Element Solutions (ESI) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.50
- Estimate
- $0.48
- Surprise
- +4.9%
- Revenue (period 2026-09-30)
- $995.3M
- Score at report (before → after)
- 6.1 → 6.3/10
Revenue source: xbrl.
How the report landed
Element Solutions (ESI) beat the $0.48 estimate with adjusted EPS of $0.50 — a clear 4.9% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.1/10) to Hold at 6.3/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ESI Hold at 6.2/10.
4 of the last 4 quarters beat the estimate; this quarter's +4.9% surprise compares with a +5.8% four-quarter average. Next scheduled report: 2027-02-16.
What supports the rating
- Strong earnings beat streak (4/4)
- Attractive valuation
What argues against it
- Concentration risk — Geographic: non-U.S. operations (79.0%)
- Concentration risk — Product: Electronics segment (70.0%)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $32.75
- Price target
- $41.18
- Stop
- $30.46
- Upside to target
- +25.7%
- Reward-to-risk
- 2.3:1
The stock trades at 38.5× trailing but 15.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-11 — shown for context, not personalized investment advice.
ESI at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Specialty Chemicals
- Market cap
- $7.95B
- P/E (fwd)
- 15.1
- P/E (ttm)
- 38.5
- 52-week range
- $22.86–$49.25
- Off 52-week high
- 33.5%
- RSI (14)
- 38
- Volume vs avg
- 0.82×
- Score today
- 6.2/10