Element Solutions Q3 sales jump 52% on electronics demand, acquisitions impact
ESI•
ESI•Element Solutions' third-quarter sales rose 52% year over year to $995.3 million, above the $957.92 million analyst consensus, while adjusted EPS increased to $0.50 from $0.41. The company raised its 2026 adjusted EBITDA guidance to about $720 million and expects adjusted EPS growth of over 20%.
Element Solutions reported third-quarter sales of $995.3 million, up 52% year over year and above the $957.92 million analyst consensus. Adjusted EPS increased to $0.50 from $0.41 a year earlier.
The company said broad-based, double-digit organic growth in Electronics was driven by demand across AI infrastructure and high-performance electronics applications. Acquisitions contributed significantly to sales growth in Electronics and Specialties.
Element Solutions raised its 2026 adjusted EBITDA guidance to about $720 million and expects adjusted EPS growth of over 20%. The guidance assumes stable exchange rates and metal prices and includes contributions from recent acquisitions.