Elementis (ELM) Q3 2026 TU earnings summary

Executive summary

• FY26 adjusted operating profit expected at $133–135m, slightly above previous guidance and in line with latest market expectations; nine-month revenue rose 7% organically at constant currency.

• Progress reflects the Elevate Elementis strategy, focused on sustainable growth, customer choice and a simpler, leaner business.

Financial highlights

• Revenue for the nine months to 30 September 2026 increased 7% organically at constant currency to $479m.

• Current FY26 adjusted operating profit consensus is $134.7m, within a $132.0–140.1m range.

Outlook and guidance

• FY26 adjusted operating profit guidance is $133–135m, in line with current consensus and slightly above previous guidance.

• Q4 revenue is expected to be lower than Q3, in line with typical seasonality; Q3 benefited from customer orders fulfilled earlier than anticipated.

• Further progress is expected in H2; Coatings growth is expected to moderate in Q4 against a strong prior-year comparator in Asia.