Overview

* Element Solutions ( ESI ) Q3 net sales rise 2%, beating analyst expectations

* Adjusted EBITDA for Q3 hits record $147 mln, despite divestiture impact

* Electronics segment Q3 net sales grow 11%, driven by data center demand

Outlook

* Company narrows 2025 adjusted EBITDA guidance to $545 mln-$550 mln

* Element Solutions ( ESI ) expects Micromax acquisition to boost 2026 earnings

* Company anticipates further earnings growth from new products and acquisitions

Result Drivers

* ELECTRONICS SEGMENT - Driven by data center demand and seasonal smartphone pre-builds, Electronics segment achieved record revenue

* INDUSTRIAL & SPECIALTY - Earnings growth achieved through procurement, productivity, and portfolio optimization despite sluggish macro environment

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $656.1 $646.2

mln mln (8

Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the specialty chemicals peer group is "buy"

* Wall Street's median 12-month price target for Element Solutions Inc ( ESI ) is $30.00, about 11.8% above its October 27 closing price of $26.47

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)