Element Solutions (ESI)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
$30.76-8.01%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · ESI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-11-05.
The screen ranks ESI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 63% of the time over the next year (vs 47% for the rest of the cohort, n=1960).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are translating the tailwinds in the Electronics market to profitable growth, and seizing the opportunities created by the pace of technological change to gain market share.
Stated in 4 of 4 supplied quarters. Management reported: “Our standalone, independent trajectory has only improved, and, as a result, we are raising our 2026 adjusted EBITDA guidance to approximately $720 million.” “This should translate to adjusted EPS growth in excess of 20% for the full year, driven by sustained momentum in Electronics and meaningful contributions from our recent acquisitions.” Revenue was $995.300 million in 2026-Q3.
“We are translating the tailwinds in the Electronics market to profitable growth, and seizing the opportunities created by the pace of technological change to gain market share.”
“The organic outlook for the year improved over the course of the second quarter as reflected in our increased full year adjusted EBITDA guidance, while progress against strategic priorities, includin…”
“We delivered double-digit organic net sales growth and strong margin expansion while ramping our investments to keep pace with customer innovation.”
“As evidenced by nearly two years of consistent quarterly high single digit organic net sales growth in our Electronics segment, our strategy to penetrate the fastest growing, highest value niches in…”
Our formula of operational excellence and prudent capital allocation continues to deliver.”
Stated in 4 of 4 supplied quarters. Management reported: “Our formula of operational excellence and prudent capital allocation continues to deliver.”” “Our strategic execution – marrying operational excellence and prudent capital allocation – continues to generate exceptional profit growth.” Operating income was $113.900 million in 2026-Q3.
“Our formula of operational excellence and prudent capital allocation continues to deliver.””
This should translate to adjusted EPS growth in excess of 20% for the full year, driven by sustained momentum in Electronics and meaningful contributions from our recent acquisitions.
Stated in 4 of 4 supplied quarters. Management reported: “This should translate to adjusted EPS growth in excess of 20% for the full year, driven by sustained momentum in Electronics and meaningful contributions from our recent acquisitions.” “The organic outlook for the year improved over the course of the second quarter as reflected in our increased full year adjusted EBITDA guidance, while progress against strategic priorities, including the Micromax integration and Kuprion scale up, reinforces our confidence in the long-term trajectory for the Company.”” Revenue was $995.300 million in 2026-Q3.
Our formula of operational excellence and prudent capital allocation continues to deliver.”
Stated in 4 of 4 supplied quarters. Management reported: “Our formula of operational excellence and prudent capital allocation continues to deliver.”” “However, we should have both the financial and management capacity to deploy incremental capital as high-returning opportunities become available.”
“Our formula of operational excellence and prudent capital allocation continues to deliver.””
Maintain the recurring quarterly cash dividend to shareholders.
Over the trailing year it converted 0.59x of net income into operating cash flow. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 51% for the rest of the cohort, n=1899).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by M&A activity. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-05.
“Our strategic execution – marrying operational excellence and prudent capital allocation – continues to generate exceptional profit growth.”
“We have a flexible operating model and a demonstrated track-record of agility, whether that relates to sourcing, pricing or cost management.”
“Mr. Gliklich continued, “The past year epitomized our dual focus on operational excellence and prudent capital allocation.”
“This should translate to adjusted EPS growth in excess of 20% for the full year, driven by sustained momentum in Electronics and meaningful contributions from our recent acquisitions.”
“The organic outlook for the year improved over the course of the second quarter as reflected in our increased full year adjusted EBITDA guidance, while progress against strategic priorities, includin…”
“Updated 2026 Guidance The Company now expects full year 2026 adjusted EBITDA to be in the range of $665 million to $685 million, inclusive of expected contributions from the Micromax and EFC acquisit…”
“The acquisitions we announced in the fourth quarter and closed earlier this year expand our footprint in these high-value supply chains and improve our offerings to new exciting growth categories.””
“Our strategic execution – marrying operational excellence and prudent capital allocation – continues to generate exceptional profit growth.”
“Given the strong positions we have established in the fastest-growing, highest-value niches of these markets and our expectation that we can continue to nimbly manage through current supply chain dis…”
“However, we should have both the financial and management capacity to deploy incremental capital as high-returning opportunities become available.”