Equity Profile

ESI

Element Solutions Inc

MaterialsSpecialty Chemicals$9.5B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Element Solutions Inc (ESI) is a specialty chemicals company that provides innovative solutions for various industries, including electronics and automotive. With a market cap of $10 billion, it plays a crucial role in the materials sector, which is essential for technological advancements and sustainable practices.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Not available

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future performance.

Not available

Wall Street expectations, options signals, track record, and call prep available with Pro.

ESI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+0.46%

Avg Stock Reaction

-0.72%

Last Quarter Recap

In Q1-2026, Element Solutions reported an EPS of $0.41, beating expectations by nearly 8%. However, the stock fell by almost 4% the following day, indicating market skepticism despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Element Solutions' upcoming earnings are mixed, with no analyst estimates available to guide investors.

Bull Case

If the company continues its trend of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to further declines in stock price, especially given the recent market reaction to earnings surprises.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is the revenue growth tracking in key segments?

Understanding revenue trends in critical areas will help investors assess the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Element Solutions' ability to sustain its EPS growth trajectory, especially given the recent positive surprises.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational execution.

The options market is pricing a larger move than historical averages, suggesting heightened investor expectations.

Key Risk

If the EPS comes in below $0.38, it could undermine the bullish sentiment and lead to a reassessment of the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is critical as it will provide insights into the company's financial health and growth trajectory.

Bull Confirmed If

An EPS of $0.45 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.38 would confirm the bear case, suggesting potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.59%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move of about 12.6%, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±12.6% while ESI has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

52.1%

Calls (26K)P/C Ratio: 0.17Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

This setup has occurred 30 times across Materials in the last 2 years. 13 of 30 faded and 17 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.6%, with a raw directional average of -0.1% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Element Solutions beats expectations, history suggests a potential average move of around -0.96% the following day, but it could confirm ongoing strength in operations.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline of approximately +1.00% based on historical patterns, indicating disappointment among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on revenue growth in key segments like electronics and automotive.
2Insights into cost management strategies and their impact on margins.
3Updates on new product launches or innovations in specialty chemicals.
4Management's outlook on market conditions and demand trends.
5Discussion on competitive positioning and market share developments.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Not available

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future performance.

Not available

Wall Street expectations, options signals, track record, and call prep available with Pro.

ESI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+0.46%

Avg Stock Reaction

-0.72%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Element Solutions' upcoming earnings are mixed, with no analyst estimates available to guide investors.

Bull Case

If the company continues its trend of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to further declines in stock price, especially given the recent market reaction to earnings surprises.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is the revenue growth tracking in key segments?

Understanding revenue trends in critical areas will help investors assess the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Element Solutions' ability to sustain its EPS growth trajectory, especially given the recent positive surprises.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational execution.

The options market is pricing a larger move than historical averages, suggesting heightened investor expectations.

Key Risk

If the EPS comes in below $0.38, it could undermine the bullish sentiment and lead to a reassessment of the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is critical as it will provide insights into the company's financial health and growth trajectory.

Bull Confirmed If

An EPS of $0.45 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.38 would confirm the bear case, suggesting potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.59%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move of about 12.6%, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±12.6% while ESI has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

52.1%

Calls (26K)P/C Ratio: 0.17Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Element Solutions beats expectations, history suggests a potential average move of around -0.96% the following day, but it could confirm ongoing strength in operations.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline of approximately +1.00% based on historical patterns, indicating disappointment among investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on revenue growth in key segments like electronics and automotive.
2Insights into cost management strategies and their impact on margins.
3Updates on new product launches or innovations in specialty chemicals.
4Management's outlook on market conditions and demand trends.
5Discussion on competitive positioning and market share developments.