{"schema_version":"secwatch.filing_event.v1","accession":"0001590714-26-000069","form_type":"8-K","ticker":"ESI","cik":"0001590714","company_name":"Element Solutions Inc","filed_at":"2026-10-21T20:18:29+00:00","discovered_at":"2026-10-21T20:20:05.078639+00:00","generated_at":"2026-10-21T20:20:14.885639+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Element Solutions Q3 2026: net sales $995M up 52%, 13% organic; adjusted EBITDA $191M; FY guide raised to ~$720M","bullets":["GAAP diluted EPS $0.27 vs $0.16; adjusted EPS $0.50 vs $0.41; net income $66M vs $39M (+67%), margin up 60 bps to 6.6%.","Electronics net sales $780M (+68% reported, +18% organic, 30% from acquisitions); segment adjusted EBITDA $148M (+46%), Micromax added 19 pts.","Specialties net sales $216M (+13% reported, +1% organic); segment adjusted EBITDA $43M, down 6% YoY; EFC Gases added 16 pts to growth.","2026 adjusted EBITDA guidance raised to approximately $720M, with adjusted EPS growth above 20% for the full year.","Q3 operating cash flow $159M, free cash flow $135M; CEO Gliklich cites AI infrastructure demand; Solstice merger terminated Aug 27, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001590714-26-000069","json":"https://secwatch.observer/filing/0001590714-26-000069.json","markdown":"https://secwatch.observer/filing/0001590714-26-000069.md","text":"https://secwatch.observer/filing/0001590714-26-000069.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1590714/000159071426000069/0001590714-26-000069-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1590714/000159071426000069/esi-20261021.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-21T20:20:14.885639+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}