earnings
confidence high
sentiment neutral
materiality 0.75
Element Solutions Q1 net sales up 3% to $594M, EPS $0.40 adj $0.34; reaffirms FY adjusted EBITDA $520-540M
Element Solutions Inc
2025-Q1 EPS reported
$0.40
revenue$593,700,000
- GAAP diluted EPS $0.40 vs $0.23; adjusted EPS $0.34 vs $0.34; net income $98M up 75% YoY.
- Net sales $594M (+3% reported, +5% organic); Electronics $394M (+13% reported, +10% organic); Industrial & Specialty $199M (-12% reported, -2% organic).
- Adjusted EBITDA $128M vs $127M; constant currency +5%; FY guidance $520-540M; Q2 adj EBITDA $120-125M.
- Completed sale of MacDermid Graphics Solutions for $323M net, gain $72.1M; prepaid $200M term loans, reducing debt to $836M.
- Management highlights AI/data center demand strength but warns tariff uncertainty may impact demand; prepared to mitigate cost.