Element Solutions agrees to be acquired by Solstice in a $14.5B deal, expanding the advanced materials platform across semiconductors, AI and electronics.
Element Solutions Inc (ESI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
Negative: The current valuation of 57.80x P/E TTM appears disconnected from the underlying operational volatility and the significant cash burn required to sustain the company's inorganic growth strategy.
Element Solutions Inc (ESI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Element Solutions Inc (ESI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.41vs $0.38+7.9% | $840Mvs $711M+18.2% |
| Q1 2026 | Feb 17, 2026 | $0.37vs $0.36+2.8% | $676Mvs $632M+7.0% |
| Q4 2025 | Oct 28, 2025 | $0.41vs $0.39+5.1% | $656Mvs $632M+3.7% |
| Q3 2025 | Jul 30, 2025 | $0.37vs $0.36+2.8% | $625Mvs $639M-2.1% |
Recent stock market news and headlines for Element Solutions Inc (ESI)
Element Solutions agrees to be acquired by Solstice in a $14.5B deal, expanding the advanced materials platform across semiconductors, AI and electronics.
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws
Element Solutions Inc (ESI) M&A Call Transcript
MONSEY, N.Y., July 06, 2026 (GLOBE NEWSWIRE) -- The Monsey law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Element Solutions, Inc. (NYSE: ESI) (“ESI”) to Solstice Advanced Materials, Inc. (“Solstice”) pursuant to which ESI shareholders will receive $10.00 in cash, and 0.500 shares of Solstice common stock, for each share of ESI common stock.
Solstice Advanced Materials (Nasdaq: SOLS) shares fell nearly 15% on Monday after the company announced a $14.5 billion cash-and-stock agreement to acquire Element Solutions (NYSE: ESI), in a deal aimed at expanding its footprint in advanced materials for electronics and AI infrastructure. The transaction, which includes the assumption of net debt, will see Solstice acquire Element in a combination of $10.00 in cash and 0.500 shares of Solstice common stock for each Element share.
Key metrics vs top competitors for Element Solutions Inc (ESI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.57 | $9.4B | 48.82 | 3.84% | 7.48% | 7.5% | 0.83% | |
| $61.58 | $6.81B | 83.22 | -1.61% | 6.72% | 13.65% | — | |
| $136.26 | $2.84B | 34.85 | 11.21% | 7.52% | 15.96% | — | |
| $153.41 | $2.66B | -1095.79 | 2.66% | 0.22% | 0.31% | — | |
| $168.11 | $5.38B | 35.39 | 8.75% | 14.95% | 12.38% | — | |
| $81.66 | $2.01B | 17.49 | -3.65% | 6.38% | 8.64% | — |
Element Solutions Inc (ESI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Element Solutions Inc (ESI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 28, 2026·SEC
Mar 23, 2026·SEC
Feb 17, 2026·SEC
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Element Solutions Inc (ESI) stock FAQ — growth, dividends, profitability & financials explained
Element Solutions Inc (ESI) reported $2.80B in revenue for fiscal year 2025. This represents a 283% increase from $731.2M in 2012.
Element Solutions Inc (ESI) grew revenue by 3.8% over the past year. Growth has been modest.
Yes, Element Solutions Inc (ESI) is profitable, generating $148.7M in net income for fiscal year 2025 (7.5% net margin).
Yes, Element Solutions Inc (ESI) pays a dividend with a yield of 0.83%. This makes it attractive for income-focused investors.
Element Solutions Inc (ESI) has a return on equity (ROE) of 7.5%. This is below average, suggesting room for improvement.
Element Solutions Inc (ESI) generated $120.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.