Element Solutions jumps on record Q1 results and higher 2026 EBITDA guidance
Element Solutions is rising after reporting record Q1 2026 results and raising its full-year outlook. The company posted $840.0 million in Q1 net sales (+41% y/y), adjusted EPS of $0.41, and lifted 2026 adjusted EBITDA guidance to $665–$685 million.
1) What’s moving the stock
Element Solutions shares are higher today after the company delivered record first-quarter 2026 results and raised its full-year 2026 profitability outlook. The updated guidance and margin performance are outweighing a year-over-year decline in GAAP net income that was largely driven by a prior-year divestiture gain comparison.
2) Key numbers investors are reacting to
For Q1 2026 (ended March 31, 2026), Element Solutions reported net sales of $840.0 million, up 41% year over year (10% organic). Adjusted EBITDA increased to $162.3 million from $128.4 million, adjusted EBITDA margin improved to 27.8%, and adjusted EPS rose to $0.41 from $0.34.
3) Guidance raise and drivers
Element Solutions lifted full-year 2026 adjusted EBITDA guidance to $665 million to $685 million and indicated it expects adjusted EPS to grow at a high-teens rate. Management also highlighted contributions from recently closed acquisitions, including Micromax (about $493 million, closed February 2, 2026) and EFC (about $367 million, closed January 2, 2026), as part of the 2026 outlook framework.
4) The main pushback to watch
Despite the upbeat operating metrics, GAAP net income fell to $56.0 million from $98.0 million, reflecting the absence of a prior-year divestiture gain. Investors may also focus on cash flow and balance-sheet impact after acquisition funding, including operating cash flow of negative $66.6 million in Q1 and higher debt levels following the transactions.