million a year ago.
Cash from operating activities was $91.1 million, while free cash flow was $82.8 million for the reported quarter.
ESI’s Q1 & 2026 Outlook
The company anticipates full-year 2026 adjusted EBITDA in the range of $650 million to $670 million. ESI expects first-quarter 2026 adjusted EBITDA to be between $140 million and $155 million.
ESI’s Price Performance
Shares of Element Solutions have gained 22.4% in a year compared with a 3.1% rise in the industry.
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 Sociedad Quimica y Minera de Chile S.A. (SQM - Free Report) , Orla Mining Ltd. (ORLA - Free Report) and Centerra Gold Inc. (CGAU - Free Report) .
Sociedad is slated to report fourth-quarter 2025 results on Feb. 27. The Zacks Consensus Estimate for earnings is pegged at 75 cents per share, indicating 79% year-over-year growth. Sociedad sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Orla Mining is scheduled to report fourth-quarter 2025 results on March 19. The Zacks Consensus Estimate for ORLA’s fourth-quarter earnings is pegged at 38 cents per share, indicating year-over-year growth of 443%. ORLA currently flaunts a Zacks Rank #1.
Centerra Gold is slated to report fourth-quarter 2025 results on Feb. 19. The consensus estimate for CGAU’s earnings is pegged at 34 cents per share. CGAU sports a Zacks Rank #1 at present. CGAU’s earnings beat the consensus estimate in three of the last four quarters, while missing it once, with the average surprise being 22%.