Element Solutions (ESI) remains a Strong Buy as robust momentum and Micromax integration drive higher margins despite recent share price weakness. Q2 revenue surged 56% YoY, with Micromax contributing $128.6M and core organic growth at 35.8%, validating ESI's premium valuation. Adjusted EBITDA guidance was raised to $690–$710M for the year, reflecting strong demand from AI/data center trends and resilient recurring revenue.
ESI and Solstice end their merger after shareholder feedback, allowing ESI to refocus on growth and capital allocation.
The deal would have seen Solstice, a maker of refrigerants and advanced materials, buy specialty-chemicals maker Element for more than $12 billion in cash and stock.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 14,744 | $374,719.57 | $572,509.52 | $197,789.95 | 52.78% |
Curtis Ellergodt Rothschild Investment LLC | 649 | $16,344.62 | $24,882.66 | $8,538.04 | 52.24% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,526 | $359,380 | $285,084.88 | -$74,295.12 | -20.67% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 11,970 | $572,000 | $450,670.5 | -$121,329.5 | -21.21% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 300 | $7,497 | $11,370 | $3,873 | 51.66% |
| Specialty Retail Industry | Consumer Discretionary Sector | Benjamin Gliklich CEO | NYSE Exchange | 28618M106 CUSIP |
| US Country | 5,200 Employees | 1 Sep 2026 Last Dividend | - Last Split | 22 Oct 2013 IPO Date |
Element Solutions Inc is a global leader in specialty chemicals, providing a wide range of products and services to diverse industries including electronics, automotive, aerospace, and energy. Originally known as Platform Specialty Products Corporation, the company rebranded to Element Solutions Inc in January 2019. With a history dating back to 1785, it has established a significant presence in major markets including the United States, China, and other international locales. The company focuses on innovative chemical solutions through its two main segments: Electronics, and Industrial & Specialty. Element Solutions Inc is headquartered in Fort Lauderdale, Florida, reflecting its long-standing commitment to offering advanced chemical formulations and specialized materials to its global clientele.
Element Solutions Inc offers a comprehensive range of products and services across its two business segments. Each segment caters to specific market needs with a focus on innovation, quality, and customer service.
This segment focuses on the research, formulation, and sale of specialty chemicals and materials for a wide array of electronics hardware products. Element Solutions Inc supplies:
The Electronics Segment primarily serves the mobile communications, computer manufacturing, automobile, and aerospace equipment industries, offering solutions that enhance performance, reliability, and innovation in electronics manufacturing.
This segment delivers a variety of industrial solutions, including:
With a focus on serving end markets such as aerospace, automotive, construction, consumer electronics, consumer packaged goods, and oil and gas production, the Industrial & Specialty segment addresses the critical needs for durability, safety, and aesthetics in diverse industrial applications.