Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Element Solutions Inc
Next earnings Jul 6, 2026 (after close) · consensus $0.43 EPS, $861M rev
Last earnings -3.9% on 2026-04-28
Element's specialty-chemicals franchise has solid margins and a deleveraged balance sheet, but a 58x P/E on falling EPS caps the upside.
Sources: SEC EDGAR (CIK 0001590714, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:02 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~87% above fair value) leave little margin of safety — a wait-and-see.
Element Solutions is a specialty-chemicals supplier of electronics and industrial-surface materials, a business with genuine quality: a 42.0% gross margin, 13.4% operating margin, and exposure to secular demand in electronics and semiconductor packaging. FY2025 revenue grew a modest 3.8% to $2.55B and gross profit rose 3.4%, but the bottom line slipped — net income fell 21.9% to $191M and diluted EPS dropped 21.8% to $0.79, with operating income roughly flat (-0.5%). The earnings decline relative to FY2024's $244M reflects a normalization rather than a collapse, but it removes the growth narrative for now.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.40B | $2.55B | $2.33B | $2.46B | $2.55B |
| Gross profit | $961M | $953M | $919M | $1.04B | $1.07B |
| Operating income | $300M | $325M | $174M | $344M | $342M |
| Net income | — | $187M | $118M | $244M | $191M |
| Diluted EPS | $0.82 | $0.76 | $0.49 | $1.01 | $0.79 |
| Net margin | — | 7.3% | 5.1% | 9.9% | 7.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-04 | Filon Elyse Napoli Director | Exercise | 6.54K | |
| 2026-05-04 | Sofronas Susan W. Director | Exercise | 6.54K | |
| 2026-05-04 | Fraser Christopher T. Director | Exercise | 6.54K | |
| 2026-05-04 | ASHKEN IAN G H Director | Exercise | 6.54K | |
| 2026-05-04 | ASHKEN IAN G H Director | Disposed (J) | 6.54K | |
| 2026-05-04 | ASHKEN IAN G H Director | Acquired (J) | 6.54K | |
| 2026-05-04 | ONEAL E STANLEY Director | Exercise | 6.54K | |
| 2026-05-04 | GOSS MICHAEL F Director | Exercise | 6.54K | |
| 2026-02-24 | Gliklich Benjamin CEO | Sell | 170K @ $37.30 | $6.34M |