ESI Element Solutions Inc. Common Stock

NYSE · Chemicals · Visualizza su SEC EDGAR ↗
$37,68
Prezzo · Ago 18, 2026
Fondamentali al Lug 28, 2026

Informazioni su Element Solutions Inc. Common Stock Panoramica della società da Wikipedia

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

Leggi di più

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 ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

ESI Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$37.68
Capitalizzazione di Mercato
$10.19B
P/E (TTM)
47.9
EPS (TTM)
$0.79
Ricavi (TTM)
$2.55B
Rendimento div.
0.76%
ROE
7.5%
D/E Debito/Patrimonio
Intervallo 52 sett.
$23 – $49

ESI Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $2.55B
10-point trend, +44.1%
2016-12-31 2025-12-31
EPS $0.79
10-point trend, +221.5%
2016-12-31 2025-12-31
Flusso di cassa libero $228M
10-point trend, +77.1%
2016-12-31 2025-12-31
Margini 7.5%
10-point trend, -0.2%
2016-12-31 2025-12-31

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
ESI
Mediana dei peer
P/E (TTM)
5-point trend, +6.8%
47.9
23.0
P/S (TTM)
5-point trend, +67.6%
4.0
2.4
P/B
5-point trend, +147.2%
3.8
2.6
Price / FCF (Prezzo / FCF)
5-point trend, +36.4%
44.8

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
ESI
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +4.8%
42.0%
39.0%
Operating Margin (Margine Operativo)
5-point trend, +7.3%
13.4%
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
ESI
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, +25.8%
3.7
1.8
Quick Ratio
5-point trend, +34.4%
2.7

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
ESI
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +6.3%
3.8%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +6.3%
0.02%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +6.3%
6.6%
EPS YoY
5-point trend, -3.7%
-21.8%
Net Income YoY (Utile Netto YoY)
5-point trend, -6.3%
-21.9%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
ESI
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -3.7%
$0.79

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
ESI
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +34.2%
40.8%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
0.76%
Rapporto di Distribuzione Utili
40.8%
CAGR Dividendi 5Y
Data ex-dividendoImporto
01 Giugno 2026$0,0800
02 Marzo 2026$0,0800
01 Dicembre 2025$0,0800
02 Settembre 2025$0,0800
02 Giugno 2025$0,0800
03 Marzo 2025$0,0800
02 Dicembre 2024$0,0800
30 Agosto 2024$0,0800
31 Maggio 2024$0,0800
29 Febbraio 2024$0,0800
30 Novembre 2023$0,0800
31 Agosto 2023$0,0800
31 Maggio 2023$0,0800
28 Febbraio 2023$0,0800
30 Novembre 2022$0,0800
31 Agosto 2022$0,0800
31 Maggio 2022$0,0800
28 Febbraio 2022$0,0800
30 Novembre 2021$0,0800
31 Agosto 2021$0,0600

ESI Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 14 analisti
  • Acquisto forte 2 14,3%
  • Compra 9 64,3%
  • Mantieni 3 21,4%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

8 analisti · 2026-08-17
Target mediano $47.50 +26,1%
Target medio $46.75 +24,1%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.02%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.47 $0.44 0.03%
31 Marzo 2026 $0.41 $0.39 0.02%
31 Dicembre 2025 $0.37 $0.36 0.01%
30 Settembre 2025 $0.41 $0.40 0.01%
30 Giugno 2025 $0.37 $0.36 0.01%
31 Marzo 2025 $0.34 $0.33 0.01%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 16
Dati annuali Conto Economico per ESI
Metrica Tendenza 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
Stato Patrimoniale 30
Dati annuali Stato Patrimoniale per ESI
Metrica Tendenza 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
Flusso di cassa 19
Dati annuali Flusso di cassa per ESI
Metrica Tendenza 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 · ·
Redditività 8
Dati annuali Redditività per ESI
Metrica Tendenza 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% · ·
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per ESI
Metrica Tendenza 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
Efficienza 3
Dati annuali Efficienza per ESI
Metrica Tendenza 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
Per Azione 7
Dati annuali Per Azione per ESI
Metrica Tendenza 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
Tassi di Crescita 10
Dati annuali Tassi di Crescita per ESI
Metrica Tendenza 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% · · · · · · · · · · ·
Valutazione (TTM) 16
Dati annuali Valutazione (TTM) per ESI
Metrica Tendenza 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 · · · ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $2.55B$2.46B$2.33B$2.55B$2.40B
Margine Lordo % 42.0%42.1%39.4%37.4%40.0%
Margine Operativo % 13.4%14.0%7.4%12.8%12.5%
Utile netto $191M$244M$118M$187M$204M
EPS Diluito $0.79$1.01$0.49$0.76$0.82
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Rapporto corrente 3.73.33.23.52.9
Quick Ratio 2.72.12.02.12.0
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $228M$294M$281M$248M$280M

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

📊

Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Proprietari istituzionali (13F) 540 filer · $7.1B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
105 (-9 vs trimestre precedente) 32 (-9 vs trimestre precedente) 167 (+35 vs trimestre precedente) 169 (+27 vs trimestre precedente) +17.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $635.082.974 13.300.167 9,00% Azioni
FMR LLC $577.752.262 12.099.524 8,19% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $497.833.096 10.425.824 7,06% Azioni
STATE STREET CORP $362.565.320 7.592.991 5,14% Azioni
DIMENSIONAL FUND ADVISORS LP $294.507.793 6.167.702 4,17% Azioni
NEUBERGER BERMAN GROUP LLC $270.660.667 5.668.286 3,84% Azioni
GEODE CAPITAL MANAGEMENT, LLC $266.400.066 5.577.953 3,78% Azioni
SILVERCREST ASSET MANAGEMENT GROUP LLC $180.753.176 3.785.405 2,56% Azioni
Capital World Investors $179.752.870 3.764.458 2,55% Azioni
LOCUST WOOD CAPITAL ADVISERS, LLC $168.770.082 3.534.452 2,39% Azioni
Point72 Asset Management, L.P. $166.780.579 3.492.787 2,36% Azioni
AMERICAN CENTURY COMPANIES INC $155.620.958 3.259.073 2,21% Azioni
ALLIANCEBERNSTEIN L.P. $146.798.859 4.299.908 2,08% Azioni
SCOPUS ASSET MANAGEMENT, L.P. $143.601.727 3.007.366 2,04% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $120.571.329 2.525.054 1,71% Azioni
Clearbridge Investments, LLC $119.495.570 2.502.525 1,69% Azioni
JENNISON ASSOCIATES LLC $104.866.498 2.196.157 1,49% Azioni
Holocene Advisors, LP $102.037.453 2.136.910 1,45% Azioni
ROYCE & ASSOCIATES LP $92.234.903 1.931.621 1,31% Azioni
Balyasny Asset Management L.P. $84.018.608 1.759.552 1,19% Azioni
Gates Capital Management, Inc. $76.949.077 1.611.499 1,09% Azioni
Quantinno Capital Management LP $74.226.422 1.554.480 1,05% Azioni
VANGUARD FIDUCIARY TRUST CO $69.387.674 1.453.145 0,98% Azioni
SEGALL BRYANT & HAMILL, LLC $69.291.219 1.451.125 0,98% Azioni
Gotham Asset Management, LLC $65.802.461 1.378.062 0,93% Azioni
VICTORY CAPITAL MANAGEMENT INC $63.733.453 1.334.732 0,90% Azioni
Artemis Investment Management LLP $54.777.941 1.147.182 0,78% Azioni
EVENTIDE ASSET MANAGEMENT, LLC $54.683.181 1.149.055 0,78% Azioni
FIRST TRUST ADVISORS LP $52.684.819 1.103.347 0,75% Azioni
Divisadero Street Capital Management, LP $48.765.929 1.021.276 0,69% Azioni
Southpoint Capital Advisors LP $47.750.000 1.000.000 0,68% Azioni
GLENVIEW CAPITAL MANAGEMENT, LLC $47.491.147 994.579 0,67% Azioni
LONDON CO OF VIRGINIA $46.920.761 984.974 0,67% Azioni
Capital International Investors $45.434.173 951.501 0,64% Azioni
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $40.324.780 844.498 0,57% Azioni
ENVESTNET ASSET MANAGEMENT INC $39.040.163 817.595 0,55% Azioni
Public Sector Pension Investment Board $37.566.692 786.737 0,53% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $37.187.743 803.191 0,53% Azioni
OBERWEIS ASSET MANAGEMENT INC/ $35.339.775 740.100 0,50% Azioni
Oribel Capital Management, LP $31.104.350 651.400 0,44% Azioni
GOLDMAN SACHS GROUP INC $30.313.419 634.836 0,43% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $29.170.000 610.894 0,41% Azioni
Clark Capital Management Group, Inc. $27.490.951 575.727 0,39% Azioni
Woodline Partners LP $26.813.822 561.546 0,38% Azioni
RAYMOND JAMES FINANCIAL INC $26.549.550 556.012 0,38% Azioni
JANE STREET GROUP, LLC $25.904.375 542.500 0,37% Opzione Call
Beck Bode, LLC $25.870.011 541.780 0,37% Azioni
California Public Employees Retirement System $24.531.372 513.746 0,35% Azioni
Portolan Capital Management, LLC $22.404.921 469.213 0,32% Azioni
MILLENNIUM MANAGEMENT LLC $22.387.874 468.856 0,32% Azioni
Swiss National Bank $22.174.575 464.389 0,31% Azioni
PEREGRINE CAPITAL MANAGEMENT LLC $21.647.176 453.344 0,31% Azioni
RHUMBLINE ADVISERS $21.054.898 440.941 0,30% Azioni
AQR CAPITAL MANAGEMENT LLC $20.930.055 443.339 0,30% Azioni
WELLINGTON MANAGEMENT GROUP LLP $20.200.972 423.057 0,29% Azioni
BlackRock, Inc. $19.719.938 412.983 0,28% Azioni
Corient Private Wealth LP $19.673.910 412.019 0,28% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $19.579.649 410.045 0,28% Azioni
AMERIPRISE FINANCIAL INC $19.194.688 401.983 0,27% Azioni
ExodusPoint Capital Management, LP $18.233.003 381.843 0,26% Azioni
Impax Asset Management Group plc $17.521.672 366.946 0,25% Azioni
First Eagle Investment Management, LLC $17.505.150 366.600 0,25% Azioni
DDD Partners, LLC $17.311.906 362.553 0,25% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $17.044.199 251.681 0,24% Azioni
Legal & General Group Plc $16.822.040 352.294 0,24% Azioni
Appian Way Asset Management LP $16.382.448 650.872 0,23% Azioni
Fenimore Asset Management Inc $16.127.945 337.758 0,23% Azioni
COOKSON PEIRCE & CO INC $16.003.365 335.149 0,23% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $14.999.946 314.135 0,21% Azioni
BARROW HANLEY MEWHINNEY & STRAUSS LLC $14.629.072 306.368 0,21% Azioni
Swedbank AB $14.420.500 302.000 0,20% Azioni
BANK OF AMERICA CORP /DE/ $13.321.821 278.991 0,19% Azioni
PRUDENTIAL FINANCIAL INC $13.160.998 275.623 0,19% Azioni
VOYA INVESTMENT MANAGEMENT LLC $12.737.790 266.760 0,18% Azioni
CASTLEARK MANAGEMENT LLC $12.589.001 263.644 0,18% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $12.183.556 255.153 0,17% Azioni
LOOMIS SAYLES & CO L P $11.490.035 240.629 0,16% Azioni
MACKENZIE FINANCIAL CORP $11.369.370 238.102 0,16% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $10.867.470 227.591 0,15% Azioni
Squarepoint Ops LLC $10.728.422 224.679 0,15% Azioni
Parkside Investments, LLC $10.681.930 223.705 0,15% Azioni
Weiss Asset Management LP $10.582.689 221.627 0,15% Azioni
Moody Aldrich Partners LLC $10.572.948 221.423 0,15% Azioni
CITADEL ADVISORS LLC $10.533.889 220.605 0,15% Azioni
Jain Global LLC $10.287.212 215.439 0,15% Azioni
Granite Investment Partners, LLC $10.148.833 212.541 0,14% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $9.972.874 208.856 0,14% Azioni
SCOPUS ASSET MANAGEMENT, L.P. $9.550.000 200.000 0,14% Opzione Put
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9.348.590 273.831 0,13% Azioni
BW Gestao de Investimentos Ltda. $8.837.570 185.080 0,13% Azioni
IRIDIAN ASSET MANAGEMENT LLC/CT $8.819.521 184.702 0,13% Azioni
Rokos Capital Management LLP $8.421.238 176.361 0,12% Azioni
Bank of New York Mellon Corp $8.399.559 175.907 0,12% Azioni
Connor, Clark & Lunn Investment Management Ltd. $8.362.505 175.131 0,12% Azioni
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $8.265.430 173.098 0,12% Azioni
EXCHANGE TRADED CONCEPTS, LLC $8.257.646 172.935 0,12% Azioni
STIFEL FINANCIAL CORP $8.193.865 171.598 0,12% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $7.761.333 162.541 0,11% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7.734.641 161.982 0,11% Azioni
Blue Zone Wealth Advisors, LLC $7.701.932 161.297 0,11% Azioni

Insider aziendali 15 insider · 9 dirigenti · 6 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Rakesh Sachdev Chief Executive Officer 25 Marzo 2016 A 0 0 $0
LEEVER DANIEL H CEO 04 Maggio 2015 S 200.000 0 0 $0
Sanjiv Khattri Chief Financial Officer 25 Marzo 2016 A 5.000 0 0 $0
Frank Monteiro CFO 06 Aprile 2015 A 11.329 0 0 $0
Wayne M. Hewett President 02 Aprile 2015 A 0 0 $0
Benjamin Gliklich Chief Operating Officer 25 Marzo 2016 A 8.760 0 0 $0
Robert L. Worshek Chief Accounting Officer 25 Marzo 2016 A 0 0 $0
John L Cordani VP - Legal and Secretary 25 Marzo 2016 A 0 0 $0
Benjamin Foulk Senior VP, Human Resources 06 Aprile 2015 A 0 0 $0
Sir Martin E. Franklin Direttore 13 Agosto 2025 J 0 0 0 $0
Michael F Goss Direttore 25 Marzo 2015 A 4.621 0 0 $0
Stanley E Oneal Direttore 25 Marzo 2015 A 272.698 0 0 $0
Ian G.H. Ashken Direttore 20 Marzo 2015 J 121.555 0 0 $0
Stanhope Investments Proprietario del 10% 24 Novembre 2014 S 16.211.408 0 0 $0
John Edward Capps 18 Settembre 2025 M 609.790 0 1 $-2.079.333

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 6 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
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 depositi 23 Marzo 2026 4,60% Modifica SEC
Pershing Square Capital Management, L.P., PS Management GP, LLC, William A. Ackman ×6 depositi 05 Febbraio 2019 Deposito iniziale SEC
Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust 19 Dicembre 2017 Deposito iniziale SEC
Mariposa Acquisition, LLC, Martin E. Franklin Revocable Trust, Martin E. Franklin ×5 depositi 20 Marzo 2015 Deposito iniziale SEC
Tartan Holdings, LLC, Daniel H. Leever ×2 depositi 14 Gennaio 2015 Deposito iniziale SEC
Berggruen Acquisition Holdings IV Ltd., Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust 02 Gennaio 2015 Deposito iniziale 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.

Proprietà ETF Posseduti da 95 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PSCM · Invesco Exchange-Traded Fund Trust … 11,01% 62.792 SH 08 Agosto 2026 Giornaliero
ADPV · Series Portfolios Trust 4,20% 169.020 NS 30 Aprile 2026 N-PORT
FMTM · EA Series Trust 3,47% 94.800 NS 30 Aprile 2026 N-PORT
PJFM · PGIM ETF Trust 2,77% 10.879 NS 29 Maggio 2026 N-PORT
ALIL · EA Series Trust 2,75% 16.607 NS 29 Maggio 2026 N-PORT
PYZ · Invesco Exchange-Traded Fund Trust 2,17% 44.660 SH 08 Agosto 2026 Giornaliero
FXZ · First Trust Exchange-Traded AlphaDE… 1,98% 178.524 NS 30 Aprile 2026 N-PORT
AMID · EA Series Trust 1,73% 42.863 NS 29 Maggio 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 1,64% 13.167 NS 31 Maggio 2026 N-PORT
ESSC · Strategy Shares 1,16% 7.031 NS 30 Aprile 2026 N-PORT
GSC · Goldman Sachs ETF Trust 1,01% 59.901 NS 31 Maggio 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,94% 285.540 NS 30 Aprile 2026 N-PORT
IYM · iShares Trust 0,87% 225.735 SH 08 Agosto 2026 Giornaliero
CGMM · Capital Group Equity ETF Trust I 0,76% 499.013 NS 31 Maggio 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 0,75% 5.543.000 08 Agosto 2026 Giornaliero
VAW · VANGUARD WORLD FUND 0,72% 679.051 SH 08 Agosto 2026 Giornaliero
SDVD · First Trust Exchange-Traded Fund IV 0,69% 135.936 NS 30 Aprile 2026 N-PORT
LSEQ · Harbor ETF Trust 0,69% 2.482 NS 30 Aprile 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,63% 88.861 NS 30 Aprile 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,60% 136.282 SH 08 Agosto 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 0,59% 800.536 SH 08 Agosto 2026 Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS 0,59% 242.951 SH 08 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,58% 39.085 SH 08 Agosto 2026 Giornaliero
XJR · iShares Trust 0,55% 27.059 SH 08 Agosto 2026 Giornaliero
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,53% 54.182 NS 30 Aprile 2026 N-PORT
IJT · iShares Trust 0,49% 1.061.911 SH 08 Agosto 2026 Giornaliero
IJR · iShares Trust 0,48% 13.964.031 SH 08 Agosto 2026 Giornaliero
IJS · iShares Trust 0,47% 1.020.375 SH 08 Agosto 2026 Giornaliero
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,46% 47.592 NS 30 Aprile 2026 N-PORT
SAA · ProShares Trust 0,43% 2.722 NS 31 Maggio 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,43% 8.091 NS 30 Aprile 2026 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0,32% 37.882 SH 08 Agosto 2026 Giornaliero
AFMC · First Trust Exchange-Traded Fund VI… 0,29% 10.937 NS 31 Maggio 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,28% 588.461 NS 31 Maggio 2026 N-PORT
ISCG · iShares Trust 0,27% 69.945 SH 08 Agosto 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 0,24% 3.369.282 SH 08 Agosto 2026 Giornaliero
APUE · Trust for Professional Managers 0,23% 139.340 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,23% 761.645 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,23% 40.643 NS 31 Maggio 2026 N-PORT
VGMS · VANGUARD MALVERN FUNDS 0,22% 542.000 PA 08 Agosto 2026 Giornaliero
FSMD · FIDELITY COVINGTON TRUST 0,21% 118.641 NS 30 Aprile 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,20% 1.093.843 NS 31 Maggio 2026 N-PORT
HDUS · Lattice Strategies Trust 0,20% 8.424 NS 30 Aprile 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,19% 41.488 SH 08 Agosto 2026 Giornaliero
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 88.663 NS 30 Aprile 2026 N-PORT
SMLF · iShares Trust 0,18% 197.452 SH 08 Agosto 2026 Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust … 0,17% 91.696 SH 08 Agosto 2026 Giornaliero
VGHY · VANGUARD FIXED INCOME SECURITIES FU… 0,14% 450.000 PA 08 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,14% 240.251 NS 30 Aprile 2026 N-PORT
ISCB · iShares Trust 0,13% 9.939 SH 08 Agosto 2026 Giornaliero