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Adjusted EBITDA by Segment
Shows how much profit each business segment generates after core adjustments, revealing which parts of Element Solutions drive earnings, carry the best margins, and offer the most cash to fund growth or pay down debt. Helps spot operational strength, margin trends, and where cost pressures or scale benefits are concentrated.Electronics has become the clear EBITDA growth engine — accelerating through multiple quarters and peaking in Q1 2026 thanks to AI/data‑center demand, higher‑mix semiconductor/circuitry sales and accretive M&A (Micromax, EFC). Industrial & Specialty remains structurally flat, limiting overall margin leverage. Management raised full‑year EBITDA and margins ex‑metals improved, but part of the beat reflects metal pass‑through timing and a lumpy, partial‑quarter Micromax contribution; sustaining upside depends on metal‑price stability, working‑capital normalization and continued Electronics end‑market strength.
Date | Electronics | Industrial & Speciality |
|---|---|---|
Jun 30, 2026 | $141.50M | $42.00M |
Mar 31, 2026 | $119.10M | $43.20M |
Dec 31, 2025 | $95.30M | $41.00M |
Sep 30, 2025 | $101.50M | $45.40M |
Jun 30, 2025 | $96.50M | $39.50M |
Mar 31, 2025 | $88.90M | $39.50M |
Dec 31, 2024 | $86.80M | $43.10M |
Sep 30, 2024 | $98.60M | $44.10M |
Jun 30, 2024 | $92.20M | $42.90M |
Mar 31, 2024 | $83.90M | $43.10M |