Spoken Alpha
ESI
Element Solutions Inc
Overview
Element Solutions manufactures specialty chemicals and material process technologies for electronics manufacturing, industrial surface finishing, and offshore energy applications.
Element Solutions Inc is a Basic Materials company operating in Specialty Chemicals with a $11.16B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2917 Q&A exchanges
- Q4 FY2025Earnings2026-02-1822 Q&A exchanges
- Q3 FY2025Earnings2025-10-2916 Q&A exchanges
- Q2 FY2025Earnings2025-08-0119 Q&A exchanges
- Q1 FY2025Earnings2025-04-2428 Q&A exchanges
- Q4 FY2024Earnings2025-02-1940 Q&A exchanges
- Q3 FY2024Earnings2024-10-2927 Q&A exchanges
- Q2 FY2024Earnings2024-07-3027 Q&A exchanges
- Q1 FY2024Earnings2024-04-3014 Q&A exchanges
- Q4 FY2023Earnings2024-02-2126 Q&A exchanges
- Q3 FY2023Earnings2023-10-2611 Q&A exchanges
- Q2 FY2023Earnings2023-07-2728 Q&A exchanges
- Q1 FY2023Earnings2023-04-3025 Q&A exchanges
- Q4 FY2022Earnings2023-02-2219 Q&A exchanges
- Q3 FY2022Earnings2022-10-2916 Q&A exchanges
- Q2 FY2022Earnings2022-07-3014 Q&A exchanges
- Q1 FY2022Earnings2022-04-2825 Q&A exchanges
- Q4 FY2021Earnings2022-02-2323 Q&A exchanges
- Q3 FY2021Earnings2021-10-2829 Q&A exchanges
- Q2 FY2021Earnings2021-07-3120 Q&A exchanges
- Q1 FY2021Earnings2021-05-0120 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $0.43—Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$0.41 vs $0.38+6.9%Rev$840.0M vs ——EODHD
- Q4 FY20252026-02-23EPS$0.37 vs $0.36+2.6%Rev$676.2M vs ——EODHD
- Q3 FY20252025-10-27EPS$0.41 vs $0.40+2.5%Rev$656.1M vs ——EODHD
- Q2 FY20252025-07-27EPS$0.37 vs $0.33+12.2%Rev$625.2M vs ——EODHD
- Q1 FY20252025-04-27EPS$0.34 vs $0.34+1.2%Rev$593.7M vs ——EODHD
- Q4 FY20242025-02-17EPS$0.35 vs $0.350.0%Rev$624.2M vs ——EODHD
- Q3 FY20242024-10-27EPS$0.39 vs $0.38+2.6%Rev$645.0M vs ——EODHD
- Q2 FY20242024-07-28EPS$0.36 vs $0.35+2.9%Rev$612.7M vs ——EODHD
- Q1 FY20242024-04-28EPS$0.34 vs $0.32+6.3%Rev$575.0M vs ——EODHD
- Q4 FY20232024-02-19EPS$0.32 vs $0.33-3.0%Rev$573.4M vs ——EODHD
- Q3 FY20232023-10-24EPS$0.36 vs $0.33+9.1%Rev$599.3M vs ——EODHD
- Q2 FY20232023-07-25EPS$0.31 vs $0.310.0%Rev$586.1M vs ——EODHD
- Q1 FY20232023-04-25EPS$0.30 vs $0.29+3.5%Rev$574.4M vs ——EODHD
- Q4 FY20222023-02-20EPS$0.29 vs $0.28+3.6%Rev$573.8M vs ——EODHD
- Q3 FY20222022-10-25EPS$0.36 vs $0.360.0%Rev$618.5M vs ——EODHD
- Q2 FY20222022-07-26EPS$0.38 vs $0.36+5.6%Rev$676.9M vs ——EODHD
- Q1 FY20222022-04-26EPS$0.38 vs $0.35+8.6%Rev$680.2M vs ——EODHD
- Q4 FY20212022-02-21EPS$0.31 vs $0.30+3.3%Rev$646.9M vs ——EODHD
- Q3 FY20212021-10-26EPS$0.35 vs $0.34+2.9%Rev$616.2M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $0.43 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $0.41 | $0.38 | +6.9% | $840.0M | — | — | EODHD |
| Q4 FY2025 | 2026-02-23 | $0.37 | $0.36 | +2.6% | $676.2M | — | — | EODHD |
| Q3 FY2025 | 2025-10-27 | $0.41 | $0.40 | +2.5% | $656.1M | — | — | EODHD |
| Q2 FY2025 | 2025-07-27 | $0.37 | $0.33 | +12.2% | $625.2M | — | — | EODHD |
| Q1 FY2025 | 2025-04-27 | $0.34 | $0.34 | +1.2% | $593.7M | — | — | EODHD |
| Q4 FY2024 | 2025-02-17 | $0.35 | $0.35 | 0.0% | $624.2M | — | — | EODHD |
| Q3 FY2024 | 2024-10-27 | $0.39 | $0.38 | +2.6% | $645.0M | — | — | EODHD |
| Q2 FY2024 | 2024-07-28 | $0.36 | $0.35 | +2.9% | $612.7M | — | — | EODHD |
| Q1 FY2024 | 2024-04-28 | $0.34 | $0.32 | +6.3% | $575.0M | — | — | EODHD |
| Q4 FY2023 | 2024-02-19 | $0.32 | $0.33 | -3.0% | $573.4M | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $0.36 | $0.33 | +9.1% | $599.3M | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $0.31 | $0.31 | 0.0% | $586.1M | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $0.30 | $0.29 | +3.5% | $574.4M | — | — | EODHD |
| Q4 FY2022 | 2023-02-20 | $0.29 | $0.28 | +3.6% | $573.8M | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $0.36 | $0.36 | 0.0% | $618.5M | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $0.38 | $0.36 | +5.6% | $676.9M | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $0.38 | $0.35 | +8.6% | $680.2M | — | — | EODHD |
| Q4 FY2021 | 2022-02-21 | $0.31 | $0.30 | +3.3% | $646.9M | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $0.35 | $0.34 | +2.9% | $616.2M | — | — | EODHD |
Source: EODHD. ESI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ESI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 60% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.08 | $0.75 | +44.5% | -0.1% | +0.4% |
| Q4 FY2026 | $0.83 | $0.57 | +44.9% | -3.3% | -1.7% |
| Q3 FY2026 | $1.07 | $0.80 | +33.5% | -0.4% | -1.9% |
| Q2 FY2026 | $1.11 | $0.78 | +42.7% | +4.3% | +7.3% |
| Q1 FY2025 | $0.91 | $0.63 | +43.9% | -1.9% | -3.1% |
| Q4 FY2025 | $0.76 | $0.57 | +32.7% | +4.5% | +2.1% |
| Q3 FY2025 | $1.02 | $0.70 | +45.7% | +1.9% | +1.2% |
| Q2 FY2025 | $1.17 | $0.84 | +39.3% | -0.8% | -2.8% |
| Q1 FY2024 | $0.91 | $0.68 | +33.2% | -0.2% | +0.7% |
| Q4 FY2024 | $1.33 | $0.92 | +44.2% | +4.2% | +4.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Benjamin GliklichCEO6 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Carey J DormanCFO6 mo21 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q2 FY2026
- Richard L FrickePresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Matthew LiebowitzPresident6 mono recorded callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- John Edward CappsEVP, General Counsel & Sec.1 yr 4 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Caroline S LindGeneral Counsel and Secretary4 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • guidance suspended Q1 FY2026
Peers
Other companies in Basic Materials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ESI.
$ curl https://api.spokenalpha.com/v1/companies/ESIFAQ
Frequently asked about ESI
Where can I find Element Solutions Inc's (ESI) earnings call transcripts?
Spoken Alpha indexes ESI's earnings call transcripts at https://spokenalpha.com/companies/ESI. Each call links to attributed speakers and parsed analyst Q&A. Element Solutions Inc's own investor relations page is at https://ir.elementsolutionsinc.com/investors/overview/default.aspx.
When was Element Solutions Inc's most recent earnings call?
Element Solutions Inc (ESI) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
What sector is ESI in?
Element Solutions Inc (ESI) operates in the Basic Materials sector (Specialty Chemicals industry).