Element Solutions Inc Announces Board Leadership Transition Mar 23, 2026 4:30 PM Eastern Daylight Time Element Solutions Inc Announces Board Leadership Transition Share MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE:ESI) ("Element Solutions†or the "Company†), a global and diversified specialty chemicals technology company, today announced that Sir Martin E. Franklin, Executive Chairman of the Board, plans to step down from the Board and will not seek re- election at the upcoming 2026 Annual Meeting o ...

A month has gone by since the last earnings report for Element Solutions (ESI) . Shares have lost about 6.1% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Element Solutions due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Element Solutions Inc. before we dive into how investors and analysts have reacted as of late.Element ...

Company Overview - Element Solutions Inc. is a leading specialty chemicals provider based in Florida, previously known as Platform Specialty Products Corporation. The company offers innovative solutions across various industries, including automotive, electronics, communications infrastructure, industrial surface finishing, consumer packaging, and offshore energy [11]. Investment Rating - Element Solutions holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating a strong investment potential [12]. Value Metrics - The company has a Value Style Score of B, supported by attractive valuation metrics such as a forward P/E ratio of 18.57, making it appealing to value investors [12]. Earnings Estimates - For fiscal 2026, three analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.05 to $1.76 per share. Element Solutions has an average earnings surprise of +3.4% [12]. Investment Recommendation - With a solid Zacks Rank and top-tier Value and VGM Style Scores, Element Solutions is recommended for investors' consideration [13].

Company Overview - Element Solutions Inc. is a leading specialty chemicals provider based in Florida, previously known as Platform Specialty Products Corporation, offering innovative solutions across various industries including automotive, electronics, and offshore energy [11]. Investment Rating - Element Solutions holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating a favorable investment outlook [12]. Momentum and Earnings Estimates - The company has a Momentum Style Score of B, with shares increasing by 1.1% over the past four weeks. Additionally, three analysts have revised their earnings estimates upwards for fiscal 2026, raising the Zacks Consensus Estimate by $0.05 to $1.76 per share [12]. Earnings Surprise - Element Solutions has demonstrated an average earnings surprise of +3.4%, suggesting a positive trend in its earnings performance [12]. Investment Recommendation - With a solid Zacks Rank and strong Momentum and VGM Style Scores, Element Solutions is recommended for investors looking for potential growth opportunities [13].

Company Overview - Element Solutions is a global specialty chemicals technology business focused on providing critical materials and solutions for high-value end markets, primarily in the electronic and industrial supply chains, with approximately 70% of its business oriented towards electronics [2][3] - The company has been operational for 7 years and emphasizes a strategy of operational excellence and prudent capital allocation, focusing on high-quality businesses and strong cash flow generation [3] Business Performance - 2025 was a record year for Element Solutions, with positive inflection in end markets and the company capturing more than its fair share of market growth [4] - The company has engaged in significant mergers and acquisitions to enhance its capabilities, indicating a proactive approach to growth and market positioning [3][4] - 2026 has started positively, suggesting continued momentum in business performance [4]

Summary of Element Solutions Conference Call Company Overview - **Element Solutions** is a global specialty chemicals technology business focused on providing critical materials and solutions for high-value end markets, particularly in the electronic and industrial supply chains. Approximately **70%** of its business is electronics-oriented, serving applications from data centers to smartphones [1][2]. Core Business Strategy - The company's vision is to excel in three areas: customer value, employee opportunities, and shareholder value. This strategy guides their capital allocation framework, focusing on enhancing customer value and operational quality through acquisitions [3][4]. Recent Acquisitions - **EFC Gases** and **Micromax** were highlighted as significant acquisitions that align with Element Solutions' strategy. EFC provides high-purity gases for semiconductor fabrication and other industrial markets, while Micromax specializes in electronic inks and pastes, filling a gap in Element's portfolio [4][5][6]. Market Exposure and Trends - The company has seen a shift in its end market exposure, with a decline in consumer electronics concentration and an increase in B2B electronics markets, particularly in high-performance computing and data centers. The percentage of business from smartphones has decreased from **25%** in 2022 to a growing share in data storage and computing [8][9]. 2026 Outlook - For 2026, Element Solutions anticipates continued growth in its circuitry business, driven by data center investments, despite a slight expected decline in the smartphone market. The PCB market is projected to grow **6%** in volume, with Element's circuitry business expected to outpace this growth [10][11][12]. Cuprion Business Line - The Cuprion business, acquired two and a half years ago, is expected to contribute significantly to revenue and EBITDA. The company is ramping up production and plans to establish a second manufacturing site in the coming years. The goal is to reach **$100 million** in revenue by **2030**, with capital requirements for scaling the business estimated at **2% to 2.5%** of sales [14][20][21]. Argomax Technology - Argomax, a silver-based material for high thermal applications, has seen adoption in both the EV market and data centers. The company is diversifying its customer base beyond EVs, with growing interest from Western OEMs [22][23][24]. Direct Metallization Technology - The Shadow Plus technology, which uses carbon instead of copper for circuit board metallization, is facing challenges in adoption due to the conservative nature of the supply chain. However, there is optimism about its potential once qualified [27][28]. Financial Performance and Cost Structure - Element Solutions operates an asset-light business model, with **80%** of its cost of goods being variable. The company has mechanisms to pass through raw material costs to customers, maintaining stable margins. The EBITDA margin has remained stable, supported by strong cash flows [45][46][47]. M&A Strategy - The company maintains a leverage ceiling of **3.5 times** and currently operates at **3 turns of leverage**, allowing for potential future acquisitions. The focus remains on high-quality businesses that fit their operational model [49][50]. Competitive Landscape - Element Solutions differentiates itself through the complementarity of its product offerings, which allows for systems-level performance rather than competing on individual product performance. This positions the company favorably against larger competitors in the electronics materials space [52][53]. Conclusion - Element Solutions is strategically positioned for growth in the specialty chemicals market, with a focus on high-value electronics applications and a robust acquisition strategy. The company is optimistic about its future revenue streams from new technologies and expanding market opportunities.

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

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Core Viewpoint - Element Solutions (ESI) has experienced significant stock performance, with a 23.5% increase over the past month and a 41.8% rise since the beginning of the year, outperforming both the Zacks Basic Materials sector and the Zacks Chemical - Specialty industry [1] Performance Metrics - The stock reached a new 52-week high of $36.38 and has consistently beaten earnings estimates, reporting an EPS of $0.37 against a consensus estimate of $0.36 in its last earnings report [1][2] Valuation Metrics - Element Solutions trades at 20.4 times current fiscal year EPS estimates, which is above the peer industry average of 19.3 times. The trailing cash flow basis shows a valuation of 16.7 times compared to the peer group's average of 14.3 times, with a PEG ratio of 1.46 [6] Style Scores - The company has a Value Score of C, a Growth Score of C, and a Momentum Score of B, resulting in a combined VGM Score of B, indicating a moderate investment appeal based on these metrics [4][5] Zacks Rank - Element Solutions holds a Zacks Rank of 2 (Buy), supported by rising earnings estimates, suggesting that the stock may continue to see gains [7]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to _______ Commission file number: 001-36272 Element Solutions Inc (Exact name of Registrant as specified in its charter) Delaware 37-1744899 (State or other jurisdi ...