お知らせ • May 08
Solstice Advanced Materials, Inc. Provides Earnings Guidance for Second Quarter of 2026 and Reaffirms Earnings Guidance for Full Year 2026 Solstice 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 08
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First 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 07
Solstice Advanced Materials Maintains Profits While Lowering Revenue Outlook and Spotlighting AI and Nuclear Growth Q1 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 07
Solstice Advanced Materials, Inc. to Report Q1, 2026 Results on May 06, 2026 Solstice Advanced Materials, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026 お知らせ • Feb 23
Solstice Advanced Materials, Inc., Annual General Meeting, May 22, 2026 Solstice Advanced Materials, Inc., Annual General Meeting, May 22, 2026. New Risk • Feb 22
New major risk - Financial position The 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 18
Investor 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 12
New minor risk - Financial position The 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 12
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full 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. Valuation Update With 7 Day Price Move • Jan 15
Investor 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 07
Solstice Advanced Materials, Inc. to Report Q4, 2025 Results on Feb 11, 2026 Solstice Advanced Materials, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026 Reported Earnings • Nov 07
Third quarter 2025 earnings released Third 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 06
Solstice Advanced Materials, Inc. Reaffirms Earnings Guidance for the Full-Year 2025 Solstice 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.