Element Solutions Q1 Sales Climb 41% to $840M, Raises EBITDA Guidance to $665–685M
Element Solutions posted Q1 net sales of $840 million, up 41% year-over-year, and delivered adjusted EPS of $0.41, surpassing estimates. The company raised its full-year 2026 adjusted EBITDA guidance to $665–$685 million.
1. Q1 Financial Performance
Element Solutions posted net sales of $840 million in Q1, a 41% increase year-over-year, surpassing the $744.4 million estimate. Adjusted EPS reached $0.41, up from $0.34 last year and above the $0.38 outlook.
2. Raised Full-Year Guidance
Following the strong quarter, the company raised its 2026 adjusted EBITDA guidance to a range of $665 million to $685 million. Management cited accelerating electronics supply chain activity, driven by AI infrastructure build-out, as the primary growth catalyst.
3. Analyst Reaction
An analyst boosted the price target to $49 from $41, implying about a 10.5% potential upside from prior trading levels. This reflects growing confidence in the company’s prospects as it capitalizes on demand in high-performance hardware markets.