Element Solutions Inc
ESI
NYSE·Basic Materials·Chemicals - Specialty·Mkt cap $8.4B
$34.36
▼ -3.32%
P/E
46.74
Mkt Cap
$8.4B
52-Wk Range
$22.86–$49.25
52-Week Range
$22.86 - $49.25
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 35.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary liquid chemical processes and advanced formulations developed over 200+ years of operations
- Critical supply chain position in semiconductor manufacturing and electronics assembly
- Diversified customer base across aerospace, automotive, consumer electronics, and oil & gas sectors
- Established distribution network and technical expertise across key global markets
Bear Case
1 risk
- Average volatility.
Growth
Moderate growth ahead
Rising semiconductor demand from AI, IoT, and 5G technology adoption
Value
Fairly valued vs Specialty Chemicals peers
Momentum
Weak
-17.6% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
0.93% yield
Smart-money signal
Who's buying ESI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
JUL 27, 2026
Reported EPS of $0.47 vs $0.43 consensus (+8.7% surprise). Revenue of $977.9M vs $873.2M expected (+12.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+8.7%
Revenue trend · last 8Q
—
—
—
+2%
+2%
+8%
+41%
+56%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$645.0M
$624.2M
$593.7M
$625.2M
$656.1M
$676.2M
$840.0M
$977.9M
Margins · last 8Q
Gross
34.1%
Operating
11.6%
Profit
7.9%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: BMO Capital · Jul 28, 2026
vs Industry
How ESI stacks vs Chemicals - Specialty
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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