ESI Element Solutions Inc. Common Stock

NYSE · Chemicals · Ver en SEC EDGAR ↗
$36,37
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 28, 2026

Acerca de Element Solutions Inc. Common Stock Descripción general de la empresa de Wikipedia

Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.

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Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.

History

The corporation was founded in 2013 by Martin E. Franklin, with financial backing from Bill Ackman.

In July, 2018, United Phosphorus Limited announced the acquisition of Arysta Life Sciences, the Crop business of Platform Specialty Chemicals for a total sum of $4.2 billion, with the latter exiting the crop business entirely. In 2019, the company changed its name to Element Solutions Inc. from Platform Specialty Chemicals. It is now listed as ESI on the New York Stock Exchange.

In March 2025, Element Solutions was added to the S&P SmallCap 600 Index.

Operations

Element Solutions manufactures and supplies specialty chemicals for a broad range of solutions, including mobile phones, consumer electronics, communication infrastructure, automobile, industrial surface finishing, consumer packaging and offshore oil production and drilling.

Element Solutions operates in two segments: Electronics and Industrial & Specialty.

The Electronics segment researches, formulates and sells specialty chemicals and material process technologies for all types of electronics hardware, including complex printed circuit board designs and advanced semiconductor packaging. The Company’s wet chemistries for metallization, surface treatments and solderable finishes are leveraged in the electronics manufacturing process in mobile communications, computers, automobiles and aerospace equipment.

The Industrial & Specialty segment researches, formulates and sells specialty chemicals and material process technologies that enhance surfaces or improve industrial processes. The products include chemical systems that protect and decorate metal and plastic surfaces, and chemistries used in water-based hydraulic control fluids for offshore energy productions.

The Company owns a number of subsidiaries, which go to market under different brands, including MacDermid Enthone, MacDermid Offshore Solutions, MacDermid Alpha Electronics Solutions, Compugraphics, Fernox, Electrolube and Kester.

Element Solutions has 63 manufacturing and R&D sites in 18 countries.

List of Transactions

Element Solutions has completed a number of transactions during its history, having purchased several specialty chemicals companies from 2013 through 2025:

MacDermid Incorporated in October 2013

the electronic chemicals and photomasks businesses of OM Group Inc. in October 2015

Alent plc in December 2015

Kester, a provider of solder and related products in December 2019

DMP Corporation, a provider of turnkey wastewater treatment and recycle and reuse solutions in August 2020

Coventya, a global provider of specialty chemicals for the surface finishing industry in September 2021

HK Wentworth Limited, a manufacturer of electro-chemicals for the electronics, LED, automotive and industrial manufacturing industries based in the United Kingdom in May 2021

HSO Herbert Schmidt GmbH, a developer of surface finishing technology and chemistry headquartered in Solingen, Germany in January 2022

Kuprion, a developer of next-generation nano-copper technology to the semiconductor, circuit board and electronics assembly markets, in July 2023

During a July 2024 interview on Bloomberg TV, Element Solutions’ Chief Executive Officer Benjamin Gliklich said there is “an opportunity for incremental M&A” to build out its advanced electronics business and wants to fund future M&A opportunities through cash flows.

On February 28, 2025, Element Solutions sold its flexographic printing plate business, MacDermid Graphics Solutions, for $323 million.

On July 6 2026, Element solutions was acquired by Solstice Advanced Materials for $14.5 Billion.

== References ==

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

ESI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$36.37
Capitalización Bursátil
$9.84B
P/E (TTM)
46.2
BPA (TTM)
$0.79
Ingresos (TTM)
$2.55B
Rendimiento div.
0.79%
ROE
7.5%
Deuda/Capital
Rango 52S
$23 – $49

ESI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $2.55B
10-point trend, +44.1%
2016-12-31 2025-12-31
BPA $0.79
10-point trend, +221.5%
2016-12-31 2025-12-31
Flujo de caja libre $228M
10-point trend, +77.1%
2016-12-31 2025-12-31
Márgenes 7.5%
10-point trend, -0.2%
2016-12-31 2025-12-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
ESI
Mediana de Pares
P/E (TTM)
5-point trend, +6.8%
46.2
23.0
P/S (TTM) (P/V (TTM))
5-point trend, +67.6%
3.9
2.4
P/B (P/C)
5-point trend, +147.2%
3.7
2.6
Price / FCF (Precio / FCF)
5-point trend, +36.4%
43.2

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
ESI
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +4.8%
42.0%
39.0%
Operating Margin (Margen Operativo)
5-point trend, +7.3%
13.4%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -11.9%
7.5%
8.3%
ROA
5-point trend, -9.5%
3.8%
5.2%
ROE
5-point trend, -11.1%
7.5%
13.5%
ROIC
5-point trend, -5.8%
9.2%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
ESI
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, +25.8%
3.7
1.8
Quick Ratio (Ratio Rápido)
5-point trend, +34.4%
2.7

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
ESI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +6.3%
3.8%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +6.3%
0.02%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +6.3%
6.6%
EPS YoY (EPS interanual)
5-point trend, -3.7%
-21.8%
Net Income YoY (Beneficio Neto interanual)
5-point trend, -6.3%
-21.9%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
ESI
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -3.7%
$0.79

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
ESI
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, +34.2%
40.8%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
0.79%
Ratio de Pago
40.8%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
1 de junio de 2026$0,0800
2 de marzo de 2026$0,0800
1 de diciembre de 2025$0,0800
2 de septiembre de 2025$0,0800
2 de junio de 2025$0,0800
3 de marzo de 2025$0,0800
2 de diciembre de 2024$0,0800
30 de agosto de 2024$0,0800
31 de mayo de 2024$0,0800
29 de febrero de 2024$0,0800
30 de noviembre de 2023$0,0800
31 de agosto de 2023$0,0800
31 de mayo de 2023$0,0800
28 de febrero de 2023$0,0800
30 de noviembre de 2022$0,0800
31 de agosto de 2022$0,0800
31 de mayo de 2022$0,0800
28 de febrero de 2022$0,0800
30 de noviembre de 2021$0,0800
31 de agosto de 2021$0,0600

ESI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 14 analistas
  • Compra fuerte 2 14,3%
  • Compra 9 64,3%
  • Mantener 3 21,4%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

8 analistas · 2026-08-17
Objetivo mediano $47.50 +30,6%
Objetivo medio $46.75 +28,5%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.02%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.47 $0.44 0.03%
31 de marzo de 2026 $0.41 $0.39 0.02%
31 de diciembre de 2025 $0.37 $0.36 0.01%
30 de septiembre de 2025 $0.41 $0.40 0.01%
30 de junio de 2025 $0.37 $0.36 0.01%
31 de marzo de 2025 $0.34 $0.33 0.01%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
ESI $6.74B 31.6 3.8% 7.5% 7.5% 42.0%
IFF $17.23B -47.8 -5.2% -3.3% -2.6% 36.2%
DD -21.6 1.9% -11.4% -4.2%
ALB -24.6 -4.4%
RPM $13.53B 20.5 6.7% 8.4% 21.3% 41.4%
SOLS $7.71B 32.6 3.1% 6.1% 10.2%
NEU $6.46B 15.5 -2.2% 15.4% 24.7% 31.5%
EMN $14.29B 15.6 -6.7% 5.4% 8.1% 21.1%
BCPC $4.92B 32.3 8.8% 14.9% 12.3% 35.7%
SXT 29.7 3.5% 8.3% 11.4%
PRM $4.11B -20.1 16.4% -31.6% -17.8% 57.5%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 16
Datos anuales de Estado de resultados para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +202.6% $2.55B $2.46B $2.33B $2.55B $2.40B $1.85B $1.84B $1.96B $1.88B $1.77B $2.54B $843M
Cost of Revenue 12-point trend, +231.5% $1.48B $1.42B $1.41B $1.60B $1.44B $1.07B $1.05B $1.12B $1.06B $993M $1.55B $447M
Gross Profit 12-point trend, +169.9% $1.07B $1.04B $918M $953M $961M $786M $788M $838M $814M $777M $992M $397M
R&D Expense 12-point trend, +158.0% $68M $63M $68M $49M $50M $49M $42M $44M $46M $45M $63M $26M
SG&A Expense 12-point trend, +83.1% $661M $629M $597M $579M $611M $505M $497M $545M $567M $596M $858M $361M
Operating Expenses 12-point trend, +88.1% $728M $692M $745M $627M $661M $553M $539M $589M $614M $688M $920M $387M
Operating Income 12-point trend, +3502.1% $342M $344M $174M $325M $300M $233M $249M $248M $200M $89M $72M $10M
Other Non-op 12-point trend, -23350.0% $-47M $-25M $-3M $3M $-10M $-52M $-46M $15M $-70M $86M $-44M $-200.0K
Pretax Income 12-point trend, +959.5% $266M $288M $129M $272M $252M $81M $141M $-53M $-260M $-232M $-229M $-31M
Income Tax 12-point trend, +1213.4% $75M $45M $13M $86M $48M $4M $61M $24M $-69M $-41M $75M $-7M
Net Income 12-point trend, +738.1% $191M $244M $118M $187M $204M $76M $93M $-320M $-296M $-74M $-309M $-30M
EPS (Basic) 12-point trend, +140.7% $0.79 $1.01 $0.49 $0.76 $0.82 $0.30 $0.36 $-1.13 $-1.04 $-0.17 $-1.52 $-1.94
EPS (Diluted) 12-point trend, +140.7% $0.79 $1.01 $0.49 $0.76 $0.82 $0.30 $0.35 $-1.13 $-1.04 $-0.65 $-1.52 $-1.94
Shares (Basic) 12-point trend, +78.9% 242,000,000 242,100,000 241,400,000 245,100,000 247,400,000 248,800,000 257,600,000 288,200,000 286,100,000 243,300,000 203,200,000 135,300,000
Shares (Diluted) 12-point trend, +79.2% 242,400,000 242,600,000 241,800,000 245,800,000 247,900,000 249,900,000 260,100,000 288,200,000 286,100,000 272,300,000 203,200,000 135,300,000
EBITDA 11-point trend, +64.4% $493M $502M $340M $487M $464M $394M $404M $405M $576M $596M · $300M
Balance general 30
Datos anuales de Balance general para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +57.7% $626M $359M $289M $266M $330M $292M $190M $234M $258M $423M $432M $397M
Receivables 12-point trend, +58.2% $518M $440M $462M $456M $492M $403M $364M $382M $400M $1.05B $1.02B $327M
Inventory 12-point trend, +43.2% $295M $246M $299M $291M $274M $203M $200M $188M $186M $416M $485M $206M
Prepaid Expense 12-point trend, -38.6% $28M $23M $32M $38M $29M $24M $18M $14M $20M $71M $72M $46M
Other Current Assets 12-point trend, +264.9% $115M $137M $115M $138M $88M $68M $50M $42M $44M $106M $101M $32M
Current Assets 12-point trend, +0.4% $1.58B $1.27B $1.20B $1.19B $1.21B $990M $833M $2.48B $2.34B $2.07B $2.24B $1.58B
PP&E (Net) 12-point trend, +78.9% $320M $277M $297M $277M $278M $240M $265M $267M $287M $460M $492M $179M
PP&E (Gross) 12-point trend, +253.0% $704M $597M $621M $566M $545M $461M $418M $391M $377M $581M $561M $200M
Accum. Depreciation 12-point trend, +1707.0% $385M $320M $324M $289M $267M $220M $153M $124M $90M $120M $64M $21M
Goodwill 12-point trend, +59.5% $2.24B $2.13B $2.34B $2.41B $2.53B $2.25B $2.18B $2.18B $2.25B $2.13B $4.02B $1.41B
Intangibles 12-point trend, -51.0% $657M $732M $879M $806M $957M $856M $944M $1.02B $1.16B $3.23B $3.31B $1.34B
Other Non-current Assets 12-point trend, +174.7% $125M $141M $143M $168M $81M $64M $96M $33M $42M $110M $125M $45M
Total Assets 12-point trend, +12.2% $5.10B $4.87B $4.97B $4.90B $5.14B $4.48B $4.32B $9.40B $10.25B $10.05B $10.19B $4.55B
Accounts Payable 12-point trend, +55.1% $166M $121M $141M $132M $138M $96M $97M $101M $111M $384M $450M $107M
Short-term Debt 2-point trend, +16700000.00 · · · · · · · · · · $17M $0
Current Liabilities 12-point trend, +78.6% $430M $380M $369M $344M $415M $314M $294M $1.14B $1.09B $1.08B $1.06B $241M
Capital Leases 7-point trend, +50.1% $70M $66M $78M $71M $42M $40M $46M · · · · ·
Deferred Tax 12-point trend, -54.0% $93M $94M $109M $121M $140M $113M $120M $133M $170M $663M $679M $202M
Other Non-current Liabilities 12-point trend, +325.4% $241M $153M $202M $168M $152M $187M $128M $128M $86M $146M $205M $57M
Total Liabilities 12-point trend, +20.9% $2.41B $2.48B $2.63B $2.55B $2.64B $2.17B $2.11B $7.22B $7.39B $7.16B $7.27B $1.99B
Long-term Debt 12-point trend, +15.6% $1.64B $1.84B $1.95B $1.91B $1.93B $1.54B $1.54B $5.40B $5.51B $5.24B $5.33B $1.42B
Total Debt 3-point trend, -91.8% · · · · · · · · · $116M $5.25B $1.42B
Common Stock 12-point trend, +42.1% $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $2M $2M
Paid-in Capital 12-point trend, +52.2% $4.28B $4.21B $4.20B $4.19B $4.17B $4.12B $4.11B $4.06B $4.03B $3.98B $3.52B $2.81B
Retained Earnings 12-point trend, -303.7% $-905M $-1.02B $-1.18B $-1.22B $-1.33B $-1.47B $-1.54B $-1.20B $-870M $-574M $-533M $-224M
Treasury Stock 10-point trend, +393900000.00 $394M $350M $342M $334M $159M $138M $79M $4M $100.0K $0 · ·
AOCI 12-point trend, -136.5% $-309M $-467M $-346M $-298M $-197M $-195M $-280M $-757M $-422M $-674M $-886M $-131M
Stockholders' Equity 12-point trend, +8.7% $2.67B $2.38B $2.33B $2.33B $2.48B $2.32B $2.22B $2.11B $2.74B $2.74B $2.10B $2.46B
Liabilities + Equity 12-point trend, +12.2% $5.10B $4.87B $4.97B $4.90B $5.14B $4.48B $4.32B $9.40B $10.25B $10.05B $10.19B $4.55B
Shares Outstanding 10-point trend, +48.1% 269,596,952 267,154,474 266,179,100 265,062,533 261,937,509 261,330,127 258,428,333 · · 284,221,168 229,464,157 182,066,980
Flujo de Efectivo 19
Datos anuales de Flujo de Efectivo para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +71.8% $151M $158M $167M $161M $164M $161M $155M $157M $156M $156M $251M $88M
Stock-based Comp 8-point trend, +283.8% $59M $15M $9M $18M $40M $6M $12M $15M · · · ·
Deferred Tax 12-point trend, +70.8% $-13M $-39M $-70M $15M $-47M $-53M $-3M $-55M $-134M $-42M $-46M $-43M
Amort. of Intangibles 12-point trend, +63.2% $110M $118M $124M $120M $124M $119M $113M $112M $110M $109M $202M $67M
Restructuring · · · · · · · · · · · $3M
Other Non-cash 9-point trend, -273.9% $-99M $-15M $109M $-86M $-35M $86M · $222M $251M $-26M · ·
Operating Cash Flow 12-point trend, +195.1% $290M $362M $334M $296M $326M $276M $171M $-800.0K $-34M $-38M $321M $98M
CapEx 12-point trend, +236.2% $62M $68M $53M $48M $46M $29M $30M $28M $31M $33M $48M $18M
Investing Cash Flow 10-point trend, +114.4% $286M $-74M $-250M $-75M $-569M $-40M · · $-93M $-75M $-4.26B $-1.98B
Debt Issued 9-point trend, -100.0% $0 $1.04B $1.30B $0 $398M $800M $1.49B $0 $4.14B · · ·
Net Debt Issued 7-point trend, -100.0% $0 $1.04B $1.30B $0 $398M $800M $1.49B · · · · ·
Stock Issued 5-point trend, -99.9% · · · · · · · $1M $1M $392M $470M $1.51B
Stock Repurchased 9-point trend, +25000000.00 $25M $0 $0 $151M $20M $56M $507M $0 $0 · · ·
Net Stock Activity 10-point trend, -106.4% $-25M $0 $0 $-151M $-20M $-56M $-507M $1M $1M $392M · ·
Dividends Paid 8-point trend, +77800000.00 $78M $78M $77M $78M $62M $12M $0 $0 · · · ·
Financing Cash Flow 10-point trend, -114.8% $-320M $-207M $-59M $-276M $290M $-124M · · $-67M $-102M $4.00B $2.17B
Net Change in Cash 12-point trend, -2.6% $267M $70M $24M $-64M $38M $102M $-225M $-68M $60M $-9M $35M $274M
Taxes Paid $99M · · · · · · · · · · ·
Free Cash Flow 10-point trend, +77.1% $228M $294M $281M $248M $280M $247M $141M $-29M $123M $128M · ·
Rentabilidad 8
Datos anuales de Rentabilidad para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 10-point trend, -0.2% 42.0% 42.1% 39.4% 37.4% 40.0% 42.4% 42.9% 42.7% 42.1% 42.0% · ·
Operating Margin 11-point trend, -46.7% 13.4% 14.0% 7.4% 12.8% 12.5% 12.6% 13.6% 12.7% 5.9% 7.1% · 25.2%
Net Margin 9-point trend, +463.1% 7.5% 9.9% 5.1% 7.4% 8.5% 4.1% · -16.5% -7.8% -2.1% · ·
Pretax Margin 10-point trend, +876.9% 10.4% 11.7% 5.5% 10.7% 10.5% 4.4% 7.7% -2.7% -7.6% -1.3% · ·
EBITDA Margin 11-point trend, -45.7% 19.3% 20.4% 14.6% 19.1% 19.3% 21.3% 22.0% 20.7% 15.2% 16.6% · 35.6%
ROA 9-point trend, +624.7% 3.8% 5.0% 2.4% 3.7% 4.2% 1.7% · -3.3% -2.9% -0.73% · ·
ROE 9-point trend, +347.5% 7.5% 10.4% 5.1% 7.8% 8.5% 3.3% · -13.4% -10.8% -3.0% · ·
ROIC 10-point trend, -35.1% 9.2% 12.2% 6.7% 9.6% 9.8% 9.5% 6.3% 17.1% 8.2% 14.2% · ·
Liquidez y Solvencia 4
Datos anuales de Liquidez y Solvencia para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -43.4% 3.7 3.3 3.2 3.5 2.9 3.1 2.8 2.2 2.1 1.9 2.1 6.5
Quick Ratio 12-point trend, -10.9% 2.7 2.1 2.0 2.1 2.0 2.2 1.9 0.5 1.5 1.4 1.4 3.0
Debt / Equity 3-point trend, -92.6% · · · · · · · · · 0.0 2.5 0.6
LT Debt / Equity 2-point trend, +331.8% · · · · · · · · · · 2.5 0.6
Eficiencia 3
Datos anuales de Eficiencia para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +106.8% 0.5 0.5 0.5 0.5 0.5 0.4 0.3 0.2 0.4 0.4 · 0.2
Inventory Turnover 10-point trend, +18.7% 5.5 5.2 4.8 5.7 6.0 5.3 5.4 6.0 4.8 4.6 · ·
Receivables Turnover 11-point trend, +47.9% 5.3 5.5 5.1 5.4 5.4 4.8 4.9 5.0 3.4 3.5 · 3.6
Por Acción 7
Datos anuales de Por Acción para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 7-point trend, -26.6% $9.92 $8.92 $8.75 $8.80 · · · · · $9.63 $9.17 $13.51
Revenue / Share 11-point trend, -99.8% $10.52 $10.13 $9.65 $10.37 $9.68 $7.42 $7.06 $6.80 $13.20 $13.17 · $6232.08
Cash Flow / Share 10-point trend, +76.1% $1.20 $1.49 $1.38 $1.20 $1.31 $1.10 $0.66 $-0.00 $0.64 $0.68 · ·
Cash / Share 7-point trend, +6.5% $2.32 $1.35 $1.09 $1.00 · · · · · $1.49 $1.88 $2.18
Dividend / Share 8-point trend, -98.6% $0 $0 $0 $0 $0 $0 · $23 · · · $23
Dividend Paid / Share Flat — no change across 5 periods · · · · · · · $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +140.7% $0.79 $1.01 $0.49 $0.76 $0.82 $0.30 $0.35 $-1.13 $-1.04 $-0.65 $-1.52 $-1.94
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -87.0% 3.8% 5.3% -8.5% 6.2% 29.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -99.7% 0.02% 0.79% 8.0% · · · · · · · · ·
Revenue CAGR 5Y 6.6% · · · · · · · · · · ·
EPS YoY 5-point trend, -112.6% -21.8% 106.1% -35.5% -7.3% 173.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, -92.7% 1.3% 7.2% 17.8% · · · · · · · · ·
EPS CAGR 5Y 21.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, -112.9% -21.9% 106.8% -36.9% -8.1% 169.1% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -96.0% 0.64% 6.2% 16.0% · · · · · · · · ·
Net Income CAGR 5Y 20.3% · · · · · · · · · · ·
Dividend CAGR 5Y 44.4% · · · · · · · · · · ·
Valoración (TTM) 16
Datos anuales de Valoración (TTM) para ESI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +202.6% $2.55B $2.46B $2.33B $2.55B $2.40B $1.85B $1.84B $1.96B $1.88B $1.77B $2.54B $843M
Net Income TTM 12-point trend, +738.1% $191M $244M $118M $187M $204M $76M $93M $-320M $-296M $-74M $-309M $-30M
Market Cap 7-point trend, +59.4% $6.74B $6.79B $6.16B $4.82B · · · · · $2.79B $2.94B $4.23B
Enterprise Value 3-point trend, -52.7% · · · · · · · · · $2.48B $7.76B $5.25B
P/E 12-point trend, +364.3% 31.6 25.2 47.2 23.9 29.6 59.1 33.4 -9.1 -9.5 -15.1 -8.4 -12.0
P/S 7-point trend, -47.3% 2.6 2.8 2.6 1.9 · · · · · 1.6 1.2 5.0
P/B 7-point trend, +46.6% 2.5 2.9 2.6 2.1 · · · · · 1.0 1.4 1.7
P / Cash Flow 5-point trend, +54.1% 23.2 18.8 18.5 16.3 · · · · · 15.1 · ·
P / FCF 5-point trend, +36.4% 29.6 23.1 21.9 19.4 · · · · · 21.7 · ·
EV / EBITDA 2-point trend, -76.2% · · · · · · · · · 4.2 · 17.5
EV / FCF · · · · · · · · · 19.3 · ·
EV / Revenue 3-point trend, -77.5% · · · · · · · · · 1.4 3.1 6.2
Dividend Yield 4-point trend, -29.4% 1.1% 1.1% 1.3% 1.6% · · · · · · · ·
Earnings Yield 12-point trend, +137.8% 3.2% 4.0% 2.1% 4.2% 3.4% 1.7% 3.0% -10.9% -10.5% -6.6% -11.8% -8.3%
Payout Ratio 6-point trend, +149.0% 40.8% 32.0% 65.5% 41.7% 30.4% 16.4% · · · · · ·
Annual Payout 8-point trend, +77800000.00 $78M $78M $77M $78M $62M $12M $0 $0 · · · ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $2.55B$2.46B$2.33B$2.55B$2.40B
Margen Bruto % 42.0%42.1%39.4%37.4%40.0%
Margen Operativo % 13.4%14.0%7.4%12.8%12.5%
Beneficio neto $191M$244M$118M$187M$204M
EPS Diluido $0.79$1.01$0.49$0.76$0.82
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ratio corriente 3.73.33.23.52.9
Ratio Rápido 2.72.12.02.12.0
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $228M$294M$281M$248M$280M

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

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Propietarios institucionales (13F) 540 declarantes · $7.1B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
105 (-9 vs trimestre anterior) 32 (-9 vs trimestre anterior) 167 (+35 vs trimestre anterior) 169 (+27 vs trimestre anterior) +17.3M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $635 082 974 13 300 167 9,00% Acciones
FMR LLC $577 752 262 12 099 524 8,19% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $497 833 096 10 425 824 7,06% Acciones
STATE STREET CORP $362 565 320 7 592 991 5,14% Acciones
DIMENSIONAL FUND ADVISORS LP $294 507 793 6 167 702 4,17% Acciones
NEUBERGER BERMAN GROUP LLC $270 660 667 5 668 286 3,84% Acciones
GEODE CAPITAL MANAGEMENT, LLC $266 400 066 5 577 953 3,78% Acciones
SILVERCREST ASSET MANAGEMENT GROUP LLC $180 753 176 3 785 405 2,56% Acciones
Capital World Investors $179 752 870 3 764 458 2,55% Acciones
LOCUST WOOD CAPITAL ADVISERS, LLC $168 770 082 3 534 452 2,39% Acciones
Point72 Asset Management, L.P. $166 780 579 3 492 787 2,36% Acciones
AMERICAN CENTURY COMPANIES INC $155 620 958 3 259 073 2,21% Acciones
ALLIANCEBERNSTEIN L.P. $146 798 859 4 299 908 2,08% Acciones
SCOPUS ASSET MANAGEMENT, L.P. $143 601 727 3 007 366 2,04% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $120 571 329 2 525 054 1,71% Acciones
Clearbridge Investments, LLC $119 495 570 2 502 525 1,69% Acciones
JENNISON ASSOCIATES LLC $104 866 498 2 196 157 1,49% Acciones
Holocene Advisors, LP $102 037 453 2 136 910 1,45% Acciones
ROYCE & ASSOCIATES LP $92 234 903 1 931 621 1,31% Acciones
Balyasny Asset Management L.P. $84 018 608 1 759 552 1,19% Acciones
Gates Capital Management, Inc. $76 949 077 1 611 499 1,09% Acciones
Quantinno Capital Management LP $74 226 422 1 554 480 1,05% Acciones
VANGUARD FIDUCIARY TRUST CO $69 387 674 1 453 145 0,98% Acciones
SEGALL BRYANT & HAMILL, LLC $69 291 219 1 451 125 0,98% Acciones
Gotham Asset Management, LLC $65 802 461 1 378 062 0,93% Acciones
VICTORY CAPITAL MANAGEMENT INC $63 733 453 1 334 732 0,90% Acciones
Artemis Investment Management LLP $54 777 941 1 147 182 0,78% Acciones
EVENTIDE ASSET MANAGEMENT, LLC $54 683 181 1 149 055 0,78% Acciones
FIRST TRUST ADVISORS LP $52 684 819 1 103 347 0,75% Acciones
Divisadero Street Capital Management, LP $48 765 929 1 021 276 0,69% Acciones
Southpoint Capital Advisors LP $47 750 000 1 000 000 0,68% Acciones
GLENVIEW CAPITAL MANAGEMENT, LLC $47 491 147 994 579 0,67% Acciones
LONDON CO OF VIRGINIA $46 920 761 984 974 0,67% Acciones
Capital International Investors $45 434 173 951 501 0,64% Acciones
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $40 324 780 844 498 0,57% Acciones
ENVESTNET ASSET MANAGEMENT INC $39 040 163 817 595 0,55% Acciones
Public Sector Pension Investment Board $37 566 692 786 737 0,53% Acciones
SCHRODER INVESTMENT MANAGEMENT GROUP $37 187 743 803 191 0,53% Acciones
OBERWEIS ASSET MANAGEMENT INC/ $35 339 775 740 100 0,50% Acciones
Oribel Capital Management, LP $31 104 350 651 400 0,44% Acciones
GOLDMAN SACHS GROUP INC $30 313 419 634 836 0,43% Acciones
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $29 170 000 610 894 0,41% Acciones
Clark Capital Management Group, Inc. $27 490 951 575 727 0,39% Acciones
Woodline Partners LP $26 813 822 561 546 0,38% Acciones
RAYMOND JAMES FINANCIAL INC $26 549 550 556 012 0,38% Acciones
JANE STREET GROUP, LLC $25 904 375 542 500 0,37% Opción de compra
Beck Bode, LLC $25 870 011 541 780 0,37% Acciones
California Public Employees Retirement System $24 531 372 513 746 0,35% Acciones
Portolan Capital Management, LLC $22 404 921 469 213 0,32% Acciones
MILLENNIUM MANAGEMENT LLC $22 387 874 468 856 0,32% Acciones
Swiss National Bank $22 174 575 464 389 0,31% Acciones
PEREGRINE CAPITAL MANAGEMENT LLC $21 647 176 453 344 0,31% Acciones
RHUMBLINE ADVISERS $21 054 898 440 941 0,30% Acciones
AQR CAPITAL MANAGEMENT LLC $20 930 055 443 339 0,30% Acciones
WELLINGTON MANAGEMENT GROUP LLP $20 200 972 423 057 0,29% Acciones
BlackRock, Inc. $19 719 938 412 983 0,28% Acciones
Corient Private Wealth LP $19 673 910 412 019 0,28% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $19 579 649 410 045 0,28% Acciones
AMERIPRISE FINANCIAL INC $19 194 688 401 983 0,27% Acciones
ExodusPoint Capital Management, LP $18 233 003 381 843 0,26% Acciones
Impax Asset Management Group plc $17 521 672 366 946 0,25% Acciones
First Eagle Investment Management, LLC $17 505 150 366 600 0,25% Acciones
DDD Partners, LLC $17 311 906 362 553 0,25% Acciones
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $17 044 199 251 681 0,24% Acciones
Legal & General Group Plc $16 822 040 352 294 0,24% Acciones
Appian Way Asset Management LP $16 382 448 650 872 0,23% Acciones
Fenimore Asset Management Inc $16 127 945 337 758 0,23% Acciones
COOKSON PEIRCE & CO INC $16 003 365 335 149 0,23% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $14 999 946 314 135 0,21% Acciones
BARROW HANLEY MEWHINNEY & STRAUSS LLC $14 629 072 306 368 0,21% Acciones
Swedbank AB $14 420 500 302 000 0,20% Acciones
BANK OF AMERICA CORP /DE/ $13 321 821 278 991 0,19% Acciones
PRUDENTIAL FINANCIAL INC $13 160 998 275 623 0,19% Acciones
VOYA INVESTMENT MANAGEMENT LLC $12 737 790 266 760 0,18% Acciones
CASTLEARK MANAGEMENT LLC $12 589 001 263 644 0,18% Acciones
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $12 183 556 255 153 0,17% Acciones
LOOMIS SAYLES & CO L P $11 490 035 240 629 0,16% Acciones
MACKENZIE FINANCIAL CORP $11 369 370 238 102 0,16% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $10 867 470 227 591 0,15% Acciones
Squarepoint Ops LLC $10 728 422 224 679 0,15% Acciones
Parkside Investments, LLC $10 681 930 223 705 0,15% Acciones
Weiss Asset Management LP $10 582 689 221 627 0,15% Acciones
Moody Aldrich Partners LLC $10 572 948 221 423 0,15% Acciones
CITADEL ADVISORS LLC $10 533 889 220 605 0,15% Acciones
Jain Global LLC $10 287 212 215 439 0,15% Acciones
Granite Investment Partners, LLC $10 148 833 212 541 0,14% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $9 972 874 208 856 0,14% Acciones
SCOPUS ASSET MANAGEMENT, L.P. $9 550 000 200 000 0,14% Opción de venta
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9 348 590 273 831 0,13% Acciones
BW Gestao de Investimentos Ltda. $8 837 570 185 080 0,13% Acciones
IRIDIAN ASSET MANAGEMENT LLC/CT $8 819 521 184 702 0,13% Acciones
Rokos Capital Management LLP $8 421 238 176 361 0,12% Acciones
Bank of New York Mellon Corp $8 399 559 175 907 0,12% Acciones
Connor, Clark & Lunn Investment Management Ltd. $8 362 505 175 131 0,12% Acciones
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $8 265 430 173 098 0,12% Acciones
EXCHANGE TRADED CONCEPTS, LLC $8 257 646 172 935 0,12% Acciones
STIFEL FINANCIAL CORP $8 193 865 171 598 0,12% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $7 761 333 162 541 0,11% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7 734 641 161 982 0,11% Acciones
Blue Zone Wealth Advisors, LLC $7 701 932 161 297 0,11% Acciones

Informantes de la empresa 15 insiders · 9 directivos · 6 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Rakesh Sachdev Chief Executive Officer 25 de marzo de 2016 A 0 0 $0
LEEVER DANIEL H CEO 4 de mayo de 2015 S 200 000 0 0 $0
Sanjiv Khattri Chief Financial Officer 25 de marzo de 2016 A 5 000 0 0 $0
Frank Monteiro CFO 6 de abril de 2015 A 11 329 0 0 $0
Wayne M. Hewett President 2 de abril de 2015 A 0 0 $0
Benjamin Gliklich Chief Operating Officer 25 de marzo de 2016 A 8 760 0 0 $0
Robert L. Worshek Chief Accounting Officer 25 de marzo de 2016 A 0 0 $0
John L Cordani VP - Legal and Secretary 25 de marzo de 2016 A 0 0 $0
Benjamin Foulk Senior VP, Human Resources 6 de abril de 2015 A 0 0 $0
Sir Martin E. Franklin Consejero 13 de agosto de 2025 J 0 0 0 $0
Michael F Goss Consejero 25 de marzo de 2015 A 4 621 0 0 $0
Stanley E Oneal Consejero 25 de marzo de 2015 A 272 698 0 0 $0
Ian G.H. Ashken Consejero 20 de marzo de 2015 J 121 555 0 0 $0
Stanhope Investments Propietario del 10% 24 de noviembre de 2014 S 16 211 408 0 0 $0
John Edward Capps 18 de septiembre de 2025 M 609 790 0 1 $-2 079 333

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 6 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Martin E. Franklin, Martin E. Franklin Revocable Trust, MEF Holdings, LLLP, MEF Holdings II, LLLP, Ian G.H. Ashken, Tasburgh, LLC, Nancy and Ian Ashken Investment Trust LLLP (f/k/a IGHA Holdings, LLLP) ×8 presentaciones 23 de marzo de 2026 4,60% Enmienda SEC
Pershing Square Capital Management, L.P., PS Management GP, LLC, William A. Ackman ×6 presentaciones 5 de febrero de 2019 Presentación inicial SEC
Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust 19 de diciembre de 2017 Presentación inicial SEC
Mariposa Acquisition, LLC, Martin E. Franklin Revocable Trust, Martin E. Franklin ×5 presentaciones 20 de marzo de 2015 Presentación inicial SEC
Tartan Holdings, LLC, Daniel H. Leever ×2 presentaciones 14 de enero de 2015 Presentación inicial SEC
Berggruen Acquisition Holdings IV Ltd., Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust 2 de enero de 2015 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 95 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
PSCM · Invesco Exchange-Traded Fund Trust … 11,01% 62 792 SH 8 de agosto de 2026 Diario
ADPV · Series Portfolios Trust 4,20% 169 020 NS 30 de abril de 2026 N-PORT
FMTM · EA Series Trust 3,47% 94 800 NS 30 de abril de 2026 N-PORT
PJFM · PGIM ETF Trust 2,77% 10 879 NS 29 de mayo de 2026 N-PORT
ALIL · EA Series Trust 2,75% 16 607 NS 29 de mayo de 2026 N-PORT
PYZ · Invesco Exchange-Traded Fund Trust 2,17% 44 660 SH 8 de agosto de 2026 Diario
FXZ · First Trust Exchange-Traded AlphaDE… 1,98% 178 524 NS 30 de abril de 2026 N-PORT
AMID · EA Series Trust 1,73% 42 863 NS 29 de mayo de 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 1,64% 13 167 NS 31 de mayo de 2026 N-PORT
ESSC · Strategy Shares 1,16% 7 031 NS 30 de abril de 2026 N-PORT
GSC · Goldman Sachs ETF Trust 1,01% 59 901 NS 31 de mayo de 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,94% 285 540 NS 30 de abril de 2026 N-PORT
IYM · iShares Trust 0,87% 225 735 SH 8 de agosto de 2026 Diario
CGMM · Capital Group Equity ETF Trust I 0,76% 499 013 NS 31 de mayo de 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 0,75% 5 543 000 8 de agosto de 2026 Diario
VAW · VANGUARD WORLD FUND 0,72% 679 051 SH 8 de agosto de 2026 Diario
SDVD · First Trust Exchange-Traded Fund IV 0,69% 135 936 NS 30 de abril de 2026 N-PORT
LSEQ · Harbor ETF Trust 0,69% 2 482 NS 30 de abril de 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,63% 88 861 NS 30 de abril de 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,60% 136 282 SH 8 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,59% 800 536 SH 8 de agosto de 2026 Diario
VIOV · VANGUARD ADMIRAL FUNDS 0,59% 242 951 SH 8 de agosto de 2026 Diario
QVMS · Invesco Exchange-Traded Fund Trust … 0,58% 39 085 SH 8 de agosto de 2026 Diario
XJR · iShares Trust 0,55% 27 059 SH 8 de agosto de 2026 Diario
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,53% 54 182 NS 30 de abril de 2026 N-PORT
IJT · iShares Trust 0,49% 1 061 911 SH 8 de agosto de 2026 Diario
IJR · iShares Trust 0,48% 13 964 031 SH 8 de agosto de 2026 Diario
IJS · iShares Trust 0,47% 1 020 375 SH 8 de agosto de 2026 Diario
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,46% 47 592 NS 30 de abril de 2026 N-PORT
SAA · ProShares Trust 0,43% 2 722 NS 31 de mayo de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,43% 8 091 NS 30 de abril de 2026 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0,32% 37 882 SH 8 de agosto de 2026 Diario
AFMC · First Trust Exchange-Traded Fund VI… 0,29% 10 937 NS 31 de mayo de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,28% 588 461 NS 31 de mayo de 2026 N-PORT
ISCG · iShares Trust 0,27% 69 945 SH 8 de agosto de 2026 Diario
VBR · VANGUARD INDEX FUNDS 0,24% 3 369 282 SH 8 de agosto de 2026 Diario
APUE · Trust for Professional Managers 0,23% 139 340 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,23% 761 645 NS 30 de abril de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,23% 40 643 NS 31 de mayo de 2026 N-PORT
VGMS · VANGUARD MALVERN FUNDS 0,22% 542 000 PA 8 de agosto de 2026 Diario
FSMD · FIDELITY COVINGTON TRUST 0,21% 118 641 NS 30 de abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,20% 1 093 843 NS 31 de mayo de 2026 N-PORT
HDUS · Lattice Strategies Trust 0,20% 8 424 NS 30 de abril de 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,19% 41 488 SH 8 de agosto de 2026 Diario
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 88 663 NS 30 de abril de 2026 N-PORT
SMLF · iShares Trust 0,18% 197 452 SH 8 de agosto de 2026 Diario
RWJ · Invesco Exchange-Traded Fund Trust … 0,17% 91 696 SH 8 de agosto de 2026 Diario
VGHY · VANGUARD FIXED INCOME SECURITIES FU… 0,14% 450 000 PA 8 de agosto de 2026 Diario
DFSV · Dimensional ETF Trust 0,14% 240 251 NS 30 de abril de 2026 N-PORT
ISCB · iShares Trust 0,13% 9 939 SH 8 de agosto de 2026 Diario