Element Solutions
Supplies process chemistries for electronics manufacturing, surface finishing, and offshore energy.
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Profile
Sells proprietary chemicals and technical services for electronics manufacturing, industrial surface finishing, and offshore-energy applications. Products are consumed in customer production and replenished, with Electronics contributing most sales and a pending Solstice combination subject to approvals.
Supplies proprietary process chemistries and technical services through two segments: Electronics and Specialties. Electronics spans assembly, circuitry, semiconductors, and inks and pastes; Specialties covers industrial surface finishing, offshore-energy chemistry, specialty gases, and advanced materials.
Combines formulation and customer-process knowledge with direct technical sales and service, distributors, and manufacturing representatives. Products are consumed during customer production and replenished, creating recurring demand tied to those manufacturing workflows.
Electronics accounts for most of the portfolio, concentrating activity in semiconductor, circuitry, and assembly markets. Industrial-finishing and offshore-energy production shape the rest of demand. The signed Solstice combination remains subject to shareholder and regulatory approvals and other closing conditions.
Company facts
Key statistics
Year to date +34.6% · Average volume (30d) 4.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | William Blair | Target | $48 | |||
| Jul 29, 2026 | Wolfe Research | Target | $47 | |||
| Jul 15, 2026 | Mizuho | Downgrade | Outperform | Neutral | ||
| Jul 14, 2026 | Mizuho Securities | Target | $54 | $45 | ||
| Jul 9, 2026 | Truist Financial | Target | $47 | $48 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 27, 2026Q2 FY26 | $0.43 | $0.47 | +8.7% | $873.2M | $977.9M | +12.0% | −3.54% |
| Apr 28, 2026Q1 FY26 | $0.38 | $0.41 | +7.9% | $710.5M | $840.0M | +18.2% | +9.75% |
| Feb 17, 2026Q4 FY25 | $0.36 | $0.37 | +2.8% | $631.7M | $676.2M | +7.0% | +4.27% |
| Oct 28, 2025Q3 FY25 | $0.39 | $0.41 | +5.1% | $632.4M | $656.1M | +3.7% | +0.80% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $593.7M | $625.2M | $656.1M | $676.2M | $840.0M | $977.9M | |
| Gross profit | $250.5M | $266.4M | $277.0M | $276.6M | $322.7M | $334.0M | |
| Operating income | $77.4M | $94.3M | $100.8M | $69.7M | $111.4M | $113.7M | |
| Net income | $98.0M | $47.4M | $39.3M | $6.1M | $55.9M | $77.3M | |
| Diluted EPS | $0.40 | $0.20 | $0.16 | $0.03 | $0.23 | $0.32 | |
| Gross margin | 42.2% | 42.6% | 42.2% | 40.9% | 38.4% | 34.2% | |
| Operating margin | 13.0% | 15.1% | 15.4% | 10.3% | 13.3% | 11.6% |
Fiscal years (4-quarter sums)FY21 $2.40B · FY22 $2.55B · FY23 $2.33B · FY24 $2.46B · FY25 $2.55B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $189.6M · Total debt $2.12B · Total assets $5.78B · Shareholders' equity $2.81B
Dividends
Raised for 4 straight years — most recently to $0.08 from $0.06 in Nov 2021. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.08 | |
| Mar 2, 2026 | Mar 2 | Mar 16 | $0.08 | |
| Dec 1, 2025 | Dec 1 | Dec 15 | $0.08 | |
| Sep 2, 2025 | Sep 2 | Sep 15 | $0.08 | |
| Jun 2, 2025 | Jun 2 | Jun 16 | $0.08 | |
| Mar 3, 2025 | Mar 3 | Mar 17 | $0.08 | |
| Dec 2, 2024 | Dec 2 | Dec 16 | $0.08 | |
| Aug 30, 2024 | Aug 30 | Sep 13 | $0.08 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 243.69M · Float 229.23M · 94.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 27.60M | 11.32% | 13F | Aug 7, 2026 |
| FMR LLC | 17.49M | 7.18% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 13.30M | 5.46% | 13F | Aug 13, 2026 |
| Invesco Ltd. | 12.63M | 5.20% | 13G | Aug 13, 2026 |
| Vanguard Capital Management LLC | 10.43M | 4.28% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 20, 2026 | E. Stanley Oneal | director | −172,102 | $35.52 |
| Feb 23, 2026 | Carey J. Dorman | officer: Pdt Enterprise Ops and CFO | −97,500 | $34.87 |
| Feb 24, 2026 | Benjamin Gliklich | director, officer: CEO | −170,000 | $37.30 |
| Dec 12, 2025 | Matthew Liebowitz | officer: President, Specialties | −37,000 | $26.60 |
| Nov 5, 2025 | Ian G. H. Ashken | director | −292,000 | $27.00 |
Peers
- MKS
Closest overlap in electronics plating and industrial surface finishing
- Qnity Electronics
Advanced electronics materials across PCBs and semiconductor packaging
- Entegris
Semiconductor gases, advanced materials, and packaging process solutions
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Element Solutions | $35.42 | +1.43% | $8.51B | 47.5 | 18.0 | 2.7 | +56.4% |
| MKS | $256.50 | +0.31% | $17.28B | 40.8 | 16.3 | 4.0 | +28.3% |
| Qnity Electronics | $121.00 | +0.65% | $25.18B | 43.0 | 24.9 | 4.8 | +22.1% |
| Entegris | $135.10 | +0.10% | $20.58B | 67.8 | 30.1 | 6.2 | +11.5% |
| Median | 43.0 | 24.9 | 4.8 | +22.1% |