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

Element Solutions Q2 net sales rise 56% to $978 million; full-year EBITDA guidance raised

Positive Impact 5 of 5 earnings Written later

Element Solutions reported second-quarter 2026 net sales of $978 million, up 56% on a reported basis and 15% organically, with GAAP net income of $77 million, or $0.32 per diluted share, versus $48 million, or $0.20, a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to $690 million to $710 million, but the results come alongside a July 6, 2026 merger agreement under which Solstice would acquire the company for 0.5 Solstice shares and $10.00 in cash per share.

Key points

  • Q2 2026 adjusted EBITDA was $184 million, up 35% on a reported basis, with adjusted EBITDA margin of 27.8% versus 26.6% a year earlier.
  • Full-year 2026 adjusted EBITDA guidance is $690 million to $710 million, and third-quarter adjusted EBITDA is expected to be about $180 million.
  • Under the July 6, 2026 merger agreement, each share would be exchanged for 0.5 shares of Solstice common stock and $10.00 in cash; closing is expected in the first half of 2027.

The filing

CompanyElement Solutions (ESI)
Form8-K, current report
Filed with the SECJul 27, 2026, 4:18 PM ET
Accession number0001590714-26-000063

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 July 27, 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.