Solstice Advanced Materials

SOLS

Market cap $13.6B

Solstice Advanced Materials, Inc. (SOLS) Discusses Nuclear Business Strategy and Market Position in Uranium Hexafluoride Conversion Transcript

Solstice Advanced Materials Inc. is rated a buy, driven by its unique position in both refrigeration and nuclear energy supply chains. SOLS benefits from robust demand for low global warming refrigerants and exclusive uranium hexafluoride conversion capabilities via its ConverDyn joint venture. Despite high P/B and P/FCF ratios, SOLS' diversified revenue streams and government-driven nuclear catalysts support forward growth potential.

The rapid expansion of artificial intelligence is creating a new investment opportunity beyond semiconductors and cloud computing as soaring energy demand in data centers drives growing interest in liquid cooling technologies. As AI systems become more powerful, the enormous heat generated by servers is forcing technology companies and hyperscalers to rethink how they cool their infrastructure.

Applied Optoelectronics reported a healthy quarter and discussed winning major new orders from large hyperscale customers. Powell Industries secured several large data center wins, complementing a steady stream of utility-related awards in recent periods. Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided.

Solstice Advanced Materials, Inc. (SOLS) Q1 2026 Earnings Call Transcript

Net Sales of $991 million up 10% YoY reflecting double-digit growth in Nuclear, Electronic Materials, and Refrigerants Net Income attributable to Solstice Advanced Materials of $85 million, Diluted Earnings per Share (EPS) of $0.53, and Adjusted diluted EPS1 of $0.63 Adjusted EBITDA 1 of $249 million, with Adjusted EBITDA Margin 1 of 25.1% Operating Cash Flow of $199 million, Free Cash Flow1 of $124 million Company reaffirms Full-Year 2026 Guidance MORRIS PLAINS, N.J., May 6, 2026 /PRNewswire/ -- Solstice Advanced Materials (Nasdaq: SOLS) ("Solstice" or "the Company"), a global leader in high-performance specialty materials, today reported financial results for the first quarter of 2026.

NEW YORK--(BUSINESS WIRE)--Hadron Energy, Inc. (“Hadron” or the “Company”), developer of the Halo Micro-Modular Reactor (“MMR”), today announced the signing of a Uranium Conversion Services Agreement with ConverDyn, GP, the marketing agent for the only commercial uranium hexafluoride (UF₆) conversion facility in the United States, which is owned and operated by Solstice Advanced Materials (Nasdaq: SOLS). The Agreement secures a foundational and non-replicable step in Hadron's domestic nuclear f.

MORRIS PLAINS, N.J., April 27, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS), today announced that its Board of Directors has declared a regular quarterly dividend payment of seven and a half cents ($0.075) per share of the Company's common stock.

Accelerates portfolio simplification as Honeywell prepares for the planned spin-off of its Aerospace business, on track for Q3 2026 CHARLOTTE, N.C., April 20, 2026 /PRNewswire/ -- Honeywell (Nasdaq: HON) today announced that it has agreed to sell its Productivity Solutions and Services ("PSS") business to Brady Corporation, an international manufacturer of identification and protection solutions, for $1.4 billion in an all-cash transaction.

MORRIS PLAINS, N.J., April 6, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS) ("Solstice" or "the Company") will issue its first quarter financial results before market open on May 6, 2026.