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Side-by-side financial comparison of Element Solutions Inc (ESI) and PACS Group, Inc. (PACS). Click either name above to swap in a different company.
PACS Group, 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 4.4%, a 2.3% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 18.4%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs 17.1%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
ESI vs PACS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $1.4B |
| Net Profit | $56.0M | $59.7M |
| Gross Margin | 38.4% | — |
| Operating Margin | 13.3% | 7.0% |
| Net Margin | 6.7% | 4.4% |
| Revenue YoY | 41.0% | 18.4% |
| Net Profit YoY | -42.9% | 3022.5% |
| EPS (diluted) | $0.23 | $0.42 |
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 | $1.4B | ||
| Q3 25 | $656.1M | $1.3B | ||
| Q2 25 | $625.2M | $1.3B | ||
| Q1 25 | $593.7M | $1.3B | ||
| Q4 24 | $624.2M | $1.1B | ||
| Q3 24 | $645.0M | $1.0B | ||
| Q2 24 | $612.7M | $981.4M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $59.7M | ||
| Q3 25 | $39.3M | $52.4M | ||
| Q2 25 | $47.4M | $51.0M | ||
| Q1 25 | $98.0M | $28.5M | ||
| Q4 24 | $54.7M | $1.9M | ||
| Q3 24 | $40.3M | $15.6M | ||
| Q2 24 | $93.2M | $-10.9M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 42.6% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 41.0% | — | ||
| Q3 24 | 41.5% | 17.1% | ||
| Q2 24 | 43.6% | 22.3% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 7.0% | ||
| Q3 25 | 15.4% | 6.4% | ||
| Q2 25 | 15.1% | 6.2% | ||
| Q1 25 | 13.0% | 3.8% | ||
| Q4 24 | 12.0% | 1.7% | ||
| Q3 24 | 14.7% | 2.2% | ||
| Q2 24 | 15.7% | 0.1% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 4.4% | ||
| Q3 25 | 6.0% | 3.9% | ||
| Q2 25 | 7.6% | 3.9% | ||
| Q1 25 | 16.5% | 2.2% | ||
| Q4 24 | 8.8% | 0.2% | ||
| Q3 24 | 6.2% | 1.5% | ||
| Q2 24 | 15.2% | -1.1% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $0.42 | ||
| Q3 25 | $0.16 | $0.32 | ||
| Q2 25 | $0.20 | $0.31 | ||
| Q1 25 | $0.40 | $0.17 | ||
| Q4 24 | $0.22 | $-0.03 | ||
| Q3 24 | $0.17 | $0.10 | ||
| Q2 24 | $0.39 | $-0.07 |
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 | $197.0M |
| Total DebtLower is stronger | — | $353.2M |
| Stockholders' EquityBook value | $2.7B | $946.8M |
| Total Assets | $5.7B | $5.6B |
| Debt / EquityLower = less leverage | — | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $197.0M | ||
| Q3 25 | $594.3M | $355.7M | ||
| Q2 25 | $529.9M | $294.2M | ||
| Q1 25 | $499.2M | $287.5M | ||
| Q4 24 | $359.4M | $157.7M | ||
| Q3 24 | $376.0M | $49.5M | ||
| Q2 24 | $309.3M | $73.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $353.2M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | $411.9M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $946.8M | ||
| Q3 25 | $2.7B | $871.3M | ||
| Q2 25 | $2.6B | $806.8M | ||
| Q1 25 | $2.5B | $750.2M | ||
| Q4 24 | $2.4B | $709.6M | ||
| Q3 24 | $2.4B | $660.0M | ||
| Q2 24 | $2.4B | $572.1M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $5.6B | ||
| Q3 25 | $5.0B | $5.6B | ||
| Q2 25 | $5.0B | $5.5B | ||
| Q1 25 | $4.8B | $5.5B | ||
| Q4 24 | $4.9B | $5.2B | ||
| Q3 24 | $5.1B | $4.5B | ||
| Q2 24 | $5.0B | $3.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 0.37× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | 0.58× | ||
| 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 | — | $-3.4M |
| Free Cash FlowOCF − Capex | $-74.2M | — |
| FCF MarginFCF / Revenue | -8.8% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | — | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $-3.4M | ||
| Q3 25 | $100.1M | $204.8M | ||
| Q2 25 | — | $52.6M | ||
| Q1 25 | $26.0M | $150.2M | ||
| Q4 24 | — | $64.6M | ||
| Q3 24 | $98.5M | $209.2M | ||
| Q2 24 | — | $34.8M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $83.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $85.9M | — | ||
| Q2 24 | — | — |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.7% | — | ||
| 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% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.06× | ||
| Q3 25 | 2.55× | 3.91× | ||
| Q2 25 | — | 1.03× | ||
| Q1 25 | 0.27× | 5.28× | ||
| Q4 24 | — | 33.78× | ||
| Q3 24 | 2.44× | 13.39× | ||
| 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% |
PACS
Segment breakdown not available.
