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Net Sales by Segment
Tracks revenue across Element Solutions’ business segments to indicate diversification, geographic or end-market exposure, and where the company is growing. Useful for spotting which segments are driving overall sales, assessing resilience to economic cycles, and identifying areas likely to contribute to future profit growth.Electronics has become the clear growth engine, accelerating into 2026 thanks to AI/datacenter demand and recent tuck‑ins (Micromax, EFC) that materially lifted sales and margins, while Industrial & Speciality remains soft and cyclical. Crucially, a meaningful share of the Electronics jump reflects pass‑through metals and a partial‑quarter Micromax contribution, producing lumpier quarter‑to‑quarter results, higher working capital and negative FCF despite margin expansion. Management’s upgraded EBITDA guidance depends on metal‑price stability and planned deleveraging, so momentum could be sensitive to commodity and cash‑flow headwinds.
Date | Electronics | Industrial & Speciality |
|---|---|---|
Jun 30, 2026 | $767.00M | $210.90M |
Mar 31, 2026 | $633.50M | $206.50M |
Dec 31, 2025 | $487.30M | $188.90M |
Sep 30, 2025 | $465.20M | $190.90M |
Jun 30, 2025 | $439.40M | $185.80M |
Mar 31, 2025 | $394.30M | $199.40M |
Dec 31, 2024 | $401.40M | $222.80M |
Sep 30, 2024 | $419.10M | $225.90M |
Jun 30, 2024 | $391.70M | $221.00M |
Mar 31, 2024 | $349.20M | $225.80M |