Solstice Advanced Mat (NASDAQ:SOLS) Posts Earnings Results, Misses Expectations By $0.14 EPS

Solstice Advanced Mat (NASDAQ:SOLS) announced its earnings results on Wednesday. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.40 by ($0.14), Zacks reports. Solstice Advanced Mat updated its FY 2026 guidance to 2.450-2.750 EPS.

Here are the key takeaways from Solstice Advanced Mat’s conference call:

• Solstice exceeded expectations in Q4, finished 2025 with ~19% ROIC and ~1.5x net leverage, and provided 2026 guidance of low single‑digit revenue growth and mid‑single‑digit Adjusted EBITDA growth.
• The Metropolis UF6 conversion facility is the only U.S. converter, management expects >10 KT production in 2026, has a >$2 billion backlog largely contracted through 2030, and is evaluating meaningful capacity expansion with engineering work underway.
• Near‑term headwinds include a scheduled final product loan return that reduces 2026 revenue by ~$30M (roughly a ~$10M EBITDA impact), an estimated ~$30M cost hit from TSAs, and Q4 margin pressure from transitory costs, plant downtime and refrigerant product‑mix shifts that drove a 20% year‑over‑year drop in Q4 Adjusted EBITDA.
• Refrigerants showed momentum (management reports ~60% HFO today and expects ~80/20 HFO/HFC over time) and electronic materials posted strong volume growth driven by AI/semiconductor demand, prompting capacity investments including a Spokane sputtering‑target capacity expansion and Spectra defense fiber scaling.
• Management emphasized a disciplined capital allocation approach, initiated a quarterly dividend of $0.075 per share, plans $400–425M of 2026 CapEx, and enters 2026 with ~$1.5B total liquidity to support growth, M&A optionality, and returns to shareholders.

Solstice Advanced Mat Stock Performance

Shares of NASDAQ SOLS opened at $74.89 on Thursday. The company has a debt-to-equity ratio of 0.03, a quick ratio of 0.93 and a current ratio of 1.53. Solstice Advanced Mat has a one year low of $40.43 and a one year high of $75.43. The stock’s fifty day moving average is $55.41.

Institutional Trading of Solstice Advanced Mat

A number of institutional investors have recently added to or reduced their stakes in SOLS. Franklin Resources Inc. acquired a new position in Solstice Advanced Mat during the fourth quarter worth about $63,546,000. Bank of New York Mellon Corp purchased a new stake in shares of Solstice Advanced Mat during the 4th quarter worth approximately $55,829,000. JPMorgan Chase & Co. acquired a new stake in shares of Solstice Advanced Mat in the 4th quarter worth approximately $42,378,000. Nuveen LLC purchased a new position in Solstice Advanced Mat in the 4th quarter valued at approximately $20,495,000. Finally, LPL Financial LLC acquired a new position in Solstice Advanced Mat during the fourth quarter worth $12,985,000.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Weiss Ratings began coverage on Solstice Advanced Mat in a research report on Thursday, January 15th. They set a “sell (d+)” rating for the company. Royal Bank Of Canada raised Solstice Advanced Mat from a “sector perform” rating to an “outperform” rating in a report on Tuesday, January 20th. UBS Group set a $75.00 price objective on shares of Solstice Advanced Mat in a research report on Thursday, January 29th. Mizuho initiated coverage on shares of Solstice Advanced Mat in a research report on Friday, October 31st. They set a “neutral” rating and a $54.00 price objective for the company. Finally, Vertical Research raised shares of Solstice Advanced Mat from a “hold” rating to a “buy” rating and set a $58.00 target price on the stock in a report on Wednesday, January 7th. Four equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Solstice Advanced Mat has an average rating of “Hold” and a consensus target price of $59.40.

Key Headlines Impacting Solstice Advanced Mat

Here are the key news stories impacting Solstice Advanced Mat this week:

• Positive Sentiment: Board declared the company’s first quarterly cash dividend of $0.075/share — a new shareholder-friendly policy that tends to attract income and yield-seeking buyers. Solstice Advanced Materials Announces First Shareowner Dividend
• Positive Sentiment: Company announced a ~20% expansion in uranium conversion (UF6) production for 2026 and said backlog exceeds $2 billion — supports durable revenue visibility from the nuclear segment. Solstice Advanced Materials Announces Expansion of Uranium Conversion Production to Support Strong Nuclear Industry Customer Demand
• Positive Sentiment: Reported FY‑2025 net sales of $3.9B and Q4 net sales of $987M (up 8% YoY) with solid adjusted EBITDA margins — the headline growth and margins underpin the company’s longer‑term cash generation cited in the press release and guidance. Solstice Advanced Materials Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Earnings call presentation and transcript are available with management commentary on segment demand, margins, and capital plans — useful for parsing whether guidance is conservative or indicative of near‑term slowdowns. Solstice Advanced Materials, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Q4 EPS of $0.26 missed the consensus $0.40 estimate — an earnings miss that can prompt short‑term selling or analyst downgrades. Solstice Advanced Mat posted its earnings results
• Negative Sentiment: FY‑2026 EPS guidance of $2.45–$2.75 came in below the consensus (~$2.93), which may cap upside until management demonstrates margin and revenue execution vs. that outlook. Solstice Advanced Materials Reports Fourth Quarter 2025 Results
• Negative Sentiment: Investor commentary (The Motley Fool) flagged risks of near‑term sales weakness despite the stock pop, underlining that the headline move may be sentiment‑driven rather than a full validation of sustained top‑line strength. Why Solstice Advanced Materials Stock Just Popped

Solstice Advanced Mat Company Profile

Solstice Advanced Materials is a leading global specialty materials company that advances science for smarter outcomes. Solstice offers high-performance solutions that enable critical industries and applications, including refrigerants, semiconductor manufacturing, data center cooling, nuclear power, protective fibers, healthcare packaging and more.