The beat and raise confirm strong momentum in electronics and AI-driven demand. Watch next quarter for further margin expansion and integration of EFC/Micromax acquisitions. The stock has room to run given raised guidance and high teens EPS growth outlook.
Price Chart
Executive Summary
Element Solutions reported Q1 2026 adjusted EPS of $0.41, beating consensus of $0.38 by 7.9%, and net sales of $840M (+41% YoY reported, +10% organic). The company raised full-year 2026 adjusted EBITDA guidance to $665-685M (from $650-670M) and expects adjusted EPS growth in the high teens, driven by record electronics demand and recent acquisitions.
Key Financial Metrics
Key Facts
- Adjusted EPS $0.41 vs $0.38 consensus (beat by 7.9%)
- Net sales $840M (+41% reported, +10% organic YoY)
- Electronics organic growth +15%; Adjusted EBITDA margin expanded to 27.8% from 26.1%
- Raised FY2026 adjusted EBITDA guidance to $665-685M (from $650-670M)
- Q2 2026 adjusted EBITDA guidance $155-170M
- Free cash flow was -$74.2M due to working capital build for acquisitions and inventory
Financial Impact
Adjusted EPS beat by $0.03 (7.9%); guidance raised by $15M at midpoint
Risk Factors
- Geopolitical instability and inflationary pressures could impact metals pricing and supply chain
- Debt increased ~$450M for acquisitions, net debt now ~$2B; rising rates may pressure interest expense
- Integration risk from two large acquisitions (Micromax, EFC) closed in Q1
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001590714-26-000039 |
| Document: esi-20260428.htm | 0001590714-26-000039 |
| Document: 0001590714-26-000039-index-headers.html | 0001590714-26-000039 |
| Document: 0001590714-26-000039-index.html | 0001590714-26-000039 |
| Document: 0001590714-26-000039.txt | 0001590714-26-000039 |
| 8-K Data (Synthetic) | 0001590714-26-000039 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | 8-K | $34.93 $35.12 | ▲ +0.54% | ▲ +0.28% | $37.71 (+7.96%) |
Jul 20, 2026 10w ago | 425 / 8-K | $36.46 $39.22 | ▲ +7.57% | ▲ +3.45% | $37.71 (+3.43%) |
Jul 9, 2026 12w ago | 425 | $40.57 $38.43 | ▼ −5.27% | ▼ −7.52% | $37.71 (−7.05%) |
Jul 6, 2026 12w ago | 425 / 8-K | $42.32 $36.73 | ▼ −13.21% | ▼ −12.64% | $37.71 (−10.89%) |
Jul 6, 2026 12w ago | 8-K / 425 | $42.32 $36.73 | ▼ −13.21% | ▼ −12.64% | $37.71 (−10.89%) |
Apr 28, 2026 22w ago | 8-K | $42.48 $41.84 | ▼ −1.50% | ▼ −7.55% | $37.71 (−11.23%) |
Mar 23, 2026 27w ago | DEFA14A | $33.76 $38.15 | ▲ +13.00% | ▲ +4.10% | $37.71 (+11.70%) |
Feb 20, 2026 32w ago | Insider Cluster | $35.36 $31.04 | ▲ +12.22% | ▲ +6.26% | $37.71 (−6.65%) |
Feb 20, 2026 32w ago | Insider Cluster | $35.36 $31.04 | ▲ +12.22% | ▲ +6.26% | $37.71 (−6.65%) |
US Market Status
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