Element Solutions Inc.
ESI
Jodie read · what matters now
Revenue increased 41.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ESI, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-29 against the comparable filing from 2025-04-24.
What improved
- Revenue increased 41.5% versus the comparable filing period.
What weakened
- Net income decreased 43.0% versus the comparable filing period.
- Gross margin fell 3.8 percentage points.
- Net margin fell 9.9 percentage points.
Filing receipts
“The increase in organic net sales was primarily due to increased demand in Asia for plating solutions for advanced packaging and inflation on precious metals content within these products, as well as growth in power electronics.”
“The increase in gross margin excluding the impact of pass-through metals was primarily due to positive mix from higher value product sales within the portfolio, including the Micromax products.”
“26 Other (Expense) Income Three Months Ended March 31, (dollars in millions) 2026 2025 Other (expense) income Interest expense, net $ (21.5) $ (14.3) Foreign exchange losses (0.9) (6.3) Other expense, net (6.3) (13.1) Gain on divestitures — 72.1 Total $ (28.7) $ 38.4 Interest expense, net For the three months ended March 31, 2026 and 2025, interest expense, net increased $7.2 million primarily due to a higher effective interest rate on a higher outstanding term loan principal balance and lower interest income when compared to the prior year period as well as interest expense borrowings under the Company's revolving credit facility in the first quarter of 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ESI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ESI is currently a Participant in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.