---
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"
generated_at: "2026-10-21T20:20:14.885639+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Element Solutions Q3 2026: net sales $995M up 52%, 13% organic; adjusted EBITDA $191M; FY guide raised to ~$720M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001590714-26-000069
- JSON: https://secwatch.observer/filing/0001590714-26-000069.json
- Plain text: https://secwatch.observer/filing/0001590714-26-000069.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.