ESIElement Solutions Inc
$33.21+32% 1Y
$33.21
$22.8252 weeks$49.09
The financials
Element Solutions Inc by the numbers
Element Solutions Inc (ESI) reported revenue of $995M in Q3 2026 (quarter ended Sep 30, 2026), up 52% from the same quarter a year earlier. That came with a gross margin of 34% and net income of $66M (6.6% of revenue). For the full year FY2025, revenue was $2.55B (+3.8% year on year) and net income $191M. Its largest product in Q2 2026 (quarter ended Jun 30, 2026) was Assembly Solutions at $369M, 38% of the disclosed total, well ahead of Industrial Solutions at 18%. The next results filing is expected around Jan 20, 2027, a quarter after the last one.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $995M | $656M | +52% |
| Gross profit | $342M | $277M | +24% |
| Operating income | $114M | $101M | +13% |
| Net income | $66M | $39M | +67% |
| Diluted EPS | $0.27 | $0.16 | +69% |
| Product | Revenue | Share |
|---|---|---|
| Assembly Solutions | $369M | 38% |
| Industrial Solutions | $172M | 18% |
| Electronics Solutions | $154M | 16% |
| Micromax | $129M | 13% |
| Semi Conductors | $115M | 12% |
| Energy Solutions | $23M | 2.4% |
| EFC | $16M | 1.6% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $977.9M (+16%)
Assembly Solutions grew +67% year on yearEnergy Solutions +3.6% year on year
Segment Latestquarter on quarteryear on year
- Assembly Solutions$369.0M$369.0Mquarter on quarter +13%year on year +67%+13%+67%
- Industrial Solutions$171.7M$171.7Mquarter on quarter +3.4%year on year +5.0%+3.4%+5.0%
- Electronics Solutions$154.1M$154.1Mquarter on quarter +5.8%year on year +18%+5.8%+18%
- Micromax$128.6M$128.6Mquarter on quarter +98%year on year n/a+98%n/a
- Semi Conductors$115.3M$115.3Mquarter on quarter +18%year on year +32%+18%+32%
- Energy Solutions$23.1M$23.1Mquarter on quarter +5.5%year on year +3.6%+5.5%+3.6%
- EFC$16.1M$16.1Mquarter on quarter -13%year on year n/a-13%n/a
- Graphics Solutions$0.00$0.00quarter on quarter n/ayear on year n/an/an/a
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