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Solstice Advanced Materials Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.600 |
| EPS actual | $0.630 |
| EPS Surprise | 5.00% |
| Revenue estimate | 973.904M |
| Revenue actual | 991M |
| Revenue Surprise | 1.76% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.400 |
| EPS actual | $0.260 |
| EPS Surprise | -35.00% |
| Revenue estimate | 921.635M |
| Revenue actual | 987M |
| Revenue Surprise | 7.09% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.359 |
| EPS actual | -$0.221 |
| EPS Surprise | -161.49% |
| Revenue estimate | 924.423M |
| Revenue actual | 969M |
| Revenue Surprise | 4.82% |
| Release date | Dec 30, 2022 |
| EPS estimate | - |
| EPS actual | $0.143 |
| Revenue estimate | - |
| Revenue actual | 406.556K |
Last 4 Quarters for Solstice Advanced Materials
Below you can see how SOLS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 30, 2022 |
| Price on release | $0.100 |
| EPS estimate | - |
| EPS actual | $0.143 |
| Date | Price |
|---|---|
| Dec 23, 2022 | $0.110 |
| Dec 27, 2022 | $0.100 |
| Dec 28, 2022 | $0.100 |
| Dec 29, 2022 | $0.0800 |
| Dec 30, 2022 | $0.100 |
| Jan 03, 2023 | $0.0806 |
| Jan 04, 2023 | $0.0806 |
| Jan 05, 2023 | $0.118 |
| Jan 06, 2023 | $0.150 |
| 4 days before | -9.09% |
| 4 days after | 50.00% |
| On release day | -19.40% |
| Change in period | 36.36% |
| Release date | Nov 06, 2025 |
| Price on release | $45.02 |
| EPS estimate | $0.359 |
| EPS actual | -$0.221 |
| EPS surprise | -161.49% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $45.07 |
| Nov 03, 2025 | $44.01 |
| Nov 04, 2025 | $43.65 |
| Nov 05, 2025 | $48.33 |
| Nov 06, 2025 | $45.02 |
| Nov 07, 2025 | $47.49 |
| Nov 10, 2025 | $47.19 |
| Nov 11, 2025 | $46.12 |
| Nov 12, 2025 | $46.93 |
| 4 days before | -0.111% |
| 4 days after | 4.24% |
| On release day | 5.49% |
| Change in period | 4.13% |
| Release date | Feb 11, 2026 |
| Price on release | $74.95 |
| EPS estimate | $0.400 |
| EPS actual | $0.260 |
| EPS surprise | -35.00% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $63.42 |
| Feb 06, 2026 | $64.79 |
| Feb 09, 2026 | $64.66 |
| Feb 10, 2026 | $63.80 |
| Feb 11, 2026 | $74.95 |
| Feb 12, 2026 | $78.03 |
| Feb 13, 2026 | $78.22 |
| Feb 17, 2026 | $80.90 |
| Feb 18, 2026 | $80.92 |
| 4 days before | 18.18% |
| 4 days after | 7.97% |
| On release day | 4.11% |
| Change in period | 27.59% |
| Release date | May 06, 2026 |
| Price on release | $82.01 |
| EPS estimate | $0.600 |
| EPS actual | $0.630 |
| EPS surprise | 5.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $81.95 |
| May 01, 2026 | $80.59 |
| May 04, 2026 | $81.07 |
| May 05, 2026 | $83.56 |
| May 06, 2026 | $82.01 |
| May 07, 2026 | $77.76 |
| May 08, 2026 | $78.25 |
| May 11, 2026 | $85.42 |
| May 12, 2026 | $87.32 |
| 4 days before | 0.0732% |
| 4 days after | 6.47% |
| On release day | -5.18% |
| Change in period | 6.55% |
Solstice Advanced Materials Earnings Call Transcript Summary of Q1 2026
Solstice Advanced Materials reported a strong first quarter of 2026 as its first full quarter as an independent company, with net sales of $991M (up 10% YoY) and adjusted EBITDA of $249M (25.1% margin). Key growth drivers were Refrigerants (notably HFO adoption and data center demand), Nuclear (27% sales growth) and Electronic Materials (21% sales growth). The company generated strong cash flow (~$199M operating cash flow; $124M free cash flow) and is investing aggressively in high-return, strategic CapEx and R&D—including a $200M Spokane expansion to double sputtering target capacity—while maintaining conservative leverage (net debt ≈ $1.3B, net leverage ~1.4x) and returning capital via a quarterly dividend ($0.075/share). Management reaffirmed full-year 2026 guidance (net sales $3.9–4.1B; adjusted EBITDA $975M–1.025B; adjusted EPS $2.45–2.75) and provided Q2 guidance of $1.06–1.10B with ~25–26% adjusted EBITDA margin. Near-term margin pressure was attributed to refrigerant mix and higher R&D, but sequential margin improvement is expected as the 454B transition proceeds. Management emphasized capacity expansions across Nuclear, Electronic Materials, and Safety & Defense, strong customer co‑innovation (especially for advanced thermal management in data centers and semiconductors), and progress on TSAs and legacy costs.
