Element Solutions Ups 2025 Guidance; Details in Exhibit 99.1

Rhea-AI Filing Summary

Element Solutions Inc (ESI) filed an 8-K (Item 7.01 – Regulation FD Disclosure) on 7 July 2025 to inform investors that it has raised both its second-quarter and full-year 2025 outlook. The company furnished a press release (Exhibit 99.1) containing the revised guidance, but the specific financial figures are not included in the filing text. The disclosure is considered “furnished,” not “filed,” which limits potential liability under Section 18 of the Exchange Act and restricts automatic incorporation into other SEC filings unless expressly referenced. No other items—such as financial statements, M&A activity, or leadership changes—are reported. This single-item 8-K signals management’s confidence in near-term performance and may influence analyst estimates and investor sentiment, but investors will need to review the attached press release for precise revenue, earnings or margin targets.

Positive

• Management raised both Q2 and full-year 2025 outlook, indicating stronger operating performance than previously communicated.
• Prompt disclosure via 8-K demonstrates good corporate governance and adherence to Regulation FD, reducing information-asymmetry risk.

Negative

• None.

Insights

Sell-Side Equity Analyst

TL;DR: Simple 8-K signals upward guidance; magnitude unknown but directionally bullish.

The company’s decision to issue an 8-K solely to announce a higher Q2 and FY-25 outlook is a positive qualitative data point. It implies recent demand trends or cost controls are tracking ahead of prior expectations. Because no quantitative metrics are disclosed here, I cannot gauge the earnings revision scale or model impact; however, even a modest guidance raise can tighten valuation multiples and support near-term share price strength. The filing’s Regulation FD context means management is proactively keeping the market informed, reducing information-asymmetry risk. Impact rating: positive but contingent on details in Exhibit 99.1.

Portfolio Manager – Chemicals & Materials

TL;DR: Guidance hike improves sentiment; sizing data still required before trading decision.

Element Solutions serves cyclical electronics-chemicals end markets, so a guidance lift mid-year often indicates stronger than expected volume recovery or price/mix tailwinds. Absent hard numbers, I treat this as an incremental positive rather than thesis-changing. I will scrutinize the press release for EPS delta versus consensus; a >5% full-year EPS raise would be materially accretive and warrant position add. Until then, the stock likely enjoys a short-term sentiment bump.

0001590714FALSE00015907142025-07-072025-07-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

________________________________________________________

FORM 8-K

________________________________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 7, 2025

________________________________________________________

Element Solutions Inc

________________________________________________________

(Exact name of registrant as specified in its charter)

Delaware			001-36272						37-1744899
(State or other jurisdiction of incorporation)			(Commission File Number)						(IRS Employer Identification No.)
500 East Broward Boulevard,						Suite 1860			33394
Fort Lauderdale,			Florida						(Zip Code)
(Address of principal executive offices)

Registrant's telephone number, including area code:   (561) 207-9600

Not Applicable

________________________________________________________

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading symbol(s)			Name of each exchange on which registered
Common Stock, par value $0.01 per share			ESI			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure

On July 7, 2025, Element Solutions Inc (the "Company") issued a press release announcing an increase of its second quarter and full year 2025 outlook. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The information in this Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. The information contained in this Item 7.01, including Exhibit 99.1 attached hereto, shall not be incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference to such filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

The following exhibits are filed or furnished herewith:

Exhibit Number						Description
99.1						Press release, dated July 7, 2025, announcing increased second quarter and full year 2025 outlook (furnished only)
104						Cover Page Interactive Data File (formatted as Inline XBRL)(furnished only)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						ELEMENT SOLUTIONS INC
						(Registrant)
July 7, 2025						/s/ John E. Capps
(Date)						John E. Capps
						Executive Vice President, General Counsel and Secretary

FAQ

What did Element Solutions Inc (ESI) announce on 7 July 2025?

ESI issued an 8-K stating it has increased its outlook for Q2 and full-year 2025.

Were specific revenue or EPS figures provided in the 8-K?

No. The filing references a press release (Exhibit 99.1) for details, but the text of the 8-K itself does not include numbers.

Is the information in Item 7.01 considered filed or furnished?

It is furnished, not filed, meaning it is not subject to Section 18 liability unless separately incorporated.

Does this 8-K include any other material events besides the outlook revision?

No. The filing is limited to the Regulation FD disclosure of the revised outlook; no M&A, leadership changes, or financial statements are included.

Where can investors find the exact updated guidance figures?

Investors should review Exhibit 99.1, the press release dated 7 July 2025, which contains the numerical guidance.