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.

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.