Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across the board, with revenue reaching $977.9M vs. $873.8M expected, driven by strong AI and data center demand. Diluted GAAP EPS of $0.32 exceeded the $0.315 mean estimate, while Adjusted EBITDA reached $183.5M. The Electronics segment was the primary outperformer, benefiting from $129M in M&A contributions and robust volume growth in high-value semiconductor and circuitry solutions.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Element Solutions(ESI) the Revenue is 977.9 M (+56.41%), Beat estimate;the EBIT is 168.3 M (+33.25%), Beat estimate;the EPS is 0.32 (+60%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.98B56.41%
0.87B39.76%
+0.10B16.65%
EBITExceed expectations
0.17B33.25%
0.15B22.10%
+0.01B11.15%
EPSExceed expectations
0.3260.00%
0.31557.50%
+0.00502.50%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf