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Side-by-side financial comparison of Element Solutions Inc (ESI) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $475.9M, roughly 1.8× Skyward Specialty Insurance Group, Inc.). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 10.5% vs 6.7%, a 3.8% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (44.8% vs 41.0%). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (30.4% CAGR vs 17.1%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
ESI vs SKWD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $475.9M |
| Net Profit | $56.0M | $49.7M |
| Gross Margin | 38.4% | — |
| Operating Margin | 13.3% | 14.9% |
| Net Margin | 6.7% | 10.5% |
| Revenue YoY | 41.0% | 44.8% |
| Net Profit YoY | -43.0% | — |
| EPS (diluted) | $0.23 | $1.09 |
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 | $475.9M | ||
| Q4 25 | $676.2M | $385.6M | ||
| Q3 25 | $656.1M | $382.5M | ||
| Q2 25 | $625.2M | $319.9M | ||
| Q1 25 | $593.7M | $328.5M | ||
| Q4 24 | $624.2M | $304.4M | ||
| Q3 24 | $645.0M | $300.9M | ||
| Q2 24 | $612.7M | $279.9M |
| Q1 26 | $56.0M | $49.7M | ||
| Q4 25 | $6.2M | $43.2M | ||
| Q3 25 | $39.3M | $45.9M | ||
| Q2 25 | $47.4M | $38.8M | ||
| Q1 25 | $98.0M | $42.1M | ||
| Q4 24 | $54.7M | $14.4M | ||
| Q3 24 | $40.3M | $36.7M | ||
| Q2 24 | $93.2M | $31.0M |
| 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% | — | ||
| Q2 24 | 43.6% | — |
| Q1 26 | 13.3% | 14.9% | ||
| Q4 25 | 10.3% | 14.2% | ||
| Q3 25 | 15.4% | 15.8% | ||
| Q2 25 | 15.1% | 15.6% | ||
| Q1 25 | 13.0% | 15.7% | ||
| Q4 24 | 12.0% | 6.1% | ||
| Q3 24 | 14.7% | 15.6% | ||
| Q2 24 | 15.7% | 14.4% |
| Q1 26 | 6.7% | 10.5% | ||
| Q4 25 | 0.9% | 11.2% | ||
| Q3 25 | 6.0% | 12.0% | ||
| Q2 25 | 7.6% | 12.1% | ||
| Q1 25 | 16.5% | 12.8% | ||
| Q4 24 | 8.8% | 4.7% | ||
| Q3 24 | 6.2% | 12.2% | ||
| Q2 24 | 15.2% | 11.1% |
| Q1 26 | $0.23 | $1.09 | ||
| Q4 25 | $0.03 | $1.03 | ||
| Q3 25 | $0.16 | $1.10 | ||
| Q2 25 | $0.20 | $0.93 | ||
| Q1 25 | $0.40 | $1.01 | ||
| Q4 24 | $0.22 | $0.33 | ||
| Q3 24 | $0.17 | $0.89 | ||
| 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 | $4.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $1.2B |
| Total Assets | $5.7B | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | $4.1M | ||
| Q4 25 | $626.5M | $168.5M | ||
| Q3 25 | $594.3M | $160.1M | ||
| Q2 25 | $529.9M | $136.6M | ||
| Q1 25 | $499.2M | $112.9M | ||
| Q4 24 | $359.4M | $121.6M | ||
| Q3 24 | $376.0M | $105.6M | ||
| 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 | $1.2B | ||
| Q4 25 | $2.7B | $1.0B | ||
| Q3 25 | $2.7B | $961.4M | ||
| Q2 25 | $2.6B | $899.9M | ||
| Q1 25 | $2.5B | $850.7M | ||
| Q4 24 | $2.4B | $794.0M | ||
| Q3 24 | $2.4B | $797.5M | ||
| Q2 24 | $2.4B | $723.6M |
| Q1 26 | $5.7B | $6.5B | ||
| Q4 25 | $5.1B | $4.8B | ||
| Q3 25 | $5.0B | $4.6B | ||
| Q2 25 | $5.0B | $4.3B | ||
| Q1 25 | $4.8B | $4.0B | ||
| Q4 24 | $4.9B | $3.7B | ||
| Q3 24 | $5.1B | $3.6B | ||
| Q2 24 | $5.0B | $3.4B |
| 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 | — | — |
| 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 | — | $408.1M | ||
| Q3 25 | $100.1M | $171.4M | ||
| Q2 25 | — | $88.2M | ||
| Q1 25 | $26.0M | $96.8M | ||
| Q4 24 | — | $305.1M | ||
| Q3 24 | $98.5M | $168.0M | ||
| Q2 24 | — | $21.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $402.6M | ||
| Q3 25 | $83.6M | $168.9M | ||
| Q2 25 | — | $87.1M | ||
| Q1 25 | $15.0M | $96.6M | ||
| Q4 24 | — | $300.9M | ||
| Q3 24 | $85.9M | $167.6M | ||
| Q2 24 | — | $18.4M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 104.4% | ||
| Q3 25 | 12.7% | 44.2% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | 2.5% | 29.4% | ||
| Q4 24 | — | 98.8% | ||
| Q3 24 | 13.3% | 55.7% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.4% | ||
| Q3 25 | 2.5% | 0.6% | ||
| Q2 25 | 2.8% | 0.3% | ||
| Q1 25 | 1.9% | 0.1% | ||
| Q4 24 | 3.6% | 1.4% | ||
| Q3 24 | 2.0% | 0.1% | ||
| Q2 24 | 2.4% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.44× | ||
| Q3 25 | 2.55× | 3.73× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | 0.27× | 2.30× | ||
| Q4 24 | — | 21.18× | ||
| Q3 24 | 2.44× | 4.58× | ||
| Q2 24 | — | 0.68× |
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% |
SKWD
Segment breakdown not available.
