Element Solutions Inc

NYSE:ESI 주식 리포트

시가총액: US$9.9b

Element Solutions 과거 순이익 실적

과거 기준 점검 2/6

Element Solutions은 연평균 3.7%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 수입이 4% 감소했습니다. 매출은 연평균 2.5%의 비율로 증가했습니다. Element Solutions의 자기자본이익률은 5.4%이고 순이익률은 5.3%입니다.

핵심 정보

3.71%

순이익 성장률

4.34%

주당순이익(EPS) 성장률

Chemicals 산업 성장률12.93%
매출 성장률2.47%
자기자본이익률5.42%
순이익률5.32%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 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...

Recent updates

분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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

매출 및 비용 세부 내역

Element Solutions가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:ESI 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,79814968972
31 Dec 252,55119166168
30 Sep 252,49923963861
30 Jun 252,48824063761
31 Mar 252,47628563757
31 Dec 242,45724362959
30 Sep 242,40626661347
30 Jun 242,36019460541
31 Mar 242,33412959758
31 Dec 232,33311659752
30 Sep 232,3345158465
30 Jun 232,35313656563
31 Mar 232,44417256547
31 Dec 222,54918557949
30 Sep 222,62317858351
30 Jun 222,62016161552
31 Mar 222,53017762352
31 Dec 212,40020360050
30 Sep 212,29022757348
30 Jun 212,15122854446
31 Mar 211,95115150343
31 Dec 201,8547749849
30 Sep 201,77212145948
30 Jun 201,7597945347
31 Mar 201,8299246649
31 Dec 191,8367948342
30 Sep 191,860-1151443
30 Jun 191,883-1252444
31 Mar 191,928-7654144
31 Dec 181,961-8153944
30 Sep 181,971-8156046
30 Jun 181,963-11355246
31 Mar 181,509-17842636
31 Dec 171,879-19254546
30 Sep 172,340-18066357
30 Jun 172,750-3580367
31 Mar 173,624701,05086
31 Dec 161,770-15554245
30 Sep 163,371-16999976
30 Jun 163,078-41390472
31 Mar 162,831-41781070
31 Dec 152,542-30970963
30 Sep 152,081-44657756
30 Jun 151,680-29447345

양질의 수익: ESI는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ESI의 현재 순 이익률 (5.3%)은 지난해 (11.5%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ESI의 수익은 지난 5년 동안 연평균 3.7% 증가했습니다.

성장 가속화: ESI은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: ESI은 지난 1년 동안 수익이 감소(-47.8%)하여 Chemicals 업계 평균(-1.4%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ESI의 자본 수익률(5.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 21:29
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Element Solutions Inc는 21명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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