View ValuationSolstice Advanced Materials 향후 성장Future 기준 점검 4/6Solstice Advanced Materials (는) 각각 연간 24.5% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.9% 로 예상됩니다.핵심 정보24.5%이익 성장률24.36%EPS 성장률Chemicals 이익 성장22.0%매출 성장률4.8%향후 자기자본이익률22.89%애널리스트 커버리지Good마지막 업데이트31 Jul 2026최근 향후 성장 업데이트공고 • Jul 30Solstice Advanced Materials, Inc. Provides Earnings Guidance for the Third Quarter of 2026Solstice Advanced Materials, Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects net sales to be between $990 million to $1,030 million.공고 • 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.공고 • 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.모든 업데이트 보기Recent updates내러티브 업데이트 • Aug 04SOLS: Element Solutions Deal Will Reshape Future Earnings And Cash GenerationSolstice Advanced Materials' analyst price target has been reset lower in this update, moving from about $87.67 to about $80.43 as analysts factor in a reduced future P/E multiple following the Element Solutions acquisition, even as they cite firmer revenue growth and profit margin assumptions. Analyst Commentary Recent Street research on Solstice Advanced Materials highlights a mix of optimism around the Element Solutions acquisition and core growth areas, alongside more cautious views on valuation and deal risk.실시간 뉴스 • Aug 01Solstice Advanced Materials Lifts 2026 Outlook and Announces Element Solutions AcquisitionSolstice Advanced Materials reported second-quarter 2026 adjusted EPS of $0.88, above the Wall Street estimate of $0.77, and raised its full-year 2026 financial guidance while announcing an agreement to acquire Element Solutions, with closing targeted in the first half of 2027. The acquisition is intended to accelerate Solstice Advanced Materials’ advanced materials platform strategy, and the Board declared a quarterly dividend payable in September 2026, signaling continued capital returns alongside expansion plans. The stock last traded at $60.15, with the share price down 27.5% over the past month despite the upgraded outlook and acquisition announcement. The combination of a guidance increase, an acquisition plan and an ongoing dividend means Solstice Advanced Materials is committing cash to both growth and shareholder payouts, which raises the stakes on integration execution and on the company’s ability to sustain current earnings levels.공고 • Jul 30Solstice Advanced Materials, Inc. Provides Earnings Guidance for the Third Quarter of 2026Solstice Advanced Materials, Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects net sales to be between $990 million to $1,030 million.공고 • Jul 17+ 1 more updateSolstice Advanced Materials, Inc. to Report Q2, 2026 Results on Jul 30, 2026Solstice Advanced Materials, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026공고 • Jul 07Solstice Advanced Materials, Inc. (NasdaqGS:SOLS) entered into a definitive agreement to acquire Element Solutions Inc (NYSE:ESI) for $12.3 billion.Solstice Advanced Materials, Inc. (NasdaqGS:SOLS) entered into a definitive agreement to acquire Element Solutions Inc (NYSE:ESI) for $12.3 billion on July 6, 2026. The cash-and-stock transaction is valued at approximately $14.5 billion, including the assumption of net debt. Under the terms of the agreement, Element Solutions shareholders will receive, for each share of Element common stock, $10.00 in cash and 0.5 shares of Solstice common stock, representing implied consideration of approximately $50.10 per Element share and a premium of approximately 15% over Element’s closing share price on July 2, 2026. Upon closing, Element shareholders are expected to own approximately 44% of the combined company. Solstice has secured fully committed financing for the transaction in the form of an initial $4.7 billion bridge commitment from Goldman Sachs, which it plans to replace with permanent debt financing, which it intends to use in addition to cash from its balance sheet to fund the cash consideration payable at closing of the transaction. Solstice remains focused on maintaining a consistently strong balance sheet and expects to continue managing its disciplined capital structure. Upon closing, the combined company will operate as Solstice. David Sewell will serve as President and Chief Executive Officer of the combined company. Upon closing, Solstice’s Board of Directors will be comprised of 11 directors, including Element Solutions CEO Ben Gliklich and two other designees from the Element board, subject to standard governance procedures. In connection with the proposed transaction, Solstice intends to file with the SEC a registration statement on Form S-4 (the “Registration Statement”), which will include a prospectus with respect to the shares of Solstice’s common stock to be issued in the proposed transaction and a joint proxy statement for Solstice’s and Element Solutions’ respective stockholders. The transaction is subject to customary closing conditions, including receipt of required regulatory approvals and approval by Solstice and Element shareholders, as applicable and has been unanimously approved by the respective Boards of Directors of both companies and is expected to close in the first half of 2027. The transaction is expected to be accretive to Adjusted EPS in year one after close. Goldman Sachs & Co. LLC acted as financial advisor for Solstice Advanced Materials, Inc. PJT Partners Inc. acted as financial advisor for Solstice Advanced Materials, Inc. The Consello Group acted as financial advisor for Solstice Advanced Materials, Inc. Davis Polk & Wardwell LLP acted as legal advisor for Solstice Advanced Materials, Inc. Hogan Lovells US LLP acted as legal advisor for Solstice Advanced Materials, Inc. Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor with respect to acquisition financing for Solstice Advanced Materials, Inc. BofA Securities, Inc. acted as financial advisor for Element Solutions Inc. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Element Solutions Inc. Wilkie Farr & Gallagher LLP is serving as legal counsel to Goldman Sachs as a committed financing source in connection with the acquisition financing. Collected Strategies, LLC is serving as strategic communications advisor.Seeking Alpha • Jul 07Solstice: Combining With Element SolutionsSummary Solstice's shares dropped 15% after announcing a $14.5B cash and stock acquisition of Element Solutions, with an unfavorable exchange ratio. The combined entity targets $6.8B in 2025 sales and 26% EBITDA margins but relies heavily on $180M in synergies by year three. Pro forma leverage will rise to 3.5x, and even with synergy realization, Solstice trades at a demanding 23x earnings multiple. I remain cautious given execution risk, high valuation, and the need for tangible synergy delivery before considering buying the dip. Read the full article on Seeking Alpha실시간 뉴스 • Jul 07Solstice Advanced Materials Agrees to $14.5 Billion Element Solutions Acquisition in Sector ShakeupSolstice Advanced Materials has agreed to acquire Element Solutions in a deal valued at about $14.5 billion in cash and stock, creating a combined advanced materials company of roughly $27 billion including debt, with Element Solutions shareholders set to receive $10.00 in cash plus 0.5 Solstice share and own around 44% of the merged group. The combination targets areas such as electronics, AI infrastructure, semiconductor manufacturing and specialty chemicals for AI data centers, while a shareholder litigation firm, Ademi LLP, is reviewing whether Element Solutions’ board secured a fair price and met its fiduciary duties. Solstice Advanced Materials shares trade around $68.05, with the stock down about 15.1% over the past day, after a period where it remains up 38.1% year to date. The deal would reshape Solstice Advanced Materials into a larger, more diversified chemicals platform. It also introduces integration and execution risk, as well as potential deal scrutiny, that shareholders will need to weigh against the expanded exposure to electronics and AI-related markets.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$68.05, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the US.공고 • Jun 29+ 7 more updatesSolstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from Russell 3000 Value BenchmarkSolstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from Russell 3000 Value Benchmark실시간 뉴스 • Jun 26Solstice Advanced Materials Expands Uranium Conversion Capacity After Spin-Off as Demand StrengthensSolstice Advanced Materials is building out its standalone case after a recent spin-off, with management calling out capacity expansion projects and growth drivers in uranium conversion, where it is currently the only US utility-scale provider. Management has pointed to stronger demand visibility for its uranium conversion services and has begun expanding capacity to support what it describes as sustained growth, which could influence capital allocation needs and future operating scale. Solstice Advanced Materials shares trade at $86.91, with the stock up 76.4% year to date, which suggests that investors are already assigning value to its post spin-off profile and uranium conversion role. The focus on uranium conversion capacity and clear demand signals means future updates on project timelines, costs and contract terms are likely to matter, particularly if expansion spending runs ahead of cash generation or if expected volumes do not materialize on schedule.공고 • Jun 22Solstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from FTSE All-World Index (USD)Solstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from FTSE All-World Index (USD)Upcoming Dividend • May 20Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 10 June 2026. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.7%).실시간 뉴스 • May 15Solstice Advanced Materials Announces US$200 Million Expansion as AI and Nuclear Fuel Demand GrowsSolstice Advanced Materials is positioning itself as a key infrastructure supplier for AI data center cooling, nuclear energy and advanced semiconductor materials, using its proprietary low-GWP dielectric fluids. The company states that it operates the only active commercial uranium hexafluoride conversion facility in the U.S., describing it as a sovereign monopoly and an important chokepoint in the nuclear fuel cycle. Solstice announced a planned US$200 million capacity expansion to address demand from AI, semiconductor and nuclear fuel markets. Recent institutional buying has been linked to sharp stock volatility and a higher price target from UBS to US$88. Taken together, the capacity expansion, uranium conversion position and interest from institutional investors indicate that the story around Solstice is closely tied to infrastructure needs in AI data centers and nuclear fuel supply. Investors may want to pay close attention to execution risk on the US$200 million build-out, potential regulatory or geopolitical changes around nuclear fuel, and how much of the current enthusiasm may already be reflected in the stock following the UBS target increase and recent volatility.분석 기사 • May 13Some Investors May Be Willing To Look Past Solstice Advanced Materials' (NASDAQ:SOLS) Soft EarningsThe market for Solstice Advanced Materials, Inc.'s ( NASDAQ:SOLS ) shares didn't move much after it posted weak...새로운 내러티브 • May 12AI Chip And Nuclear Demand Will Support Future Materials And Refrigerants UpsideCatalysts About Solstice Advanced Materials Solstice Advanced Materials develops specialty materials used in refrigerants, semiconductors, nuclear fuel cycles, healthcare packaging and defense applications. What are the underlying business or industry changes driving this perspective?공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.분석 기사 • 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.공고 • 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, 2026Reported 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.공고 • 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.공고 • 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, 2025이익 및 매출 성장 예측NasdaqGS:SOLS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,646679595845512/31/20274,415574382802712/31/20264,18049431079776/30/20264,095210179606N/A3/31/20263,981188128494N/A12/31/20253,886237103455N/A9/30/20253,812329221564N/A6/30/20253,750515483788N/A3/31/20253,692573528820N/A12/31/20243,770594546842N/A12/31/20233,649621461760N/A12/31/20223,587718505759N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SOLS 의 연간 예상 수익 증가율(24.5%)이 saving rate(3.7%)보다 높습니다.수익 vs 시장: SOLS 의 연간 수익(24.5%)이 US 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SOLS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: SOLS 의 수익(연간 4.8%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SOLS 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SOLS의 자본 수익률은 3년 후 22.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/10 20:17종가2026/08/07 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Solstice Advanced Materials, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John McNultyBMO Capital Markets Equity ResearchJohn Ezekiel RobertsMizuho Securities USA LLCSeth GoldsteinMorningstar Inc.3명의 분석가 더 보기
공고 • Jul 30Solstice Advanced Materials, Inc. Provides Earnings Guidance for the Third Quarter of 2026Solstice Advanced Materials, Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects net sales to be between $990 million to $1,030 million.
공고 • 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.
공고 • 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.
내러티브 업데이트 • Aug 04SOLS: Element Solutions Deal Will Reshape Future Earnings And Cash GenerationSolstice Advanced Materials' analyst price target has been reset lower in this update, moving from about $87.67 to about $80.43 as analysts factor in a reduced future P/E multiple following the Element Solutions acquisition, even as they cite firmer revenue growth and profit margin assumptions. Analyst Commentary Recent Street research on Solstice Advanced Materials highlights a mix of optimism around the Element Solutions acquisition and core growth areas, alongside more cautious views on valuation and deal risk.
실시간 뉴스 • Aug 01Solstice Advanced Materials Lifts 2026 Outlook and Announces Element Solutions AcquisitionSolstice Advanced Materials reported second-quarter 2026 adjusted EPS of $0.88, above the Wall Street estimate of $0.77, and raised its full-year 2026 financial guidance while announcing an agreement to acquire Element Solutions, with closing targeted in the first half of 2027. The acquisition is intended to accelerate Solstice Advanced Materials’ advanced materials platform strategy, and the Board declared a quarterly dividend payable in September 2026, signaling continued capital returns alongside expansion plans. The stock last traded at $60.15, with the share price down 27.5% over the past month despite the upgraded outlook and acquisition announcement. The combination of a guidance increase, an acquisition plan and an ongoing dividend means Solstice Advanced Materials is committing cash to both growth and shareholder payouts, which raises the stakes on integration execution and on the company’s ability to sustain current earnings levels.
공고 • Jul 30Solstice Advanced Materials, Inc. Provides Earnings Guidance for the Third Quarter of 2026Solstice Advanced Materials, Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects net sales to be between $990 million to $1,030 million.
공고 • Jul 17+ 1 more updateSolstice Advanced Materials, Inc. to Report Q2, 2026 Results on Jul 30, 2026Solstice Advanced Materials, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026
공고 • Jul 07Solstice Advanced Materials, Inc. (NasdaqGS:SOLS) entered into a definitive agreement to acquire Element Solutions Inc (NYSE:ESI) for $12.3 billion.Solstice Advanced Materials, Inc. (NasdaqGS:SOLS) entered into a definitive agreement to acquire Element Solutions Inc (NYSE:ESI) for $12.3 billion on July 6, 2026. The cash-and-stock transaction is valued at approximately $14.5 billion, including the assumption of net debt. Under the terms of the agreement, Element Solutions shareholders will receive, for each share of Element common stock, $10.00 in cash and 0.5 shares of Solstice common stock, representing implied consideration of approximately $50.10 per Element share and a premium of approximately 15% over Element’s closing share price on July 2, 2026. Upon closing, Element shareholders are expected to own approximately 44% of the combined company. Solstice has secured fully committed financing for the transaction in the form of an initial $4.7 billion bridge commitment from Goldman Sachs, which it plans to replace with permanent debt financing, which it intends to use in addition to cash from its balance sheet to fund the cash consideration payable at closing of the transaction. Solstice remains focused on maintaining a consistently strong balance sheet and expects to continue managing its disciplined capital structure. Upon closing, the combined company will operate as Solstice. David Sewell will serve as President and Chief Executive Officer of the combined company. Upon closing, Solstice’s Board of Directors will be comprised of 11 directors, including Element Solutions CEO Ben Gliklich and two other designees from the Element board, subject to standard governance procedures. In connection with the proposed transaction, Solstice intends to file with the SEC a registration statement on Form S-4 (the “Registration Statement”), which will include a prospectus with respect to the shares of Solstice’s common stock to be issued in the proposed transaction and a joint proxy statement for Solstice’s and Element Solutions’ respective stockholders. The transaction is subject to customary closing conditions, including receipt of required regulatory approvals and approval by Solstice and Element shareholders, as applicable and has been unanimously approved by the respective Boards of Directors of both companies and is expected to close in the first half of 2027. The transaction is expected to be accretive to Adjusted EPS in year one after close. Goldman Sachs & Co. LLC acted as financial advisor for Solstice Advanced Materials, Inc. PJT Partners Inc. acted as financial advisor for Solstice Advanced Materials, Inc. The Consello Group acted as financial advisor for Solstice Advanced Materials, Inc. Davis Polk & Wardwell LLP acted as legal advisor for Solstice Advanced Materials, Inc. Hogan Lovells US LLP acted as legal advisor for Solstice Advanced Materials, Inc. Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor with respect to acquisition financing for Solstice Advanced Materials, Inc. BofA Securities, Inc. acted as financial advisor for Element Solutions Inc. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Element Solutions Inc. Wilkie Farr & Gallagher LLP is serving as legal counsel to Goldman Sachs as a committed financing source in connection with the acquisition financing. Collected Strategies, LLC is serving as strategic communications advisor.
Seeking Alpha • Jul 07Solstice: Combining With Element SolutionsSummary Solstice's shares dropped 15% after announcing a $14.5B cash and stock acquisition of Element Solutions, with an unfavorable exchange ratio. The combined entity targets $6.8B in 2025 sales and 26% EBITDA margins but relies heavily on $180M in synergies by year three. Pro forma leverage will rise to 3.5x, and even with synergy realization, Solstice trades at a demanding 23x earnings multiple. I remain cautious given execution risk, high valuation, and the need for tangible synergy delivery before considering buying the dip. Read the full article on Seeking Alpha
실시간 뉴스 • Jul 07Solstice Advanced Materials Agrees to $14.5 Billion Element Solutions Acquisition in Sector ShakeupSolstice Advanced Materials has agreed to acquire Element Solutions in a deal valued at about $14.5 billion in cash and stock, creating a combined advanced materials company of roughly $27 billion including debt, with Element Solutions shareholders set to receive $10.00 in cash plus 0.5 Solstice share and own around 44% of the merged group. The combination targets areas such as electronics, AI infrastructure, semiconductor manufacturing and specialty chemicals for AI data centers, while a shareholder litigation firm, Ademi LLP, is reviewing whether Element Solutions’ board secured a fair price and met its fiduciary duties. Solstice Advanced Materials shares trade around $68.05, with the stock down about 15.1% over the past day, after a period where it remains up 38.1% year to date. The deal would reshape Solstice Advanced Materials into a larger, more diversified chemicals platform. It also introduces integration and execution risk, as well as potential deal scrutiny, that shareholders will need to weigh against the expanded exposure to electronics and AI-related markets.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$68.05, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the US.
공고 • Jun 29+ 7 more updatesSolstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from Russell 3000 Value BenchmarkSolstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from Russell 3000 Value Benchmark
실시간 뉴스 • Jun 26Solstice Advanced Materials Expands Uranium Conversion Capacity After Spin-Off as Demand StrengthensSolstice Advanced Materials is building out its standalone case after a recent spin-off, with management calling out capacity expansion projects and growth drivers in uranium conversion, where it is currently the only US utility-scale provider. Management has pointed to stronger demand visibility for its uranium conversion services and has begun expanding capacity to support what it describes as sustained growth, which could influence capital allocation needs and future operating scale. Solstice Advanced Materials shares trade at $86.91, with the stock up 76.4% year to date, which suggests that investors are already assigning value to its post spin-off profile and uranium conversion role. The focus on uranium conversion capacity and clear demand signals means future updates on project timelines, costs and contract terms are likely to matter, particularly if expansion spending runs ahead of cash generation or if expected volumes do not materialize on schedule.
공고 • Jun 22Solstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from FTSE All-World Index (USD)Solstice Advanced Materials, Inc.(NasdaqGS:SOLS) dropped from FTSE All-World Index (USD)
Upcoming Dividend • May 20Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 10 June 2026. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.7%).
실시간 뉴스 • May 15Solstice Advanced Materials Announces US$200 Million Expansion as AI and Nuclear Fuel Demand GrowsSolstice Advanced Materials is positioning itself as a key infrastructure supplier for AI data center cooling, nuclear energy and advanced semiconductor materials, using its proprietary low-GWP dielectric fluids. The company states that it operates the only active commercial uranium hexafluoride conversion facility in the U.S., describing it as a sovereign monopoly and an important chokepoint in the nuclear fuel cycle. Solstice announced a planned US$200 million capacity expansion to address demand from AI, semiconductor and nuclear fuel markets. Recent institutional buying has been linked to sharp stock volatility and a higher price target from UBS to US$88. Taken together, the capacity expansion, uranium conversion position and interest from institutional investors indicate that the story around Solstice is closely tied to infrastructure needs in AI data centers and nuclear fuel supply. Investors may want to pay close attention to execution risk on the US$200 million build-out, potential regulatory or geopolitical changes around nuclear fuel, and how much of the current enthusiasm may already be reflected in the stock following the UBS target increase and recent volatility.
분석 기사 • May 13Some Investors May Be Willing To Look Past Solstice Advanced Materials' (NASDAQ:SOLS) Soft EarningsThe market for Solstice Advanced Materials, Inc.'s ( NASDAQ:SOLS ) shares didn't move much after it posted weak...
새로운 내러티브 • May 12AI Chip And Nuclear Demand Will Support Future Materials And Refrigerants UpsideCatalysts About Solstice Advanced Materials Solstice Advanced Materials develops specialty materials used in refrigerants, semiconductors, nuclear fuel cycles, healthcare packaging and defense applications. What are the underlying business or industry changes driving this perspective?
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
분석 기사 • 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.
공고 • 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
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.
공고 • 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.
공고 • 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
