Feed / ESI

Element Solutions Inc.

ESI

Basic Materials · 37.45 -2.3% today

In Semiconductor Technology as a Participant.

Jodie monitors ESI’s market activity, durable peer group membership, and filing-linked connections.

SEC company filingsCIK 0001590714

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.

Exposure map

Depends on

QQnity Electronics, Inc.competitorPro receipt

Depended on by

CECelanese CorporationpartnerPro receipt

Filing peers

Companies whose filings use similar operating language.

Showing a three-relationship preview; 6 more links and their filing receipts are in Pro. View plans →

Live connections

ESI is currently in Semiconductor Technology. 2 filing-linked names are shown in the exposure map.

Theme membership history

No durable theme membership has been observed for this name yet.