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Solstice Advanced Materials, Inc. (SOLS)
NASDAQ:SOLS
Earnings Data
Report Date
Nov 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.54Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a mix of near-term headwinds—most notably margin pressure from transitory costs, refrigerant product-mix shifts, plant downtime, and a one-time nuclear loan repayment—alongside strong top-line momentum, a robust backlog (> $2B), targeted capacity investments across nuclear, electronic materials, and defense, and conservative but constructive 2026 guidance that targets margin recovery to ~25%. Balance sheet strength (net leverage ~1.5x, ~$1.5B liquidity), initiation of a dividend, and prioritized high-return capital deployment support a positive medium-term outlook despite near-term profitability compression.Company Guidance
Revenue Growth — Full Year and Quarter
Full year 2025 net sales of $3.9 billion, up 3% year-over-year (would be +6% ex-opportunistic 2024 nuclear sales). Fourth quarter 2025 net sales of $987 million, up 8% year-over-year.
Strong Organic Momentum
Q4 organic net sales growth of 6% composed of ~2.5% volume growth and ~4% pricing; Q4 also benefited from ~2% foreign currency translation.
Segment Strength — Refrigerants & Nuclear
Refrigerants & Applied Solutions segment net sales $710 million in 2025 (+10% YoY). Refrigerants net sales $367 million (+20% YoY). Nuclear net sales $111 million (+39% YoY) with backlog >$2 billion and contracted production largely through 2030.
Electronic Materials Demand and Capacity Investments
Electronic & Specialty Materials net sales $277 million (+4% YoY). Electronic Materials up 19% YoY to $112 million. Company announced investment to double sputtering target capacity in Spokane to meet AI/data center demand.
Backlog, Production Expansion, and Secular Tailwinds
Backlog exceeds $2 billion; expecting >10 kt UF6 production in 2026 (≈20% increase vs planned 2024 capacity). Management cites secular demand drivers: nuclear renaissance, AI, data centers and defense spending.
Financial Discipline and Capital Allocation
Return on invested capital ~19% and net leverage ~1.5x adjusted EBITDA. Long-term debt $2.0 billion, cash $534 million, ~ $1.5 billion total liquidity (including $1.0 billion revolver availability).
Capital Deployment and Shareholder Return
FY 2025 CapEx $408 million (+38% YoY) to fund growth projects. Company initiated a quarterly dividend of $0.75 per share and prioritizes high-return organic investments, selective M&A, and balance sheet strength.
2026 Guidance and Margin Recovery Outlook
Full-year 2026 guidance: net sales $3.9–$4.1 billion, adjusted EBITDA $975–$1,025 million, adjusted diluted EPS $2.45–$2.75, and CapEx $400–$425 million. Q1 2026 guidance implies ~25% adjusted EBITDA margin (adj. EBITDA $235–$245M on $935–$985M sales). Management expects return to ~25% EBITDA margin in 2026 and double-digit EBITDA CAGR for nuclear through 2030 (after 2026 one-offs).
Solstice Advanced Materials, Inc. (SOLS) Earnings, Revenues Date & History
SOLS Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
Nov 05, 2026 | 2026 (Q3) | 0.535 | ― | ― | ― | ||
Feb 11, 2026 | 2025 (Q4) | ― | ― | ||||
Nov 06, 2025 | 2025 (Q3) | 0.958 | -44.47% (-0.43) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SOLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $63.74 | $74.88 | +17.48% |
Nov 06, 2025 | $48.28 | $44.98 | -6.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Solstice Advanced Materials, Inc. (SOLS) report earnings?
Solstice Advanced Materials, Inc. (SOLS) is schdueled to report earning on Nov 05, 2026, Before Open (Confirmed).
What is Solstice Advanced Materials, Inc. (SOLS) earnings time?
Solstice Advanced Materials, Inc. (SOLS) earnings time is at Nov 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SOLS EPS forecast?
Currently, no data Available