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Side-by-side financial comparison of Element Solutions Inc (ESI) and Legence Corp. (LGN). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $708.0M, roughly 1.2× Legence Corp.). Element Solutions Inc runs the higher net margin — 6.7% vs -0.1%, a 6.7% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 26.2%). Legence Corp. produced more free cash flow last quarter ($137.4M vs $-74.2M).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Legence Corp is a leading sustainable building and decarbonization solution provider. It delivers energy efficiency optimization, building automation design, renewable energy integration, and low-carbon retrofit services for commercial, industrial, and institutional clients, with core operations across North America to help customers cut costs and reduce carbon footprints.
ESI vs LGN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $708.0M |
| Net Profit | $56.0M | $-576.0K |
| Gross Margin | 38.4% | 20.9% |
| Operating Margin | 13.3% | 5.3% |
| Net Margin | 6.7% | -0.1% |
| Revenue YoY | 41.0% | 26.2% |
| Net Profit YoY | -43.0% | 46.8% |
| EPS (diluted) | $0.23 | $-0.02 |
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 | — | ||
| Q4 25 | $676.2M | — | ||
| Q3 25 | $656.1M | $708.0M | ||
| Q2 25 | $625.2M | — | ||
| Q1 25 | $593.7M | — | ||
| Q4 24 | $624.2M | — | ||
| Q3 24 | $645.0M | $560.8M | ||
| Q2 24 | $612.7M | — |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $39.3M | $-576.0K | ||
| Q2 25 | $47.4M | — | ||
| Q1 25 | $98.0M | — | ||
| Q4 24 | $54.7M | — | ||
| Q3 24 | $40.3M | $-1.1M | ||
| Q2 24 | $93.2M | — |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | 20.9% | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 41.0% | — | ||
| Q3 24 | 41.5% | 21.1% | ||
| Q2 24 | 43.6% | — |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | — | ||
| Q3 25 | 15.4% | 5.3% | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 13.0% | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 14.7% | 4.8% | ||
| Q2 24 | 15.7% | — |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 6.0% | -0.1% | ||
| Q2 25 | 7.6% | — | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 6.2% | -0.2% | ||
| Q2 24 | 15.2% | — |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $0.16 | $-0.02 | ||
| Q2 25 | $0.20 | — | ||
| Q1 25 | $0.40 | — | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | $0.17 | — | ||
| Q2 24 | $0.39 | — |
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 | $176.0M |
| Total DebtLower is stronger | — | $812.6M |
| Stockholders' EquityBook value | $2.7B | $387.9M |
| Total Assets | $5.7B | $2.6B |
| Debt / EquityLower = less leverage | — | 2.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | — | ||
| Q3 25 | $594.3M | $176.0M | ||
| Q2 25 | $529.9M | — | ||
| Q1 25 | $499.2M | — | ||
| Q4 24 | $359.4M | — | ||
| Q3 24 | $376.0M | — | ||
| Q2 24 | $309.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $812.6M | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.7B | $387.9M | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.0B | $2.6B | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | 2.10× | ||
| 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 | — | $162.1M |
| Free Cash FlowOCF − Capex | $-74.2M | $137.4M |
| FCF MarginFCF / Revenue | -8.8% | 19.4% |
| Capex IntensityCapex / Revenue | 3.0% | 3.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $100.1M | $162.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | $26.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $98.5M | — | ||
| Q2 24 | — | — |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $83.6M | $137.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $85.9M | — | ||
| Q2 24 | — | — |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.7% | 19.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | — | — |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.5% | 3.5% | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.44× | — | ||
| Q2 24 | — | — |
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% |
LGN
| Installation And Fabrication | $408.7M | 58% |
| Engineering And Design | $110.9M | 16% |
| Program And Project Management | $101.2M | 14% |
| Maintenance And Service | $87.1M | 12% |
