Element Solutions beats Q1 sales expectations, expects metal price volatility

Element Solutions

28/04/2026 21:38

Overview

Specialty chemicals supplier's Q1 net sales rose 41%, beating analyst expectations

Adjusted EPS for Q1 increased to $0.41 from $0.34 last year

Company raised 2026 adjusted EBITDA guidance after completing Micromax and EFC acquisitions

Outlook

Element Solutions raises 2026 full-year adjusted EBITDA guidance to $665 mln-$685 mln

Company expects Q2 2026 adjusted EBITDA between $155 mln and $170 mln

Element Solutions expects increased earnings variance due to inflation and metals price volatility

Result Drivers

ELECTRONICS DEMAND - Co said accelerated activity in electronics supply chain, driven by AI infrastructure build-out, led to 15% organic net sales growth in Electronics segment

ACQUISITIONS - Micromax and EFC acquisitions contributed to net sales and adjusted EBITDA growth, with results tracking favorably to original plans

FAVORABLE METALS PRICES - Co said swings in metals prices benefitted Q1 results

Company press release: ID:nBw66Hd4Ja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$840 mln
$710.52 mln (10 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Element Solutions Inc is $39.50, about 2.2% below its April 27 closing price of $40.37

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 15 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)