{"data":{"ticker":"ESI","slug":"element-solutions","name":"Element Solutions","exchange":"NYSE","sector":"Basic Materials","headquarters":"Miami Beach, FL","ceo":"Benjamin Gliklich","employees":5200,"website":"https://elementsolutionsinc.com","founded":"2013","layers":[{"slug":"raw-materials","name":"Raw Materials & Mining"},{"slug":"chip-equipment","name":"Chip Equipment & Foundries"}],"exposure":{"score":30,"tier":"Growing","rationale":"Element Solutions supplies plating chemistry for the copper pillar and wafer-level packaging in AI accelerators plus materials for high-layer data center boards. Industrial and automotive end markets still dilute the mix, so the thesis depends on broad electronics production, not just AI."},"quote":{"price":34.14,"change24hPct":-0.38,"change7dPct":1.79,"change30dPct":-9.99,"change1yPct":27.09,"high52w":48.98,"low52w":22.77,"marketCap":8319441920,"peRatio":40.16,"eps":0.85,"volume24h":108718830},"nextEarningsDate":"2026-10-21","summary":"Element Solutions is a specialty chemicals company focused on electronics. It sells plating chemistries, assembly materials, and surface finishing products that customers consume in production, a razor-blade model that generates recurring revenue tied to electronics output.","explainer":["Element Solutions is a specialty chemicals company focused on electronics. It sells plating chemistries, assembly materials, and surface finishing products that customers consume in production, a razor-blade model that generates recurring revenue tied to electronics output.","Its MacDermid Alpha Electronics Solutions business supplies plating chemistry for copper pillar and wafer-level packaging, solder and assembly materials, and chemistry for high-layer-count circuit boards. Its MacDermid Enthone Industrial Solutions business serves surface finishing markets from autos to appliances. Power electronics materials, including sintering pastes, feed data center and EV power systems.","Founded in 2013 as Platform Specialty Products and renamed in 2019, Element Solutions is headquartered in Miami Beach, Florida, employs roughly 5,200 people worldwide, and trades on the NYSE."],"buildoutRole":"Element Solutions sits in the Raw Materials and Chip Equipment layers of the AI buildout. AI accelerators depend on advanced packaging, and its plating chemistries enable the copper pillar and wafer-level processes used to assemble them. The dense, high-layer circuit boards inside AI servers use its board-level chemistry and assembly materials, while its sintering products serve data center power electronics. Industrial and automotive markets still dilute the mix, keeping it a supplier with growing rather than concentrated AI exposure.","faq":[{"q":"What does Element Solutions do?","a":"Element Solutions makes specialty chemicals consumed in electronics and industrial manufacturing. Its MacDermid Alpha business supplies plating and assembly materials for chip packaging and circuit boards, while MacDermid Enthone serves industrial surface finishing markets worldwide."},{"q":"How is Element Solutions exposed to AI?","a":"Management calls out AI-driven advanced packaging and data center circuit boards as top growth drivers for its electronics chemistry. Industrial and automotive markets dilute that exposure. Supercycle rates it Growing with an AI Exposure Score of 30 out of 100."},{"q":"Is ESI a pure play AI stock?","a":"No. Element Solutions serves the broad electronics and industrial surface finishing markets. AI packaging and server boards are meaningful growth drivers, but smartphones, autos, and industrial products still account for most of the chemistry it sells."},{"q":"Who leads Element Solutions?","a":"Benjamin Gliklich is CEO of Element Solutions. The company was founded in 2013 as Platform Specialty Products, took its current name in 2019, and is headquartered in Miami Beach, Florida with roughly 5,200 employees."}],"history1y":[{"date":"2026-09-22","close":35.19},{"date":"2026-09-23","close":35.47},{"date":"2026-09-24","close":34.5},{"date":"2026-09-25","close":35.71},{"date":"2026-09-28","close":35.12},{"date":"2026-09-29","close":35.97},{"date":"2026-09-30","close":36.28},{"date":"2026-10-01","close":36.33},{"date":"2026-10-02","close":37.93},{"date":"2026-10-05","close":37.54},{"date":"2026-10-06","close":37.74},{"date":"2026-10-07","close":37.17},{"date":"2026-10-08","close":36.71},{"date":"2026-10-09","close":36.32},{"date":"2026-10-12","close":36.45},{"date":"2026-10-13","close":37.2},{"date":"2026-10-14","close":35.86},{"date":"2026-10-15","close":35.53},{"date":"2026-10-16","close":35.05},{"date":"2026-10-19","close":35.75},{"date":"2026-10-20","close":35.67},{"date":"2026-10-21","close":36.34},{"date":"2026-10-22","close":33.11},{"date":"2026-10-23","close":33.21},{"date":"2026-10-26","close":33.54},{"date":"2026-10-27","close":35.03},{"date":"2026-10-28","close":35.79},{"date":"2026-10-29","close":35.4},{"date":"2026-10-30","close":34.27},{"date":"2026-11-02","close":34.14}],"incomeStatements":[{"ticker":"ESI","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":2551200000,"cost_of_revenue":1480700000,"gross_profit":1070500000,"operating_expense":0,"operating_income":342200000,"net_income":190800000,"earnings_per_share":0.79,"earnings_per_share_diluted":0.79,"research_and_development":67600000,"selling_general_and_administrative_expenses":660700000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ESI","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":2456900000,"cost_of_revenue":1421200000,"gross_profit":1035700000,"operating_expense":0,"operating_income":343900000,"net_income":244200000,"earnings_per_share":1.01,"earnings_per_share_diluted":1.01,"research_and_development":63000000,"selling_general_and_administrative_expenses":628800000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ESI","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":2333200000,"cost_of_revenue":1414700000,"gross_profit":918500000,"operating_expense":0,"operating_income":253600000,"net_income":118100000,"earnings_per_share":0.49,"earnings_per_share_diluted":0.49,"research_and_development":68100000,"selling_general_and_administrative_expenses":596800000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ESI","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":2549400000,"cost_of_revenue":1596700000,"gross_profit":952700000,"operating_expense":0,"operating_income":325300000,"net_income":187200000,"earnings_per_share":0.76,"earnings_per_share_diluted":0.76,"research_and_development":48800000,"selling_general_and_administrative_expenses":578600000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"ESI","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":5101400000,"current_assets":1582500000,"cash_and_equivalents":626500000,"total_liabilities":2412000000,"current_liabilities":429900000,"total_debt":1642400000,"shareholders_equity":2674500000,"retained_earnings":-904600000},{"ticker":"ESI","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":4873900000,"current_assets":1270000000,"cash_and_equivalents":359400000,"total_liabilities":2475500000,"current_liabilities":379700000,"total_debt":1839200000,"shareholders_equity":2383000000,"retained_earnings":-1017100000},{"ticker":"ESI","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":4974100000,"current_assets":1197500000,"cash_and_equivalents":289300000,"total_liabilities":2629800000,"current_liabilities":369400000,"total_debt":1947500000,"shareholders_equity":2328500000,"retained_earnings":-1183300000},{"ticker":"ESI","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":4903700000,"current_assets":1188700000,"cash_and_equivalents":265600000,"total_liabilities":2554600000,"current_liabilities":344400000,"total_debt":1911200000,"shareholders_equity":2332500000,"retained_earnings":-1223800000}],"holders13f":[{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":924297,"portfolioPct":0.000037918186697542875,"change":"trimmed","period":"2026-06-30"}],"news":[]},"meta":{"version":"v1","asOf":"2026-11-02","builtAt":"2026-11-03T05:33:49.998Z","tier":"free","source":"https://supercyclehq.com/stock/element-solutions","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/ESI","html":"https://supercyclehq.com/stock/element-solutions","md":"https://supercyclehq.com/stock/element-solutions.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}