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

Element Solutions raises 2026 adjusted EBITDA guidance to about $720 million on record Q3 sales

Positive Impact 4 of 5 earnings

Element Solutions reported record third-quarter 2026 results, with net sales of $995 million, up 52% on a reported basis and 13% organically, and net income of $66 million, up from $39 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $720 million and said it expects adjusted EPS growth above 20% for the year. Shareholders also learned that the proposed Solstice merger, signed July 6, 2026, was terminated on August 27, 2026.

Key points

  • Q3 2026 net sales were $995 million, up 52% reported and 13% organic; Electronics sales rose 68% to $780 million.
  • GAAP diluted EPS was $0.27 versus $0.16; adjusted EPS was $0.50 versus $0.41.
  • Adjusted EBITDA was $191 million versus $147 million, with the margin at 28.2%.
  • 2026 adjusted EBITDA guidance was raised to approximately $720 million; the Solstice merger agreement was terminated August 27, 2026.

The filing

CompanyElement Solutions (ESI)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:18 PM ET
Accession number0001590714-26-000069

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:18 PM ET, from this filing only.

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.