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Side-by-side financial comparison of Element Solutions Inc (ESI) and Lineage, Inc. (LINE). Click either name above to swap in a different company.
Lineage, Inc. is the larger business by last-quarter revenue ($1.4B vs $840.0M, roughly 1.6× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs -7.3%, a 13.9% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 3.1%). Lineage, Inc. produced more free cash flow last quarter ($35.0M vs $-74.2M).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
ESI vs LINE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.4B |
| Net Profit | $56.0M | $-100.0M |
| Gross Margin | 38.4% | 32.3% |
| Operating Margin | 13.3% | 2.5% |
| Net Margin | 6.7% | -7.3% |
| Revenue YoY | 41.0% | 3.1% |
| Net Profit YoY | -43.0% | 79.4% |
| EPS (diluted) | $0.23 | $-0.44 |
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 | $1.4B | ||
| Q2 25 | $625.2M | $1.4B | ||
| Q1 25 | $593.7M | $1.3B | ||
| Q4 24 | $624.2M | $1.3B | ||
| Q3 24 | $645.0M | $1.3B | ||
| Q2 24 | $612.7M | $1.3B |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $39.3M | $-100.0M | ||
| Q2 25 | $47.4M | $-6.0M | ||
| Q1 25 | $98.0M | $0 | ||
| Q4 24 | $54.7M | $-71.0M | ||
| Q3 24 | $40.3M | $-485.0M | ||
| Q2 24 | $93.2M | $-68.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | 32.3% | ||
| Q2 25 | 42.6% | 31.9% | ||
| Q1 25 | 42.2% | 32.2% | ||
| Q4 24 | 41.0% | 32.3% | ||
| Q3 24 | 41.5% | 32.8% | ||
| Q2 24 | 43.6% | 33.4% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | — | ||
| Q3 25 | 15.4% | 2.5% | ||
| Q2 25 | 15.1% | 1.7% | ||
| Q1 25 | 13.0% | 4.3% | ||
| Q4 24 | 12.0% | -1.6% | ||
| Q3 24 | 14.7% | -38.6% | ||
| Q2 24 | 15.7% | 5.5% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 6.0% | -7.3% | ||
| Q2 25 | 7.6% | -0.4% | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 8.8% | -5.3% | ||
| Q3 24 | 6.2% | -36.3% | ||
| Q2 24 | 15.2% | -5.1% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $0.16 | $-0.44 | ||
| Q2 25 | $0.20 | $-0.03 | ||
| Q1 25 | $0.40 | $0.01 | ||
| Q4 24 | $0.22 | $-0.52 | ||
| Q3 24 | $0.17 | $-2.44 | ||
| Q2 24 | $0.39 | $-0.46 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $8.4B |
| Total Assets | $5.7B | $19.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | — | ||
| Q3 25 | $594.3M | — | ||
| Q2 25 | $529.9M | — | ||
| Q1 25 | $499.2M | — | ||
| Q4 24 | $359.4M | $173.0M | ||
| Q3 24 | $376.0M | $409.0M | ||
| Q2 24 | $309.3M | $73.0M |
| 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 | — | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.7B | $8.4B | ||
| Q2 25 | $2.6B | $8.6B | ||
| Q1 25 | $2.5B | $8.6B | ||
| Q4 24 | $2.4B | $8.6B | ||
| Q3 24 | $2.4B | $9.0B | ||
| Q2 24 | $2.4B | $4.9B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.0B | $19.2B | ||
| Q2 25 | $5.0B | $19.4B | ||
| Q1 25 | $4.8B | $18.8B | ||
| Q4 24 | $4.9B | $18.7B | ||
| Q3 24 | $5.1B | $19.3B | ||
| Q2 24 | $5.0B | $18.8B |
| 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 | — | $230.0M |
| Free Cash FlowOCF − Capex | $-74.2M | $35.0M |
| FCF MarginFCF / Revenue | -8.8% | 2.5% |
| Capex IntensityCapex / Revenue | 3.0% | 14.2% |
| 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 | $230.0M | ||
| Q2 25 | — | $258.0M | ||
| Q1 25 | $26.0M | $139.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $98.5M | $186.0M | ||
| Q2 24 | — | $155.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $83.6M | $35.0M | ||
| Q2 25 | — | $95.0M | ||
| Q1 25 | $15.0M | $-12.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $85.9M | $33.0M | ||
| Q2 24 | — | $-31.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.7% | 2.5% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | 2.5% | -0.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | 13.3% | 2.5% | ||
| Q2 24 | — | -2.3% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.5% | 14.2% | ||
| Q2 25 | 2.8% | 12.1% | ||
| Q1 25 | 1.9% | 11.7% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 2.0% | 11.5% | ||
| Q2 24 | 2.4% | 13.9% |
| 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% |
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
