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Side-by-side financial comparison of Element Solutions Inc (ESI) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $840.0M, roughly 1.8× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs -13.6%, a 20.3% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs -5.3%). Organon & Co. produced more free cash flow last quarter ($96.0M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs -3.6%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
ESI vs OGN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.5B |
| Net Profit | $56.0M | $-205.0M |
| Gross Margin | 38.4% | 49.2% |
| Operating Margin | 13.3% | -9.8% |
| Net Margin | 6.7% | -13.6% |
| Revenue YoY | 41.0% | -5.3% |
| Net Profit YoY | -42.9% | -288.1% |
| EPS (diluted) | $0.23 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $656.1M | $1.6B | ||
| Q2 25 | $625.2M | $1.6B | ||
| Q1 25 | $593.7M | $1.5B | ||
| Q4 24 | $624.2M | $1.6B | ||
| Q3 24 | $645.0M | $1.6B | ||
| Q2 24 | $612.7M | $1.6B |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $-205.0M | ||
| Q3 25 | $39.3M | $160.0M | ||
| Q2 25 | $47.4M | $145.0M | ||
| Q1 25 | $98.0M | $87.0M | ||
| Q4 24 | $54.7M | $109.0M | ||
| Q3 24 | $40.3M | $359.0M | ||
| Q2 24 | $93.2M | $195.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 49.2% | ||
| Q3 25 | 42.2% | 53.5% | ||
| Q2 25 | 42.6% | 54.8% | ||
| Q1 25 | 42.2% | 55.6% | ||
| Q4 24 | 41.0% | 56.3% | ||
| Q3 24 | 41.5% | 58.3% | ||
| Q2 24 | 43.6% | 58.4% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | -9.8% | ||
| Q3 25 | 15.4% | 15.2% | ||
| Q2 25 | 15.1% | 14.4% | ||
| Q1 25 | 13.0% | 6.7% | ||
| Q4 24 | 12.0% | 8.1% | ||
| Q3 24 | 14.7% | 13.1% | ||
| Q2 24 | 15.7% | 14.6% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | -13.6% | ||
| Q3 25 | 6.0% | 10.0% | ||
| Q2 25 | 7.6% | 9.1% | ||
| Q1 25 | 16.5% | 5.8% | ||
| Q4 24 | 8.8% | 6.8% | ||
| Q3 24 | 6.2% | 22.7% | ||
| Q2 24 | 15.2% | 12.1% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $-0.78 | ||
| Q3 25 | $0.16 | $0.61 | ||
| Q2 25 | $0.20 | $0.56 | ||
| Q1 25 | $0.40 | $0.33 | ||
| Q4 24 | $0.22 | $0.42 | ||
| Q3 24 | $0.17 | $1.38 | ||
| Q2 24 | $0.39 | $0.75 |
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 | $574.0M |
| Total DebtLower is stronger | — | $8.6B |
| Stockholders' EquityBook value | $2.7B | $752.0M |
| Total Assets | $5.7B | $12.9B |
| Debt / EquityLower = less leverage | — | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $574.0M | ||
| Q3 25 | $594.3M | $672.0M | ||
| Q2 25 | $529.9M | $599.0M | ||
| Q1 25 | $499.2M | $547.0M | ||
| Q4 24 | $359.4M | $675.0M | ||
| Q3 24 | $376.0M | $763.0M | ||
| Q2 24 | $309.3M | $704.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $8.6B | ||
| Q3 25 | $1.6B | $8.8B | ||
| Q2 25 | $1.6B | $8.9B | ||
| Q1 25 | $1.6B | $9.0B | ||
| Q4 24 | $1.8B | $8.9B | ||
| Q3 24 | $1.9B | $8.7B | ||
| Q2 24 | $1.9B | $8.7B |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $752.0M | ||
| Q3 25 | $2.7B | $906.0M | ||
| Q2 25 | $2.6B | $733.0M | ||
| Q1 25 | $2.5B | $542.0M | ||
| Q4 24 | $2.4B | $472.0M | ||
| Q3 24 | $2.4B | $493.0M | ||
| Q2 24 | $2.4B | $144.0M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $12.9B | ||
| Q3 25 | $5.0B | $13.6B | ||
| Q2 25 | $5.0B | $13.5B | ||
| Q1 25 | $4.8B | $13.2B | ||
| Q4 24 | $4.9B | $13.1B | ||
| Q3 24 | $5.1B | $12.8B | ||
| Q2 24 | $5.0B | $12.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 11.49× | ||
| Q3 25 | 0.61× | 9.74× | ||
| Q2 25 | 0.62× | 12.14× | ||
| Q1 25 | 0.64× | 16.52× | ||
| Q4 24 | 0.76× | 18.81× | ||
| Q3 24 | 0.78× | 17.75× | ||
| Q2 24 | 0.81× | 60.11× |
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 | — | $141.0M |
| Free Cash FlowOCF − Capex | $-74.2M | $96.0M |
| FCF MarginFCF / Revenue | -8.8% | 6.4% |
| Capex IntensityCapex / Revenue | 3.0% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $141.0M | ||
| Q3 25 | $100.1M | $264.0M | ||
| Q2 25 | — | $220.0M | ||
| Q1 25 | $26.0M | $75.0M | ||
| Q4 24 | — | $390.0M | ||
| Q3 24 | $98.5M | $141.0M | ||
| Q2 24 | — | $332.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $96.0M | ||
| Q3 25 | $83.6M | $218.0M | ||
| Q2 25 | — | $181.0M | ||
| Q1 25 | $15.0M | $43.0M | ||
| Q4 24 | — | $335.0M | ||
| Q3 24 | $85.9M | $99.0M | ||
| Q2 24 | — | $300.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | 12.7% | 13.6% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | 2.5% | 2.8% | ||
| Q4 24 | — | 21.0% | ||
| Q3 24 | 13.3% | 6.3% | ||
| Q2 24 | — | 18.7% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 3.0% | ||
| Q3 25 | 2.5% | 2.9% | ||
| Q2 25 | 2.8% | 2.4% | ||
| Q1 25 | 1.9% | 2.1% | ||
| Q4 24 | 3.6% | 3.5% | ||
| Q3 24 | 2.0% | 2.7% | ||
| Q2 24 | 2.4% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | 1.65× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | 0.27× | 0.86× | ||
| Q4 24 | — | 3.58× | ||
| Q3 24 | 2.44× | 0.39× | ||
| Q2 24 | — | 1.70× |
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% |
OGN
Segment breakdown not available.
