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Element Solutions (ESI) investor relations material
Element Solutions Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Net sales reached $625 million in Q2 2025, up 2% reported and 6% organic year-over-year, led by Electronics growth.
Adjusted EBITDA was $136 million, up 1% year-over-year; would have increased 7% excluding divestitures.
Electronics segment delivered fifth consecutive quarter of high single-digit organic growth, driven by data center, EV, and advanced packaging demand.
Industrial & Specialty segment saw 1% organic growth and margin improvement, but reported sales declined due to divestitures.
Completed sale of the Graphics business, impacting YoY comparisons and resulting in a $70.9M gain.
Financial highlights
Q2 2025 net sales: $625M (+2% reported, +6% organic); Electronics up 12% reported and 9% organic; Industrial & Specialty down 16% reported, up 1% organic.
Adjusted EBITDA margin was 21.7%, down 40 bps YoY due to higher pass-through metal prices.
Adjusted EPS was $0.37, up 3% YoY; GAAP diluted EPS was $0.20, down from $0.38.
Adjusted free cash flow for Q2 2025 was $59M; cash flows from operating activities were $73M.
Net income margin decreased to 7.6% due to higher taxes and lower divestiture gains.
Outlook and guidance
Full-year 2025 adjusted EBITDA guidance raised to $530M–$550M, with Q3 expected at $140M–$145M.
Adjusted EPS for FY 2025 expected at approximately $1.45.
Guidance reflects FX tailwinds, robust electronics demand, and assumes limited tariff impact.
Guidance range remains wide due to macro, tariff, and demand uncertainties.
Free cash flow conversion anticipated to be comparable to prior year.
How will tariffs impact cost structure?
Why did net income margin decrease?
Detail stock repurchase program activity.
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Next Element Solutions earnings date
Q3 202528 Oct, 2025
Next Element Solutions earnings date
Q3 202528 Oct, 2025
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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.
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