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Side-by-side financial comparison of Digital Realty (DLR) and Element Solutions Inc (ESI). Click either name above to swap in a different company.

Digital Realty is the larger business by last-quarter revenue ($1.6B vs $840.0M, roughly 1.9× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs 6.0%, a 0.6% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 16.1%). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 9.8%).

Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.

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

DLR vs ESI — Head-to-Head

Bigger by revenue
DLR
DLR
1.9× larger
DLR
$1.6B
$840.0M
ESI
Growing faster (revenue YoY)
ESI
ESI
+24.9% gap
ESI
41.0%
16.1%
DLR
Higher net margin
ESI
ESI
0.6% more per $
ESI
6.7%
6.0%
DLR
Faster 2-yr revenue CAGR
ESI
ESI
Annualised
ESI
17.1%
9.8%
DLR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
DLR
DLR
ESI
ESI
Revenue
$1.6B
$840.0M
Net Profit
$98.6M
$56.0M
Gross Margin
38.4%
Operating Margin
6.9%
13.3%
Net Margin
6.0%
6.7%
Revenue YoY
16.1%
41.0%
Net Profit YoY
-10.3%
-42.9%
EPS (diluted)
$0.22
$0.23

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DLR
DLR
ESI
ESI
Q1 26
$1.6B
$840.0M
Q4 25
$1.6B
$676.2M
Q3 25
$1.6B
$656.1M
Q2 25
$1.5B
$625.2M
Q1 25
$1.4B
$593.7M
Q4 24
$1.4B
$624.2M
Q3 24
$1.4B
$645.0M
Q2 24
$1.4B
$612.7M
Net Profit
DLR
DLR
ESI
ESI
Q1 26
$98.6M
$56.0M
Q4 25
$98.6M
$6.2M
Q3 25
$67.8M
$39.3M
Q2 25
$1.0B
$47.4M
Q1 25
$110.0M
$98.0M
Q4 24
$189.6M
$54.7M
Q3 24
$51.2M
$40.3M
Q2 24
$80.2M
$93.2M
Gross Margin
DLR
DLR
ESI
ESI
Q1 26
38.4%
Q4 25
40.9%
Q3 25
42.2%
Q2 25
42.6%
Q1 25
42.2%
Q4 24
41.0%
Q3 24
41.5%
Q2 24
43.6%
Operating Margin
DLR
DLR
ESI
ESI
Q1 26
6.9%
13.3%
Q4 25
6.9%
10.3%
Q3 25
8.8%
15.4%
Q2 25
14.2%
15.1%
Q1 25
13.9%
13.0%
Q4 24
10.1%
12.0%
Q3 24
11.8%
14.7%
Q2 24
0.7%
15.7%
Net Margin
DLR
DLR
ESI
ESI
Q1 26
6.0%
6.7%
Q4 25
6.0%
0.9%
Q3 25
4.3%
6.0%
Q2 25
69.1%
7.6%
Q1 25
7.8%
16.5%
Q4 24
13.2%
8.8%
Q3 24
3.6%
6.2%
Q2 24
5.9%
15.2%
EPS (diluted)
DLR
DLR
ESI
ESI
Q1 26
$0.22
$0.23
Q4 25
$0.22
$0.03
Q3 25
$0.15
$0.16
Q2 25
$2.94
$0.20
Q1 25
$0.27
$0.40
Q4 24
$0.50
$0.22
Q3 24
$0.09
$0.17
Q2 24
$0.20
$0.39

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DLR
DLR
ESI
ESI
Cash + ST InvestmentsLiquidity on hand
$3.5B
$177.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$22.9B
$2.7B
Total Assets
$49.4B
$5.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DLR
DLR
ESI
ESI
Q1 26
$3.5B
$177.3M
Q4 25
$3.5B
$626.5M
Q3 25
$3.3B
$594.3M
Q2 25
$3.6B
$529.9M
Q1 25
$2.3B
$499.2M
Q4 24
$3.9B
$359.4M
Q3 24
$2.2B
$376.0M
Q2 24
$2.3B
$309.3M
Total Debt
DLR
DLR
ESI
ESI
Q1 26
Q4 25
$1.6B
Q3 25
$1.6B
Q2 25
$1.6B
Q1 25
$1.6B
Q4 24
$1.8B
Q3 24
$1.9B
Q2 24
$1.9B
Stockholders' Equity
DLR
DLR
ESI
ESI
Q1 26
$22.9B
$2.7B
Q4 25
$22.9B
$2.7B
Q3 25
$23.0B
$2.7B
Q2 25
$22.9B
$2.6B
Q1 25
$21.3B
$2.5B
Q4 24
$21.3B
$2.4B
Q3 24
$21.2B
$2.4B
Q2 24
$20.5B
$2.4B
Total Assets
DLR
DLR
ESI
ESI
Q1 26
$49.4B
$5.7B
Q4 25
$49.4B
$5.1B
Q3 25
$48.7B
$5.0B
Q2 25
$48.7B
$5.0B
Q1 25
$45.1B
$4.8B
Q4 24
$45.3B
$4.9B
Q3 24
$45.3B
$5.1B
Q2 24
$43.6B
$5.0B
Debt / Equity
DLR
DLR
ESI
ESI
Q1 26
Q4 25
0.61×
Q3 25
0.61×
Q2 25
0.62×
Q1 25
0.64×
Q4 24
0.76×
Q3 24
0.78×
Q2 24
0.81×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DLR
DLR
ESI
ESI
Operating Cash FlowLast quarter
Free Cash FlowOCF − Capex
$-74.2M
FCF MarginFCF / Revenue
-8.8%
Capex IntensityCapex / Revenue
3.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DLR
DLR
ESI
ESI
Q1 26
Q4 25
$719.0M
Q3 25
$652.9M
$100.1M
Q2 25
$641.2M
Q1 25
$399.1M
$26.0M
Q4 24
$769.5M
Q3 24
$566.5M
$98.5M
Q2 24
$573.2M
Free Cash Flow
DLR
DLR
ESI
ESI
Q1 26
$-74.2M
Q4 25
Q3 25
$83.6M
Q2 25
Q1 25
$15.0M
Q4 24
Q3 24
$85.9M
Q2 24
FCF Margin
DLR
DLR
ESI
ESI
Q1 26
-8.8%
Q4 25
Q3 25
12.7%
Q2 25
Q1 25
2.5%
Q4 24
Q3 24
13.3%
Q2 24
Capex Intensity
DLR
DLR
ESI
ESI
Q1 26
3.0%
Q4 25
2.5%
Q3 25
2.5%
Q2 25
2.8%
Q1 25
1.9%
Q4 24
3.6%
Q3 24
2.0%
Q2 24
2.4%
Cash Conversion
DLR
DLR
ESI
ESI
Q1 26
Q4 25
7.29×
Q3 25
9.63×
2.55×
Q2 25
0.62×
Q1 25
3.63×
0.27×
Q4 24
4.06×
Q3 24
11.07×
2.44×
Q2 24
7.15×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

DLR
DLR

Segment breakdown not available.

ESI
ESI

Electronics ex-Metals$377.8M45%
Pass-through Metals$255.7M30%
Other$206.5M25%

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