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

Element Solutions raises 2026 EBITDA guidance as Q1 sales rise 41% to $840 million

Mixed Impact 4 of 5 earnings Written later

Element Solutions reported first-quarter 2026 net sales of $840 million, up 41% on a reported basis and 10% organically, and adjusted EBITDA of $162 million, up 26%. GAAP net income fell 43% to $56 million, mainly because the prior-year period included a gain on the Graphics Solutions divestiture, and the company raised its full-year adjusted EBITDA guidance to $665 million to $685 million.

Key points

  • Q1 2026 net sales were $840 million versus $593.7 million a year earlier; organic growth was 10%, and Electronics sales rose 61% to $634 million.
  • GAAP diluted EPS was $0.23 versus $0.40; adjusted EPS was $0.41 versus $0.34.
  • Full-year 2026 adjusted EBITDA guidance is now $665 million to $685 million; second-quarter adjusted EBITDA is expected at $155 million to $170 million.
  • The company will hold a Virtual Investor Day on May 18, 2026, and an earnings call on April 29, 2026 at 8:30 a.m. Eastern.

The filing

CompanyElement Solutions (ESI)
Form8-K, current report
Filed with the SECApr 28, 2026, 4:19 PM ET
Accession number0001590714-26-000039

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 April 28, 2026.

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.