Element Solutions ESI Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Electronics | $633.5M+60.7% | $487.3M+21.4% | $465.2M+11.0% | $439.4M+12.2% | $394.3M+12.9% | |
| Specialties | $206.5M+3.6% | —— | —— | —— | $199.4M-10.9% | |
| Other segment items by Business | ||||||
| Electronics | $27M+3,757% | $23.3M+11,550% | $6.4M+237% | $4.6M-58.9% | $700K-65.0% | |
| Specialties | -$400K+50.0% | —— | —— | —— | -$800K-256% | |
| Selling, technical, general and administrative by Business | ||||||
| Electronics | $80.5M+23.3% | $68.8M+1.6% | $70.6M+8.1% | $71M+17.4% | $65.3M+13.0% | |
| Specialties | $55.6M+7.1% | —— | —— | —— | $51.9M-7.0% | |
| Cost of Sales by Business | ||||||
| Electronics | $401M+72.0% | $294.2M+22.3% | $280.8M+13.6% | $260.6M+17.6% | $233.2M+16.1% | |
| Specialties | $109.5M-0.2% | —— | —— | —— | $109.7M-13.3% | |
| Adjusted EBITDA by Business | ||||||
| Electronics | $119.1M+34.0% | $95.3M+9.8% | $101.5M+2.9% | $96.5M+4.7% | $88.9M+6.0% | |
| Specialties | $43.2M+9.4% | —— | —— | —— | $39.5M-8.8% | |
| Foreign currency translation and other by Business | ||||||
| Electronics | $600K-98.1% | $6.7M+114% | $0-100% | $22.6M+366% | $31M+248% | |
| Specialties | -$3.6M-127% | $13.45M+260% | $13.45M+260% | $13.45M+260% | $13.45M+260% | |
| R&D by Business | ||||||
| Electronics | $15.5M+29.2% | $13.1M+12.9% | $12.1M+4.3% | $12.8M+9.4% | $12M+17.6% | |
| Specialties | $3.5M+6.1% | —— | —— | —— | $3.3M+12.8% | |
| Acquisitions by Business | ||||||
| Electronics | $133M— | —— | —— | —— | —— | |
| Specialties | $163.6M— | —— | —— | —— | —— | |
| Depreciation expense by Business | ||||||
| Electronics | $9.6M+65.5% | $7.4M+37.0% | $6.2M+14.8% | $6.1M+10.9% | $5.8M+3.6% | |
| Specialties | $4.9M+16.7% | —— | —— | —— | $4.2M-7.2% | |
| Goodwill by Business | ||||||
| Electronics | $1.45B+12.4% | $1.32B+4.6% | $1.31B+0.3% | $1.31B+3.3% | $1.29B+0.9% | |
| Specialties | $1.09B— | $926.4M+6.0% | —— | —— | —— | |
| Net Sales by Product | ||||||
| Assembly Solutions | $325.5M+67.7% | $254.2M+26.0% | $237.8M+10.3% | $221M+11.6% | $194.1M+15.9% | |
| Circuitry Solutions | $145.6M+21.2% | $139M+18.4% | $137.8M+15.0% | $130.9M+7.6% | $120.1M+7.4% | |
| EFC | $18.6M— | —— | —— | —— | $0— | |
| Energy Solutions | $21.9M+21.7% | $23.6M+12.4% | $25.5M+25.0% | $22.3M+16.1% | $18M-19.3% | |
| Graphics Solutions | $0-100% | $0-100% | $0-100% | $0-100% | $24.2M-34.6% | |
| Industrial Solutions | $166M+5.6% | $165.3M-0.8% | $165.4M-1.7% | $163.5M-0.9% | $157.2M-5.6% | |
| Micromax | $64.8M— | —— | —— | —— | $0— | |
| Semiconductor Solutions | $97.6M+21.8% | $94.1M+14.3% | $89.6M+6.9% | $87.5M+21.7% | $80.1M+14.6% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Element Solutions break its business down?
- Element Solutions (ESI) reports net sales by business across 2 parts — Electronics and Specialties. Each is extracted from the segment footnotes and tracked over time.
- Where does Element Solutions's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Element Solutions's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
