View ValuationSolstice Advanced Materials 将来の成長Future 基準チェック /46Solstice Advanced Materials利益と収益がそれぞれ年間23.5%と4.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.6% 23.6%なると予測されています。主要情報23.5%収益成長率23.56%EPS成長率Chemicals 収益成長17.1%収益成長率4.6%将来の株主資本利益率24.56%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報お知らせ • May 08Solstice Advanced Materials, Inc. Provides Earnings Guidance for Second Quarter of 2026 and Reaffirms Earnings Guidance for Full Year 2026Solstice Advanced Materials, Inc. provided earnings guidance for second quarter of 2026 and reaffirmed earnings guidance for full year 2026. For the quarter, the company expects net sales in a range of $1.06 billion to $1.1 billion. For the full year, the company expects net sales in a range of $3.9 billion to $4.1 billion.お知らせ • Nov 06Solstice Advanced Materials, Inc. Reaffirms Earnings Guidance for the Full-Year 2025Solstice Advanced Materials, Inc. reaffirmed earnings guidance for the full-year 2025. For the period, the company expects Net Sales between $3.75 billion and $3.85 billion.すべての更新を表示Recent updatesお知らせ • May 08Solstice Advanced Materials, Inc. Provides Earnings Guidance for Second Quarter of 2026 and Reaffirms Earnings Guidance for Full Year 2026Solstice Advanced Materials, Inc. provided earnings guidance for second quarter of 2026 and reaffirmed earnings guidance for full year 2026. For the quarter, the company expects net sales in a range of $1.06 billion to $1.1 billion. For the full year, the company expects net sales in a range of $3.9 billion to $4.1 billion.Reported Earnings • May 08First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.54 (down from US$0.84 in 1Q 2025). Revenue: US$992.0m (up 11% from 1Q 2025). Net income: US$85.0m (down 37% from 1Q 2025). Profit margin: 8.6% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in the US.ライブニュース • May 07Solstice Advanced Materials Maintains Profits While Lowering Revenue Outlook and Spotlighting AI and Nuclear GrowthQ1 2026 net sales came in at $991m, a 10% year-over-year increase, with net income of $85m and EPS of $0.63, slightly above analyst estimates. Management reaffirmed full-year adjusted EBITDA and EPS guidance but issued full-year revenue guidance below market expectations, which coincided with a share price decline of more than 4%. Solstice highlighted its role in AI cooling, semiconductor materials and U.S. nuclear fuel conversion, while declaring a quarterly dividend of $0.075 per share payable on June 10, 2026. For you as an investor, the latest quarter shows a company that is hitting earnings expectations while signaling a more cautious view on full-year revenue. The combination of a revenue outlook below consensus and steady profit guidance suggests management is watching top-line demand closely while focusing on margins and cost control. The market reaction indicates that revenue guidance is a key swing factor for sentiment right now. At the same time, Solstice is leaning into its positioning in AI data centers, semiconductor manufacturing and nuclear energy, including its uranium hexafluoride conversion operations through the Metropolis Works facility. The ongoing dividend underscores a focus on returning cash to shareholders alongside reinvestment. How much weight you put on the lowered revenue outlook versus the confirmed earnings guidance and exposure to these end markets will likely shape how you view the stock’s risk and reward trade-off.お知らせ • Apr 07Solstice Advanced Materials, Inc. to Report Q1, 2026 Results on May 06, 2026Solstice Advanced Materials, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026お知らせ • Feb 23Solstice Advanced Materials, Inc., Annual General Meeting, May 22, 2026Solstice Advanced Materials, Inc., Annual General Meeting, May 22, 2026.New Risk • Feb 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (6.1% net profit margin).Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$80.95, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Chemicals industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$126 per share.New Risk • Feb 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 129% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (129% net debt to equity). Profit margins are more than 30% lower than last year (6.1% net profit margin).Reported Earnings • Feb 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.49. Revenue: US$3.89b (up 3.1% from FY 2024). Net income: US$237.0m (down 60% from FY 2024). Profit margin: 6.1% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in the US.お知らせ • Feb 11+ 2 more updatesSolstice Advanced Materials, Inc. Declares First Quarterly Dividend Payment of Common Stock, Payable on March 10, 2026Solstice Advanced Materials announced that its Board of Directors has declared a first quarterly dividend payment of seven and a half cents ($0.075) per share of its common stock. The dividend will be payable on March 10, 2026, to shareowners of record on February 24, 2026.分析記事 • Jan 22There's Reason For Concern Over Solstice Advanced Materials, Inc.'s (NASDAQ:SOLS) Massive 27% Price JumpSolstice Advanced Materials, Inc. ( NASDAQ:SOLS ) shares have continued their recent momentum with a 27% gain in the...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$60.51, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Chemicals industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$107 per share.お知らせ • Jan 07Solstice Advanced Materials, Inc. to Report Q4, 2025 Results on Feb 11, 2026Solstice Advanced Materials, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026Seeking Alpha • Jan 02Solstice: Questions On The Latest Honeywell Spin-OffSummary Solstice, spun off from Honeywell, is a $3.8 billion advanced materials company with diversified end markets and mid-20% EBITDA margins. The company guides for flat 2025 sales at $3.8 billion, EBITDA margin contraction to 25%, and capital spending rising to $365–$415 million. Valuation appears fair at 15–16x earnings, but free cash flow lags due to high capex and corporate cost overhang. I remain cautious, preferring to wait for a pullback or greater clarity on capital investments and overhead impacts before considering a position. Read the full article on Seeking AlphaReported Earnings • Nov 07Third quarter 2025 earnings releasedThird quarter 2025 results: Net loss: US$35.0m (flat on 3Q 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US.お知らせ • Nov 06Solstice Advanced Materials, Inc. Reaffirms Earnings Guidance for the Full-Year 2025Solstice Advanced Materials, Inc. reaffirmed earnings guidance for the full-year 2025. For the period, the company expects Net Sales between $3.75 billion and $3.85 billion.お知らせ • Oct 31+ 2 more updatesSolstice Advanced Materials, Inc. to Report Q3, 2025 Results on Nov 06, 2025Solstice Advanced Materials, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025業績と収益の成長予測NasdaqGS:SOLS - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,526655559799412/31/20274,295557347710612/31/20264,07246324574063/31/20263,981188128494N/A12/31/20253,886237103455N/A9/30/20253,812329221564N/A6/30/20253,750515485788N/A3/31/20253,692573528820N/A12/31/20243,770594546842N/A12/31/20233,649621461760N/A12/31/20223,587718505759N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SOLSの予測収益成長率 (年間23.5% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: SOLSの収益 ( 23.5% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。高成長収益: SOLSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: SOLSの収益 ( 4.6% ) US市場 ( 11.6% ) よりも低い成長が予測されています。高い収益成長: SOLSの収益 ( 4.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SOLSの 自己資本利益率 は、3年後には高くなると予測されています ( 24.6 %)成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 15:09終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Solstice Advanced Materials, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関John McNultyBMO Capital Markets Equity ResearchJohn Ezekiel RobertsMizuho Securities USA LLCSeth GoldsteinMorningstar Inc.2 その他のアナリストを表示
お知らせ • May 08Solstice Advanced Materials, Inc. Provides Earnings Guidance for Second Quarter of 2026 and Reaffirms Earnings Guidance for Full Year 2026Solstice Advanced Materials, Inc. provided earnings guidance for second quarter of 2026 and reaffirmed earnings guidance for full year 2026. For the quarter, the company expects net sales in a range of $1.06 billion to $1.1 billion. For the full year, the company expects net sales in a range of $3.9 billion to $4.1 billion.
お知らせ • Nov 06Solstice Advanced Materials, Inc. Reaffirms Earnings Guidance for the Full-Year 2025Solstice Advanced Materials, Inc. reaffirmed earnings guidance for the full-year 2025. For the period, the company expects Net Sales between $3.75 billion and $3.85 billion.
お知らせ • May 08Solstice Advanced Materials, Inc. Provides Earnings Guidance for Second Quarter of 2026 and Reaffirms Earnings Guidance for Full Year 2026Solstice Advanced Materials, Inc. provided earnings guidance for second quarter of 2026 and reaffirmed earnings guidance for full year 2026. For the quarter, the company expects net sales in a range of $1.06 billion to $1.1 billion. For the full year, the company expects net sales in a range of $3.9 billion to $4.1 billion.
Reported Earnings • May 08First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.54 (down from US$0.84 in 1Q 2025). Revenue: US$992.0m (up 11% from 1Q 2025). Net income: US$85.0m (down 37% from 1Q 2025). Profit margin: 8.6% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in the US.
ライブニュース • May 07Solstice Advanced Materials Maintains Profits While Lowering Revenue Outlook and Spotlighting AI and Nuclear GrowthQ1 2026 net sales came in at $991m, a 10% year-over-year increase, with net income of $85m and EPS of $0.63, slightly above analyst estimates. Management reaffirmed full-year adjusted EBITDA and EPS guidance but issued full-year revenue guidance below market expectations, which coincided with a share price decline of more than 4%. Solstice highlighted its role in AI cooling, semiconductor materials and U.S. nuclear fuel conversion, while declaring a quarterly dividend of $0.075 per share payable on June 10, 2026. For you as an investor, the latest quarter shows a company that is hitting earnings expectations while signaling a more cautious view on full-year revenue. The combination of a revenue outlook below consensus and steady profit guidance suggests management is watching top-line demand closely while focusing on margins and cost control. The market reaction indicates that revenue guidance is a key swing factor for sentiment right now. At the same time, Solstice is leaning into its positioning in AI data centers, semiconductor manufacturing and nuclear energy, including its uranium hexafluoride conversion operations through the Metropolis Works facility. The ongoing dividend underscores a focus on returning cash to shareholders alongside reinvestment. How much weight you put on the lowered revenue outlook versus the confirmed earnings guidance and exposure to these end markets will likely shape how you view the stock’s risk and reward trade-off.
お知らせ • Apr 07Solstice Advanced Materials, Inc. to Report Q1, 2026 Results on May 06, 2026Solstice Advanced Materials, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
お知らせ • Feb 23Solstice Advanced Materials, Inc., Annual General Meeting, May 22, 2026Solstice Advanced Materials, Inc., Annual General Meeting, May 22, 2026.
New Risk • Feb 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (6.1% net profit margin).
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$80.95, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Chemicals industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$126 per share.
New Risk • Feb 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 129% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (129% net debt to equity). Profit margins are more than 30% lower than last year (6.1% net profit margin).
Reported Earnings • Feb 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.49. Revenue: US$3.89b (up 3.1% from FY 2024). Net income: US$237.0m (down 60% from FY 2024). Profit margin: 6.1% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in the US.
お知らせ • Feb 11+ 2 more updatesSolstice Advanced Materials, Inc. Declares First Quarterly Dividend Payment of Common Stock, Payable on March 10, 2026Solstice Advanced Materials announced that its Board of Directors has declared a first quarterly dividend payment of seven and a half cents ($0.075) per share of its common stock. The dividend will be payable on March 10, 2026, to shareowners of record on February 24, 2026.
分析記事 • Jan 22There's Reason For Concern Over Solstice Advanced Materials, Inc.'s (NASDAQ:SOLS) Massive 27% Price JumpSolstice Advanced Materials, Inc. ( NASDAQ:SOLS ) shares have continued their recent momentum with a 27% gain in the...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$60.51, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Chemicals industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$107 per share.
お知らせ • Jan 07Solstice Advanced Materials, Inc. to Report Q4, 2025 Results on Feb 11, 2026Solstice Advanced Materials, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026
Seeking Alpha • Jan 02Solstice: Questions On The Latest Honeywell Spin-OffSummary Solstice, spun off from Honeywell, is a $3.8 billion advanced materials company with diversified end markets and mid-20% EBITDA margins. The company guides for flat 2025 sales at $3.8 billion, EBITDA margin contraction to 25%, and capital spending rising to $365–$415 million. Valuation appears fair at 15–16x earnings, but free cash flow lags due to high capex and corporate cost overhang. I remain cautious, preferring to wait for a pullback or greater clarity on capital investments and overhead impacts before considering a position. Read the full article on Seeking Alpha
Reported Earnings • Nov 07Third quarter 2025 earnings releasedThird quarter 2025 results: Net loss: US$35.0m (flat on 3Q 2024). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US.
お知らせ • Nov 06Solstice Advanced Materials, Inc. Reaffirms Earnings Guidance for the Full-Year 2025Solstice Advanced Materials, Inc. reaffirmed earnings guidance for the full-year 2025. For the period, the company expects Net Sales between $3.75 billion and $3.85 billion.
お知らせ • Oct 31+ 2 more updatesSolstice Advanced Materials, Inc. to Report Q3, 2025 Results on Nov 06, 2025Solstice Advanced Materials, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025