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SOLS · NASDAQ · Chemicals - Specialty

Solstice Advanced Materials (SOLS)

Supplies refrigerants and specialty materials for cooling, semiconductors, healthcare, defense, and laboratories.

$58.68

vs last close+0.99 (+1.71%)

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Solstice Advanced Materials Inc.SOLS

Materials

Supplies low-global-warming-potential refrigerants, semiconductor materials, protective fibers, healthcare packaging, and laboratory chemicals through two segments. Refrigerants & Applied Solutions generates most sales, while the business serves customers worldwide and depends on regulation, customer qualifications, manufacturing performance, and continued innovation.

Supplies low-global-warming-potential refrigerants, blowing agents, solvents, aerosol materials, nuclear conversion services, and healthcare packaging through Refrigerants & Applied Solutions. Electronic & Specialty Materials provides semiconductor materials, protective fibers, and high-purity laboratory and life-science products.

Serves customers across about 120 countries and territories, pairing application-specific materials with brands including Solstice, Genetron, Aclar, Spectra, Fluka, and Hydranal. The inherited portfolio combines long-established industrial operations with a newly independent public-company structure.

Growth and product mix depend on refrigerant regulation, continued innovation, customer qualifications, and manufacturing performance. Standalone systems remain a post-separation requirement, while the announced Element Solutions acquisition is still subject to shareholder, regulatory, and other closing conditions.

Rank #2Semiconductor Parts & Materials

Company facts

CEODavid Sewell

ListedOct 30, 2025

ExchangeNASDAQ

HeadquartersMorris Plains, NJ

CountryUnited States

Employees4,100

CIK0002064953

ISINUS83443Q1031

Market cap$9.16B

EPS (ttm)$1.32

P/E (ttm)43.70

ROE10.9%

P/B5.78

P/S2.24

Dividend yieldDiv yield0.26%

Beta1.44vs XLB 0.64

Price target$80.00+38.7%Average of 5 analysts

ConsensusBuy4 of 5 analysts

Ratings

4 Buy
1 Hold

Target rangeAs of Sep 21, 2026

Last close $57.69

High$101.00+75.1%

Avg$80.00+38.7%

Low$70.00+21.3%

11 months agoNowIn 12 months

Last close $57.6952-week range $40.43 – $90.80

High$101.00+75.1%

Avg$80.00+38.7%

Low$70.00+21.3%

Dec '25MarJunNowSep '27

Latest analyst notes

Date	Firm	Action	Prior	Current
Sep 3, 2026	Jefferies	Initiate	Rating: —Target: —	Rating: BuyTarget: $86
Jul 31, 2026	RBC Capital	Reiterate	Rating: —Target: $102	Rating: OutperformTarget: $82
Jul 31, 2026	UBS	Reiterate	Rating: —Target: $78	Rating: BuyTarget: $80
Jul 22, 2026	Vertical Research	Upgrade	Rating: HoldTarget: $90	Rating: BuyTarget: $79
Jul 14, 2026	Mizuho Securities	Target	Target: $95	Target: $70

Next report

Oct 29, 26

in 37 days

EPS estimate

$0.72

Revenue estimate

$1.02B

Fiscal quarter

Q3 FY26

EPSReportedEstimate

———Nov '25Feb '26May '26Jul '26Oct '26

Reported———$0.53$0.26$0.63$0.88Pending

Estimate———$0.54$0.40$0.61$0.77$0.72

Surprise———−1.3%−35.0%+2.6%+13.7%—

RevenueReportedEstimate

———Nov '25Feb '26May '26Jul '26Oct '26

Reported———$969.0M$987.0M$991.0M$1.15BPending

Estimate———$963.6M$921.6M$973.9M$1.08B$1.02B

Surprise———+0.6%+7.1%+1.8%+6.4%—

Estimate$0.72

ReportedDue Oct 29, 2026

Estimate$1.02B

ReportedDue Oct 29, 2026

View details

Debt to equity152.00%

Current ratio145.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26

Revenue$907.0M$913.0M$897.0M$1.03B$969.0M$987.0M$991.0M$1.15B

Net income$152.0M−$39.0M$134.0M$16.0M−$35.0M$41.0M$85.0M$119.0M

Net margin16.8%0.0%14.9%1.5%0.0%4.2%8.6%10.4%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26

Operating income$204.0M$124.0M$206.0M$215.0M$171.0M$119.0M$180.0M$222.0M

YoY growth———+0.2%−16.2%−4.0%−12.6%+3.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $750.0M · Total debt $2.41B · Total assets $5.92B · Shareholders' equity $1.59B

Revenue: $1.15B
Operating income: $222.0M
Net income: $119.0M

View details

Dividend yield

0.26%

Next ex-date

Feb 27, 27

estimated · in 158 days

Annual dividend

$0.15

per share

Schedule

Semi-annual

2 payments a year

HistoryDividendAnnual yield

—————Feb '26May '26Aug '26

Dividend—————$0.075$0.075$0.075

Annual yield—————0.09%0.17%0.40%

Ex-date—————Feb 24May 27Aug 27

Payment date—————Mar 10Jun 10Sep 10

View details

Institutions	85.54%	135.88M shares
1,193 holders · as of Jun 30, 2026
Insiders	0.04%	61.0K shares
15 holders · as of Aug 4, 2026
Other	14.42%	22.91M shares
remainder

158.85M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

Holder	Stake	Shares	Date
BlackRock, Inc.Institution	10.03%	15.93M	as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution	5.00%	7.94M	as of Jun 30, 2026
Vanguard Capital Management LLCInstitution	4.52%	7.17M	as of Jun 30, 2026
State Street CorpInstitution	3.19%	5.06M	as of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution	2.23%	3.54M	as of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

Chemours
Closest rival across low-GWP refrigerants and foam solutions
Entegris
Semiconductor process-materials rival serving advanced fabs
Avient
Direct UHMWPE-fiber rival in lightweight ballistic protection

Compare

Company	Price	Change
Solstice Advanced Materials	$58.68	+1.71%	$9.16B	43.7	18.6	2.2	—
Chemours	$14.87	+2.31%	$2.18B	—	9.8	0.4	−1.5%
Entegris	$147.79	+3.25%	$21.83B	71.9	33.0	6.6	+11.5%
Avient	$41.00	+1.38%	$3.71B	21.9	12.5	1.1	+5.8%
Median				46.9	12.5	1.1	+5.8%

Profile

Company facts

Key statistics

Analysts

Target rangeAs of Sep 21, 2026

Latest analyst notes

Earnings

EPSReportedEstimate

RevenueReportedEstimate

Financials

ProfitabilityRevenueNet incomeNet margin

GrowthOperating income

Dividends

HistoryDividendAnnual yield

Ownership

Top shareholders13F · 13D/G · Form 4

Insider tradesForm 4

Peers

Compare