The financials
Element Solutions Inc by the numbers
Element Solutions Inc (ESI) reported revenue of $840M in Q1 2026 (quarter ended Mar 31, 2026), up 41% from the same quarter a year earlier. That came with a gross margin of 38% and net income of $56M (6.7% of revenue). For the full year FY2025, revenue was $2.55B (+3.8% year on year) and net income $191M. Its largest product in Jun 2026 was Assembly Solutions at $369M, 38% of the disclosed total, well ahead of Industrial Solutions at 18%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $840M | $594M | +41% |
| Gross profit | $323M | $251M | +29% |
| Operating income | $111M | $77M | +44% |
| Net income | $56M | $98M | −43% |
| Diluted EPS | $0.23 | $0.40 | −43% |
| 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$369.0MQoQ +13%year on year +67%+13%+67%
- Industrial Solutions$171.7M$171.7MQoQ +3.4%year on year +5.0%+3.4%+5.0%
- Electronics Solutions$154.1M$154.1MQoQ +5.8%year on year +18%+5.8%+18%
- Micromax$128.6M$128.6MQoQ +98%year on year -+98%-
- Semi Conductors$115.3M$115.3MQoQ +18%year on year +32%+18%+32%
- Energy Solutions$23.1M$23.1MQoQ +5.5%year on year +3.6%+5.5%+3.6%
- EFC$16.1M$16.1MQoQ -13%year on year --13%-
- Graphics Solutions$0.00$0.00QoQ -year on year ---