Element Solutions Inc (ESI)

In the past six months, Element Solutions Inc. completed the acquisition of Micromax from Celanese Corporation and EFC Gases & Advanced Materials. In July 2025, the company increased its full-year 2025 adjusted EBITDA guidance and raised its second-quarter 2025 adjusted EBITDA outlook due to strong penetration in fast-growing market subsegments. For Q2 2025, ESI reported 6% organic sales growth, with 9% in electronics, and adjusted EBITDA of $136 million. In Q1 2025, Element Solutions reported earnings that surpassed analyst expectations, leading to a 4% rise in shares. The stock was up 35.59% in the six months leading up to October 14, 2025, with analysts generally bullish. Several brokerages issued reports, with some increasing price targets and maintaining "buy" or "strong-buy" ratings. ESI's latest announced quarterly dividend was declared on November 20, 2025, for $0.08, with an ex-dividend date of December 1, 2025.

Specific details on the exact seasonal patterns for Element Solutions Inc.'s products and services are not explicitly provided, but historical data is available to identify such trends. Demand seasonality could vary by segment and product due to the company's diverse customer base. The company's CEO has noted consistent electronics growth but also expressed caution regarding consumer electronics and EV markets, which could imply some cyclicality or seasonality in those areas.

Element Solutions Inc. (ESI) is a global specialty chemicals technology company providing solutions to enhance product performance, operating in the specialty chemicals sector and serving advanced technology industries. The company is divided into two segments: Electronics and Industrial & Specialty. The Electronics segment focuses on specialty chemicals and material process technologies for electronics hardware, including printed circuit boards and semiconductor packaging, serving industries like mobile communications, computers, automobiles, and aerospace equipment. The Industrial & Specialty segment focuses on specialty chemicals and process technologies that enhance surfaces or improve industrial processes, serving diverse end markets like aerospace, automotive, construction, consumer electronics, consumer packaged goods, and oil and gas production.

Element Solutions Inc. operates in the United States, China, and internationally, with a presence in approximately 50 countries. In 2018, regional net sales were distributed as 29% in the Americas, 29% in EMEA, and 42% in Asia. Its formulation facilities are strategically located close to customers globally.

In the past year, Element Solutions Inc. has received positive recognition for its sustainability efforts, including the release of its 2022 ESG Report. The company received an EcoVadis Gold Medal, was included on Newsweek's list of America's Most Responsible Companies for 2023, and received a Women Executive Leadership's Breakthrough award. No significant negative events impacting Element Solutions Inc.'s brand reputation in the past year were found.

Element Solutions Inc.'s ownership is predominantly held by institutional investors, accounting for approximately 97.90% or 60.61% of the shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Fmr Llc, T. Rowe Price Investment Management, Inc., Neuberger Berman Group LLC, Dimensional Fund Advisors Lp, State Street Corp, and Invesco Ltd. Individual investors hold a smaller portion, approximately 6.65% or 37.98% when combined with public companies, while insiders hold about 1.41% of the company's stock.