Element Solutions Q4 Earnings & Revenues Surpass Estimates

Element Solutions Inc. ESI recorded earnings of 3 cents per share for the fourth quarter of 2025 compared with 23 cents in the year-ago quarter. 

Barring one-time items, earnings were 37 cents per share. The figure beat the Zacks Consensus Estimate of 36 cents. 

The company generated net sales of $676.2 million, up roughly 8% year over year. The figure beat the Zacks Consensus Estimate of $623.9 million. Organic net sales rose 10%. 

ESI saw strong growth in the electronics business. The divestitures impacted the Specialties segment sales in the quarter. 

Element Solutions Inc. Price, Consensus and EPS Surprise

Element Solutions Inc. price-consensus-eps-surprise-chart | Element Solutions Inc. Quote

ESI’s Q4 Segment Highlights

Net sales in the Electronics segment rose 21% year over year to $487.3 million in the reported quarter. Organic net sales were up 13% from the year-ago number. The figure beat the consensus estimate of $436 million. 

In the Specialties segment, net sales declined 15% year over year to $188.9 million, with organic net sales increasing by 4%. However, the figure beat the consensus estimate of $188 million. 

ESI’s Financial Position

Element Solutions ended the quarter with cash and cash equivalents of $626.5 million, up around 74.3% from the year-ago quarter. Long-term debt was $1,625.9 million at the end of the quarter, down from $1,813.6 million a year ago. 

Cash from operating activities was $91.1 million, while free cash flow was $82.8 million for the reported quarter. 

ESI’s Q1 & 2026 Outlook

The company anticipates full-year 2026 adjusted EBITDA in the range of $650 million to $670 million. ESI expects first-quarter 2026 adjusted EBITDA to be between $140 million and $155 million. 

ESI’s Price Performance

Shares of Element Solutions have gained 22.4% in a year compared with a 3.1% rise in the industry. 

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ESI’s Zacks Rank & Key Picks

ESI currently carries a Zacks Rank #3 (Hold). 

Better-ranked stocks worth a look in the basic materials space include Sociedad Quimica y Minera de Chile S.A. SQM, Orla Mining Ltd. ORLA and Centerra Gold Inc. CGAU. 

Sociedad is slated to report fourth-quarter 2025 results on Feb. 27. The Zacks Consensus Estimate for earnings is pegged at 75 cents per share, indicating 79% year-over-year growth. Sociedad sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Orla Mining is scheduled to report fourth-quarter 2025 results on March 19. The Zacks Consensus Estimate for ORLA’s fourth-quarter earnings is pegged at 38 cents per share, indicating year-over-year growth of 443%. ORLA currently flaunts a Zacks Rank #1. 

Centerra Gold is slated to report fourth-quarter 2025 results on Feb. 19. The consensus estimate for CGAU’s earnings is pegged at 34 cents per share. CGAU sports a Zacks Rank #1 at present. CGAU’s earnings beat the consensus estimate in three of the last four quarters, while missing it once, with the average surprise being 22%.

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This article originally published on Zacks Investment Research (zacks.com).

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