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Element Solutions Inc.

ESI

Basic Materials · 35.60 +2.3% today

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.

Source storyJul 30, 2026 · mentions ESIRead on Struct ↗
Disclosed connections8 verified links6 additional receipts in Pro
Organic co-movement groupSemiconductor Technology · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-04-29 against the comparable filing from 2025-04-24.

cautious
OperationsmixedEvidence score +1
liquiditycautiousEvidence score -1
valuationpremium

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

QQnity Electronics, Inc.competitorFull receipt with Pro →

Depended on by

CECelanese CorporationpartnerFull receipt with Pro →

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.