Element Solutions (ESI)

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Element Solutions (ESI) - 2025 Q1 - Earnings Call Presentation
2025-04-25 00:37
First Quarter 2025 Earnings Presentation Enabling Technology. Growing Sustainably. Legal Notices NON-GAAP FINANCIAL MEASURES To supplement the financial measures prepared in accordance with generally accepted accounting principles in the United States ("GAAP"), the Company presents in this presentation the following non-GAAP financial measures: EBITDA, adjusted EBITDA, adjusted EBITDA growth (including growth excluding the MacDermid Graphics Solutions business) adjusted EBITDA margin (including margin exclu ...
Element Solutions (ESI) Q1 2025 Earnings
The Motley Fool· 2025-04-24 21:47
Core Insights - Element Solutions reported strong Q1 2025 results with a 5% year-over-year organic sales growth, driven by a 10% growth in the Electronics segment [2][3] - The company maintained its full-year 2025 adjusted EBITDA guidance at $520 million to $540 million, despite macroeconomic uncertainties [10][9] - The net leverage ratio reached 2.1x, the lowest in the company's history, indicating a strong balance sheet [9][10] Financial Performance - Q1 2025 adjusted EBITDA was $128 million, exceeding guidance [2][9] - Wafer-Level Packaging sales grew over 20%, supported by high bandwidth memory applications [2][4] - The Electronics segment's organic growth was broad-based, with significant contributions from circuitry, semiconductor, and assembly materials [4][7] Market Dynamics - The Industrial and Specialty segment experienced a 2% decline in organic sales, primarily due to weakness in Europe [4][8] - Data center exposure across business units is projected to approach $200 million in 2025 [4][15] - The company is focused on new product launches in wafer-level packaging expected later in 2025 [4][19] Strategic Initiatives - The company emphasized its ability to mitigate potential tariff impacts through a diversified manufacturing footprint [4][10] - There is a strong focus on capital deployment to drive long-term shareholder value, with substantial capacity available for investments [4][10] - The company is actively localizing sourcing and manufacturing to adapt to changing trade dynamics [10][41] Growth Opportunities - The Electronics segment is expected to continue benefiting from trends in AI, advanced packaging, and data center markets [3][7] - The company is seeing strong demand in high-performance computing and electric vehicle applications, particularly in Asia [7][8] - The transition towards B2B end markets is anticipated to reduce quarterly seasonality and cyclicality over time [9][10]
Element Solutions (ESI) - 2025 Q1 - Quarterly Report
2025-04-24 20:16
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _______________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 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 Registrant's telephone number, including area code: (561) 207-9600 _______________ Securities registered pursuant to Section 12(b) of the Act: (State ...
Element Solutions (ESI) - 2025 Q1 - Earnings Call Transcript
2025-04-24 18:29
Element Solutions Inc (NYSE:ESI) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Varun Gokarn - Vice President, Strategy and Integration Ben Gliklich - President and Chief Executive Officer Carey Dorman - Chief Financial Officer Sir Martin Franklin - Executive Chairman Conference Call Participants James Cannon - UBS Bhavesh Lodaya - BMO Capital Markets Mike Harrison - Seaport Research Partners Rock Hoffman - Bank of America Chris Parkinson - Wolfe Research Pete Osterland - Tr ...
Compared to Estimates, Element Solutions (ESI) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-04-23 23:31
For the quarter ended March 2025, Element Solutions (ESI) reported revenue of $593.7 million, up 3.3% over the same period last year. EPS came in at $0.34, compared to $0.34 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $584.63 million, representing a surprise of +1.55%. The company delivered an EPS surprise of +3.03%, with the consensus EPS estimate being $0.33.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...
Element Solutions (ESI) - 2025 Q1 - Quarterly Results
2025-04-23 20:15
EXHIBIT 99.1 Element Solutions Inc Announces 2025 First Quarter Financial Results Executive Commentary President and Chief Executive Officer Benjamin Gliklich commented, "Element Solutions started 2025 strong. We grew profits, meaningfully reduced leverage, and continued to execute on breakthrough growth strategies. Our markets were similar to last year's – soft industrial demand with pockets of strength in high-value electronics niches, most particularly data centers and AI applications. Considering that b ...
Ahead of Element Solutions (ESI) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-04-22 14:20
In its upcoming report, Element Solutions (ESI) is predicted by Wall Street analysts to post quarterly earnings of $0.33 per share, reflecting a decline of 2.9% compared to the same period last year. Revenues are forecasted to be $586.13 million, representing a year-over-year increase of 1.9%.The consensus EPS estimate for the quarter has undergone a downward revision of 1.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their i ...
Element Solutions (ESI) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-04-16 15:06
The market expects Element Solutions (ESI) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be relea ...
Element Solutions (ESI) Surges 10.7%: Is This an Indication of Further Gains?
ZACKS· 2025-04-10 13:35
Element Solutions (ESI) shares ended the last trading session 10.7% higher at $19.37. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 31.3% loss over the past four weeks.The rally in ESI was fueled by a broader rise in material stocks after President Trump paused reciprocal tariffs for most countries for 90 days.This specialty chemical and printing products is expected to post quarterly earnings of $0.33 per share ...
MacDermid Enthone Industrial Solutions Supports the Future of Automotive Engineering
Prnewswire· 2025-03-25 14:00
GAINESVILLE, Fla., March 25, 2025 /PRNewswire/ -- MacDermid Enthone Industrial Solutions, a leading manufacturer of chemical compounds utilized in surface finishing applications, today announced its commitment to sponsor The University of Florida's Formula Society of Automotive Engineers (FSAE) racing team, Gator Motorsports. This student organization designs, builds, and races a Formula-style racecar, competing against teams from across the United States at the FSAE Design Competition each year in Michigan ...