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 September 30, 2023 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) (State or other jurisdiction of inc ...

Element Solutions Inc (NYSE:ESI) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Varun Gokarn – Senior Director of Strategy and Finance Ben Gliklich – Chief Executive Officer Carey Dorman – Chief Financial Officer Conference Call Participants Josh Spector – UBS Kieran de Brun – Mizuho Securities John Roberts – Credit Suisse Bhavesh Lodaya – BMO Capital Markets Chris Kapsch – Loop Capital Markets Jon Tanwanteng – CJF Securities Steve Byrne – Bank of America David Silver – CL Ki ...

| --- | --- | --- | --- | --- | --- | --- | |------------------------|-----------------------------|--------------------|--------------------|--------------------------------------------------------------------------|--------------|---------------------------| | | Sales Growth Reported Net | Impact of Currency | Constant Currency | Three Months Ended June 30, 2023 \nChange in PassThrough Metals Pricing | Acquisitions | Organic Net Sales Growth | | Electronics | (19)% | 2% | (17)% | 9% | 0% | (9)% | | Indust ...

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 June 30, 2023 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 juri ...

Enabling Technology. Growing Sustainably. Legal Notices SAFE HARBOR Please note that in this presentation, we may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of the Company. Such discussion and statements will often contain words such as "expect," "anticipate," "project," "will," "should," "believe," "in ...

Element Solutions Inc. (NYSE:ESI) Q1 2023 Earnings Conference Call April 27, 2023 8:30 AM ET Company Participants Varun Gokarn - Senior Director, Strategy and Finance Benjamin Gliklich - President and Chief Executive Officer Carey Dorman - Executive Vice President and Chief Financial Officer Conference Call Participants Joshua Spector - UBS John Roberts - Credit Suisse Kieran de Brun - Mizuho Securities Stefan Diaz - Morgan Stanley Rock Hoffman - Bank of America Jonathan Tanwanteng - CJS Securities Christ ...

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, 2023 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 500 East Broward Boulevard, Suite 1860 33394 Fort Lauderdale, Florida (Zip Code) (Address of principal executive off ...

Element Solutions Inc. (NYSE:ESI) Q4 2022 Results Conference Call February 22, 2023 8:30 AM ET Company Participants Varun Gokarn - Senior Director, Strategy and Finance Ben Gliklich - CEO Carey Dorman - CFO Martin Franklin - Executive Chairman Conference Call Participants Josh Spector - UBS John Roberts - Credit Suisse Kieran De Brun - Mizuho Chris Kapsch - Loop Capital Markets Jon Tanwanteng - CJS Securities Rock Hoffman - Bank of America David Silver - Seal King Angel Castillo - Morgan Stanley Operator Go ...

Financial Performance - In 2022, the company achieved total sales of $2.55 billion, with the Electronics segment contributing approximately 63% and the Industrial & Specialty segment contributing about 37%[27]. - The Electronics segment's Assembly Solutions accounted for approximately 52% of its net sales, driven by increasing electronics usage across various markets[31]. - The Circuitry Solutions business represented around 31% of the Electronics segment's net sales, with growth anticipated from demand in wireless mobile devices and internet infrastructure[32]. - The Semiconductor Solutions segment contributed approximately 17% of Electronics net sales, with growth expected from advanced electronics packaging and the Internet of Things[33]. - The Industrial & Specialty segment's Industrial Solutions accounted for about 77% of its net sales, with growth driven by increased automobile production and general economic growth[37]. - Graphics Solutions represented approximately 16% of the Industrial & Specialty segment's net sales, with growth anticipated from consumer demand for package imaging technologies[38]. Strategic Initiatives - The company emphasizes a strategy of operational excellence and prudent capital allocation to drive long-term shareholder value[23]. - The company aims to pursue targeted acquisitions to strengthen its current businesses and expand its product offerings[24]. - The company maintains strong market positions due to customer loyalty, operational risks, and high switching costs, which help retain customers[21]. - The company emphasizes customer-driven innovation, collaborating closely with customers and OEMs to develop tailored products[5]. Research and Development - Research and development expenses totaled $48.8 million in 2022, with a focus on developing new products and improving formulations[58]. - Approximately 40% of the 5,300 full-time employees are research and development chemists and experienced technical service personnel[51]. - The company maintains an extensive intellectual property portfolio with around 2,600 domestic and foreign patents as of December 31, 2022[65]. Operational Efficiency - The business model generates high cash flow margins and requires low capital expenditures, allowing for substantial free cash flow[50]. - The company operates numerous small and medium-sized facilities close to customers, enhancing access to key growth markets[45]. - The company’s culture is performance-driven and decentralized, empowering teams to make swift decisions to meet customer needs[50]. Competitive Landscape - The competitive environment includes significant players like MKS Instruments and DuPont, with competition based on quality, technology, and service[60]. Financial Position and Risks - Total debt as of December 31, 2022, was $1.90 billion, including approximately $1.11 billion of variable interest rate debt[220]. - The company has a net interest rate of approximately 1.6% on its hedged debt as of December 31, 2022[221]. - Approximately 75% of net sales in 2022 were generated outside of the U.S., exposing the company to foreign currency risk[223]. - The aggregate U.S. dollar notional amount of foreign currency forward contracts was $105 million as of December 31, 2022, with a net current liability of $0.3 million[224]. - The company had $45.7 million in metals futures contracts as of December 31, 2022, with a net current liability of $2.5 million[227]. Sustainability and Compliance - The company is focused on developing technologies to lower energy consumption and emissions, aligning with climate-related regulations[69]. - The company may incur significant future costs related to compliance with environmental regulations, including cleanup costs and fines[69]. - The company actively assesses and manages its exposure to commodity price risk through strategic sourcing initiatives[226]. - The company believes it is in material compliance with applicable environmental laws and regulations[70]. - The company has recorded appropriate liabilities for various environmental matters as of December 31, 2022[70].

Element Solutions Inc. (NYSE:ESI) Q3 2022 Earnings Conference Call October 27, 2022 8:30 AM ET Company Participants Varun Gokarn - Senior Director, Strategy and Finance Benjamin Gliklich - CEO Carey Dorman - CFO Conference Call Participants Kieran De Brun - Mizuho Securities Joshua Spector - UBS John Roberts - Credit Suisse Robert Koort - Bank of America Jonathan Tanwanteng - CJS Securities Christopher Kapsch - Loop Capital Markets Stefan Diaz - Morgan Stanley Operator Ladies and gentlemen, good morning ...