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Side-by-side financial comparison of Element Solutions Inc (ESI) and KENNAMETAL INC (KMT). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $592.6M, roughly 1.4× KENNAMETAL INC). KENNAMETAL INC runs the higher net margin — 10.3% vs 6.7%, a 3.6% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 21.8%). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 4.4%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Kennametal, Inc. is a manufacturer of high-performance cutting tools and engineered components used in the aerospace, defense, transportation and oil and gas drilling industries. Its customer base is global.
ESI vs KMT — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $592.6M |
| Net Profit | $56.0M | $61.1M |
| Gross Margin | 38.4% | 35.1% |
| Operating Margin | 13.3% | 13.4% |
| Net Margin | 6.7% | 10.3% |
| Revenue YoY | 41.0% | 21.8% |
| Net Profit YoY | -43.0% | 85.0% |
| EPS (diluted) | $0.23 | $0.75 |
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 | $592.6M | ||
| Q4 25 | $676.2M | $529.5M | ||
| Q3 25 | $656.1M | $498.0M | ||
| Q2 25 | $625.2M | $516.4M | ||
| Q1 25 | $593.7M | $486.4M | ||
| Q4 24 | $624.2M | $482.1M | ||
| Q3 24 | $645.0M | $481.9M | ||
| Q2 24 | $612.7M | $543.3M |
| Q1 26 | $56.0M | $61.1M | ||
| Q4 25 | $6.2M | $33.9M | ||
| Q3 25 | $39.3M | $23.3M | ||
| Q2 25 | $47.4M | $21.6M | ||
| Q1 25 | $98.0M | $31.5M | ||
| Q4 24 | $54.7M | $17.9M | ||
| Q3 24 | $40.3M | $22.1M | ||
| Q2 24 | $93.2M | $37.2M |
| Q1 26 | 38.4% | 35.1% | ||
| Q4 25 | 40.9% | 32.8% | ||
| Q3 25 | 42.2% | 31.0% | ||
| Q2 25 | 42.6% | 28.2% | ||
| Q1 25 | 42.2% | 32.1% | ||
| Q4 24 | 41.0% | 30.1% | ||
| Q3 24 | 41.5% | 31.3% | ||
| Q2 24 | 43.6% | 31.5% |
| Q1 26 | 13.3% | 13.4% | ||
| Q4 25 | 10.3% | 9.9% | ||
| Q3 25 | 15.4% | 7.5% | ||
| Q2 25 | 15.1% | 6.1% | ||
| Q1 25 | 13.0% | 9.1% | ||
| Q4 24 | 12.0% | 6.6% | ||
| Q3 24 | 14.7% | 7.5% | ||
| Q2 24 | 15.7% | 11.3% |
| Q1 26 | 6.7% | 10.3% | ||
| Q4 25 | 0.9% | 6.4% | ||
| Q3 25 | 6.0% | 4.7% | ||
| Q2 25 | 7.6% | 4.2% | ||
| Q1 25 | 16.5% | 6.5% | ||
| Q4 24 | 8.8% | 3.7% | ||
| Q3 24 | 6.2% | 4.6% | ||
| Q2 24 | 15.2% | 6.8% |
| Q1 26 | $0.23 | $0.75 | ||
| Q4 25 | $0.03 | $0.44 | ||
| Q3 25 | $0.16 | $0.30 | ||
| Q2 25 | $0.20 | $0.28 | ||
| Q1 25 | $0.40 | $0.41 | ||
| Q4 24 | $0.22 | $0.23 | ||
| Q3 24 | $0.17 | $0.28 | ||
| Q2 24 | $0.39 | $0.47 |
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 | $106.8M |
| Total DebtLower is stronger | — | $597.4M |
| Stockholders' EquityBook value | $2.7B | — |
| Total Assets | $5.7B | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | $106.8M | ||
| Q4 25 | $626.5M | $129.3M | ||
| Q3 25 | $594.3M | $103.5M | ||
| Q2 25 | $529.9M | $140.5M | ||
| Q1 25 | $499.2M | $97.5M | ||
| Q4 24 | $359.4M | $121.2M | ||
| Q3 24 | $376.0M | $119.6M | ||
| Q2 24 | $309.3M | $128.0M |
| Q1 26 | — | $597.4M | ||
| Q4 25 | $1.6B | $597.2M | ||
| Q3 25 | $1.6B | $597.0M | ||
| Q2 25 | $1.6B | $596.8M | ||
| Q1 25 | $1.6B | $596.6M | ||
| Q4 24 | $1.8B | $596.4M | ||
| Q3 24 | $1.9B | $596.2M | ||
| Q2 24 | $1.9B | $596.0M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.3B | ||
| Q3 25 | $2.7B | $1.3B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.5B | $1.2B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.4B | $1.2B |
| Q1 26 | $5.7B | $2.7B | ||
| Q4 25 | $5.1B | $2.6B | ||
| Q3 25 | $5.0B | $2.5B | ||
| Q2 25 | $5.0B | $2.5B | ||
| Q1 25 | $4.8B | $2.5B | ||
| Q4 24 | $4.9B | $2.4B | ||
| Q3 24 | $5.1B | $2.5B | ||
| Q2 24 | $5.0B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 0.45× | ||
| Q3 25 | 0.61× | 0.46× | ||
| Q2 25 | 0.62× | 0.46× | ||
| Q1 25 | 0.64× | 0.48× | ||
| Q4 24 | 0.76× | 0.49× | ||
| Q3 24 | 0.78× | 0.47× | ||
| Q2 24 | 0.81× | 0.48× |
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 | — | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | — | $55.1M | ||
| Q3 25 | $100.1M | $17.5M | ||
| Q2 25 | — | $78.6M | ||
| Q1 25 | $26.0M | $28.8M | ||
| Q4 24 | — | $55.2M | ||
| Q3 24 | $98.5M | $45.7M | ||
| Q2 24 | — | $113.6M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $42.4M | ||
| Q3 25 | $83.6M | $-5.5M | ||
| Q2 25 | — | $57.1M | ||
| Q1 25 | $15.0M | $5.3M | ||
| Q4 24 | — | $35.9M | ||
| Q3 24 | $85.9M | $21.0M | ||
| Q2 24 | — | $90.3M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | 12.7% | -1.1% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | 2.5% | 1.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 13.3% | 4.4% | ||
| Q2 24 | — | 16.6% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 2.4% | ||
| Q3 25 | 2.5% | 4.6% | ||
| Q2 25 | 2.8% | 4.2% | ||
| Q1 25 | 1.9% | 4.8% | ||
| Q4 24 | 3.6% | 4.0% | ||
| Q3 24 | 2.0% | 5.1% | ||
| Q2 24 | 2.4% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.63× | ||
| Q3 25 | 2.55× | 0.75× | ||
| Q2 25 | — | 3.64× | ||
| Q1 25 | 0.27× | 0.92× | ||
| Q4 24 | — | 3.08× | ||
| Q3 24 | 2.44× | 2.07× | ||
| Q2 24 | — | 3.06× |
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% |
KMT
| Americas | $298.3M | 50% |
| EMEA | $174.0M | 29% |
| Asia Pacific | $120.3M | 20% |
