ESI Earnings Prediction
The chart below shows how ESI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ESI sees a -0.00% change in stock price 10 days leading up to the earnings, and a +0.86% change 10 days following the report. On the earnings day itself, the stock moves by -0.37%. This data can give you a slight idea of what to expect for the next quarter's release.
ESI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
645.00M
7.63%
5.27%
Gross Margin
41.47%
2.75%
-4.91%
Operating Margin
15.69%
9.11%
-6.66%
Net Margin
6.26%
218.34%
-58.18%
EPS
0.17
230.77%
-55.26%
No Data Available
ESI Earnings Analysis
Element Solutions Inc. Corporation (ESI.N) Earnings Conference Call
Positive
Strong Q3 Performance: Element Solutions delivered strong results in Q3 2024, achieving 6% organic sales growth and an 8% increase in constant currency adjusted EBITDA.
Electronics Segment Growth: The Electronics segment grew 9% organically, driven by demand for advanced packaging applications and power electronics.
Free Cash Flow Performance: The company generated $86 million of free cash flow in Q3 2024, remaining on track to deliver $280 million to $300 million for the full year.
Incremental Margin Performance: The company reported a year-to-date incremental margin of 30% to 40%, indicating strong profitability and operational efficiency.
Electronics Market Growth: The Electronics market is expected to see broader-based growth in 2025, with the company well-positioned for another record year.
Negative
Mixed Market Recovery: The electronics market this year has not been uniformly improving, indicating a mixed recovery across segments.
Flat Net Sales Performance: Net sales in our Industrial and Specialty segment were flat organically, reflecting challenges in the market.
Currency Impact on Sales: The strengthening U.S. dollar negatively impacted total company net sales and adjusted EBITDA in the quarter by roughly 1% and 2%, respectively, year-over-year.
Business Transition to Growth Sectors: Our results are a testament to the business shifting away from some of its legacy drivers and towards emerging growth sectors, which may not yield immediate benefits.
Demand Softening and Revenue Decline: The combination of softening demand in Europe and lower revenue from metal price surcharges in the core industrial portfolio were headwinds for our Industrial and Specialty segment.
ESI FAQs
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ESI Earning Call Sentiment
Element Solutions Inc (ESI) Q3 2024 Earnings Call Transcript
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00:00
00:00
ESI.N
-2.18%Positive
Earnings call indicates strong financial performance with 10% EBITDA growth in Electronics and 4% in I&S. Positive outlook for advanced packaging and power electronics, despite some concerns about China EV stimulus. Free cash flow and leverage metrics are robust, and management is optimistic about future growth. The Q&A reflects confidence in market positioning and growth prospects, supporting a positive sentiment.
