Element Solutions Inc Reports Record Results in Third Quarter 2025

Element Solutions Inc, a global and diversified specialty chemicals technology company, has announced its financial results for the third quarter of 2025. The company reported record adjusted EBITDA and highlighted several key financial and operational achievements.

Financial Highlights

For the third quarter of 2025, Element Solutions reported net sales of $656 million, marking a 2% increase on a reported basis and a 5% increase on an organic basis compared to the same period in 2024. The company's reported net income was $39 million, a slight decrease from $40 million in the third quarter of 2024. Adjusted EBITDA reached a record $147 million, up 3% from the previous year.

Adjusted earnings per share (EPS) for the quarter were $0.41, compared to $0.39 in the same period last year. The company also reported cash flows from operating activities of $100 million and adjusted free cash flow of $84 million.

Business and Operational Highlights

The Electronics segment saw net sales increase by 11% to $465 million, with organic net sales up 7%. This growth was driven by strong demand in data centers and seasonal uplift from smartphone pre-builds. However, the Industrial & Specialty segment experienced a 16% decrease in net sales to $191 million, primarily due to divestitures.

Strategic Initiatives and Corporate Developments

Element Solutions announced the acquisition of Micromax, which is expected to contribute significantly to earnings growth in 2026. The company also highlighted ongoing efforts to commercialize Kuprion and introduce new products, along with potential additional acquisitions.

Management's Perspective

CEO Benjamin Gliklich commented on the strong performance, emphasizing the company's ability to achieve record adjusted EBITDA despite the divestiture of the Graphics business. He noted the consistent execution of the company's strategy and expressed confidence in continued strong performance through the end of 2025.

Future Outlook

Element Solutions has narrowed its full-year 2025 adjusted EBITDA guidance to the high end of its previous range, now expecting between $545 million and $550 million. The company also projects adjusted free cash flow to be approximately $280 million.

Original SEC Filing: Element Solutions Inc [ ESI ] - 8-K - Oct. 28, 2025