Element Solutions (US:ESI) ZACKS·2026-02-18 18:55Core Insights - Element Solutions Inc. (ESI) reported earnings of 3 cents per share for Q4 2025, down from 23 cents in the same quarter last year, but adjusted earnings were 37 cents per share, exceeding the Zacks Consensus Estimate of 36 cents [1][7] - The company achieved net sales of $676.2 million, an increase of approximately 8% year-over-year, surpassing the Zacks Consensus Estimate of $623.9 million, with organic net sales rising by 10% [1][7] Financial Performance - ESI's Electronics segment saw net sales increase by 21% year-over-year to $487.3 million, with organic net sales up 13%, beating the consensus estimate of $436 million [3] - In contrast, the Specialties segment experienced a 15% decline in net sales to $188.9 million, although organic net sales increased by 4%, exceeding the consensus estimate of $188 million [3][2] Financial Position - At the end of the quarter, ESI had cash and cash equivalents of $626.5 million, a 74.3% increase from the previous year, while long-term debt decreased to $1,625.9 million from $1,813.6 million [4] - Cash from operating activities was reported at $91.1 million, with free cash flow amounting to $82.8 million for the quarter [4] Future Outlook - For the full year 2026, ESI anticipates adjusted EBITDA in the range of $650 million to $670 million, with a first-quarter expectation of adjusted EBITDA between $140 million and $155 million [5][7] Stock Performance - ESI's shares have increased by 22.4% over the past year, compared to a 3.1% rise in the industry [6]