)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Element Solutions
Element Solutions (ESI) investor relations material
Element Solutions Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Record Q3 net sales were $995.3M, up 52% reported and 13% organically; adjusted EBITDA reached $191.0M, up 30% reported and 29% at constant currency.
Net income rose to $65.7M from $39.3M; adjusted EPS increased 22% to $0.50 from $0.41.
Broad Electronics growth and recent acquisitions supported results; FY 2026 adjusted EBITDA guidance increased to ~$720M.
Financial highlights
Q3 net sales were $995.3M versus $656.1M; organic growth was 13%.
Adjusted EBITDA was $191.0M versus $146.9M; adjusted EPS was $0.50 versus $0.41.
Operating cash flow was $159.2M and free cash flow was $134.5M; Q3 capex was $30.4M.
Outlook and guidance
FY 2026 adjusted EBITDA guidance increased to ~$720M; adjusted EPS growth is expected to exceed 20%.
Guidance includes full-year Micromax and EFC contributions and assumes stable exchange rates and metal prices; adjusted EPS guidance assumes no incremental capital allocation.
FY 2026 net capex is expected to be ~$110M, including investment in Kuprion sites and other growth products.
Electronics momentum and customer investment are expected to continue into 2027.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Element Solutions
- Record Q1 earnings drove higher FY guidance, with inflation a modest Q2 headwind.ESI
Q1 2021 - Portfolio evolution and targeted growth strategies drive stable margins and strong cash flow.ESIInvestor presentation
- Record Q2 2026 sales and profit growth, with raised outlook and Solstice merger announced.ESIQ2 2026
- $14.5B deal forms a global advanced materials leader with $180M+ in annual synergies.ESIM&A announcement
- $14.5B merger forms an advanced materials leader with $6.8B sales and $180M+ in synergies.ESIInvestor presentation
- Data center focus, innovation, and M&A drive growth as PCB outpaces semiconductor markets.ESIWolfe Research 3rd Annual Materials of the Future Conference 2026
- Accelerated growth and margin expansion driven by portfolio evolution, innovation, and disciplined capital allocation.ESIInvestor Day 2026
- Q3 net sales up 8%, Electronics led growth, and Graphics Solutions sale boosts outlook.ESIQ3 2024
- Net income jumped 75% to $98M on strong electronics and Graphics sale, with 2025 guidance steady.ESIQ1 2025
Next Element Solutions earnings date
Q4 202617 Feb, 2027
Element Solutions
Next Element Solutions earnings date
Q4 202617 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Element Solutions Inc operates as a specialty chemicals company in the United States, China, and internationally. The company offers microencapsulation products, including nisin; functional liquid ingredients such as no-salt seasoning blends and liquid flavorings; and specialty encapsulated ingredients, such as stearic acid and silicon dioxide. Its customers include flavors and fragrances firms, food makers, feed manufacturers, personal care manufacturers, chemical companies, and others. Element also provides client companies with a variety of contract manufacturing services involving spray drying, liquid extraction, microencapsulation processes and equipment design among others.