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Element Solutions ESI Electronics — Net Sales

Other segment segments

Specialties
$210.9M+13.5%

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Other financials

Income statement

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Revenue$977.9M+56.4%
Gross profit$334.0M+25.4%
Operating income$113.7M+20.6%
Net income$77.3M+63.1%
EPS (diluted)$0.32+60.0%

Balance sheet

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Cash & equivalents$189.6M-64.2%
Total debt$2.2B+34.3%
Total equity$2.8B+7.1%
Total assets$5.8B+15.6%

Cash flow

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Operating cash flow$99.6M+37.2%
CapEx$27.9M+57.6%
Free cash flow-$91.7M-711%

Valuation

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Market cap$9.34B+66.9%
Enterprise value$11.34B+69.4%
P/E52.3×+29.0×
P/S+0.7×

Profitability

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Gross margin38.4%-3.4pp
Operating margin12.6%-1.2pp
Net margin5.7%-4.0pp
FCF margin4.3%-6.6pp

Returns & leverage

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Return on equity6.6%-3.0pp
Debt / equity0.8×+0.2×
Current ratio2.9×-1.2×

Where this comes from

Reported directly by Element Solutions in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Element Solutions’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 4:16 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001590714-26-000065
(dollars in millions)Three Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Circuitry Solutions154.1130.9299.7251.0
Micromax128.6193.4
Semiconductor Solutions115.387.5212.9167.6
Total Electronics767.0439.41,400.5833.7
Specialties
Industrial Solutions171.7163.5337.7320.7
EFC16.134.7
Graphics Solutions24.2

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Element Solutions's electronics — net sales?
Element Solutions (ESI) reported electronics — net sales of $767M in Q2 2026.
How has Element Solutions's electronics — net sales changed year-over-year?
Element Solutions's electronics — net sales increased by 74.6% year-over-year, from $439.4M to $767M.
What is the long-term trend for Element Solutions's electronics — net sales?
Over 4 years (2021 to 2025), Element Solutions's electronics — net sales has grown at a 3.9% compound annual growth rate (CAGR), from $1.53B to $1.79B.
What does electronics — net sales mean?
Represents the total revenue generated by the Electronics segment from the sale of chemical solutions, net of returns, allowances, and discounts. This is the primary indicator of market demand for the segment's specialized electronics products.

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