AI brief of an SEC Form 8-K · Element Solutions (ESI)

Element Solutions Q3 net sales rise 2% to $656 million; adjusted EBITDA hits record $147 million

Positive Impact 4 of 5 earnings Written later

Element Solutions reported third-quarter 2025 net sales of $656 million, up 2% on a reported basis, and a record $147 million in adjusted EBITDA, up 3%. GAAP net income slipped 3% to $39 million, and the company narrowed its full-year 2025 adjusted EBITDA guidance to the high end of its prior range, which signals management expects its results to hold up through year-end. The company also announced the Micromax acquisition, which it said will not contribute in 2025 but should add meaningfully to earnings growth in 2026.

Key points

  • Q3 2025 net sales were $656 million, up 2% reported and 5% organic, compared with the third quarter of 2024.
  • Adjusted EBITDA was a record $147 million, up 3% reported, and up 10% excluding the divested MacDermid Graphics Solutions business.
  • GAAP net income was $39 million, or $0.16 per diluted share, versus $40 million and $0.17 a year earlier; adjusted EPS rose to $0.41 from $0.39.
  • Full-year 2025 adjusted EBITDA guidance was narrowed to $545 million to $550 million, the highest end of the prior range.

The filing

CompanyElement Solutions (ESI)
Form8-K, current report
Filed with the SECOct 28, 2025, 4:29 PM ET
Accession number0001590714-25-000084

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 28, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.