secwatch.observer — SEC 8-K summary
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Issuer:     Element Solutions Inc (ESI)
CIK:        0001590714
Form:       8-K
Filed at:   2026-10-21T20:18:29+00:00
Accession:  0001590714-26-000069
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1590714/000159071426000069/0001590714-26-000069-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1590714/000159071426000069/esi-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001590714-26-000069

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer