Element Solutions 過去の業績
過去 基準チェック /26
Element 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% 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 | 12.93% |
| 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
Recent updates
分析記事 • May 11
Need To Know: Analysts Are Much More Bullish On Element Solutions Inc (NYSE:ESI) Revenues
Shareholders in Element Solutions Inc ( NYSE:ESI ) may be thrilled to learn that the analysts have just delivered a...
ナラティブの更新 • Apr 23
ESI: Completed Buybacks And Updated Assumptions Will Shape Measured Future Upside
Analysts have adjusted their price target on Element Solutions slightly higher to $40.10 from $39.30, citing updated fair value estimates and modest tweaks to long term assumptions around growth, margins, discount rate, and future P/E. What's in the News Completed a multi year share repurchase program first announced on July 20, 2018, reaching a total of 63,731,728 shares bought back for US$817.72 million, equal to 23.55% of shares (Key Developments).ナラティブの更新 • Apr 08
ESI: Ongoing Share Repurchases And Revised Assumptions Will Support Future Upside Potential
Analysts have lifted their price target on Element Solutions to $39.30 from $38.78, reflecting updated assumptions around slightly higher expected revenue growth, a modestly adjusted discount rate, stable profit margins, and a similar forward P/E profile. What's in the News From October 1, 2025 to December 31, 2025, Element Solutions repurchased 230,564 shares for US$5.56 million, equal to 0.1% of its shares.Seeking Alpha • Apr 05
Element Solutions: A Lot Of Good News Arrives
Summary Element Solutions has executed two strategic acquisitions at reasonable multiples, enhancing its growth profile and sector exposure. Recent deals add $70 million in EBITDA, with 2026 pro forma EBITDA guided at $650–$670 million and leverage rising to ~2.8x. Shares have rallied 30% to $34, now trading at ~20x forward earnings, reflecting both organic momentum and M&A optimism. While progress is clear, the substantial re-rating and increased leverage warrant a more cautious stance at current valuation. Read the full article on Seeking Alphaナラティブの更新 • Mar 25
ESI: Ongoing Buybacks And Refined Assumptions Will Support Future Upside Potential
Analysts now place Element Solutions' price target at about $38.78, up slightly from $38.50. This reflects refreshed assumptions around fair value and P/E, alongside modest tweaks to discount rate, revenue growth, and profit margin inputs.ナラティブの更新 • Mar 08
ESI: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have maintained their $38.50 price target for Element Solutions, citing only very minor adjustments in assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio as the basis for keeping their current view. What's in the News From October 1, 2025 to December 31, 2025, Element Solutions repurchased 250,202 shares for US$5.58 million, representing 0.1% of its shares.ナラティブの更新 • Feb 21
ESI: Higher P/E Outlook And Buybacks Will Shape Balanced Future Returns
Analysts have raised their price target on Element Solutions to $38.50 from $33.10, supported by updated assumptions that include adjusted revenue growth, profit margin expectations and a higher future P/E multiple. What's in the News From October 1, 2025 to December 31, 2025, Element Solutions repurchased 250,202 shares for US$5.58 million, representing 0.1% of its shares.ナラティブの更新 • Feb 06
ESI: Higher Revenue Assumptions And P/E Outlook Will Support Future Upside
Analysts have nudged their price target for Element Solutions higher, from US$32.70 to US$33.10, citing updated assumptions around revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate: Adjusted slightly higher from US$32.70 to US$33.10.ナラティブの更新 • Jan 23
ESI: Completed Buyback And Improved Assumptions Will Support Future Upside
Analysts have nudged their price target for Element Solutions from US$32.00 to about US$32.70, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that slightly adjust their overall outlook. What's in the News From July 1, 2025 to September 30, 2025, Element Solutions reported no share repurchases under its existing buyback program, with 0 shares repurchased for US$0 million in this tranche (Key Developments).分析記事 • Jan 13
These 4 Measures Indicate That Element Solutions (NYSE:ESI) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブの更新 • Jan 07
ESI: Completed Buyback And Steady Assumptions Will Support Future Upside
Analysts have nudged their price target on Element Solutions slightly higher to $32.00, reflecting small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions rather than a major shift in outlook. What's in the News Element Solutions reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million under its existing buyback program.分析記事 • Dec 31
Element Solutions (NYSE:ESI) Is Doing The Right Things To Multiply Its Share Price
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...ナラティブの更新 • Dec 23
ESI: Completed Buyback Program Will Drive Strong Future Share Price Upside
Analysts have slightly reduced their price target on Element Solutions to 32 dollars from 32 dollars previously, citing a modest uptick in the assumed discount rate, slightly softer long term revenue growth and margin expectations, and a higher expected future price to earnings multiple that only partially offsets these factors. What's in the News Reported completion of a long running share repurchase program launched in July 2018.分析記事 • Dec 16
Is Element Solutions Inc (NYSE:ESI) Potentially Undervalued?
Element Solutions Inc ( NYSE:ESI ), might not be a large cap stock, but it saw a decent share price growth of 13% on...ナラティブの更新 • Dec 09
ESI: Share Repurchase Completion Will Support Strong Future Share Price Upside
Analysts have modestly trimmed their price target on Element Solutions to align with an essentially unchanged fair value of 32.10 dollars, reflecting slightly lower discount rate assumptions and marginally reduced long term profitability and valuation multiples. What's in the News Completed a multi year share repurchase program announced on July 20, 2018, retiring 63,501,164 shares in total.分析記事 • Nov 25
Element Solutions (NYSE:ESI) Is Paying Out A Dividend Of $0.08
Element Solutions Inc ( NYSE:ESI ) has announced that it will pay a dividend of $0.08 per share on the 15th of...ナラティブの更新 • Nov 25
ESI: Recent 23% Share Buyback Completion Will Drive Future Upside Potential
Analysts have maintained their price target for Element Solutions at $32.10, citing largely unchanged growth and profitability outlook estimates as the basis for this decision. What's in the News Element Solutions has completed the repurchase of 63,501,164 shares.ナラティブの更新 • Nov 11
ESI: Share Buyback Completion Will Drive Upward Repricing Potential
Analysts have raised their price target for Element Solutions from $30.10 to $32.10, citing improved revenue growth forecasts even though a slightly lower profit margin is expected. What's in the News Element Solutions completed the repurchase of 63,501,164 shares, accounting for 23.45% of its shares.分析記事 • Nov 05
Element Solutions' (NYSE:ESI) Shareholders Have More To Worry About Than Only Soft Earnings
A lackluster earnings announcement from Element Solutions Inc ( NYSE:ESI ) last week didn't sink the stock price. We...ナラティブの更新 • Oct 28
Continued Share Buybacks And Sector Investments Will Drive Advanced Electronics Expansion
Analysts have increased their fair value estimate for Element Solutions from $29.70 to $30.10, citing modest improvements in forecasted revenue growth and a slightly lower discount rate. What's in the News From April 1, 2025 to June 30, 2025, Element Solutions repurchased 949,798 shares, representing 0.39 percent of shares for $19.42 million (Key Developments) The company has completed the repurchase of 63,501,164 shares, which is 23.45 percent of shares outstanding, for a total of $812.16 million under the buyback announced on July 20, 2018 (Key Developments) Valuation Changes The Fair Value Estimate has increased slightly from $29.70 to $30.10.ナラティブの更新 • Oct 13
Investments In Data Centers And Electric Vehicles Will Expand Advanced Electronics Opportunities
Analysts have raised their price target for Element Solutions from $29.10 to $29.70, citing slightly improved forecasts for revenue growth and profit margins. What's in the News Element Solutions successfully repurchased 949,798 shares between April 1, 2025 and June 30, 2025, with a total value of $19.42 million.分析記事 • Oct 05
Investors Appear Satisfied With Element Solutions Inc's (NYSE:ESI) Prospects
With a price-to-earnings (or "P/E") ratio of 27x Element Solutions Inc ( NYSE:ESI ) may be sending bearish signals at...分析記事 • Sep 17
These 4 Measures Indicate That Element Solutions (NYSE:ESI) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 24
Return Trends At Element Solutions (NYSE:ESI) Aren't Appealing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jul 29
Element Solutions Inc's (NYSE:ESI) Intrinsic Value Is Potentially 90% Above Its Share Price
Key Insights The projected fair value for Element Solutions is US$45.19 based on 2 Stage Free Cash Flow to Equity...分析記事 • Jul 03
Should You Think About Buying Element Solutions Inc (NYSE:ESI) Now?
Element Solutions Inc ( NYSE:ESI ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...分析記事 • Jun 21
Does Element Solutions (NYSE:ESI) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 27
Shareholders May Find It Hard To Justify A Pay Rise For Element Solutions Inc's (NYSE:ESI) CEO This Year
Key Insights Element Solutions will host its Annual General Meeting on 3rd of June CEO Ben Gliklich's total...Seeking Alpha • Feb 28
Element Solutions: Gaining Market Share, But Guidance And Valuation Need Improvement
Summary Q4 results were mixed; while revenue grew 6% organically and the company continues to gain share in growth markets, EBITDA missed expectations, and guidance for 2025 was a little underwhelming. ESI continues to gain share in markets with attractive long-term growth prospects, including advanced packaging, data storage, and EVs. Auto and industrial markets remain weak, and tariffs could further undermine the outlook and drive weaker overall circuit and semiconductor volumes. Despite valuation concerns, I remain positive on ESI due to share gains in attractive markets and potential for margin and FCF leverage. Read the full article on Seeking Alpha収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 2,798 | 149 | 689 | 72 |
| 31 Dec 25 | 2,551 | 191 | 661 | 68 |
| 30 Sep 25 | 2,499 | 239 | 638 | 61 |
| 30 Jun 25 | 2,488 | 240 | 637 | 61 |
| 31 Mar 25 | 2,476 | 285 | 637 | 57 |
| 31 Dec 24 | 2,457 | 243 | 629 | 59 |
| 30 Sep 24 | 2,406 | 266 | 613 | 47 |
| 30 Jun 24 | 2,360 | 194 | 605 | 41 |
| 31 Mar 24 | 2,334 | 129 | 597 | 58 |
| 31 Dec 23 | 2,333 | 116 | 597 | 52 |
| 30 Sep 23 | 2,334 | 51 | 584 | 65 |
| 30 Jun 23 | 2,353 | 136 | 565 | 63 |
| 31 Mar 23 | 2,444 | 172 | 565 | 47 |
| 31 Dec 22 | 2,549 | 185 | 579 | 49 |
| 30 Sep 22 | 2,623 | 178 | 583 | 51 |
| 30 Jun 22 | 2,620 | 161 | 615 | 52 |
| 31 Mar 22 | 2,530 | 177 | 623 | 52 |
| 31 Dec 21 | 2,400 | 203 | 600 | 50 |
| 30 Sep 21 | 2,290 | 227 | 573 | 48 |
| 30 Jun 21 | 2,151 | 228 | 544 | 46 |
| 31 Mar 21 | 1,951 | 151 | 503 | 43 |
| 31 Dec 20 | 1,854 | 77 | 498 | 49 |
| 30 Sep 20 | 1,772 | 121 | 459 | 48 |
| 30 Jun 20 | 1,759 | 79 | 453 | 47 |
| 31 Mar 20 | 1,829 | 92 | 466 | 49 |
| 31 Dec 19 | 1,836 | 79 | 483 | 42 |
| 30 Sep 19 | 1,860 | -11 | 514 | 43 |
| 30 Jun 19 | 1,883 | -12 | 524 | 44 |
| 31 Mar 19 | 1,928 | -76 | 541 | 44 |
| 31 Dec 18 | 1,961 | -81 | 539 | 44 |
| 30 Sep 18 | 1,971 | -81 | 560 | 46 |
| 30 Jun 18 | 1,963 | -113 | 552 | 46 |
| 31 Mar 18 | 1,509 | -178 | 426 | 36 |
| 31 Dec 17 | 1,879 | -192 | 545 | 46 |
| 30 Sep 17 | 2,340 | -180 | 663 | 57 |
| 30 Jun 17 | 2,750 | -35 | 803 | 67 |
| 31 Mar 17 | 3,624 | 70 | 1,050 | 86 |
| 31 Dec 16 | 1,770 | -155 | 542 | 45 |
| 30 Sep 16 | 3,371 | -169 | 999 | 76 |
| 30 Jun 16 | 3,078 | -413 | 904 | 72 |
| 31 Mar 16 | 2,831 | -417 | 810 | 70 |
| 31 Dec 15 | 2,542 | -309 | 709 | 63 |
| 30 Sep 15 | 2,081 | -446 | 577 | 56 |
| 30 Jun 15 | 1,680 | -294 | 473 | 45 |
質の高い収益: ESIは 高品質の収益 を持っています。
利益率の向上: ESI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: ESI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: ESI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: ESI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 ( -1.4% ) と比較することが困難です。
株主資本利益率
高いROE: ESI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
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 | 2026/05/26 20:30 |
| 終値 | 2026/05/22 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。21
| アナリスト | 機関 |
|---|---|
| Waqar Syed | ATB Cormark |
| Patrick Duffy Fischer | Barclays |
| Michael Leithead | Barclays |