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Element Solutions Sets 2026 Adjusted EBITDA Guidance at About $720 Million

The company plans more autonomous operating units and cited AI infrastructure activity and manufacturing investments as support for Electronics.

A circuit board advances through a brightly lit manufacturing line / TokenPost.ai
A circuit board advances through a brightly lit manufacturing line / TokenPost.ai

Element Solutions Inc. (ESI) outlined 2026 adjusted EBITDA guidance of about $720 million, with a stand-alone strategy following the end of its Solstice transaction and a reorganization of its Electronics business.

The company plans to decentralize operations into more autonomous units. Its Electronics business is benefiting from supply-chain activity tied to AI infrastructure build-outs and broad-based sales growth, alongside investments in manufacturing capacity.

The outlook includes risks for other parts of the business. Equipment failure could affect Specialties margins, while Industrial faces near-term headwinds from industrial materials and price/cost pressures.

The company also expects typical seasonal softness from the third quarter to the fourth quarter, with some of those effects easing by year-end.

John Kim

John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.

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