Solstice Advanced Materials, Inc. (SOLS)

NASDAQ:SOLS

SOLS

Solstice Advanced Materials, Inc.

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Solstice Advanced Materials, Inc. (SOLS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Nov 05, 2026

Before Open (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

―

Last Year’s EPS

0.54

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a broadly positive outlook: strong top‑line growth (10% y/y), robust cash generation ($199M operating cash flow), and standout subsegment performance (Electronic Materials +21%, Nuclear +27%, Refrigerants +19%) combined with reaffirmed full‑year guidance and active high‑return investments (Spokane expansion, ballistic fibers). Headwinds include margin pressure from refrigerant mix and higher R&D, one‑time/stand‑alone costs that weighed on GAAP income, an atypical noncontrolling interest item, some end‑market softness in Building Solutions, and modest geopolitical/input‑cost risks. Management emphasized disciplined capital allocation, conservative leverage (net leverage ~1.4x), and expectation of sequential refrigerant margin improvement, supporting a constructive near‑term outlook.

Company Guidance

Solstice reaffirmed its full‑year 2026 guidance of net sales $3.9–$4.1 billion, adjusted EBITDA $975 million–$1.025 billion and adjusted diluted EPS $2.45–$2.75, with full‑year capital expenditures of $400–$425 million; for Q2 it expects net sales of $1.06–$1.10 billion and an adjusted EBITDA margin of ~25–26% (including ~$10 million of planned downtime expense) and modest sequential margin expansion, driven by continued momentum in Refrigerants, Nuclear, Electronic Materials and Safety & Defense Solutions. This confidence follows a strong Q1 (net sales $991 million, +10% YoY; adjusted EBITDA $249 million; adj. EBITDA margin 25.1%; adjusted diluted EPS $0.63; operating cash flow $199 million; free cash flow $124 million; Q1 CapEx $82 million) and is supported by a solid balance sheet (long‑term debt $2.0 billion; cash $642 million; net debt ≈ $1.3 billion; net leverage ≈ 1.4x; $1.0 billion revolver availability; total liquidity ≈ $1.6 billion) and a quarterly dividend of $0.075 per share.

Revenue Growth Exceeds Guidance

Net sales of $991 million in Q1 2026, up 10% year‑over‑year and exceeding the top end of quarterly guidance.

Strong Segment Performance — Electronic Materials

Electronic Materials net sales grew 21% year‑over‑year to $109 million; Electronic & Specialty Materials segment net sales rose 7% y/y to $281 million, with adjusted EBITDA up 10% y/y to $58 million and margin improving 52 basis points to 20.8%.

Robust Refrigerants & Nuclear Demand

Refrigerants & Applied Solutions segment net sales were $711 million, up 12% y/y; Refrigerants subsegment revenue up 19% y/y to $389 million. Nuclear revenue grew 27% y/y to $107 million, highlighted as a high‑growth strategic area.

Cash Generation and Liquidity

Operating cash flow of $199 million in Q1 and free cash flow of $124 million; cash & equivalents of $642 million and $1 billion revolver availability, resulting in approximately $1.6 billion total liquidity.

Prudent Leverage

Long‑term debt of $2.0 billion and net debt of ~$1.3 billion producing a net leverage ratio of ~1.4x (trailing 12‑month adjusted EBITDA), indicating conservative leverage.

Reaffirmed Full‑Year Guidance

Company reaffirmed FY2026 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.

Targeted High‑Return Growth Investments

Announced $200 million investment to double sputtering targets capacity in Spokane (expected mid‑teens IRR) and additional investments in Spectra ballistic fibers and nuclear conversion opportunities; Q1 CapEx $82 million (+32% y/y) to support growth.

Shareholder Returns and Capital Allocation

Announced quarterly dividend of $0.075 per share (consistent with prior quarter) and emphasized disciplined capital allocation while reinvesting in growth.

Solstice Advanced Materials, Inc. (SOLS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SOLS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2026	2026 (Q3)	- / -	0.535	―	―	―
May 06, 2026	2026 (Q1)	0.61 / 0.53	―	―
Feb 11, 2026	2025 (Q4)	0.37 / 0.26	―	―
Nov 06, 2025	2025 (Q3)	0.54 / 0.53	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
May 06, 2026	$83.56	$82.01	-1.85%
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