Solstice Advanced Materials

SOLS

Market cap $11.8B

Solstice Advanced Materials, which was just spun off in late October, has already generated returns of 54%, which is 3x more than its peers. SOLS benefits from diversified end markets, strong secular drivers in nuclear and refrigerants, and superior EBITDA margins (~25%) versus specialty materials peers. The company is well-set for growth with a $2B nuclear backlog, accelerating data center refrigerant demand, and a manageable net leverage of 1.5x, which leaves room for M&A.

Tonight's S&P quarterly rebalancing is a clean snapshot of where the market's center of gravity has shifted.

Solstice Advanced Materials, Inc. (SOLS) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

Solstice reported decent sales growth in Q4 alongside a spin-off related drop in earnings. Up until last October, Solstice was a division of Honeywell.

Solstice Advanced Materials, Inc. (SOLS) Q4 2025 Earnings Call Transcript

Net Sales of $987 million up 8% YoY reflecting double-digit growth in Nuclear (Alternative Energy Services), Electronic Materials, and Refrigerants Net Income attributable to Solstice Advanced Materials of $41 million Adjusted Standalone EBITDA1 of $189 million, with Adjusted Standalone EBITDA Margin1 of 19.1% For Full-Year 2025, Net Sales of $3.9 billion, Net Income attributable to Solstice Advanced Materials of $237 million and Adjusted Standalone EBITDA1 of $957 million with Adjusted Standalone EBITDA Margin1 of 24.6% Company provides Full-Year 2026 Guidance; expects Net Sales of $3.9-$4.1 billion, Adjusted EBITDA1 of $975-$1,025 million, Adjusted Diluted Earnings per Share (EPS)1,2 of $2.45-$2.75 MORRIS PLAINS, N.J., Feb. 11, 2026 /PRNewswire/ -- Solstice Advanced Materials Inc. (Nasdaq: SOLS) ("Solstice" or "the Company"), a global leader in high-performance specialty materials, today reported financial results for the fourth quarter of 2025.

MORRIS PLAINS, N.J., Feb. 11, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS), a global leader in high-performance specialty materials, today announced that its Board of Directors has declared a quarterly dividend payment of seven and a half cents ($0.075) per share of its common stock.

Driven by rising demand, expected 2026 production of over 10 kilotonnes of uranium hexafluoride (UF6) in 2026 would represent an approximate 20% expansion from planned 2024 capacity Company to explore further debottlenecking at its facility and new capacity investments; current backlog is over $2 billion MORRIS PLAINS, N.J., Feb. 10, 2026 /PRNewswire/ -- Solstice Advanced Materials, (NASDAQ: SOLS), a global leader in high-performance specialty materials, today announced that its Metropolis Works, Ill.

MORRIS PLAINS, N.J., Feb. 6, 2026 /PRNewswire/ -- Solstice Advanced Materials (Nasdaq: SOLS) today announced that David Sewell, President and Chief Executive Officer, will participate in a fireside chat at the Barclays Industrial Select Conference on Thursday, February 19, 2026, at approximately 9:50 a.m.

Expansion to strengthen U.S. manufacturing of defense-critical materials, enhance innovation and create 100 full-time high-tech jobs MORRIS PLAINS, N.J., Jan. 13, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS), a global leader in high-performance specialty materials, today announced plans to invest more than $220 million in multiple projects to expand production at its existing ballistic fiber manufacturing facility in Colonial Heights, Chesterfield County, Virginia, which is also expected to create 100 new full-time jobs in the region by 2029.