Element Solutions (ESI) earnings

Element Solutions Inc

Results to: Mar 2026
Latest analysed call: Jun 2026 (Q2 FY26)
Balance sheet to: Dec 2025

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Element Solutions earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	840 $ million	+41.5% YoY	Quarterly, as filed	Quarter to Mar 2026	Revenue from operations as filed.
Operating margin	13.3 %	+0.2 pts YoY	Operating profit / revenue	Quarter to Mar 2026	For the quarter; a change is in percentage points.
Net profit	55.9 $ million	−43.0% YoY	Quarterly, as filed	Quarter to Mar 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Mar 2026

Price

$35.53 −0.92% · −$0.33

Last close Oct 15, 2026 · US · USD

Performance +40.7% 1Y

1Y: $25.25 on 14 Oct 2025 → $35.53. High $49.09 (22 Jun 2026), low $22.99 (20 Nov 2025).

Previous close: $35.86
52-week range: $22.99 – $49.09
One year: +38.63%

Overview

Symbol: ESI
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: −43% (quarter to mar 2026 against mar 2025).

In $ million. Oldest period first.

Line item	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Sales	613	645	624	594	625	656	676	840
Operating profit	96	95	75	77	94	101	70	111
Operating margin	15.7%	14.7%	12.0%	13.0%	15.1%	15.4%	10.3%	13.3%
Other income	-22	-18	-8	38	-31	-45	-39	-29
Profit before tax	74	77	67	116	63	56	31	83
Tax rate	−23.6%	47.7%	18.0%	15.4%	25.0%	29.2%	80.0%	32.3%
Net profit	93	40	55	98	47	39	6	56
EPS ($ per share)	0.39	0.17	—	0.40	0.20	0.16	—	0.23

Source: Inve data · income statement, quarterly · to Mar 2026

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	3	3	3	3	3	3	3	3
Reserves	-1,195	-1,536	-1,473	-1,332	-1,224	-1,183	-1,017	-905
Total liabilities	7,220	2,105	2,165	2,638	2,555	2,630	2,476	2,412
Fixed assets	267	265	240	278	277	297	277	320
Total assets	9,402	4,324	4,483	5,138	4,904	4,974	4,874	5,101

Source: Inve data · balance sheet · to Dec 2025

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Cash from operations	-1	171	276	326	296	334	362	290
Cash from investing	—	—	-40	-569	-75	-250	-74	286
Cash from financing	—	—	-124	290	-276	-59	-207	-320
Net cash flow	-68	-225	102	38	-64	24	70	267
Capital expenditure	-28	-30	-29	-46	-48	-53	-68	-62
Free cash flow	-29	141	247	280	248	281	294	228

Source: Inve data · cash flow · to Dec 2025

ESI revenue by segment

Electronics grew from 65% to 78% of revenue over the last two years.

ESI revenue by business segment, share of consolidated revenue by quarter
Segment	Q3 FY2024	Q4 FY2024	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025	Q1 FY2026	Q2 FY2026	YoY growth latest quarter
Electronics	65%	64%	66%	70%	71%	72%	75%	78%	+74.6%
Specialties	—	—	—	—	—	—	25%	22%	—

Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.

See how segments are shifting across companies → Segment Shift

Insider filings

68 filings between Nov 5, 2025 and May 4, 2026.

Open market

decisions to buy or sell

Purchases

None

No insider bought shares.

Sales

$25.74M

7 sales by 5 insiders

Compensation

not trading decisions

31: Option exercise — converted options into shares
24: Tax withheld — shares kept back by the company to cover tax

Also filed: 4 other filings, 2 gifts.

Who traded

open market only

Insider	Bought	Sold	Last filing
ASHKEN IAN G H	—	$7.88M	Nov 5, 2025
ONEAL E STANLEY	—	$7.13M	Feb 20, 2026
Gliklich Benjamin	—	$6.34M	Feb 24, 2026
Dorman Carey J.	—	$3.40M	Feb 23, 2026
Liebowitz Matthew	—	$984.2K	Dec 12, 2025

Latest filings (50)

Date	Insider	What	Shares	Value
May 4, 2026	ASHKEN IAN G H Director	Other	6,539	—
May 4, 2026	Filon Elyse Napoli Director	Option exercise	6,539	—
May 4, 2026	Fraser Christopher T. Director	Option exercise	6,539	$0
May 4, 2026	GOSS MICHAEL F Director	Option exercise	6,539	—
May 4, 2026	ONEAL E STANLEY Director	Option exercise	6,539	—
May 4, 2026	ASHKEN IAN G H Director	Other	6,539	—
May 4, 2026	Sofronas Susan W. Director	Option exercise	6,539	—
May 4, 2026	ASHKEN IAN G H Director	Option exercise	6,539	—
Feb 24, 2026	Gliklich Benjamin CEO	Sale	170,000	$6.34M
Feb 23, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Sale	97,500	$3.40M
Feb 20, 2026	ONEAL E STANLEY Director	Sale	143,564	$5.10M
Feb 20, 2026	ONEAL E STANLEY Director	Sale	28,538	$1.01M
Feb 20, 2026	ONEAL E STANLEY Director	Sale	28,539	$1.01M
Feb 11, 2026	Capps John Edward Of Counsel	Tax withheld	656	$21.0K
Feb 11, 2026	Gliklich Benjamin CEO	Tax withheld	7,208	$230.4K
Feb 11, 2026	Liebowitz Matthew President, Specialties	Tax withheld	10,336	$330.4K
Feb 11, 2026	Gliklich Benjamin CEO	Tax withheld	7,448	$238.1K
Feb 11, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Tax withheld	24,209	$774.0K
Feb 11, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Tax withheld	2,936	$93.9K
Feb 11, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Tax withheld	3,189	$102.0K
Feb 11, 2026	Fricke Richard L. President, Electronics	Tax withheld	6,175	$197.5K
Feb 11, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Tax withheld	3,118	$99.7K
Feb 11, 2026	Liebowitz Matthew President, Specialties	Tax withheld	1,475	$47.2K
Feb 11, 2026	Gliklich Benjamin CEO	Tax withheld	60,292	$1.93M
Feb 11, 2026	Liebowitz Matthew President, Specialties	Tax withheld	1,607	$51.4K
Feb 11, 2026	Gliklich Benjamin CEO	Tax withheld	7,938	$253.8K
Feb 11, 2026	Liebowitz Matthew President, Specialties	Tax withheld	1,427	$45.6K
Feb 11, 2026	Fricke Richard L. President, Electronics	Tax withheld	845	$27.0K
Feb 11, 2026	Capps John Edward Of Counsel	Tax withheld	1,134	$36.3K
Feb 11, 2026	Capps John Edward Of Counsel	Tax withheld	10,440	$333.8K
Feb 11, 2026	Fricke Richard L. President, Electronics	Tax withheld	1,557	$49.8K
Feb 11, 2026	Capps John Edward Of Counsel	Tax withheld	1,450	$46.4K
Feb 11, 2026	Fricke Richard L. President, Electronics	Tax withheld	1,446	$46.3K
Feb 10, 2026	Capps John Edward Of Counsel	Option exercise	27,166	—
Feb 10, 2026	Gliklich Benjamin CEO	Option exercise	18,942	—
Feb 10, 2026	Fricke Richard L. President, Electronics	Option exercise	3,477	—
Feb 10, 2026	Fricke Richard L. President, Electronics	Option exercise	1,677	—
Feb 10, 2026	Gliklich Benjamin CEO	Option exercise	20,861	—
Feb 10, 2026	Gliklich Benjamin CEO	Option exercise	19,561	—
Feb 10, 2026	Fricke Richard L. President, Electronics	Option exercise	13,582	—
Feb 10, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Option exercise	5,489	—
Feb 10, 2026	Gliklich Benjamin CEO	Option exercise	158,454	—
Feb 10, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Option exercise	5,960	—
Feb 10, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Option exercise	5,589	—
Feb 10, 2026	Liebowitz Matthew President, Specialties	Option exercise	3,875	—
Feb 10, 2026	Dorman Carey J. Pdt Enterprise Ops and CFO	Option exercise	45,273	—
Feb 10, 2026	Capps John Edward Of Counsel	Option exercise	1,722	—
Feb 10, 2026	Capps John Edward Of Counsel	Option exercise	2,980	—
Feb 10, 2026	Capps John Edward Of Counsel	Option exercise	3,353	—
Feb 10, 2026	Liebowitz Matthew President, Specialties	Option exercise	4,222	—

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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