Element Solutions makes the specialty chemicals that go into electronics manufacturing, like soldering materials and plating solutions for circuit boards, plus industrial coatings and printing chemicals. Think of it as the behind-the-scenes supplier that helps
The Electronics segment drives most of the business, with annual revenue around USD 2.55B and gross margins near 42%. It's a recurring, consumable revenue stream—customers buy these chemicals continuously for production, not one-off projects.
The moat is solid because switching chemical suppliers in electronics manufacturing is risky and costly—customers need consistent, proven formulations to avoid defects. Competitors like DuPont and MacDermid face high barriers in replicating these proprietary p
Sell (sector percentile 19) — value D, growth A-, profitability C+, momentum C+, revisions D. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources confirm earnings release and AI-driven growth, but shares fell 3.5%
EPS of $0.47 beats Zacks Consensus Estimate of $0.43; record quarterly revenue
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ESI is mentioned in relation to upcoming earnings reports on July 27, 2026. The discussion is focused on identifying companies with scheduled earnings releases.
Main discussion
#earnings after the close on Monday, July 27, 2026 https://www.earningswhispers.com/calendar $APLD $NVTS $CLS $NUE $RMBS $AMKR $ESI $UHS $FFIV $CDNS $SANM $WELL $OPK $SSD $AGYS $BRX $CINF $BRO $KFRC $HTO $HAPN $NTB $PFG $TFII $SUI $UDR $RNGR $PGC $NWBI $NBTB $KRC $FSUN $CDP https
RT @eWhispers: #earnings after the close on Monday, July 27, 2026 https://www.earningswhispers.com/calendar $APLD $NVTS $CLS $NUE $RMBS $AMKR $ESI $UHS $FF…
Top Earnings Mon 7/27 Aft: $AGYS $AMKR $APLD $BLX $BRO $BRX $CBK $CDNS $CDP $CINF $CLS $CSBR $ESI $FFIV $FSUN $HAPN $HTO $KFRC $KRC $NBTB $NE $NTB $NUE $NVTS $NWBI $OPK $PFG $PGC $RMBS $RNGR $SANM $SSD $SUI $TFII $TIMB $UDR $UHS $VIV $VNTG $WELL
🚨 After-market buzz! $CLS $CDNS $WELL $APLD $FFIV $RMBS $ESI $SANM $NUE $AMKR $UHS https://t.co/TDXMxwdmTY
Today's Key Events (All EST) — 07/27/2026 08:30: US Durable Goods 10:30: Dallas Fed Mfg. Bus. Index 11:30: US 2-Year Note Auction 13:00: US 5-Year Note Auction Before Open 👇 06:45: Bank of Hawaii $BOH 07:00: AstraZeneca $AZN 07:00: Baker Hughes $BKR 07:00: Alliance Resource Partn
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