Equity Profile

ESI

Element Solutions Inc

MaterialsSpecialty Chemicals$9.5B

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, especially as demand for advanced materials grows amid technological advancements.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet 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, exceeding expectations by nearly 8%. However, the stock declined by almost 4% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Element Solutions' upcoming earnings, given the company's strong track record of beating EPS estimates. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If Element Solutions continues to show strong EPS growth and provides positive revenue guidance, it could signal robust demand for its specialty chemicals, leading to increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could exacerbate market concerns about its growth potential, leading to a significant stock decline.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this number will be crucial for investor sentiment and stock performance.

What is the revenue outlook for the next quarter?

Revenue guidance will be critical in assessing the company's growth trajectory and ability to capitalize on market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Element Solutions to leverage its specialty chemicals in emerging markets, which could drive unexpected revenue growth.

Supporting Evidence

The company's historical EPS beat rate of 88% suggests a strong likelihood of continued profitability.

Options pricing indicates a significant expected move, which may reflect underlying volatility not fully accounted for by analysts.

Key Risk

If the revenue outlook exceeds expectations, it could shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain profitability against potential growth challenges.

Bull Confirmed If

An EPS of $0.45 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $0.38 could signal potential issues with demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±12.59%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

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 and raises guidance, history suggests a positive reaction, potentially leading to a stock increase of around 1.85%.

In-Line / Cautious

If the results are in line with expectations but lack strong guidance, the stock may experience muted movement, reflecting cautious investor sentiment.

Miss

Should the company miss expectations, history indicates a potential decline of around 1.00%, as investors reassess growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in specialty chemicals.
2Insights into demand trends in key markets such as electronics and automotive.
3Management's commentary on cost management and supply chain stability.
4Details on customer acquisition and retention strategies.
5Any potential impacts from macroeconomic factors affecting the materials sector.

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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 financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Element Solutions continues to show strong EPS growth and provides positive revenue guidance, it could signal robust demand for its specialty chemicals, leading to increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could exacerbate market concerns about its growth potential, leading to a significant stock decline.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this number will be crucial for investor sentiment and stock performance.

What is the revenue outlook for the next quarter?

Revenue guidance will be critical in assessing the company's growth trajectory and ability to capitalize on market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Element Solutions to leverage its specialty chemicals in emerging markets, which could drive unexpected revenue growth.

Supporting Evidence

The company's historical EPS beat rate of 88% suggests a strong likelihood of continued profitability.

Options pricing indicates a significant expected move, which may reflect underlying volatility not fully accounted for by analysts.

Key Risk

If the revenue outlook exceeds expectations, it could shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain profitability against potential growth challenges.

Bull Confirmed If

An EPS of $0.45 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $0.38 could signal potential issues with demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±12.59%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

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 and raises guidance, history suggests a positive reaction, potentially leading to a stock increase of around 1.85%.

In-Line / Cautious

If the results are in line with expectations but lack strong guidance, the stock may experience muted movement, reflecting cautious investor sentiment.

Miss

Should the company miss expectations, history indicates a potential decline of around 1.00%, as investors reassess growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in specialty chemicals.
2Insights into demand trends in key markets such as electronics and automotive.
3Management's commentary on cost management and supply chain stability.
4Details on customer acquisition and retention strategies.
5Any potential impacts from macroeconomic factors affecting the materials sector.