$SOLS

Solstice Advanced Materials Inc.

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No enriched coverage for $SOLS in the last 7 days.

No SEC Form 4 filings for $SOLS in the last 30 days.

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Solstice Advanced Materials (SOLS) Q2 2026 Earnings Call Transcript

Solstice Advanced Materials (SOLS) reported Q2 2026 net sales of $1.148B, up 11% YoY, and adjusted EBITDA of $290M, up 2% YoY, with margin at 25.3%. GAAP net income was $119M. Free cash flow for H1 2026 was $248M. The company raised full-year 2026 guidance and said it expects to close its Element Solutions acquisition in H1 2027.

Solstice Advanced Materials (SOLS) Q2 2026 Earnings Call Transcript

Thursday, July 30, 2026, at 8:30 a.m. ET CALL PARTICIPANTS Vice President, Investor Relations - Michael Leithead President and Chief Executive Officer - David Sewell Chief Financial Officer - Tina Pierce TAKEAWAYS Net Sales -- $1.15 billion, representing 11% growth year over year and exceeding the top end of management's guidance range. Adjusted EBITDA -- $290 million, a 2% increase year over year, driven by volume growth and favorable pricing.

Solstice Should Be an Electronics and Refrigerants Leader After Element Solutions Acquisition

Solstice Advanced Materials (SOLS) says it plans to acquire Element Solutions, a semiconductor and electronic materials business. Solstice, formed in late 2025 after a Honeywell spin-off, produces specialty chemicals and materials used in refrigerants, uranium conversion, semiconductors, and electronics. The company expects the deal to close in 2027.

SOLS sentiment & insider activity

Recent SOLS coverage spans mergers & acquisitions, earnings and corporate actions.

What's driving SOLS

  • Guidance raise plus strong cash generation and a clear deleveraging timeline can re-rate near-term risk and support a higher valuation multiple, but margin headwinds from turnarounds remain a watch item.

    yahoo.com · Aug 4, 2026

  • Raised guidance and highlighted margin headwinds from turnarounds, with nuclear momentum and electronic materials strength.

    fool.com · Jul 31, 2026

  • The article frames Solstice as a post-deal leader in electronics and refrigerants, implying strategic repositioning and execution risk until a 2027 close.

    morningstar.com · Jul 30, 2026

  • Raised FY guidance alongside solid Q2 growth supports a positive earnings revision cycle, though margin compression in Q2 is a near-term watch item.

    SEC EDGAR 8-K · Jul 30, 2026

  • The deal announcement is driving a sharp negative repricing, likely tied to valuation and integration/profit-growth assumptions.

    morningstar.com · Jul 30, 2026

alphai scores every news story that mentions SOLS with an AI model for sentiment and relevance, and aggregates insider trades from Solstice Advanced Materials Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SOLS

Score
$SOLSMedAI 8/10

Solstice Advanced Materials (SOLS) Q2 2026 Earnings Call Transcript

Solstice Advanced Materials (SOLS) reported Q2 2026 net sales of $1.148B, up 11% YoY, and adjusted EBITDA of $290M, up 2% YoY, with margin at 25.3%. GAAP net income was $119M. Free cash flow for H1 2026 was $248M. The company raised full-year 2026 guidance and said it expects to close its Element Solutions acquisition in H1 2027.

$SOLSMedAI 8/10

Solstice Advanced Materials (SOLS) Q2 2026 Earnings Call Transcript

Thursday, July 30, 2026, at 8:30 a.m. ET CALL PARTICIPANTS Vice President, Investor Relations - Michael Leithead President and Chief Executive Officer - David Sewell Chief Financial Officer - Tina Pierce TAKEAWAYS Net Sales -- $1.15 billion, representing 11% growth year over year and exceeding the top end of management's guidance range. Adjusted EBITDA -- $290 million, a 2% increase year over year, driven by volume growth and favorable pricing.

$SOLSHighAI 9/10

Solstice Advanced Materials Inc. (SOLS): Results of Operations and Financial Condition

Solstice Advanced Materials Inc. (SOLS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991-earningsrelease.htm EX-99.1 Document Exhibit 99.1 Solstice Advanced Materials Reports Second Quarter 2026 Results • Net Sales of $1,148 million up 11% YoY reflecting double-digit growth in Nuclear, Electronic Materials, Refrigerants, and Healthcare Packaging

Solstice Advanced Materials Inc (SOLS)

Solstice Advanced Materials (SOLS) said it will acquire Element Solutions. The stock was down about 15% as of July 6. The company expects long-term profit growth from shifting to low global warming potential refrigerants, but notes new entrants could develop similar products and pressure pricing power.

$SOLSMed

Solstice Advanced Materials Inc. (SOLS): Entry into a Material Definitive Agreement

Solstice Advanced Materials Inc. (SOLS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 tm2620579d3_ex10-1.htm EXHIBIT 10.1 Exhibit 10.1 Execution Version FIRST AMENDMENT TO CREDIT AGREEMENT This FIRST AMENDMENT TO CREDIT AGREEMENT (this “ Amendment ”), is entered into as of July 24, 2026, among Solstice Advanced Materials Inc., a Delaware corporation (the

$SOLSMed

Jim Cramer Wants To Buy Solstice Advanced Materials, Inc. (SOLS)

Solstice Advanced Materials (NASDAQ:SOLS) was discussed by Jim Cramer. The stock is up 26% since its October IPO but down 24% over the past month and 23.9% since July 2. Solstice said it will acquire Elemen Solutions for $14.5 billion to expand AI supply-chain exposure, and Cramer said the deal is accretive and could move SOLS to a higher multiple area.

$SOLSHighAI 9/10

AI’s Hidden Supply Chain Gets a $14.5B Overhaul With Solstice-Element Merger

Solstice Advanced Materials (Nasdaq: SOLS) said it will acquire Element Solutions (NYSE: ESI) in a $14.5B cash-and-stock deal. The combined specialty chemicals platform targets AI supply chains, with 2025 net sales of $6.8B. Element shareholders get $10 cash plus 0.500 Solstice shares, about $50.10 per share, ~15% premium. Solstice secured $4.7B bridge financing.

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