Element Solutions Inc. Common Stock 정보 위키백과 회사 개요

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

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 ==

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

ESI 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격

$36.37

시가총액

$9.84B

P/E (TTM)

46.2

EPS (TTM)

$0.79

매출 (TTM)

$2.55B

배당 수익률

0.79%

ROE

7.5%

부채/자본

—

52주 범위

$23 – $49

ESI 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $2.55B

2016-12-31 → 2025-12-31

EPS $0.79

2016-12-31 → 2025-12-31

잉여현금흐름 $228M

2016-12-31 → 2025-12-31

마진 7.5%

2016-12-31 → 2025-12-31

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표

5년 추세

ESI

동종업계 중앙값

P/E (TTM)

46.2

23.0

P/S (TTM)

3.9

2.4

P/B

3.7

2.6

Price / FCF (주가 / FCF)

43.2

—

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표

5년 추세

ESI

동종업계 중앙값

Gross Margin (매출 총이익률)

42.0%

39.0%

Operating Margin (영업이익률)

13.4%

—

Net Profit Margin (순이익률)

7.5%

8.3%

ROA

3.8%

5.2%

ROE

7.5%

13.5%

ROIC

9.2%

—

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표

5년 추세

ESI

동종업계 중앙값

Current Ratio (유동비율)

3.7

1.8

Quick Ratio (당좌 비율)

2.7

—

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표

5년 추세

ESI

동종업계 중앙값

Revenue YoY (매출 YoY)

3.8%

—

Revenue CAGR 3Y (매출 CAGR 3년)

0.02%

—

Revenue CAGR 5Y (매출 CAGR 5년)

6.6%

—

EPS YoY

-21.8%

—

Net Income YoY (순이익 YoY)

-21.9%

—

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표

5년 추세

ESI

동종업계 중앙값

EPS (Diluted) (EPS (희석))

$0.79

—

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표

5년 추세

ESI

동종업계 중앙값

Payout Ratio (지급 비율)

40.8%

—

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

배당 수익률

0.79%

지급 비율

40.8%

5년 배당 CAGR

—

배당락일	금액
2026년 6월 1일	$0.0800
2026년 3월 2일	$0.0800
2025년 12월 1일	$0.0800
2025년 9월 2일	$0.0800
2025년 6월 2일	$0.0800
2025년 3월 3일	$0.0800
2024년 12월 2일	$0.0800
2024년 8월 30일	$0.0800
2024년 5월 31일	$0.0800
2024년 2월 29일	$0.0800
2023년 11월 30일	$0.0800
2023년 8월 31일	$0.0800
2023년 5월 31일	$0.0800
2023년 2월 28일	$0.0800
2022년 11월 30일	$0.0800
2022년 8월 31일	$0.0800
2022년 5월 31일	$0.0800
2022년 2월 28일	$0.0800
2021년 11월 30일	$0.0800
2021년 8월 31일	$0.0600

ESI 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

매수 14 명의 애널리스트

적극 매수 2 14.3%
매수 9 64.3%
보유 3 21.4%
매도 0 0.0%
적극 매도 0 0.0%

12개월 목표 주가

8 명의 애널리스트 · 2026-08-17

중앙값 $47.50

평균 $46.75

← 모든 목표가 하회 $36.37

저가 $42.00

고가 $50.00

중앙값 목표 $47.50 +30.6%

평균 목표 $46.75 +28.5%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈

0.02%

기간	EPS Actual	EPS 예상	서프라이즈
2026년 6월 30일	$0.47	$0.44	0.03%
2026년 3월 31일	$0.41	$0.39	0.02%
2025년 12월 31일	$0.37	$0.36	0.01%
2025년 9월 30일	$0.41	$0.40	0.01%
2025년 6월 30일	$0.37	$0.36	0.01%
2025년 3월 31일	$0.34	$0.33	0.01%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커	시가총액	P/E	매출 YoY	순이익률	ROE	매출 총이익률
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%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 16

ESI의 연간 손익계산서 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$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	$1.48B	$1.42B	$1.41B	$1.60B	$1.44B	$1.07B	$1.05B	$1.12B	$1.06B	$993M	$1.55B	$447M
Gross Profit	$1.07B	$1.04B	$918M	$953M	$961M	$786M	$788M	$838M	$814M	$777M	$992M	$397M
R&D Expense	$68M	$63M	$68M	$49M	$50M	$49M	$42M	$44M	$46M	$45M	$63M	$26M
SG&A Expense	$661M	$629M	$597M	$579M	$611M	$505M	$497M	$545M	$567M	$596M	$858M	$361M
Operating Expenses	$728M	$692M	$745M	$627M	$661M	$553M	$539M	$589M	$614M	$688M	$920M	$387M
Operating Income	$342M	$344M	$174M	$325M	$300M	$233M	$249M	$248M	$200M	$89M	$72M	$10M
Other Non-op	$-47M	$-25M	$-3M	$3M	$-10M	$-52M	$-46M	$15M	$-70M	$86M	$-44M	$-200.0K
Pretax Income	$266M	$288M	$129M	$272M	$252M	$81M	$141M	$-53M	$-260M	$-232M	$-229M	$-31M
Income Tax	$75M	$45M	$13M	$86M	$48M	$4M	$61M	$24M	$-69M	$-41M	$75M	$-7M
Net Income	$191M	$244M	$118M	$187M	$204M	$76M	$93M	$-320M	$-296M	$-74M	$-309M	$-30M
EPS (Basic)	$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)	$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)	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)	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	$493M	$502M	$340M	$487M	$464M	$394M	$404M	$405M	$576M	$596M	·	$300M

대차대조표 30

ESI의 연간 대차대조표 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$626M	$359M	$289M	$266M	$330M	$292M	$190M	$234M	$258M	$423M	$432M	$397M
Receivables	$518M	$440M	$462M	$456M	$492M	$403M	$364M	$382M	$400M	$1.05B	$1.02B	$327M
Inventory	$295M	$246M	$299M	$291M	$274M	$203M	$200M	$188M	$186M	$416M	$485M	$206M
Prepaid Expense	$28M	$23M	$32M	$38M	$29M	$24M	$18M	$14M	$20M	$71M	$72M	$46M
Other Current Assets	$115M	$137M	$115M	$138M	$88M	$68M	$50M	$42M	$44M	$106M	$101M	$32M
Current Assets	$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)	$320M	$277M	$297M	$277M	$278M	$240M	$265M	$267M	$287M	$460M	$492M	$179M
PP&E (Gross)	$704M	$597M	$621M	$566M	$545M	$461M	$418M	$391M	$377M	$581M	$561M	$200M
Accum. Depreciation	$385M	$320M	$324M	$289M	$267M	$220M	$153M	$124M	$90M	$120M	$64M	$21M
Goodwill	$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	$657M	$732M	$879M	$806M	$957M	$856M	$944M	$1.02B	$1.16B	$3.23B	$3.31B	$1.34B
Other Non-current Assets	$125M	$141M	$143M	$168M	$81M	$64M	$96M	$33M	$42M	$110M	$125M	$45M
Total Assets	$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	$166M	$121M	$141M	$132M	$138M	$96M	$97M	$101M	$111M	$384M	$450M	$107M
Short-term Debt	·	·	·	·	·	·	·	·	·	·	$17M	$0
Current Liabilities	$430M	$380M	$369M	$344M	$415M	$314M	$294M	$1.14B	$1.09B	$1.08B	$1.06B	$241M
Capital Leases	$70M	$66M	$78M	$71M	$42M	$40M	$46M	·	·	·	·	·
Deferred Tax	$93M	$94M	$109M	$121M	$140M	$113M	$120M	$133M	$170M	$663M	$679M	$202M
Other Non-current Liabilities	$241M	$153M	$202M	$168M	$152M	$187M	$128M	$128M	$86M	$146M	$205M	$57M
Total Liabilities	$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	$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	·	·	·	·	·	·	·	·	·	$116M	$5.25B	$1.42B
Common Stock	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$2M	$2M
Paid-in Capital	$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	$-905M	$-1.02B	$-1.18B	$-1.22B	$-1.33B	$-1.47B	$-1.54B	$-1.20B	$-870M	$-574M	$-533M	$-224M
Treasury Stock	$394M	$350M	$342M	$334M	$159M	$138M	$79M	$4M	$100.0K	$0	·	·
AOCI	$-309M	$-467M	$-346M	$-298M	$-197M	$-195M	$-280M	$-757M	$-422M	$-674M	$-886M	$-131M
Stockholders' Equity	$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	$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	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

현금 흐름 19

ESI의 연간 현금 흐름 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$151M	$158M	$167M	$161M	$164M	$161M	$155M	$157M	$156M	$156M	$251M	$88M
Stock-based Comp	$59M	$15M	$9M	$18M	$40M	$6M	$12M	$15M	·	·	·	·
Deferred Tax	$-13M	$-39M	$-70M	$15M	$-47M	$-53M	$-3M	$-55M	$-134M	$-42M	$-46M	$-43M
Amort. of Intangibles	$110M	$118M	$124M	$120M	$124M	$119M	$113M	$112M	$110M	$109M	$202M	$67M
Restructuring	·	·	·	·	·	·	·	·	·	·	·	$3M
Other Non-cash	$-99M	$-15M	$109M	$-86M	$-35M	$86M	·	$222M	$251M	$-26M	·	·
Operating Cash Flow	$290M	$362M	$334M	$296M	$326M	$276M	$171M	$-800.0K	$-34M	$-38M	$321M	$98M
CapEx	$62M	$68M	$53M	$48M	$46M	$29M	$30M	$28M	$31M	$33M	$48M	$18M
Investing Cash Flow	$286M	$-74M	$-250M	$-75M	$-569M	$-40M	·	·	$-93M	$-75M	$-4.26B	$-1.98B
Debt Issued	$0	$1.04B	$1.30B	$0	$398M	$800M	$1.49B	$0	$4.14B	·	·	·
Net Debt Issued	$0	$1.04B	$1.30B	$0	$398M	$800M	$1.49B	·	·	·	·	·
Stock Issued	·	·	·	·	·	·	·	$1M	$1M	$392M	$470M	$1.51B
Stock Repurchased	$25M	$0	$0	$151M	$20M	$56M	$507M	$0	$0	·	·	·
Net Stock Activity	$-25M	$0	$0	$-151M	$-20M	$-56M	$-507M	$1M	$1M	$392M	·	·
Dividends Paid	$78M	$78M	$77M	$78M	$62M	$12M	$0	$0	·	·	·	·
Financing Cash Flow	$-320M	$-207M	$-59M	$-276M	$290M	$-124M	·	·	$-67M	$-102M	$4.00B	$2.17B
Net Change in Cash	$267M	$70M	$24M	$-64M	$38M	$102M	$-225M	$-68M	$60M	$-9M	$35M	$274M
Taxes Paid	$99M	·	·	·	·	·	·	·	·	·	·	·
Free Cash Flow	$228M	$294M	$281M	$248M	$280M	$247M	$141M	$-29M	$123M	$128M	·	·

수익성 8

ESI의 연간 수익성 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	42.0%	42.1%	39.4%	37.4%	40.0%	42.4%	42.9%	42.7%	42.1%	42.0%	·	·
Operating Margin	13.4%	14.0%	7.4%	12.8%	12.5%	12.6%	13.6%	12.7%	5.9%	7.1%	·	25.2%
Net Margin	7.5%	9.9%	5.1%	7.4%	8.5%	4.1%	·	-16.5%	-7.8%	-2.1%	·	·
Pretax Margin	10.4%	11.7%	5.5%	10.7%	10.5%	4.4%	7.7%	-2.7%	-7.6%	-1.3%	·	·
EBITDA Margin	19.3%	20.4%	14.6%	19.1%	19.3%	21.3%	22.0%	20.7%	15.2%	16.6%	·	35.6%
ROA	3.8%	5.0%	2.4%	3.7%	4.2%	1.7%	·	-3.3%	-2.9%	-0.73%	·	·
ROE	7.5%	10.4%	5.1%	7.8%	8.5%	3.3%	·	-13.4%	-10.8%	-3.0%	·	·
ROIC	9.2%	12.2%	6.7%	9.6%	9.8%	9.5%	6.3%	17.1%	8.2%	14.2%	·	·

유동성 및 지급능력 4

ESI의 연간 유동성 및 지급능력 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	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	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	·	·	·	·	·	·	·	·	·	0.0	2.5	0.6
LT Debt / Equity	·	·	·	·	·	·	·	·	·	·	2.5	0.6

효율성 3

ESI의 연간 효율성 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.5	0.5	0.5	0.5	0.5	0.4	0.3	0.2	0.4	0.4	·	0.2
Inventory Turnover	5.5	5.2	4.8	5.7	6.0	5.3	5.4	6.0	4.8	4.6	·	·
Receivables Turnover	5.3	5.5	5.1	5.4	5.4	4.8	4.9	5.0	3.4	3.5	·	3.6

주당 7

ESI의 연간 주당 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$9.92	$8.92	$8.75	$8.80	·	·	·	·	·	$9.63	$9.17	$13.51
Revenue / Share	$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	$1.20	$1.49	$1.38	$1.20	$1.31	$1.10	$0.66	$-0.00	$0.64	$0.68	·	·
Cash / Share	$2.32	$1.35	$1.09	$1.00	·	·	·	·	·	$1.49	$1.88	$2.18
Dividend / Share	$0	$0	$0	$0	$0	$0	·	$23	·	·	·	$23
Dividend Paid / Share	·	·	·	·	·	·	·	$0	$0	$0	$0	$0
EPS (TTM)	$0.79	$1.01	$0.49	$0.76	$0.82	$0.30	$0.35	$-1.13	$-1.04	$-0.65	$-1.52	$-1.94

성장률 10

ESI의 연간 성장률 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	3.8%	5.3%	-8.5%	6.2%	29.5%	·	·	·	·	·	·	·
Revenue CAGR 3Y	0.02%	0.79%	8.0%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	6.6%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-21.8%	106.1%	-35.5%	-7.3%	173.3%	·	·	·	·	·	·	·
EPS CAGR 3Y	1.3%	7.2%	17.8%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	21.4%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-21.9%	106.8%	-36.9%	-8.1%	169.1%	·	·	·	·	·	·	·
Net Income CAGR 3Y	0.64%	6.2%	16.0%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	20.3%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	44.4%	·	·	·	·	·	·	·	·	·	·	·

가치 평가 (TTM) 16

ESI의 연간 가치 평가 (TTM) 데이터
지표	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$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	$191M	$244M	$118M	$187M	$204M	$76M	$93M	$-320M	$-296M	$-74M	$-309M	$-30M
Market Cap	$6.74B	$6.79B	$6.16B	$4.82B	·	·	·	·	·	$2.79B	$2.94B	$4.23B
Enterprise Value	·	·	·	·	·	·	·	·	·	$2.48B	$7.76B	$5.25B
P/E	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	2.6	2.8	2.6	1.9	·	·	·	·	·	1.6	1.2	5.0
P/B	2.5	2.9	2.6	2.1	·	·	·	·	·	1.0	1.4	1.7
P / Cash Flow	23.2	18.8	18.5	16.3	·	·	·	·	·	15.1	·	·
P / FCF	29.6	23.1	21.9	19.4	·	·	·	·	·	21.7	·	·
EV / EBITDA	·	·	·	·	·	·	·	·	·	4.2	·	17.5
EV / FCF	·	·	·	·	·	·	·	·	·	19.3	·	·
EV / Revenue	·	·	·	·	·	·	·	·	·	1.4	3.1	6.2
Dividend Yield	1.1%	1.1%	1.3%	1.6%	·	·	·	·	·	·	·	·
Earnings Yield	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	40.8%	32.0%	65.5%	41.7%	30.4%	16.4%	·	·	·	·	·	·
Annual Payout	$78M	$78M	$77M	$78M	$62M	$12M	$0	$0	·	·	·	·

손익계산서 16

ESI의 분기별 손익계산서 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$978M	$840M	$676M	$656M	$625M	$594M	$624M	$645M	$613M	$575M	$573M	$599M	$586M	$574M	$574M	$618M
Cost of Revenue	$644M	$517M	$400M	$379M	$359M	$343M	$368M	$378M	$346M	$330M	$353M	$357M	$358M	$347M	$356M	$397M
Gross Profit	$334M	$323M	$277M	$277M	$266M	$250M	$256M	$268M	$267M	$245M	$220M	$242M	$228M	$228M	$218M	$222M
R&D Expense	$20M	$20M	$17M	$18M	$16M	$16M	$14M	$15M	$16M	$18M	$14M	$13M	$29M	$12M	$11M	$11M
SG&A Expense	$201M	$191M	$190M	$158M	$156M	$157M	$167M	$158M	$155M	$149M	$151M	$150M	$147M	$149M	$147M	$131M
Operating Expenses	$220M	$211M	$207M	$176M	$172M	$173M	$181M	$172M	$171M	$167M	$165M	$243M	$176M	$161M	$158M	$143M
Operating Income	$114M	$111M	$70M	$101M	$94M	$77M	$75M	$95M	$96M	$78M	$56M	$-900.0K	$53M	$66M	$60M	$79M
Other Non-op	$11M	$-6M	$-24M	$-14M	$4M	$-13M	$5M	$-15M	$-13M	$-2M	$-5M	$3M	$-2M	$300.0K	$-2M	$2M
Pretax Income	$107M	$83M	$31M	$56M	$63M	$116M	$67M	$77M	$74M	$70M	$38M	$-16M	$48M	$60M	$38M	$70M
Income Tax	$30M	$27M	$25M	$16M	$16M	$18M	$12M	$37M	$-18M	$14M	$-40M	$15M	$21M	$17M	$25M	$16M
Net Income	$77M	$56M	$6M	$39M	$47M	$98M	$55M	$40M	$93M	$56M	$77M	$-32M	$30M	$43M	$12M	$53M
EPS (Basic)	$0.32	$0.23	$0.03	$0.16	$0.20	$0.40	$0.22	$0.17	$0.39	$0.23	$0.32	$-0.13	$0.12	$0.18	$0.05	$0.22
EPS (Diluted)	$0.32	$0.23	$0.03	$0.16	$0.20	$0.40	$0.22	$0.17	$0.39	$0.23	$0.32	$-0.13	$0.12	$0.18	$0.05	$0.22
Shares (Basic)	243,600,000	243,200,000	-483,900,000	241,600,000	241,900,000	242,400,000	-483,900,000	242,100,000	242,100,000	241,800,000	-482,600,000	241,500,000	241,400,000	241,100,000	-494,000,000	244,700,000
Shares (Diluted)	243,900,000	243,700,000	-484,800,000	242,000,000	242,200,000	243,000,000	-485,000,000	242,600,000	242,500,000	242,500,000	-483,200,000	241,500,000	241,700,000	241,800,000	-495,900,000	245,000,000
EBITDA	$114M	$154M	·	$101M	$94M	$115M	·	$95M	$96M	$118M	·	$-900.0K	$53M	$106M	·	$79M

대차대조표 28

ESI의 분기별 대차대조표 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$190M	$177M	$626M	$594M	$530M	$499M	$359M	$376M	$309M	$286M	·	$330M	$282M	$279M	·	$234M
Receivables	$711M	$677M	$518M	$502M	$497M	$455M	$440M	$475M	$481M	$459M	·	$450M	$452M	$461M	·	$468M
Inventory	$418M	$422M	$295M	$291M	$284M	$270M	$246M	$286M	$335M	$319M	·	$323M	$333M	$322M	·	$310M
Prepaid Expense	$45M	$30M	$28M	$29M	$32M	$28M	$23M	$28M	$29M	$25M	·	$31M	$34M	$40M	·	$35M
Other Current Assets	$160M	$153M	$115M	$110M	$112M	$109M	$137M	$116M	$148M	$146M	·	$166M	$155M	$132M	·	$132M
Current Assets	$1.52B	$1.46B	$1.58B	$1.53B	$1.45B	$1.36B	$1.27B	$1.35B	$1.30B	$1.24B	·	$1.30B	$1.26B	$1.23B	·	$1.18B
PP&E (Net)	$409M	$403M	$320M	$300M	$297M	$284M	$277M	$274M	$298M	$296M	·	$279M	$282M	$278M	·	$263M
PP&E (Gross)	$817M	$804M	$704M	$667M	$654M	$622M	$597M	$595M	$640M	$632M	·	$587M	$585M	$578M	·	$538M
Accum. Depreciation	$408M	$400M	$385M	$367M	$357M	$339M	$320M	$322M	$342M	$336M	·	$308M	$302M	$300M	·	$275M
Goodwill	$2.54B	$2.54B	$2.24B	$2.23B	$2.24B	$2.16B	$2.13B	$2.22B	$2.29B	$2.30B	$2.34B	$2.28B	$2.39B	$2.43B	$2.41B	$2.33B
Intangibles	$1.00B	$1.03B	$657M	$676M	$706M	$714M	$732M	$782M	$807M	$840M	·	$890M	$933M	$781M	·	$804M
Other Non-current Assets	$147M	$145M	$125M	$126M	$126M	$122M	$141M	$120M	$141M	$126M	·	$169M	$145M	$152M	·	$247M
Total Assets	$5.78B	$5.74B	$5.10B	$5.05B	$5.00B	$4.79B	$4.87B	$5.10B	$4.98B	$4.91B	·	$4.97B	$5.06B	$4.93B	·	$4.87B
Accounts Payable	$186M	$181M	$166M	$145M	$148M	$145M	$121M	$127M	$146M	$133M	·	$144M	$144M	$151M	·	$158M
Current Liabilities	$524M	$544M	$430M	$377M	$355M	$345M	$380M	$384M	$372M	$341M	·	$377M	$378M	$343M	·	$354M
Capital Leases	·	·	$70M	·	·	·	$66M	·	·	·	·	·	·	·	·	·
Deferred Tax	$95M	$110M	$93M	$97M	$102M	$97M	$94M	$106M	$104M	$103M	·	$104M	$115M	$120M	·	$123M
Other Non-current Liabilities	$261M	$254M	$241M	$256M	$258M	$172M	$153M	$198M	$176M	$184M	·	$179M	$183M	$174M	·	$172M
Total Liabilities	$2.96B	$2.99B	$2.41B	$2.38B	$2.36B	$2.26B	$2.48B	$2.64B	$2.59B	$2.57B	·	$2.72B	$2.74B	$2.56B	·	$2.56B
Long-term Debt	·	·	$1.64B	·	·	·	·	·	·	·	·	·	·	·	·	·
Common Stock	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	·	$3M	$3M	$3M	·	$3M
Paid-in Capital	$4.30B	$4.29B	$4.28B	$4.24B	$4.23B	$4.22B	$4.21B	$4.21B	$4.21B	$4.20B	·	$4.20B	$4.19B	$4.19B	·	$4.18B
Retained Earnings	$-811M	$-868M	$-905M	$-891M	$-911M	$-939M	$-1.02B	$-1.05B	$-1.07B	$-1.15B	·	$-1.24B	$-1.19B	$-1.20B	·	$-1.22B
Treasury Stock	$394M	$394M	$394M	$374M	$374M	$354M	$350M	$350M	$349M	$349M	·	$342M	$342M	$342M	·	$300M
AOCI	$-286M	$-293M	$-309M	$-320M	$-318M	$-410M	$-467M	$-372M	$-413M	$-384M	·	$-387M	$-362M	$-297M	·	$-378M
Stockholders' Equity	$2.81B	$2.73B	$2.67B	$2.65B	$2.63B	$2.52B	$2.38B	$2.44B	$2.37B	$2.32B	·	$2.23B	$2.30B	$2.35B	·	$2.29B
Liabilities + Equity	$5.78B	$5.74B	$5.10B	$5.05B	$5.00B	$4.79B	$4.87B	$5.10B	$4.98B	$4.91B	·	$4.97B	$5.06B	$4.93B	·	$4.87B
Shares Outstanding	270,559,274	270,478,926	269,596,952	268,109,428	267,722,822	267,661,545	267,154,474	267,133,844	267,112,209	267,033,078	266,179,100	266,161,069	266,130,782	266,029,479	265,062,533	265,035,526

현금 흐름 16

ESI의 분기별 현금 흐름 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$45M	$42M	$37M	$39M	$38M	$37M	$38M	$39M	$40M	$40M	$42M	$44M	$41M	$39M	$39M	$40M
Stock-based Comp	$13M	$8M	$43M	$4M	$6M	$5M	$3M	$4M	$4M	$4M	$-1M	$3M	$3M	$4M	$5M	$4M
Deferred Tax	$-1M	$2M	$4M	$-9M	$-2M	$-5M	$-6M	$9M	$-37M	$-5M	$-62M	$-11M	$3M	$-400.0K	$11M	$-4M
Amort. of Intangibles	$30M	$28M	$26M	$29M	$28M	$27M	$29M	$29M	$30M	$30M	$31M	$33M	$31M	$30M	$30M	$29M
Other Non-cash	·	$-175M	·	·	·	$-109M	·	·	·	$-37M	·	·	·	$-33M	·	·
Operating Cash Flow	$100M	$-67M	$91M	$100M	$73M	$26M	$139M	$98M	$67M	$58M	$112M	$87M	$81M	$54M	$100M	$127M
CapEx	$28M	$25M	$17M	$16M	$18M	$11M	$22M	$13M	$14M	$19M	$16M	$13M	$14M	$9M	$15M	$11M
Investing Cash Flow	$-29M	$-889M	$-19M	$-18M	$-14M	$338M	$-17M	$-13M	$-21M	$-23M	$-24M	$-12M	$-202M	$-12M	$-13M	$-16M
Debt Issued	$0	$449M	·	·	$0	$0	$1.04B	$0	·	·	$1.15B	$0	·	·	$0	$0
Net Debt Issued	·	$449M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Stock Repurchased	·	·	$6M	$0	·	·	$0	$0	·	·	$0	$0	$0	$0	$38M	$54M
Net Stock Activity	·	·	·	·	·	·	·	·	·	·	·	·	·	$0	·	·
Dividends Paid	$20M	$20M	$19M	$19M	$19M	$20M	$19M	$19M	$19M	$20M	$19M	$19M	$19M	$19M	$19M	$20M
Financing Cash Flow	$-57M	$508M	$-39M	$-15M	$-39M	$-227M	$-124M	$-28M	$-21M	$-33M	$-133M	$-23M	$127M	$-30M	$-64M	$-82M
Net Change in Cash	$12M	$-449M	$32M	$64M	$31M	$140M	$-17M	$67M	$23M	$-3M	$-40M	$47M	$3M	$13M	$32M	$18M
Free Cash Flow	·	$-92M	·	·	·	$15M	·	·	·	$39M	·	·	·	$44M	·	·

수익성 8

ESI의 분기별 수익성 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	34.2%	38.4%	·	42.2%	42.6%	42.2%	·	41.5%	43.6%	42.6%	·	40.4%	39.0%	39.7%	·	35.9%
Operating Margin	11.6%	13.3%	·	15.4%	15.1%	13.0%	·	14.7%	15.7%	13.5%	·	-0.15%	9.0%	11.6%	·	12.8%
Net Margin	7.9%	6.7%	·	6.0%	7.6%	16.5%	·	6.2%	15.2%	9.7%	·	-5.3%	5.1%	7.5%	·	8.6%
Pretax Margin	10.9%	9.8%	·	8.5%	10.1%	19.5%	·	12.0%	12.1%	12.1%	·	-2.7%	8.2%	10.4%	·	11.3%
EBITDA Margin	11.6%	18.3%	·	15.4%	15.1%	19.3%	·	14.7%	15.7%	20.5%	·	-0.15%	9.0%	18.4%	·	12.8%
ROA	1.4%	1.1%	·	0.77%	0.95%	2.0%	·	0.80%	1.9%	1.1%	·	-0.65%	0.59%	0.86%	·	1.1%
ROE	2.8%	2.1%	·	1.5%	1.9%	4.0%	·	1.7%	4.0%	2.4%	·	-1.4%	1.3%	1.8%	·	2.2%
ROIC	2.9%	2.8%	·	2.7%	2.7%	2.6%	·	2.0%	5.0%	2.7%	·	-0.08%	1.3%	2.0%	·	2.6%

유동성 및 지급능력 2

ESI의 분기별 유동성 및 지급능력 데이터
지표	추세	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio		2.9	2.7	·	4.1	4.1	3.9	·	3.5	3.5	3.6	·	3.4	3.3	3.6	·	3.3
Quick Ratio		1.7	1.6	·	2.9	2.9	2.8	·	2.2	2.1	2.2	·	2.1	1.9	2.2	·	2.0

효율성 3

ESI의 분기별 효율성 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.2	0.2	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Inventory Turnover	1.8	1.5	·	1.3	1.2	1.2	·	1.2	1.0	1.0	·	1.1	1.1	1.1	·	1.3
Receivables Turnover	1.6	1.5	·	1.3	1.3	1.3	·	1.4	1.3	1.2	·	1.3	1.2	1.1	·	1.3

주당 6

ESI의 분기별 주당 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$10.40	$10.11	·	$9.90	$9.81	$9.41	·	$9.13	$8.88	$8.70	·	$8.38	$8.66	$8.85	·	$8.63
Revenue / Share	$4.01	$3.45	·	$2.71	$2.58	$2.44	·	$2.66	$2.53	$2.37	·	$2.48	$2.42	$2.38	·	$2.52
Cash Flow / Share	·	$-0.27	·	·	·	$0.11	·	·	·	$0.24	·	·	·	$0.22	·	·
Cash / Share	$0.70	$0.66	·	$2.22	$1.98	$1.86	·	$1.41	$1.16	$1.07	·	$1.24	$1.06	$1.05	·	$0.88
Dividend / Share	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
EPS (TTM)	$0.91	$0.99	·	$0.93	$1.16	$1.19	·	$0.66	$0.61	$0.40	·	$0.39	$0.78	$0.89	·	$0.86

가치 평가 (TTM) 10

ESI의 분기별 가치 평가 (TTM) 데이터
지표	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$3.10B	$2.71B	·	$2.52B	$2.48B	$2.43B	·	$2.43B	$2.37B	$2.33B	·	$2.38B	$2.46B	$2.55B	·	$2.59B
Net Income TTM	$220M	$241M	·	$225M	$279M	$288M	·	$158M	$147M	$97M	·	$94M	$191M	$218M	·	$211M
Market Cap	$12.92B	$9.23B	·	$6.75B	$6.06B	$6.05B	·	$7.26B	$7.24B	$6.67B	·	$5.22B	$5.11B	$5.14B	·	$4.31B
P/E	52.5	34.5	·	27.1	19.5	19.0	·	41.2	44.5	62.5	·	50.3	24.6	21.7	·	18.9
P/S	4.2	3.4	·	2.7	2.4	2.5	·	3.0	3.1	2.9	·	2.2	2.1	2.0	·	1.7
P/B	4.6	3.4	·	2.5	2.3	2.4	·	3.0	3.1	2.9	·	2.3	2.2	2.2	·	1.9
P / Cash Flow	·	-138.7	·	·	·	232.8	·	·	·	114.6	·	·	·	96.0	·	·
P / FCF	·	-100.7	·	·	·	403.5	·	·	·	170.2	·	·	·	115.7	·	·
Earnings Yield	1.9%	2.9%	·	3.7%	5.1%	5.3%	·	2.4%	2.2%	1.6%	·	2.0%	4.1%	4.6%	·	5.3%
Payout Ratio	·	36.1%	·	·	·	20.2%	·	·	·	35.7%	·	·	·	45.1%	·	·

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
매출	$2.55B	$2.46B	$2.33B	$2.55B	$2.40B
매출 총이익률 %	42.0%	42.1%	39.4%	37.4%	40.0%
영업이익률 %	13.4%	14.0%	7.4%	12.8%	12.5%
순이익	$191M	$244M	$118M	$187M	$204M
희석 EPS	$0.79	$1.01	$0.49	$0.76	$0.82

대차대조표

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
유동비율	3.7	3.3	3.2	3.5	2.9
당좌 비율	2.7	2.1	2.0	2.1	2.0

현금 흐름

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
잉여현금흐름	$228M	$294M	$281M	$248M	$280M

트레이딩 시그널 진입 가격 및 위험/보상 비율을 포함한 최근 매수/매도 신호

BLUECHIP_DIP @ $38.36 RR 2.08 8월 07

나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

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기관 투자자 (13F) 539개의 제출자 · $7.1B 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기

신규 포지션	청산 포지션	증가함	감소	순주식 변동
105 (-9 이전 분기 대비)	32 (-9 이전 분기 대비)	167 (+35 이전 분기 대비)	169 (+27 이전 분기 대비)	+17.3M

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

기관	가치	주식	% 추적된 13F 중	유형
VANGUARD PORTFOLIO MANAGEMENT LLC	$635,082,974	13,300,167	9.00%	주식
FMR LLC	$577,752,262	12,099,524	8.19%	주식
VANGUARD CAPITAL MANAGEMENT LLC	$497,833,096	10,425,824	7.06%	주식
STATE STREET CORP	$362,565,320	7,592,991	5.14%	주식
DIMENSIONAL FUND ADVISORS LP	$294,507,793	6,167,702	4.18%	주식
NEUBERGER BERMAN GROUP LLC	$270,660,667	5,668,286	3.84%	주식
GEODE CAPITAL MANAGEMENT, LLC	$266,400,066	5,577,953	3.78%	주식
SILVERCREST ASSET MANAGEMENT GROUP LLC	$180,753,176	3,785,405	2.56%	주식
Capital World Investors	$179,752,870	3,764,458	2.55%	주식
LOCUST WOOD CAPITAL ADVISERS, LLC	$168,770,082	3,534,452	2.39%	주식
Point72 Asset Management, L.P.	$166,780,579	3,492,787	2.36%	주식
AMERICAN CENTURY COMPANIES INC	$155,620,958	3,259,073	2.21%	주식
ALLIANCEBERNSTEIN L.P.	$146,798,859	4,299,908	2.08%	주식
SCOPUS ASSET MANAGEMENT, L.P.	$143,601,727	3,007,366	2.04%	주식
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$120,571,329	2,525,054	1.71%	주식
Clearbridge Investments, LLC	$119,495,570	2,502,525	1.69%	주식
JENNISON ASSOCIATES LLC	$104,866,498	2,196,157	1.49%	주식
Holocene Advisors, LP	$102,037,453	2,136,910	1.45%	주식
ROYCE & ASSOCIATES LP	$92,234,903	1,931,621	1.31%	주식
Balyasny Asset Management L.P.	$84,018,608	1,759,552	1.19%	주식
Gates Capital Management, Inc.	$76,949,077	1,611,499	1.09%	주식
Quantinno Capital Management LP	$74,226,422	1,554,480	1.05%	주식
VANGUARD FIDUCIARY TRUST CO	$69,387,674	1,453,145	0.98%	주식
SEGALL BRYANT & HAMILL, LLC	$69,291,219	1,451,125	0.98%	주식
Gotham Asset Management, LLC	$65,802,461	1,378,062	0.93%	주식
VICTORY CAPITAL MANAGEMENT INC	$63,733,453	1,334,732	0.90%	주식
Artemis Investment Management LLP	$54,777,941	1,147,182	0.78%	주식
EVENTIDE ASSET MANAGEMENT, LLC	$54,683,181	1,149,055	0.78%	주식
FIRST TRUST ADVISORS LP	$52,684,819	1,103,347	0.75%	주식
Divisadero Street Capital Management, LP	$48,765,929	1,021,276	0.69%	주식
Southpoint Capital Advisors LP	$47,750,000	1,000,000	0.68%	주식
GLENVIEW CAPITAL MANAGEMENT, LLC	$47,491,147	994,579	0.67%	주식
LONDON CO OF VIRGINIA	$46,920,761	984,974	0.67%	주식
Capital International Investors	$45,434,173	951,501	0.64%	주식
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$40,324,780	844,498	0.57%	주식
ENVESTNET ASSET MANAGEMENT INC	$39,040,163	817,595	0.55%	주식
Public Sector Pension Investment Board	$37,566,692	786,737	0.53%	주식
SCHRODER INVESTMENT MANAGEMENT GROUP	$37,187,743	803,191	0.53%	주식
OBERWEIS ASSET MANAGEMENT INC/	$35,339,775	740,100	0.50%	주식
Oribel Capital Management, LP	$31,104,350	651,400	0.44%	주식
GOLDMAN SACHS GROUP INC	$30,313,419	634,836	0.43%	주식
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$29,170,000	610,894	0.41%	주식
Clark Capital Management Group, Inc.	$27,490,951	575,727	0.39%	주식
Woodline Partners LP	$26,813,822	561,546	0.38%	주식
RAYMOND JAMES FINANCIAL INC	$26,549,550	556,012	0.38%	주식
JANE STREET GROUP, LLC	$25,904,375	542,500	0.37%	콜 옵션
Beck Bode, LLC	$25,870,011	541,780	0.37%	주식
California Public Employees Retirement System	$24,531,372	513,746	0.35%	주식
Portolan Capital Management, LLC	$22,404,921	469,213	0.32%	주식
MILLENNIUM MANAGEMENT LLC	$22,387,874	468,856	0.32%	주식
Swiss National Bank	$22,174,575	464,389	0.31%	주식
PEREGRINE CAPITAL MANAGEMENT LLC	$21,647,176	453,344	0.31%	주식
RHUMBLINE ADVISERS	$21,054,898	440,941	0.30%	주식
AQR CAPITAL MANAGEMENT LLC	$20,930,055	443,339	0.30%	주식
WELLINGTON MANAGEMENT GROUP LLP	$20,200,972	423,057	0.29%	주식
BlackRock, Inc.	$19,719,938	412,983	0.28%	주식
Corient Private Wealth LP	$19,673,910	412,019	0.28%	주식
STATE OF WISCONSIN INVESTMENT BOARD	$19,579,649	410,045	0.28%	주식
AMERIPRISE FINANCIAL INC	$19,194,688	401,983	0.27%	주식
ExodusPoint Capital Management, LP	$18,233,003	381,843	0.26%	주식
Impax Asset Management Group plc	$17,521,672	366,946	0.25%	주식
First Eagle Investment Management, LLC	$17,505,150	366,600	0.25%	주식
DDD Partners, LLC	$17,311,906	362,553	0.25%	주식
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$17,044,199	251,681	0.24%	주식
Legal & General Group Plc	$16,822,040	352,294	0.24%	주식
Appian Way Asset Management LP	$16,382,448	650,872	0.23%	주식
Fenimore Asset Management Inc	$16,127,945	337,758	0.23%	주식
COOKSON PEIRCE & CO INC	$16,003,365	335,149	0.23%	주식
NEW YORK STATE COMMON RETIREMENT FUND	$14,999,946	314,135	0.21%	주식
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$14,629,072	306,368	0.21%	주식
Swedbank AB	$14,420,500	302,000	0.20%	주식
BANK OF AMERICA CORP /DE/	$13,321,821	278,991	0.19%	주식
PRUDENTIAL FINANCIAL INC	$13,160,998	275,623	0.19%	주식
VOYA INVESTMENT MANAGEMENT LLC	$12,737,790	266,760	0.18%	주식
CASTLEARK MANAGEMENT LLC	$12,589,001	263,644	0.18%	주식
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$12,183,556	255,153	0.17%	주식
LOOMIS SAYLES & CO L P	$11,490,035	240,629	0.16%	주식
MACKENZIE FINANCIAL CORP	$11,369,370	238,102	0.16%	주식
VANGUARD ASSET MANAGEMENT, Ltd	$10,867,470	227,591	0.15%	주식
Squarepoint Ops LLC	$10,728,422	224,679	0.15%	주식
Parkside Investments, LLC	$10,681,930	223,705	0.15%	주식
Weiss Asset Management LP	$10,582,689	221,627	0.15%	주식
Moody Aldrich Partners LLC	$10,572,948	221,423	0.15%	주식
CITADEL ADVISORS LLC	$10,533,889	220,605	0.15%	주식
Jain Global LLC	$10,287,212	215,439	0.15%	주식
Granite Investment Partners, LLC	$10,148,833	212,541	0.14%	주식
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9,972,874	208,856	0.14%	주식
SCOPUS ASSET MANAGEMENT, L.P.	$9,550,000	200,000	0.14%	풋 옵션
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$9,348,590	273,831	0.13%	주식
BW Gestao de Investimentos Ltda.	$8,837,570	185,080	0.13%	주식
IRIDIAN ASSET MANAGEMENT LLC/CT	$8,819,521	184,702	0.13%	주식
Rokos Capital Management LLP	$8,421,238	176,361	0.12%	주식
Bank of New York Mellon Corp	$8,399,559	175,907	0.12%	주식
Connor, Clark & Lunn Investment Management Ltd.	$8,362,505	175,131	0.12%	주식
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	$8,265,430	173,098	0.12%	주식
EXCHANGE TRADED CONCEPTS, LLC	$8,257,646	172,935	0.12%	주식
STIFEL FINANCIAL CORP	$8,193,865	171,598	0.12%	주식
Universal- Beteiligungs- und Servicegesellschaft mbH	$7,761,333	162,541	0.11%	주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7,734,641	161,982	0.11%	주식
Blue Zone Wealth Advisors, LLC	$7,701,932	161,297	0.11%	주식

회사 내부자 15 명의 내부자 · 9 임원 · 6 이사

내부자	역할	마지막 활동	보유 주식 수	매도 12개월	순매수/매도 12개월
Rakesh Sachdev	Chief Executive Officer	2016년 3월 25일 A	—	0	$0
LEEVER DANIEL H	CEO	2015년 5월 4일 S	200,000	0	$0
Sanjiv Khattri	Chief Financial Officer	2016년 3월 25일 A	5,000	0	$0
Frank Monteiro	CFO	2015년 4월 6일 A	11,329	0	$0
Wayne M. Hewett	President	2015년 4월 2일 A	—	0	$0
Benjamin Gliklich	Chief Operating Officer	2016년 3월 25일 A	8,760	0	$0
Robert L. Worshek	Chief Accounting Officer	2016년 3월 25일 A	—	0	$0
John L Cordani	VP - Legal and Secretary	2016년 3월 25일 A	—	0	$0
Benjamin Foulk	Senior VP, Human Resources	2015년 4월 6일 A	—	0	$0
Sir Martin E. Franklin	이사	2025년 8월 13일 J	0	0	$0
Michael F Goss	이사	2015년 3월 25일 A	4,621	0	$0
Stanley E Oneal	이사	2015년 3월 25일 A	272,698	0	$0
Ian G.H. Ashken	이사	2015년 3월 20일 J	121,555	0	$0
Stanhope Investments	10% 소유주	2014년 11월 24일 S	16,211,408	0	$0
John Edward Capps	—	2025년 9월 18일 M	609,790	1	$-2,079,333

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

행동주의자 및 5% 이상 소유자 6 보유

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자	제출됨	지분	상태	목적	제출
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 제출 서류	2026년 3월 23일	4.60%	수정본	—	SEC
Pershing Square Capital Management, L.P., PS Management GP, LLC, William A. Ackman ×6 제출 서류	2019년 2월 5일	—	최초 제출	이사회 캠페인	SEC
Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust	2017년 12월 19일	—	최초 제출	—	SEC
Mariposa Acquisition, LLC, Martin E. Franklin Revocable Trust, Martin E. Franklin ×5 제출 서류	2015년 3월 20일	—	최초 제출	—	SEC
Tartan Holdings, LLC, Daniel H. Leever ×2 제출 서류	2015년 1월 14일	—	최초 제출	—	SEC
Berggruen Acquisition Holdings IV Ltd., Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust	2015년 1월 2일	—	최초 제출	—	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.

ETF 보유 현황 95 ETF 보유

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드	비중	단위	기준일	출처
PSCM · Invesco Exchange-Traded Fund Trust …	11.01%	62,792 SH	2026년 8월 8일	일간
ADPV · Series Portfolios Trust	4.20%	169,020 NS	2026년 4월 30일	N-PORT
FMTM · EA Series Trust	3.47%	94,800 NS	2026년 4월 30일	N-PORT
PJFM · PGIM ETF Trust	2.77%	10,879 NS	2026년 5월 29일	N-PORT
ALIL · EA Series Trust	2.75%	16,607 NS	2026년 5월 29일	N-PORT
PYZ · Invesco Exchange-Traded Fund Trust	2.17%	44,660 SH	2026년 8월 8일	일간
FXZ · First Trust Exchange-Traded AlphaDE…	1.98%	178,524 NS	2026년 4월 30일	N-PORT
AMID · EA Series Trust	1.73%	42,863 NS	2026년 5월 29일	N-PORT
MMID · MFS Active Exchange Traded Funds Tr…	1.64%	13,167 NS	2026년 5월 31일	N-PORT
ESSC · Strategy Shares	1.16%	7,031 NS	2026년 4월 30일	N-PORT
GSC · Goldman Sachs ETF Trust	1.01%	59,901 NS	2026년 5월 31일	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0.94%	285,540 NS	2026년 4월 30일	N-PORT
IYM · iShares Trust	0.87%	225,735 SH	2026년 8월 8일	일간
CGMM · Capital Group Equity ETF Trust I	0.76%	499,013 NS	2026년 5월 31일	N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe…	0.75%	5,543,000	2026년 8월 8일	일간
VAW · VANGUARD WORLD FUND	0.72%	679,051 SH	2026년 8월 8일	일간
SDVD · First Trust Exchange-Traded Fund IV	0.69%	135,936 NS	2026년 4월 30일	N-PORT
LSEQ · Harbor ETF Trust	0.69%	2,482 NS	2026년 4월 30일	N-PORT
FMAT · FIDELITY COVINGTON TRUST	0.63%	88,861 NS	2026년 4월 30일	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0.60%	136,282 SH	2026년 8월 8일	일간
VIOO · VANGUARD ADMIRAL FUNDS	0.59%	800,536 SH	2026년 8월 8일	일간
VIOV · VANGUARD ADMIRAL FUNDS	0.59%	242,951 SH	2026년 8월 8일	일간
QVMS · Invesco Exchange-Traded Fund Trust …	0.58%	39,085 SH	2026년 8월 8일	일간
XJR · iShares Trust	0.55%	27,059 SH	2026년 8월 8일	일간
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0.53%	54,182 NS	2026년 4월 30일	N-PORT
IJT · iShares Trust	0.49%	1,061,911 SH	2026년 8월 8일	일간
IJR · iShares Trust	0.48%	13,964,031 SH	2026년 8월 8일	일간
IJS · iShares Trust	0.47%	1,020,375 SH	2026년 8월 8일	일간
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0.46%	47,592 NS	2026년 4월 30일	N-PORT
SAA · ProShares Trust	0.43%	2,722 NS	2026년 5월 31일	N-PORT
BKSE · BNY Mellon ETF Trust	0.43%	8,091 NS	2026년 4월 30일	N-PORT
DWAS · Invesco Exchange-Traded Fund Trust …	0.32%	37,882 SH	2026년 8월 8일	일간
AFMC · First Trust Exchange-Traded Fund VI…	0.29%	10,937 NS	2026년 5월 31일	N-PORT
FNDA · SCHWAB STRATEGIC TRUST	0.28%	588,461 NS	2026년 5월 31일	N-PORT
ISCG · iShares Trust	0.27%	69,945 SH	2026년 8월 8일	일간
VBR · VANGUARD INDEX FUNDS	0.24%	3,369,282 SH	2026년 8월 8일	일간
APUE · Trust for Professional Managers	0.23%	139,340 NS	2026년 5월 31일	N-PORT
DFAS · Dimensional ETF Trust	0.23%	761,645 NS	2026년 4월 30일	N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS	0.23%	40,643 NS	2026년 5월 31일	N-PORT
VGMS · VANGUARD MALVERN FUNDS	0.22%	542,000 PA	2026년 8월 8일	일간
FSMD · FIDELITY COVINGTON TRUST	0.21%	118,641 NS	2026년 4월 30일	N-PORT
SCHA · SCHWAB STRATEGIC TRUST	0.20%	1,093,843 NS	2026년 5월 31일	N-PORT
HDUS · Lattice Strategies Trust	0.20%	8,424 NS	2026년 4월 30일	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0.19%	41,488 SH	2026년 8월 8일	일간
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0.19%	88,663 NS	2026년 4월 30일	N-PORT
SMLF · iShares Trust	0.18%	197,452 SH	2026년 8월 8일	일간
RWJ · Invesco Exchange-Traded Fund Trust …	0.17%	91,696 SH	2026년 8월 8일	일간
VGHY · VANGUARD FIXED INCOME SECURITIES FU…	0.14%	450,000 PA	2026년 8월 8일	일간
DFSV · Dimensional ETF Trust	0.14%	240,251 NS	2026년 4월 30일	N-PORT
ISCB · iShares Trust	0.13%	9,939 SH	2026년 8월 8일	일간
NBCR · Neuberger Berman ETF Trust	0.13%	27,409 NS	2026년 5월 31일	N-PORT
VB · VANGUARD INDEX FUNDS	0.13%	5,307,611 SH	2026년 8월 8일	일간
DFAT · Dimensional ETF Trust	0.13%	416,336 NS	2026년 4월 30일	N-PORT
VXF · VANGUARD INDEX FUNDS	0.12%	2,627,418 SH	2026년 8월 8일	일간
SMMD · iShares Trust	0.12%	114,818 SH	2026년 8월 8일	일간
ESML · iShares Trust	0.11%	81,382 SH	2026년 8월 8일	일간
IWS · iShares Trust	0.08%	346,093 SH	2026년 8월 8일	일간
WSML · iShares Trust	0.08%	14,410 SH	2026년 8월 8일	일간
VFMO · VANGUARD WELLINGTON FUND	0.08%	33,484 SH	2026년 8월 8일	일간
DEUS · DBX ETF Trust	0.08%	5,063 NS	2026년 5월 29일	N-PORT
DFSU · Dimensional ETF Trust	0.08%	37,329 NS	2026년 4월 30일	N-PORT
IWR · iShares Trust	0.06%	929,383 SH	2026년 8월 8일	일간
DFUV · Dimensional ETF Trust	0.06%	209,723 NS	2026년 4월 30일	N-PORT
ISCF · iShares Trust	0.05%	135,304 SH	2026년 8월 8일	일간
DFAC · Dimensional ETF Trust	0.05%	491,271 NS	2026년 4월 30일	N-PORT
DXUV · Dimensional ETF Trust	0.04%	3,912 NS	2026년 4월 30일	N-PORT
DCOR · Dimensional ETF Trust	0.03%	23,782 NS	2026년 4월 30일	N-PORT
VSDB · VANGUARD MALVERN FUNDS	0.03%	320,000 PA	2026년 8월 8일	일간
VONV · VANGUARD SCOTTSDALE FUNDS	0.03%	137,835 SH	2026년 8월 8일	일간
GVUS · Goldman Sachs ETF Trust	0.03%	2,712 NS	2026년 5월 31일	N-PORT
TILT · FlexShares Trust	0.02%	11,242 NS	2026년 4월 30일	N-PORT
IWD · iShares Trust	0.02%	505,929 SH	2026년 8월 8일	일간
VTI · VANGUARD INDEX FUNDS	0.02%	7,350,689 SH	2026년 8월 8일	일간
VONE · VANGUARD SCOTTSDALE FUNDS	0.02%	37,840 SH	2026년 8월 8일	일간
ESGV · VANGUARD WORLD FUND	0.02%	51,615 SH	2026년 8월 8일	일간
FNDB · SCHWAB STRATEGIC TRUST	0.02%	6,112 NS	2026년 5월 31일	N-PORT
DFAU · Dimensional ETF Trust	0.02%	49,365 NS	2026년 4월 30일	N-PORT
PRF · Invesco Exchange-Traded Fund Trust	0.02%	43,456 SH	2026년 8월 8일	일간
DFUS · Dimensional ETF Trust	0.02%	71,623 NS	2026년 4월 30일	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0.01%	18,607 NS	2026년 5월 31일	N-PORT
GUSA · Goldman Sachs ETF Trust II	0.01%	7,607 NS	2026년 5월 31일	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0.01%	137,619 NS	2026년 5월 31일	N-PORT
EBI · RBB Fund Trust	0.01%	1,930 NS	2026년 5월 31일	N-PORT
IWB · iShares Trust	0.01%	158,009 SH	2026년 8월 8일	일간
IYY · iShares Trust	0.01%	9,755 SH	2026년 8월 8일	일간
ITOT · iShares Trust	0.01%	300,860 SH	2026년 8월 8일	일간
IWV · iShares Trust	0.01%	59,922 SH	2026년 8월 8일	일간
VPLS · VANGUARD MALVERN FUNDS	0.01%	260,000 PA	2026년 8월 8일	일간
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.01%	186,832 SH	2026년 8월 8일	일간
VTHR · VANGUARD SCOTTSDALE FUNDS	0.01%	19,159 SH	2026년 8월 8일	일간
MSLC · MORGAN STANLEY PATHWAY FUNDS	0.01%	8,583 NS	2026년 5월 31일	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0.01%	836 NS	2026년 5월 31일	N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe…	0.01%	7,339 SH	2026년 8월 8일	일간
AVLC · AMERICAN CENTURY ETF TRUST	0.00%	341 NS	2026년 5월 31일	N-PORT
VCRB · VANGUARD MALVERN FUNDS	0.00%	35,000 PA	2026년 8월 8일	일간

Element Solutions Inc. Common Stock 정보 위키백과 회사 개요

History

Operations

List of Transactions

ESI 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

ESI 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

이동 평균 및 오버레이

거래량

오실레이터

모멘텀 및 추세

10년 성과 매출, 순이익, 마진 및 EPS 추세

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

ESI 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

12개월 목표 주가

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

트레이딩 시그널 진입 가격 및 위험/보상 비율을 포함한 최근 매수/매도 신호

나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

기관 투자자 (13F) 539개의 제출자 · $7.1B 전체 · 기준일 2026년 6월 30일

회사 내부자 15 명의 내부자 · 9 임원 · 6 이사

행동주의자 및 5% 이상 소유자 6 보유

ETF 보유 현황 95 ETF 보유