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Element Solutions (ESI) guidance and outlook

Element Solutions (ESI) raised its guidance on Oct 21, 2026: EBITDA $720M for FY2026; EPS +20% for FY2026. Element Solutions' 10-Q filed Jul 28, 2026 makes 10 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Oct 21, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Jul 28, 2026

• Our product innovation and product extensions are expected to continue to drive sales growth in both new and existing markets while expanding margins through a consistent focus on increasing customer value propositions.
• Our senior leadership aims to foster an environment of accountability and success for our operating teams while also evaluating and executing on high-return capital allocation opportunities that can drive compounding of long-term intrinsic value per share.
• Upon completion of the merger, each of our issued and outstanding shares of our common stock, except for treasury shares and certain other exceptions, will be exchanged for (i) 0.5 shares of Solstice common stock and (ii) $10.00 in cash, without interest, plus cash in lieu of any fractional shares.
• Management internally reviews these non-GAAP measures to evaluate performance on a comparative period-to-period basis in terms of absolute performance, trends and expected future performance with respect to our business.
• The metal derivative contracts primarily relate to inventory associated with pass-through metals pricing in our Assembly Solutions business and are intended to mitigate the impact on "Gross profit" associated with fixed price agreements with our customers or commodity price movement after inventory is purchased.
• We currently expect to continue to pay a cash dividend on a quarterly basis; however, the actual declaration of any cash dividends as well as their amounts and timing, will be subject to the final determination of our Board of Directors based on factors including our future earnings and cash flow generation.
• For the full year 2026, we expect our capital expenditures to be approximately $100 million.
• During the six months ended June 30, 2026, approximately 77% of our net sales were generated from non-U.S. operations, and we expect a large portion of our net sales to continue to be generated outside of the U.S.
• We expect to continue to have cost efficient access to those funds on a global basis.
• During the six months ended June 30, 2026, we paid $494 million in connection with the Micromax Acquisition and $367 million in connection with the EFC Acquisition and paid approximately $24.3 million in higher capital expenditures due to several large projects, including the initial build out for Kuprion capacity and plant consolidation projects.

Element Solutions' latest quarter

Questions

Did Element Solutions raise or lower its guidance?

Element Solutions (ESI) raised its guidance on Oct 21, 2026: EBITDA $720M for FY2026; EPS +20% for FY2026.

What does Element Solutions expect?

Our product innovation and product extensions are expected to continue to drive sales growth in both new and existing markets while expanding margins through a consistent focus on increasing customer value propositions. Our senior leadership aims to foster an environment of accountability and success for our operating teams while also evaluating and executing on high-return capital allocation opportunities that can drive compounding of long-term intrinsic value per share. Upon completion of the merger, each of our issued and outstanding shares of our common stock, except for treasury shares an

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.