EarningsQ4 2025 Earnings Report
DE:E3E Q4 2025 EPS Results
Actual EPS€0.06
Consensus EPS―
Beat/Miss―
One Year Ago EPS€0.05
DE:E3E Q4 2025 Revenue Results
Actual Revenue€252.25M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth-21.52%
Earnings Announcement Details
QuarterQ4 2025
Date03/05/2026
TimeBefore Open
Conference CallThursday, March 5, 2026
DE:E3E Upcoming Earnings
Elementis's next earnings date is estimated for March 11, 2027, based on past reporting schedules.
Q4 2025 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q4 2025 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2025 Earnings Call Summary
Earnings Call Sentiment|Positive
The call shows a constructive transformation story: management delivered profit growth, margin expansion (+150 bps), strong Personal Care outperformance (revenue +2.4%, profit +16.9%, margin +410 bps), record innovation (16.4%) and continued cost-savings and sustainability progress. Offsetting these positives are modest revenue decline (-1.0% reported / -1.9% CC), Coatings weakness (revenue down ≈3.5% and margin compression), lower free cash flow ($41M vs $51M) and higher leverage (1.3x). Strategic portfolio moves (Alchemy acquisition, Talc sold, pharma disposal) sharpen focus and are accretive over time but change scale. On balance the highlights — margin expansion, EPS growth (+14.2%), successful cost programs, innovation momentum and clear strategic direction — slightly outweigh the near-term operational and macro headwinds.Company Guidance
Adjusted Operating Profit Growth and Margin Expansion
Adjusted operating profit increased 4.6% to $126.7M and group adjusted operating margin improved 150 basis points to 21.2%, demonstrating margin resilience despite a softer demand environment.
Earnings Per Share and Shareholder Returns
Adjusted EPS rose 14.2% to $0.137. The Board recommended a final dividend of $0.03, taking full-year dividend to $0.043 (up 7.5%) and a payout ratio of 31%. The company completed a buyback that cancelled ~4% of issued share capital.
Personal Care Outperformance
Personal Care revenue grew 2.4% to $224.5M; adjusted operating profit rose 16.9% to $72.8M and segment margin expanded 410 basis points to 32.4%, driven by improved volumes, pricing and cost savings.
Portfolio Simplification and Strategic Divestments
Continued transformation into a pure-play specialty chemicals business: Talc previously sold, Chromium exited in 2023, and an agreement reached to sell the pharmaceutical manufacturing business (pharma revenue $35M in prior year). These actions reduce capital intensity and improve pro forma margins.
Bolt-On Acquisition — Alchemy
Acquired Alchemy in November for $20.1M — a bolt-on in Personal Care that is fast-growing, high-margin and strategically synergistic with hectorite and rheology capabilities.
Innovation and R&D Momentum
Innovation sales reached a record 16.4% (doubled over five years); launched 19 new products and sent 1,500+ samples. R&D investment planned to increase from 2% to 3% of revenue, with a medium-term innovation sales target of 20%.
Safety and Sustainability Progress
Achieved first 0 lost time accidents since 2019. Carbon footprint reduced by nearly 80% versus 2019 (divestments and operational changes). Hectorite mine moved to almost entirely renewable energy from a 0% base the prior year.
Cost Savings and Operational Improvements
Delivered $18M of self-help/cost savings in the year; completed the balance of a 2-year $30M program and started an additional $10M program (already delivered $6M, remaining $4M planned by end-2026). Debottlenecking at St. Louis delivered a 20% improvement since H1.
DE:E3E Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed