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Element Solutions (ESI) investor relations material
Element Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved record quarterly adjusted EBITDA of $147 million in Q3 2025, up 3% year-over-year, driven by strong Electronics segment performance and despite the divestiture of the graphics business.
Organic net sales grew 5% year-over-year to $656 million, with Electronics posting its sixth consecutive quarter of high single-digit organic growth and record revenue.
Announced the $500 million acquisition of Micromax, a strategic, highly accretive addition to the electronics portfolio, expected to close in Q1 2026 and contribute $40 million adjusted EBITDA annually.
Completed the divestiture of the MacDermid Graphics Solutions business, impacting year-over-year comparisons and generating a $66.6 million gain.
Industrial & Specialty segment delivered margin improvement and stable earnings through operational initiatives, with Energy Solutions showing strong growth.
Financial highlights
Q3 2025 net sales were $656 million, up 2% year-over-year; organic net sales grew 5%.
Adjusted EBITDA reached a record $147 million, up 3% year-over-year, with a margin of 22.4% (up 30 bps); adjusted EPS increased to $0.41.
Gross margin for Q3 2025 was 42.2%, up 70 bps year-over-year; operating profit was $100.8 million, up 6%.
Adjusted free cash flow for Q3 2025 was $84 million; cash and cash equivalents at quarter-end were $594 million.
Net leverage ratio at quarter-end was 1.9x, expected to rise to 2.5x pro forma for Micromax; total debt at $1.64 billion.
Outlook and guidance
Full-year 2025 adjusted EBITDA expected between $545–$550 million, at the high end of prior guidance; adjusted free cash flow expected at ~$280 million.
Q4 adjusted EBITDA projected at $135–$140 million, factoring in lower EV volumes, end of smartphone ramp, and increased OpEx for growth initiatives.
Micromax acquisition will not impact 2025 results but is expected to be over 5% accretive to adjusted EPS and to enhance growth and diversification in 2026.
Management expects continued strong execution, robust electronics demand, and stable industrial outlook through year-end.
Capital expenditures for full year 2025 expected to be approximately $65 million.
What drives 2026 earnings growth beyond Micromax?
How will Industrial & Specialty organic sales improve?
Why use a 20% non-GAAP effective tax rate?
Micromax growth acceleration strategy
Kuprion 2026 EBITDA contribution
Industrial margins at peak volumes
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Next Element Solutions earnings date
Q4 202520 Feb, 2026
Next Element Solutions earnings date
Q4 202520 Feb, 2026
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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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