Latest revenue
$840.0M
as of 2026-03-31
Latest net income
$55.9M
as of 2026-03-31
Net margin
6.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $9.93B
- Enterprise value
- $9.93B
- P/E (trailing)
- 52.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.8%
- 52-wk high
- $45.52
- 52-wk low
- $20.80
- Beta
- —
- Shares out
- 243.6M
5-year trend
About ESI
Business description and risk factors will appear here once ESI's latest filing is fully ingested.
Profitability
Gross margin
42.0%
0.5%Operating margin
13.4%
4.2%Net margin
7.5%
24.8%Return on equity
7.1%
30.4%Return on assets
3.7%
25.4%Leverage
Debt / equity
0.91×
13.2%Long-term debt / equity
0.61×
20.1%Debt / assets
47.6%
6.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $840.0M | +41.5% | $55.9M | -43.0% | 6.7% |
Q4 2025 2025-12-31 | $676.2M | +8.3% | $6.1M | -88.8% | 0.9% |
Q3 2025 2025-09-30 | $656.1M | +1.7% | $39.3M | -2.5% | 6.0% |
Q2 2025 2025-06-30 | $625.2M | +2.0% | $47.4M | -49.1% | 7.6% |
Q1 2025 2025-03-31 | $593.7M | +3.3% | $98.0M | +75.0% | 16.5% |
Q4 2024 2024-12-31 | $624.2M | — | $54.7M | — | 8.8% |
Q3 2024 2024-09-30 | $645.0M | +7.6% | $40.3M | +226.7% | 6.2% |
Q2 2024 2024-06-30 | $612.7M | +4.5% | $93.2M | +211.7% | 15.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Miscellaneous Chemical Products · SIC 2890
Your notes
Keep private notes on ESI — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$33.4M
Net activity
−$33.4M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ESI
Institutional value
$4.22B
Total shares held
131.1M
Distinct holders
294
-36 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 27.3M | $930.4M | +694.0K (+2.6%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.7M | $466.5M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 10.7M | $366.1M | — | New |
| 4 | Invesco Ltd. | 9.0M | $307.0M | +1.9M (+27.2%) | Added |
| 5 | DIMENSIONAL FUND ADVISORS LP | 8.5M | $289.3M | -10.2K (-0.1%) | Trimmed |
| 6 | LOCUST WOOD CAPITAL ADVISERS, LLC | 4.4M | $149.8M | -448.7K (-9.3%) | Trimmed |
| 7 | Capital World Investors | 3.6M | $124.0M | +226.7K (+6.7%) | Added |
| 8 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 3.6M | $121.3M | — | New |
| 9 | JENNISON ASSOCIATES LLC | 3.0M | $101.7M | +798.9K (+36.7%) | Added |
| 10 | JPMORGAN CHASE & CO | 2.9M | $92.8M | -854.8K (-23.0%) | Trimmed |
| 11 | Bank of New York Mellon Corp | 2.7M | $90.5M | +624.8K (+30.8%) | Added |
| 12 | NEW SOUTH CAPITAL MANAGEMENT INC | 2.4M | $82.7M | -94.1K (-3.7%) | Trimmed |
| 13 | FIRST TRUST ADVISORS LP | 2.2M | $75.8M | +180.9K (+8.9%) | Added |
| 14 | ROYCE & ASSOCIATES LP | 2.0M | $67.1M | -393.2K (-16.7%) | Trimmed |
| 15 | Clearbridge Investments, LLC | 1.8M | $60.1M | +21.2K (+1.2%) | Added |
| 16 | Voya Investment Management LLC | 1.5M | $52.7M | -241.3K (-13.5%) | Trimmed |
| 17 | VANGUARD FIDUCIARY TRUST CO | 1.4M | $48.6M | — | New |
| 18 | UBS Group AG | 1.3M | $43.1M | +81.8K (+6.9%) | Added |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $37.6M | +21.3K (+2.0%) | Added |
| 20 | Boston Partners | 1.1M | $37.5M | -66.2K (-5.7%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ESI's latest filing finishes processing.