View Future GrowthElement Solutions 過去の業績過去 基準チェック /26Element Solutionsは、平均年間3.7%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間4.4% 2.5%収益成長率で 成長しています。 Element Solutionsの自己資本利益率は5.4%であり、純利益率は5.3%です。主要情報3.71%収益成長率4.34%EPS成長率Chemicals 業界の成長12.41%収益成長率2.47%株主資本利益率5.42%ネット・マージン5.32%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 15Element Solutions Inc to Report Q1, 2026 Results on Apr 28, 2026Element Solutions Inc announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Feb 04Element Solutions Inc to Report Q4, 2025 Results on Feb 17, 2026Element Solutions Inc announced that they will report Q4, 2025 results After-Market on Feb 17, 2026お知らせ • Oct 23Element Solutions Inc to Report Q3, 2025 Results on Oct 28, 2025Element Solutions Inc announced that they will report Q3, 2025 results After-Market on Oct 28, 2025お知らせ • Jul 16Element Solutions Inc to Report Q2, 2025 Results on Jul 30, 2025Element Solutions Inc announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • Apr 10Element Solutions Inc to Report Q1, 2025 Results on Apr 23, 2025Element Solutions Inc announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Jan 29Element Solutions Inc to Report Q4, 2024 Results on Feb 18, 2025Element Solutions Inc announced that they will report Q4, 2024 results After-Market on Feb 18, 2025すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €39.60, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 15x in the Chemicals industry in Germany. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.20 per share.Declared Dividend • May 25First quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 47% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Element Solutions Inc announces Quarterly dividend, payable on June 15, 2026Element Solutions Inc announced Quarterly dividend of USD 0.0800 per share payable on June 15, 2026, ex-date on June 01, 2026 and record date on June 01, 2026.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Susan Sofronas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 15Element Solutions Inc to Report Q1, 2026 Results on Apr 28, 2026Element Solutions Inc announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Mar 24+ 1 more updateElement Solutions Inc, Annual General Meeting, May 04, 2026Element Solutions Inc, Annual General Meeting, May 04, 2026.お知らせ • Feb 11Element Solutions Inc Declares Quarterly Cash Dividend on Common Stock, Payable on March 16, 2026Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 16, 2026, to stockholders of record as of the close of business on March 2, 2026.お知らせ • Feb 04Element Solutions Inc to Report Q4, 2025 Results on Feb 17, 2026Element Solutions Inc announced that they will report Q4, 2025 results After-Market on Feb 17, 2026お知らせ • Feb 03Element Solutions Inc (NYSE:ESI) completed the acquisition of Micromax Business from Celanese Corporation (NYSE:CE).Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Micromax Business from Celanese Corporation (NYSE:CE) for $500 million on October 28, 2025. A cash consideration of $500 million will be paid by Element Solutions Inc, subject to adjustments. Element Solutions Inc expects to fund the transaction using a combination of cash on hand and incremental debt. The transaction is subject to subject to certain regulatory approvals and customary closing conditions. The transaction is expected to close in the first quarter of 2026. Micromax Business is expected to be more than 5% accretive to Element Solutions Inc adjusted earnings per share and contribute approximately $40 million to Element Solutions Inc adjusted EBITDA on a full-year basis at accretive metals-adjusted margins. Morgan Stanley & Co. LLC acted as financial advisor for Celanese Corporation. Kirkland & Ellis LLP acted as legal advisor for Celanese Corporation. Allen Overy Shearman Sterling LLP acted as legal advisor for Celanese Corporation. Element Solutions Inc (NYSE:ESI) completed the acquisition of Micromax Business from Celanese Corporation (NYSE:CE) on February 2, 2026. As part of this financing, the Company also entered into a new 5-year $500 million revolving credit facility, upsizing its prior revolving facility by $125 million and extending its maturity to 2031.お知らせ • Jan 06Element Solutions Inc (NYSE:ESI) completed the acquisition of Electronic Fluorocarbons, LlcElement Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Electronic Fluorocarbons, Llc on November 4, 2025. The transaction is expected to be funded using a combination of cash on hand and incremental debt. The transaction is expected to be completed by the end of 2025, subject to certain regulatory approvals and customary closing conditions. Element Solutions Inc (NYSE:ESI) completed the acquisition of Electronic Fluorocarbons, Llc on January 5, 2026. The company expect the segment to grow in the mid-single digits with adjusted EBITDA margins in excess of 20% and a durable cash flow profile.お知らせ • Nov 21Element Solutions Inc Declares Quarterly Dividend, Payable on December 15, 2025Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 15, 2025 to stockholders of record as of the close of business on December 1, 2025.お知らせ • Nov 05Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Electronic Fluorocarbons, Llc.Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Electronic Fluorocarbons, Llc. The transaction is expected to be funded using a combination of cash on hand and incremental debt. The transaction is expected to be completed by the end of 2025, subject to certain regulatory approvals and customary closing conditions.お知らせ • Oct 29Celanese Corporation (NYSE:CE) signed a definitive agreement to acquire Micromax Business from Celanese Corporation (NYSE:CE) for approximately $500 million.Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Micromax Business from Celanese Corporation (NYSE:CE) for $500 million on October 28, 2025. A cash consideration of $500 million will be paid by Element Solutions Inc, subject to adjustments. Element Solutions Inc expects to fund the transaction using a combination of cash on hand and incremental debt. The transaction is subject to subject to certain regulatory approvals and customary closing conditions. The transaction is expected to close in the first quarter of 2026. Micromax Business is expected to be more than 5% accretive to Element Solutions Inc adjusted earnings per share and contribute approximately $40 million to Element Solutions Inc adjusted EBITDA on a full-year basis at accretive metals-adjusted margins. Morgan Stanley & Co. LLC acted as financial advisor for Celanese Corporation. Kirkland & Ellis LLP acted as legal advisor for Celanese Corporation. Allen Overy Shearman Sterling LLP acted as legal advisor for Celanese Corporation.お知らせ • Oct 23Element Solutions Inc to Report Q3, 2025 Results on Oct 28, 2025Element Solutions Inc announced that they will report Q3, 2025 results After-Market on Oct 28, 2025お知らせ • Aug 22Element Solutions Inc Declares Third Quarter Dividend, Payable on September 15, 2025Element Solutions Inc. announced that its board has declared third quarter cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2025 to stockholders of record as of the close of business on September 2, 2025.お知らせ • Jul 16Element Solutions Inc to Report Q2, 2025 Results on Jul 30, 2025Element Solutions Inc announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • Jul 07Element Solutions Inc Increases Earnings Guidance for the Second Quarter of 2025Element Solutions Inc. increased earnings guidance for the second quarter of 2025. For its second quarter, the Company expected net income in the range of $45 million to $55 million.お知らせ • May 22Element Solutions Inc Declares Second Quarter Dividend, Payable on June 16, 2025Element Solutions Inc. announced that its board has declared a second quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on June 16, 2025 to stockholders of record as of the close of business on June 2, 2025.お知らせ • Apr 21Element Solutions Inc, Annual General Meeting, Jun 03, 2025Element Solutions Inc, Annual General Meeting, Jun 03, 2025.お知らせ • Apr 10Element Solutions Inc to Report Q1, 2025 Results on Apr 23, 2025Element Solutions Inc announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Mar 04Flint Group Germany GmbH completed the acquisition of MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI).Flint Group Germany GmbH agreed to acquire MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI) for approximately $330 million on September 1, 2024. Net proceeds are expected to be used to further reduce leverage and for general corporate purposes. The transaction is expected to close in the fourth quarter of 2024 or the first half of 2025, subject to customary closing conditions, adjustments and regulatory approvals. The CMA announced the launch of its merger inquiry by notice to the Parties on 21 October 2024 and has a deadline of 16 December 2024 for its phase 1 decision. On November 7, 2024, The CMA has decided not to refer the anticipated acquisition by XSYS Germany Holding GmbH of certain entities and assets comprising the MacDermid Graphics Solutions business to a phase 2 investigation, using the ‘de minimis’ exception. Flint Group Germany GmbH completed the acquisition of MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI) on March 3, 2025.お知らせ • Feb 13Element Solutions Inc Declares First Quarter Cash Dividend, Payable on March 17, 2025Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 17, 2025 to stockholders of record as of the close of business on March 3, 2025.お知らせ • Jan 29Element Solutions Inc to Report Q4, 2024 Results on Feb 18, 2025Element Solutions Inc announced that they will report Q4, 2024 results After-Market on Feb 18, 2025お知らせ • Nov 19Element Solutions Inc Declares Fourth Quarter Dividend, Payable on December 16, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 16, 2024 to stockholders of record as of the close of business on December 2, 2024.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: US$0.17 (vs US$0.13 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.17 (up from US$0.13 loss in 3Q 2023). Revenue: US$645.0m (up 7.6% from 3Q 2023). Net income: US$40.3m (up US$72.1m from 3Q 2023). Profit margin: 6.2% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 25Element Solutions Reportedly Hires Bankers to Explore Potential SaleElement Solutions Inc. (NYSE:ESI) is exploring options including a sale, according to people familiar with the matter. The company has hired Bank of America Corporation and The Goldman Sachs Group Inc. as it gauges interest from potential suitors, said the people, who asked not to be identified discussing confidential information. The chemicals maker is most likely to draw interest from its peers, as well as from some financial investors, they said. Shares of the Fort Lauderdale, Florida-based company have gained about 7% this year, giving it a market value of roughly $6 billion. Deliberations are in the early stages and it’s possible Element Solutions will decide not to pursue a sale, the people said. Representatives for Element Solutions, Bank of America and Goldman Sachs declined to comment.お知らせ • Oct 24Element Solutions Reportedly Explores SaleSpecialty chemicals manufacturer Element Solutions Inc. (NYSE:ESI) is exploring options including a sale, according to people familiar with the matter. The company has hired Bank of America Corp. and Goldman Sachs Group Inc. as it gauges interest from potential suitors, said the people, who asked not to be identified discussing confidential information. The chemicals maker is most likely to draw interest from its peers, as well as from some financial investors, they said.お知らせ • Oct 14Element Solutions Inc to Report Q3, 2024 Results on Oct 28, 2024Element Solutions Inc announced that they will report Q3, 2024 results After-Market on Oct 28, 2024お知らせ • Oct 07Element Solutions Inc Announces Retirement of John E. Capps as Executive Vice President, General Counsel and SecretaryElement Solutions Inc. announced on October 2, 2024, John E. Capps, Executive Vice President, General Counsel and Secretary of Element Solutions Inc. (the "Company"), announced his intention to retire from his current position at a date to be determined in 2025. Mr. Capps has agreed to remain in an advisory role as Of Counsel to the Company for an indefinite period.お知らせ • Sep 04Flint Group Germany GmbH agreed to acquire MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI).Flint Group Germany GmbH agreed to acquire MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI) on September 3, 2024. The transaction is subject to approval by regulatory board / committee. The transaction has enterprise value of approximately $325 million with Net proceeds are expected to be used to further reduce leverage and for general corporate purposes. The transaction is expected to close in late 2024 or the first half of 2025, subject to customary closing conditions, adjustments, and regulatory approvals.Declared Dividend • Aug 26Second quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.3%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 21Element Solutions Inc Declares Third Quarter Dividend, Payable on September 13, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 13, 2024 to stockholders of record as of the close of business on August 30, 2024.New Risk • Aug 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$0.38 (vs US$0.11 in 2Q 2023)Second quarter 2024 results: EPS: US$0.38 (up from US$0.11 in 2Q 2023). Revenue: US$612.7m (up 4.5% from 2Q 2023). Net income: US$91.6m (up 239% from 2Q 2023). Profit margin: 15% (up from 4.6% in 2Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Jul 16Element Solutions Inc to Report Q2, 2024 Results on Jul 29, 2024Element Solutions Inc announced that they will report Q2, 2024 results After-Market on Jul 29, 2024Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Susan Sofronas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €25.20, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.19 per share.お知らせ • Jun 08Element Solutions Inc Appoints Susan W. Sofronas as DirectorElement Solutions Inc. announced that at the annual meeting of stockholders held on June 4, 2024 approved the appointment of Susan W. Sofronas as director.Declared Dividend • May 27First quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Element Solutions Inc Declares Second Quarter Dividend, Payable on June 14, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on June 14, 2024 to stockholders of record as of the close of business on May 31, 2024.Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$0.23 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.23 (up from US$0.18 in 1Q 2023). Revenue: US$575.0m (flat on 1Q 2023). Net income: US$56.0m (up 31% from 1Q 2023). Profit margin: 9.7% (up from 7.5% in 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 16Element Solutions Inc to Report Q1, 2024 Results on Apr 29, 2024Element Solutions Inc announced that they will report Q1, 2024 results After-Market on Apr 29, 2024Upcoming Dividend • Feb 22Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (6.0%).Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.48 (vs US$0.76 in FY 2022)Full year 2023 results: EPS: US$0.48 (down from US$0.76 in FY 2022). Revenue: US$2.33b (down 8.5% from FY 2022). Net income: US$116.0m (down 37% from FY 2022). Profit margin: 5.0% (down from 7.3% in FY 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Declared Dividend • Feb 18Third quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 1.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (152% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 69% to bring the payout ratio under control. EPS is expected to grow by 139% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 14Element Solutions Inc Declares Quarterly Cash Dividend, Payable on March 15, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 15, 2024 to stockholders of record as of the close of business on March 1, 2024.お知らせ • Jan 31Element Solutions Inc to Report Q4, 2023 Results on Feb 20, 2024Element Solutions Inc announced that they will report Q4, 2023 results After-Market on Feb 20, 2024お知らせ • Dec 23Element Solutions Inc Announces Retirement of Michael Goralski as Executive Vice President, Head of Industrial & Specialty, Effective December 31, 2023Element Solutions Inc. announced on December 20, 2023, in connection with planned leadership transition, Michael Goralski, a named executive officer of the Company, retired as Executive Vice President, Head of Industrial & Specialty, effective December 31, 2023.Upcoming Dividend • Nov 23Upcoming dividend of US$0.08 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (6.0%).お知らせ • Nov 17Element Solutions Inc. Declares Quarterly Dividend, Payable on December 15, 2023Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 15, 2023 to stockholders of record as of the close of business on December 1, 2023.お知らせ • Oct 26Element Solutions Inc Reports Impairment Charges for the Third Quarter Ended September 30, 2023Element Solutions Inc. reported impairment charges for the third quarter ended September 30, 2023. For the quarter, the company reported goodwill impairment of $80.0 million.New Risk • Oct 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).お知らせ • Oct 12Element Solutions Inc to Report Q3, 2023 Results on Oct 25, 2023Element Solutions Inc announced that they will report Q3, 2023 results After-Market on Oct 25, 2023お知らせ • Aug 23Element Solutions Inc Declares Cash Dividend for Third Quarter, Payable on September 15, 2023Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2023 to stockholders of record as of the close of business on September 1, 2023.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$0.11 (vs US$0.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.11 (down from US$0.26 in 2Q 2022). Revenue: US$586.1m (down 13% from 2Q 2022). Net income: US$27.0m (down 57% from 2Q 2022). Profit margin: 4.6% (down from 9.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 13Element Solutions Inc to Report Q2, 2023 Results on Jul 26, 2023Element Solutions Inc announced that they will report Q2, 2023 results After-Market on Jul 26, 2023Recent Insider Transactions • Jun 12Insider recently sold €499k worth of stockOn the 7th of June, Michael Goralski sold around 28k shares on-market at roughly €17.81 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €19m more than they sold in the last 12 months.お知らせ • Jun 07Element Solutions Inc (NYSE:ESI) acquired Kuprion, Inc.Element Solutions Inc (NYSE:ESI) acquired Kuprion, Inc. on June 5, 2023. This transaction has been structured with an upfront payment and potential earn-out payments based on milestones associated with product qualification and revenue over several years.Element Solutions Inc (NYSE:ESI) completed the acquisition of Kuprion, Inc. on June 5, 2023.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.18 (vs US$0.23 in 1Q 2022)First quarter 2023 results: EPS: US$0.18 (down from US$0.23 in 1Q 2022). Revenue: US$574.4m (down 16% from 1Q 2022). Net income: US$42.9m (down 24% from 1Q 2022). Profit margin: 7.5% (down from 8.2% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$0.76 (vs US$0.82 in FY 2021)Full year 2022 results: EPS: US$0.76 (down from US$0.82 in FY 2021). Revenue: US$2.55b (up 6.2% from FY 2021). Net income: US$185.4m (down 8.7% from FY 2021). Profit margin: 7.3% (down from 8.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.Upcoming Dividend • Feb 21Upcoming dividend of US$0.08 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 February 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.1%).お知らせ • Feb 14Element Solutions Inc Declares Quarterly Dividend, Payable on March 15, 2023Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 15, 2023 to stockholders of record as of the close of business on March 1, 2023.お知らせ • Feb 07Element Solutions Inc to Report Q4, 2022 Results on Feb 21, 2023Element Solutions Inc announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 21, 2023Upcoming Dividend • Nov 23Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).お知らせ • Nov 18Element Solutions Inc Declares Quarterly Cash Dividend, Payable on December 15, 2022Element Solutions Inc. announced that its board has declared quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 15, 2022 to stockholders of record as of the close of business on December 1, 2022.Recent Insider Transactions • Nov 17Founder & Executive Chairman recently bought €17m worth of stockOn the 15th of November, Martin Ellis Franklin bought around 902k shares on-market at roughly €18.36 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Martin Ellis' only on-market trade for the last 12 months.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$0.22 (vs US$0.14 in 3Q 2021)Third quarter 2022 results: EPS: US$0.22 (up from US$0.14 in 3Q 2021). Revenue: US$618.5m (flat on 3Q 2021). Net income: US$53.2m (up 48% from 3Q 2021). Profit margin: 8.6% (up from 5.8% in 3Q 2021). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 14Element Solutions Inc to Report Q3, 2022 Results on Oct 26, 2022Element Solutions Inc announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 26, 2022Upcoming Dividend • Aug 24Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.9%).お知らせ • Aug 19Element Solutions Inc Declares Quarterly Cash Dividend, Payable on September 15, 2022Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2022 to stockholders of record as of the close of business on September 1, 2022.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.26 (vs US$0.32 in 2Q 2021)Second quarter 2022 results: EPS: US$0.26 (down from US$0.32 in 2Q 2021). Revenue: US$676.9m (up 15% from 2Q 2021). Net income: US$63.4m (down 20% from 2Q 2021). Profit margin: 9.4% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 7.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14Element Solutions Inc to Report Q2, 2022 Results on Jul 27, 2022Element Solutions Inc announced that they will report Q2, 2022 results After-Market on Jul 27, 2022Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 24Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 31 May 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (5.1%).お知らせ • May 20Element Solutions Inc. Declares A Quarterly Cash Dividend, Payable on June 15, 2022Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on June 15, 2022 to stockholders of record as of the close of business on June 1, 2022.Board Change • May 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$0.23 (vs US$0.33 in 1Q 2021)First quarter 2022 results: EPS: US$0.23 (down from US$0.33 in 1Q 2021). Revenue: US$680.2m (up 24% from 1Q 2021). Net income: US$56.1m (down 32% from 1Q 2021). Profit margin: 8.2% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.3%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 14Element Solutions Inc to Report Q1, 2022 Results on Apr 27, 2022Element Solutions Inc announced that they will report Q1, 2022 results After-Market on Apr 27, 2022Recent Insider Transactions • Mar 19Independent Director recently sold €187k worth of stockOn the 18th of March, Nichelle Maynard-Elliott sold around 9k shares on-market at roughly €20.49 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.82 (up from US$0.31 in FY 2020). Revenue: US$2.40b (up 30% from FY 2020). Net income: US$203.0m (up 164% from FY 2020). Profit margin: 8.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 9.6%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 21Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 28 February 2022. Payment date: 15 March 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%).お知らせ • Feb 16Element Solutions Inc. Declares a Quarterly Cash Dividend, Payable on March 15, 2022Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 15, 2022 to stockholders of record as of the close of business on March 1, 2022.お知らせ • Feb 02Element Solutions Inc to Report Q4, 2021 Results on Feb 22, 2022Element Solutions Inc announced that they will report Q4, 2021 results After-Market on Feb 22, 2022お知らせ • Jan 28Element Solutions Inc (NYSE:ESI) acquired Hso Herbert Schmidt Gmbh & Co. Kg.Element Solutions Inc (NYSE:ESI) acquired Hso Herbert Schmidt Gmbh & Co. Kg on January 27, 2022. Element Solutions Inc (NYSE:ESI) completed the acquisition of Hso Herbert Schmidt Gmbh & Co. Kg on January 27, 2022.Upcoming Dividend • Nov 23Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 15 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to €22.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 134% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.12 per share.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$0.14 (vs US$0.14 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: US$616.2m (up 29% from 3Q 2020). Net income: US$36.0m (flat on 3Q 2020). Profit margin: 5.8% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 24Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 31 August 2021. Payment date: 15 September 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Jun 11Director Scot Benson has left the companyOn the 8th of June, Scot Benson's tenure as Director ended after 2.1 years in the role. As of March 2021, Scot still personally held 328.79k shares (€5.1m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.お知らせ • May 21Element Solutions Inc Declares Quarterly Cash Dividend, Payable on June 15, 2021Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.06 per share of the company's common stock. The declared dividend will be paid on June 15, 2021 to stockholders of record as of the close of business on June 1, 2021.お知らせ • May 07Element Solutions Inc (NYSE:ESI) acquired H.K. Wentworth Limited for $60 million.Element Solutions Inc (NYSE:ESI) acquired H.K. Wentworth Limited for $60 million on May 5, 2021. Consideration of $60 million was funded from cash on hand. For the year ended 2020, H.K. Wentworth reported a revenue of approximately $44 million. Element Solutions Inc (NYSE:ESI) completed the acquisition of H.K. Wentworth Limited on May 5, 2021.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.33 (vs US$0.034 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$550.1m (up 22% from 1Q 2020). Net income: US$82.3m (up US$73.9m from 1Q 2020). Profit margin: 15% (up from 1.9% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$17.00, the stock is trading at a trailing P/E ratio of 66.4x, up from the previous P/E ratio of 57x. This compares to an average P/E of 24x in the Chemicals industry in Germany. Total returns to shareholders over the past three years are 103%.Is New 90 Day High Low • Mar 09New 90-day high: €15.50The company is up 19% from its price of €13.00 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €141 per share.Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.31 (vs US$0.31 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$1.85b (up 1.0% from FY 2019). Net income: US$76.8m (down 2.7% from FY 2019). Profit margin: 4.1% (down from 4.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.収支内訳Element Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:PLQ 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 262,7981496897231 Dec 252,5511916616830 Sep 252,4992396386530 Jun 252,4882406376131 Mar 252,4762856375731 Dec 242,4572436295930 Sep 242,4062666134330 Jun 242,3601946054131 Mar 242,3341295975831 Dec 232,3331165975230 Sep 232,334515846530 Jun 232,3531365656331 Mar 232,4441725654731 Dec 222,5491855794930 Sep 222,6231785835130 Jun 222,6201616155231 Mar 222,5301776235231 Dec 212,4002036005030 Sep 212,2902275734830 Jun 212,1512285444631 Mar 211,9511515034331 Dec 201,854774984930 Sep 201,7721214594830 Jun 201,759794534731 Mar 201,829924664931 Dec 191,836794834230 Sep 191,860-115144330 Jun 191,883-125244431 Mar 191,928-765414431 Dec 181,961-815394430 Sep 181,971-815604630 Jun 181,963-1135524631 Mar 181,509-1784263631 Dec 171,879-1925454630 Sep 172,340-1806635730 Jun 172,750-358036731 Mar 173,624701,0508631 Dec 161,770-1555424530 Sep 163,371-1699997630 Jun 163,078-4139047231 Mar 162,831-4178107031 Dec 152,542-3097096330 Sep 152,081-44657756質の高い収益: PLQは 高品質の収益 を持っています。利益率の向上: PLQの現在の純利益率 (5.3%)は、昨年(11.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: PLQの収益は過去 5 年間で年間3.7%増加しました。成長の加速: PLQは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: PLQは過去 1 年間で収益成長率がマイナス ( -47.8% ) となったため、 Chemicals業界平均 ( -13.5% ) と比較することが困難です。株主資本利益率高いROE: PLQの 自己資本利益率 ( 5.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 14:08終値2026/07/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Element Solutions Inc 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Waqar SyedATB CormarkPatrick Duffy FischerBarclaysMichael LeitheadBarclays16 その他のアナリストを表示
お知らせ • Apr 15Element Solutions Inc to Report Q1, 2026 Results on Apr 28, 2026Element Solutions Inc announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Feb 04Element Solutions Inc to Report Q4, 2025 Results on Feb 17, 2026Element Solutions Inc announced that they will report Q4, 2025 results After-Market on Feb 17, 2026
お知らせ • Oct 23Element Solutions Inc to Report Q3, 2025 Results on Oct 28, 2025Element Solutions Inc announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Jul 16Element Solutions Inc to Report Q2, 2025 Results on Jul 30, 2025Element Solutions Inc announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • Apr 10Element Solutions Inc to Report Q1, 2025 Results on Apr 23, 2025Element Solutions Inc announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Jan 29Element Solutions Inc to Report Q4, 2024 Results on Feb 18, 2025Element Solutions Inc announced that they will report Q4, 2024 results After-Market on Feb 18, 2025
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €39.60, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 15x in the Chemicals industry in Germany. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.20 per share.
Declared Dividend • May 25First quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 47% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Element Solutions Inc announces Quarterly dividend, payable on June 15, 2026Element Solutions Inc announced Quarterly dividend of USD 0.0800 per share payable on June 15, 2026, ex-date on June 01, 2026 and record date on June 01, 2026.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Susan Sofronas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 15Element Solutions Inc to Report Q1, 2026 Results on Apr 28, 2026Element Solutions Inc announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Mar 24+ 1 more updateElement Solutions Inc, Annual General Meeting, May 04, 2026Element Solutions Inc, Annual General Meeting, May 04, 2026.
お知らせ • Feb 11Element Solutions Inc Declares Quarterly Cash Dividend on Common Stock, Payable on March 16, 2026Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 16, 2026, to stockholders of record as of the close of business on March 2, 2026.
お知らせ • Feb 04Element Solutions Inc to Report Q4, 2025 Results on Feb 17, 2026Element Solutions Inc announced that they will report Q4, 2025 results After-Market on Feb 17, 2026
お知らせ • Feb 03Element Solutions Inc (NYSE:ESI) completed the acquisition of Micromax Business from Celanese Corporation (NYSE:CE).Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Micromax Business from Celanese Corporation (NYSE:CE) for $500 million on October 28, 2025. A cash consideration of $500 million will be paid by Element Solutions Inc, subject to adjustments. Element Solutions Inc expects to fund the transaction using a combination of cash on hand and incremental debt. The transaction is subject to subject to certain regulatory approvals and customary closing conditions. The transaction is expected to close in the first quarter of 2026. Micromax Business is expected to be more than 5% accretive to Element Solutions Inc adjusted earnings per share and contribute approximately $40 million to Element Solutions Inc adjusted EBITDA on a full-year basis at accretive metals-adjusted margins. Morgan Stanley & Co. LLC acted as financial advisor for Celanese Corporation. Kirkland & Ellis LLP acted as legal advisor for Celanese Corporation. Allen Overy Shearman Sterling LLP acted as legal advisor for Celanese Corporation. Element Solutions Inc (NYSE:ESI) completed the acquisition of Micromax Business from Celanese Corporation (NYSE:CE) on February 2, 2026. As part of this financing, the Company also entered into a new 5-year $500 million revolving credit facility, upsizing its prior revolving facility by $125 million and extending its maturity to 2031.
お知らせ • Jan 06Element Solutions Inc (NYSE:ESI) completed the acquisition of Electronic Fluorocarbons, LlcElement Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Electronic Fluorocarbons, Llc on November 4, 2025. The transaction is expected to be funded using a combination of cash on hand and incremental debt. The transaction is expected to be completed by the end of 2025, subject to certain regulatory approvals and customary closing conditions. Element Solutions Inc (NYSE:ESI) completed the acquisition of Electronic Fluorocarbons, Llc on January 5, 2026. The company expect the segment to grow in the mid-single digits with adjusted EBITDA margins in excess of 20% and a durable cash flow profile.
お知らせ • Nov 21Element Solutions Inc Declares Quarterly Dividend, Payable on December 15, 2025Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 15, 2025 to stockholders of record as of the close of business on December 1, 2025.
お知らせ • Nov 05Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Electronic Fluorocarbons, Llc.Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Electronic Fluorocarbons, Llc. The transaction is expected to be funded using a combination of cash on hand and incremental debt. The transaction is expected to be completed by the end of 2025, subject to certain regulatory approvals and customary closing conditions.
お知らせ • Oct 29Celanese Corporation (NYSE:CE) signed a definitive agreement to acquire Micromax Business from Celanese Corporation (NYSE:CE) for approximately $500 million.Element Solutions Inc (NYSE:ESI) signed a definitive agreement to acquire Micromax Business from Celanese Corporation (NYSE:CE) for $500 million on October 28, 2025. A cash consideration of $500 million will be paid by Element Solutions Inc, subject to adjustments. Element Solutions Inc expects to fund the transaction using a combination of cash on hand and incremental debt. The transaction is subject to subject to certain regulatory approvals and customary closing conditions. The transaction is expected to close in the first quarter of 2026. Micromax Business is expected to be more than 5% accretive to Element Solutions Inc adjusted earnings per share and contribute approximately $40 million to Element Solutions Inc adjusted EBITDA on a full-year basis at accretive metals-adjusted margins. Morgan Stanley & Co. LLC acted as financial advisor for Celanese Corporation. Kirkland & Ellis LLP acted as legal advisor for Celanese Corporation. Allen Overy Shearman Sterling LLP acted as legal advisor for Celanese Corporation.
お知らせ • Oct 23Element Solutions Inc to Report Q3, 2025 Results on Oct 28, 2025Element Solutions Inc announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Aug 22Element Solutions Inc Declares Third Quarter Dividend, Payable on September 15, 2025Element Solutions Inc. announced that its board has declared third quarter cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2025 to stockholders of record as of the close of business on September 2, 2025.
お知らせ • Jul 16Element Solutions Inc to Report Q2, 2025 Results on Jul 30, 2025Element Solutions Inc announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • Jul 07Element Solutions Inc Increases Earnings Guidance for the Second Quarter of 2025Element Solutions Inc. increased earnings guidance for the second quarter of 2025. For its second quarter, the Company expected net income in the range of $45 million to $55 million.
お知らせ • May 22Element Solutions Inc Declares Second Quarter Dividend, Payable on June 16, 2025Element Solutions Inc. announced that its board has declared a second quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on June 16, 2025 to stockholders of record as of the close of business on June 2, 2025.
お知らせ • Apr 21Element Solutions Inc, Annual General Meeting, Jun 03, 2025Element Solutions Inc, Annual General Meeting, Jun 03, 2025.
お知らせ • Apr 10Element Solutions Inc to Report Q1, 2025 Results on Apr 23, 2025Element Solutions Inc announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Mar 04Flint Group Germany GmbH completed the acquisition of MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI).Flint Group Germany GmbH agreed to acquire MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI) for approximately $330 million on September 1, 2024. Net proceeds are expected to be used to further reduce leverage and for general corporate purposes. The transaction is expected to close in the fourth quarter of 2024 or the first half of 2025, subject to customary closing conditions, adjustments and regulatory approvals. The CMA announced the launch of its merger inquiry by notice to the Parties on 21 October 2024 and has a deadline of 16 December 2024 for its phase 1 decision. On November 7, 2024, The CMA has decided not to refer the anticipated acquisition by XSYS Germany Holding GmbH of certain entities and assets comprising the MacDermid Graphics Solutions business to a phase 2 investigation, using the ‘de minimis’ exception. Flint Group Germany GmbH completed the acquisition of MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI) on March 3, 2025.
お知らせ • Feb 13Element Solutions Inc Declares First Quarter Cash Dividend, Payable on March 17, 2025Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 17, 2025 to stockholders of record as of the close of business on March 3, 2025.
お知らせ • Jan 29Element Solutions Inc to Report Q4, 2024 Results on Feb 18, 2025Element Solutions Inc announced that they will report Q4, 2024 results After-Market on Feb 18, 2025
お知らせ • Nov 19Element Solutions Inc Declares Fourth Quarter Dividend, Payable on December 16, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 16, 2024 to stockholders of record as of the close of business on December 2, 2024.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: US$0.17 (vs US$0.13 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.17 (up from US$0.13 loss in 3Q 2023). Revenue: US$645.0m (up 7.6% from 3Q 2023). Net income: US$40.3m (up US$72.1m from 3Q 2023). Profit margin: 6.2% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 25Element Solutions Reportedly Hires Bankers to Explore Potential SaleElement Solutions Inc. (NYSE:ESI) is exploring options including a sale, according to people familiar with the matter. The company has hired Bank of America Corporation and The Goldman Sachs Group Inc. as it gauges interest from potential suitors, said the people, who asked not to be identified discussing confidential information. The chemicals maker is most likely to draw interest from its peers, as well as from some financial investors, they said. Shares of the Fort Lauderdale, Florida-based company have gained about 7% this year, giving it a market value of roughly $6 billion. Deliberations are in the early stages and it’s possible Element Solutions will decide not to pursue a sale, the people said. Representatives for Element Solutions, Bank of America and Goldman Sachs declined to comment.
お知らせ • Oct 24Element Solutions Reportedly Explores SaleSpecialty chemicals manufacturer Element Solutions Inc. (NYSE:ESI) is exploring options including a sale, according to people familiar with the matter. The company has hired Bank of America Corp. and Goldman Sachs Group Inc. as it gauges interest from potential suitors, said the people, who asked not to be identified discussing confidential information. The chemicals maker is most likely to draw interest from its peers, as well as from some financial investors, they said.
お知らせ • Oct 14Element Solutions Inc to Report Q3, 2024 Results on Oct 28, 2024Element Solutions Inc announced that they will report Q3, 2024 results After-Market on Oct 28, 2024
お知らせ • Oct 07Element Solutions Inc Announces Retirement of John E. Capps as Executive Vice President, General Counsel and SecretaryElement Solutions Inc. announced on October 2, 2024, John E. Capps, Executive Vice President, General Counsel and Secretary of Element Solutions Inc. (the "Company"), announced his intention to retire from his current position at a date to be determined in 2025. Mr. Capps has agreed to remain in an advisory role as Of Counsel to the Company for an indefinite period.
お知らせ • Sep 04Flint Group Germany GmbH agreed to acquire MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI).Flint Group Germany GmbH agreed to acquire MacDermid Graphics Solutions LLC from Element Solutions Inc (NYSE:ESI) on September 3, 2024. The transaction is subject to approval by regulatory board / committee. The transaction has enterprise value of approximately $325 million with Net proceeds are expected to be used to further reduce leverage and for general corporate purposes. The transaction is expected to close in late 2024 or the first half of 2025, subject to customary closing conditions, adjustments, and regulatory approvals.
Declared Dividend • Aug 26Second quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.3%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 21Element Solutions Inc Declares Third Quarter Dividend, Payable on September 13, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 13, 2024 to stockholders of record as of the close of business on August 30, 2024.
New Risk • Aug 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$0.38 (vs US$0.11 in 2Q 2023)Second quarter 2024 results: EPS: US$0.38 (up from US$0.11 in 2Q 2023). Revenue: US$612.7m (up 4.5% from 2Q 2023). Net income: US$91.6m (up 239% from 2Q 2023). Profit margin: 15% (up from 4.6% in 2Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Jul 16Element Solutions Inc to Report Q2, 2024 Results on Jul 29, 2024Element Solutions Inc announced that they will report Q2, 2024 results After-Market on Jul 29, 2024
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Susan Sofronas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €25.20, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.19 per share.
お知らせ • Jun 08Element Solutions Inc Appoints Susan W. Sofronas as DirectorElement Solutions Inc. announced that at the annual meeting of stockholders held on June 4, 2024 approved the appointment of Susan W. Sofronas as director.
Declared Dividend • May 27First quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Element Solutions Inc Declares Second Quarter Dividend, Payable on June 14, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on June 14, 2024 to stockholders of record as of the close of business on May 31, 2024.
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$0.23 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.23 (up from US$0.18 in 1Q 2023). Revenue: US$575.0m (flat on 1Q 2023). Net income: US$56.0m (up 31% from 1Q 2023). Profit margin: 9.7% (up from 7.5% in 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 16Element Solutions Inc to Report Q1, 2024 Results on Apr 29, 2024Element Solutions Inc announced that they will report Q1, 2024 results After-Market on Apr 29, 2024
Upcoming Dividend • Feb 22Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (6.0%).
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.48 (vs US$0.76 in FY 2022)Full year 2023 results: EPS: US$0.48 (down from US$0.76 in FY 2022). Revenue: US$2.33b (down 8.5% from FY 2022). Net income: US$116.0m (down 37% from FY 2022). Profit margin: 5.0% (down from 7.3% in FY 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 18Third quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 1.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (152% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 69% to bring the payout ratio under control. EPS is expected to grow by 139% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 14Element Solutions Inc Declares Quarterly Cash Dividend, Payable on March 15, 2024Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 15, 2024 to stockholders of record as of the close of business on March 1, 2024.
お知らせ • Jan 31Element Solutions Inc to Report Q4, 2023 Results on Feb 20, 2024Element Solutions Inc announced that they will report Q4, 2023 results After-Market on Feb 20, 2024
お知らせ • Dec 23Element Solutions Inc Announces Retirement of Michael Goralski as Executive Vice President, Head of Industrial & Specialty, Effective December 31, 2023Element Solutions Inc. announced on December 20, 2023, in connection with planned leadership transition, Michael Goralski, a named executive officer of the Company, retired as Executive Vice President, Head of Industrial & Specialty, effective December 31, 2023.
Upcoming Dividend • Nov 23Upcoming dividend of US$0.08 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (6.0%).
お知らせ • Nov 17Element Solutions Inc. Declares Quarterly Dividend, Payable on December 15, 2023Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 15, 2023 to stockholders of record as of the close of business on December 1, 2023.
お知らせ • Oct 26Element Solutions Inc Reports Impairment Charges for the Third Quarter Ended September 30, 2023Element Solutions Inc. reported impairment charges for the third quarter ended September 30, 2023. For the quarter, the company reported goodwill impairment of $80.0 million.
New Risk • Oct 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
お知らせ • Oct 12Element Solutions Inc to Report Q3, 2023 Results on Oct 25, 2023Element Solutions Inc announced that they will report Q3, 2023 results After-Market on Oct 25, 2023
お知らせ • Aug 23Element Solutions Inc Declares Cash Dividend for Third Quarter, Payable on September 15, 2023Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2023 to stockholders of record as of the close of business on September 1, 2023.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$0.11 (vs US$0.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.11 (down from US$0.26 in 2Q 2022). Revenue: US$586.1m (down 13% from 2Q 2022). Net income: US$27.0m (down 57% from 2Q 2022). Profit margin: 4.6% (down from 9.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 13Element Solutions Inc to Report Q2, 2023 Results on Jul 26, 2023Element Solutions Inc announced that they will report Q2, 2023 results After-Market on Jul 26, 2023
Recent Insider Transactions • Jun 12Insider recently sold €499k worth of stockOn the 7th of June, Michael Goralski sold around 28k shares on-market at roughly €17.81 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €19m more than they sold in the last 12 months.
お知らせ • Jun 07Element Solutions Inc (NYSE:ESI) acquired Kuprion, Inc.Element Solutions Inc (NYSE:ESI) acquired Kuprion, Inc. on June 5, 2023. This transaction has been structured with an upfront payment and potential earn-out payments based on milestones associated with product qualification and revenue over several years.Element Solutions Inc (NYSE:ESI) completed the acquisition of Kuprion, Inc. on June 5, 2023.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.18 (vs US$0.23 in 1Q 2022)First quarter 2023 results: EPS: US$0.18 (down from US$0.23 in 1Q 2022). Revenue: US$574.4m (down 16% from 1Q 2022). Net income: US$42.9m (down 24% from 1Q 2022). Profit margin: 7.5% (down from 8.2% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$0.76 (vs US$0.82 in FY 2021)Full year 2022 results: EPS: US$0.76 (down from US$0.82 in FY 2021). Revenue: US$2.55b (up 6.2% from FY 2021). Net income: US$185.4m (down 8.7% from FY 2021). Profit margin: 7.3% (down from 8.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.08 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 February 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.1%).
お知らせ • Feb 14Element Solutions Inc Declares Quarterly Dividend, Payable on March 15, 2023Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 15, 2023 to stockholders of record as of the close of business on March 1, 2023.
お知らせ • Feb 07Element Solutions Inc to Report Q4, 2022 Results on Feb 21, 2023Element Solutions Inc announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 21, 2023
Upcoming Dividend • Nov 23Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).
お知らせ • Nov 18Element Solutions Inc Declares Quarterly Cash Dividend, Payable on December 15, 2022Element Solutions Inc. announced that its board has declared quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on December 15, 2022 to stockholders of record as of the close of business on December 1, 2022.
Recent Insider Transactions • Nov 17Founder & Executive Chairman recently bought €17m worth of stockOn the 15th of November, Martin Ellis Franklin bought around 902k shares on-market at roughly €18.36 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Martin Ellis' only on-market trade for the last 12 months.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$0.22 (vs US$0.14 in 3Q 2021)Third quarter 2022 results: EPS: US$0.22 (up from US$0.14 in 3Q 2021). Revenue: US$618.5m (flat on 3Q 2021). Net income: US$53.2m (up 48% from 3Q 2021). Profit margin: 8.6% (up from 5.8% in 3Q 2021). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 14Element Solutions Inc to Report Q3, 2022 Results on Oct 26, 2022Element Solutions Inc announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 26, 2022
Upcoming Dividend • Aug 24Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 15 September 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.9%).
お知らせ • Aug 19Element Solutions Inc Declares Quarterly Cash Dividend, Payable on September 15, 2022Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2022 to stockholders of record as of the close of business on September 1, 2022.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.26 (vs US$0.32 in 2Q 2021)Second quarter 2022 results: EPS: US$0.26 (down from US$0.32 in 2Q 2021). Revenue: US$676.9m (up 15% from 2Q 2021). Net income: US$63.4m (down 20% from 2Q 2021). Profit margin: 9.4% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 7.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14Element Solutions Inc to Report Q2, 2022 Results on Jul 27, 2022Element Solutions Inc announced that they will report Q2, 2022 results After-Market on Jul 27, 2022
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 24Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 31 May 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (5.1%).
お知らせ • May 20Element Solutions Inc. Declares A Quarterly Cash Dividend, Payable on June 15, 2022Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on June 15, 2022 to stockholders of record as of the close of business on June 1, 2022.
Board Change • May 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$0.23 (vs US$0.33 in 1Q 2021)First quarter 2022 results: EPS: US$0.23 (down from US$0.33 in 1Q 2021). Revenue: US$680.2m (up 24% from 1Q 2021). Net income: US$56.1m (down 32% from 1Q 2021). Profit margin: 8.2% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.3%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 14Element Solutions Inc to Report Q1, 2022 Results on Apr 27, 2022Element Solutions Inc announced that they will report Q1, 2022 results After-Market on Apr 27, 2022
Recent Insider Transactions • Mar 19Independent Director recently sold €187k worth of stockOn the 18th of March, Nichelle Maynard-Elliott sold around 9k shares on-market at roughly €20.49 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.82 (up from US$0.31 in FY 2020). Revenue: US$2.40b (up 30% from FY 2020). Net income: US$203.0m (up 164% from FY 2020). Profit margin: 8.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 9.6%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 28 February 2022. Payment date: 15 March 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%).
お知らせ • Feb 16Element Solutions Inc. Declares a Quarterly Cash Dividend, Payable on March 15, 2022Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on March 15, 2022 to stockholders of record as of the close of business on March 1, 2022.
お知らせ • Feb 02Element Solutions Inc to Report Q4, 2021 Results on Feb 22, 2022Element Solutions Inc announced that they will report Q4, 2021 results After-Market on Feb 22, 2022
お知らせ • Jan 28Element Solutions Inc (NYSE:ESI) acquired Hso Herbert Schmidt Gmbh & Co. Kg.Element Solutions Inc (NYSE:ESI) acquired Hso Herbert Schmidt Gmbh & Co. Kg on January 27, 2022. Element Solutions Inc (NYSE:ESI) completed the acquisition of Hso Herbert Schmidt Gmbh & Co. Kg on January 27, 2022.
Upcoming Dividend • Nov 23Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 30 November 2021. Payment date: 15 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to €22.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 134% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.12 per share.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$0.14 (vs US$0.14 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: US$616.2m (up 29% from 3Q 2020). Net income: US$36.0m (flat on 3Q 2020). Profit margin: 5.8% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 24Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 31 August 2021. Payment date: 15 September 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.6%).
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Elyse Filon was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Jun 11Director Scot Benson has left the companyOn the 8th of June, Scot Benson's tenure as Director ended after 2.1 years in the role. As of March 2021, Scot still personally held 328.79k shares (€5.1m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
お知らせ • May 21Element Solutions Inc Declares Quarterly Cash Dividend, Payable on June 15, 2021Element Solutions Inc. announced that its board has declared a quarterly cash dividend of $0.06 per share of the company's common stock. The declared dividend will be paid on June 15, 2021 to stockholders of record as of the close of business on June 1, 2021.
お知らせ • May 07Element Solutions Inc (NYSE:ESI) acquired H.K. Wentworth Limited for $60 million.Element Solutions Inc (NYSE:ESI) acquired H.K. Wentworth Limited for $60 million on May 5, 2021. Consideration of $60 million was funded from cash on hand. For the year ended 2020, H.K. Wentworth reported a revenue of approximately $44 million. Element Solutions Inc (NYSE:ESI) completed the acquisition of H.K. Wentworth Limited on May 5, 2021.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.33 (vs US$0.034 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$550.1m (up 22% from 1Q 2020). Net income: US$82.3m (up US$73.9m from 1Q 2020). Profit margin: 15% (up from 1.9% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$17.00, the stock is trading at a trailing P/E ratio of 66.4x, up from the previous P/E ratio of 57x. This compares to an average P/E of 24x in the Chemicals industry in Germany. Total returns to shareholders over the past three years are 103%.
Is New 90 Day High Low • Mar 09New 90-day high: €15.50The company is up 19% from its price of €13.00 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €141 per share.
Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$0.31 (vs US$0.31 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$1.85b (up 1.0% from FY 2019). Net income: US$76.8m (down 2.7% from FY 2019). Profit margin: 4.1% (down from 4.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.