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Side-by-side financial comparison of Element Solutions Inc (ESI) and F5, Inc. (FFIV). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $811.7M, roughly 1.0× F5, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 6.7%, a 11.6% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 11.0%). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 8.0%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
ESI vs FFIV — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $811.7M |
| Net Profit | $56.0M | $148.0M |
| Gross Margin | 38.4% | 81.4% |
| Operating Margin | 13.3% | 22.1% |
| Net Margin | 6.7% | 18.2% |
| Revenue YoY | 41.0% | 11.0% |
| Net Profit YoY | -43.0% | 1.5% |
| EPS (diluted) | $0.23 | $2.58 |
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.
| Q1 26 | $840.0M | $811.7M | ||
| Q4 25 | $676.2M | $822.5M | ||
| Q3 25 | $656.1M | $810.1M | ||
| Q2 25 | $625.2M | $780.4M | ||
| Q1 25 | $593.7M | $731.1M | ||
| Q4 24 | $624.2M | $766.5M | ||
| Q3 24 | $645.0M | $746.7M | ||
| Q2 24 | $612.7M | $695.5M |
| Q1 26 | $56.0M | $148.0M | ||
| Q4 25 | $6.2M | $180.1M | ||
| Q3 25 | $39.3M | $190.5M | ||
| Q2 25 | $47.4M | $189.9M | ||
| Q1 25 | $98.0M | $145.5M | ||
| Q4 24 | $54.7M | $166.4M | ||
| Q3 24 | $40.3M | $165.3M | ||
| Q2 24 | $93.2M | $144.1M |
| Q1 26 | 38.4% | 81.4% | ||
| Q4 25 | 40.9% | 81.5% | ||
| Q3 25 | 42.2% | 82.2% | ||
| Q2 25 | 42.6% | 81.0% | ||
| Q1 25 | 42.2% | 80.7% | ||
| Q4 24 | 41.0% | 81.7% | ||
| Q3 24 | 41.5% | 80.8% | ||
| Q2 24 | 43.6% | 80.4% |
| Q1 26 | 13.3% | 22.1% | ||
| Q4 25 | 10.3% | 26.0% | ||
| Q3 25 | 15.4% | 25.4% | ||
| Q2 25 | 15.1% | 25.2% | ||
| Q1 25 | 13.0% | 21.7% | ||
| Q4 24 | 12.0% | 26.8% | ||
| Q3 24 | 14.7% | 25.6% | ||
| Q2 24 | 15.7% | 23.4% |
| Q1 26 | 6.7% | 18.2% | ||
| Q4 25 | 0.9% | 21.9% | ||
| Q3 25 | 6.0% | 23.5% | ||
| Q2 25 | 7.6% | 24.3% | ||
| Q1 25 | 16.5% | 19.9% | ||
| Q4 24 | 8.8% | 21.7% | ||
| Q3 24 | 6.2% | 22.1% | ||
| Q2 24 | 15.2% | 20.7% |
| Q1 26 | $0.23 | $2.58 | ||
| Q4 25 | $0.03 | $3.10 | ||
| Q3 25 | $0.16 | $3.25 | ||
| Q2 25 | $0.20 | $3.25 | ||
| Q1 25 | $0.40 | $2.48 | ||
| Q4 24 | $0.22 | $2.82 | ||
| Q3 24 | $0.17 | $2.79 | ||
| Q2 24 | $0.39 | $2.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $3.6B |
| Total Assets | $5.7B | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | $1.4B | ||
| Q4 25 | $626.5M | $1.2B | ||
| Q3 25 | $594.3M | $1.3B | ||
| Q2 25 | $529.9M | $1.4B | ||
| Q1 25 | $499.2M | $1.3B | ||
| Q4 24 | $359.4M | $1.2B | ||
| Q3 24 | $376.0M | $1.1B | ||
| Q2 24 | $309.3M | $935.6M |
| 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 | — |
| Q1 26 | $2.7B | $3.6B | ||
| Q4 25 | $2.7B | $3.5B | ||
| Q3 25 | $2.7B | $3.6B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $2.5B | $3.3B | ||
| Q4 24 | $2.4B | $3.2B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.4B | $3.0B |
| Q1 26 | $5.7B | $6.5B | ||
| Q4 25 | $5.1B | $6.3B | ||
| Q3 25 | $5.0B | $6.3B | ||
| Q2 25 | $5.0B | $6.1B | ||
| Q1 25 | $4.8B | $5.9B | ||
| Q4 24 | $4.9B | $5.9B | ||
| Q3 24 | $5.1B | $5.6B | ||
| Q2 24 | $5.0B | $5.4B |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $525.1M |
| Free Cash FlowOCF − Capex | $-74.2M | — |
| FCF MarginFCF / Revenue | -8.8% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | — | 3.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $525.1M | ||
| Q4 25 | — | $159.2M | ||
| Q3 25 | $100.1M | $208.1M | ||
| Q2 25 | — | $282.2M | ||
| Q1 25 | $26.0M | $256.6M | ||
| Q4 24 | — | $202.8M | ||
| Q3 24 | $98.5M | $246.5M | ||
| Q2 24 | — | $159.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $149.5M | ||
| Q3 25 | $83.6M | $191.9M | ||
| Q2 25 | — | $273.7M | ||
| Q1 25 | $15.0M | $246.1M | ||
| Q4 24 | — | $194.7M | ||
| Q3 24 | $85.9M | $240.4M | ||
| Q2 24 | — | $153.1M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | 12.7% | 23.7% | ||
| Q2 25 | — | 35.1% | ||
| Q1 25 | 2.5% | 33.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | 13.3% | 32.2% | ||
| Q2 24 | — | 22.0% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.2% | ||
| Q3 25 | 2.5% | 2.0% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 1.9% | 1.4% | ||
| Q4 24 | 3.6% | 1.1% | ||
| Q3 24 | 2.0% | 0.8% | ||
| Q2 24 | 2.4% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | — | 0.88× | ||
| Q3 25 | 2.55× | 1.09× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | 0.27× | 1.76× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | 2.44× | 1.49× | ||
| Q2 24 | — | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
FFIV
Segment breakdown not available.
