Equity Profile

ESI

Element Solutions Inc

MaterialsSpecialty Chemicals$9.6B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Element Solutions Inc (ESI) operates in the specialty chemicals sector, providing innovative solutions for various industries, including electronics and automotive. With a market cap of $10 billion, the company plays a crucial role in the materials supply chain, particularly as demand for advanced materials continues to grow.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial health this quarter.

N/A

Revenue Growth

Revenue growth is critical for understanding how well the company is expanding its market presence and meeting customer demand.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ESI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+0.46%

Avg Stock Reaction

-0.72%

Last Quarter Recap

In Q1-2026, Element Solutions reported an EPS of $0.41, beating expectations by nearly 8%. However, the stock reacted negatively, dropping 3.94% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Element Solutions' upcoming earnings, given its history of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.

Bull Case

If Element Solutions continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the recent stock price reactions.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Element Solutions' strong track record of beating EPS estimates, this number will be closely watched to assess ongoing profitability.

What insights can management provide on revenue growth and market demand?

Understanding revenue trends is crucial for evaluating the company's growth trajectory and potential challenges in the specialty chemicals market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent market trends favoring specialty chemicals, which could lead to better-than-expected results this quarter.

Supporting Evidence

Element Solutions has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that traders expect volatility that may not align with current consensus.

The company's diverse product offerings position it well to capitalize on growth in various sectors.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether Element Solutions can maintain its profitability amidst market fluctuations and operational challenges.

Bull Confirmed If

An EPS of $0.45 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.38 would confirm the bear case, suggesting potential issues in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.59%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a relatively large move, indicating that traders expect significant volatility around the earnings report.

Options are pricing ±12.6% while ESI has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

52.1%

Calls (26K)P/C Ratio: 0.17Puts (4K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Element Solutions beats expectations, history suggests a potential stock increase of around 1.43%, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

If the company misses expectations, history suggests a potential drop of around 1.00%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the electronics and automotive sectors.
2Management's commentary on cost pressures and how they are being managed.
3Insights into new product developments and their expected impact on revenue.
4Discussion on market share changes and competitive dynamics.
5Any guidance on future earnings expectations or strategic initiatives.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial health this quarter.

N/A

Revenue Growth

Revenue growth is critical for understanding how well the company is expanding its market presence and meeting customer demand.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ESI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+0.46%

Avg Stock Reaction

-0.72%

Last Quarter Recap

In Q1-2026, Element Solutions reported an EPS of $0.41, beating expectations by nearly 8%. However, the stock reacted negatively, dropping 3.94% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Element Solutions' upcoming earnings, given its history of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.

Bull Case

If Element Solutions continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the recent stock price reactions.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Element Solutions' strong track record of beating EPS estimates, this number will be closely watched to assess ongoing profitability.

What insights can management provide on revenue growth and market demand?

Understanding revenue trends is crucial for evaluating the company's growth trajectory and potential challenges in the specialty chemicals market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent market trends favoring specialty chemicals, which could lead to better-than-expected results this quarter.

Supporting Evidence

Element Solutions has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that traders expect volatility that may not align with current consensus.

The company's diverse product offerings position it well to capitalize on growth in various sectors.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether Element Solutions can maintain its profitability amidst market fluctuations and operational challenges.

Bull Confirmed If

An EPS of $0.45 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.38 would confirm the bear case, suggesting potential issues in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.59%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a relatively large move, indicating that traders expect significant volatility around the earnings report.

Options are pricing ±12.6% while ESI has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

52.1%

Calls (26K)P/C Ratio: 0.17Puts (4K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Element Solutions beats expectations, history suggests a potential stock increase of around 1.43%, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

If the company misses expectations, history suggests a potential drop of around 1.00%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the electronics and automotive sectors.
2Management's commentary on cost pressures and how they are being managed.
3Insights into new product developments and their expected impact on revenue.
4Discussion on market share changes and competitive dynamics.
5Any guidance on future earnings expectations or strategic initiatives.