What was Solstice Advanced Materials' earnings forecast for 2026?

Solstice Advanced Materials forecasted full-year 2026 adjusted earnings per share between $2.45 and $2.75, which was below market estimates.

How did Solstice's fourth-quarter sales perform?

In the fourth quarter, Solstice's net sales rose 8% to $987 million, driven by strong demand in Nuclear, Electronic Materials, and refrigerant products.

What factors are impacting Solstice's profitability?

Profitability is being pressured by higher operational costs, the transition to new refrigerants, plant downtime, and other operational headwinds.

Home / Business and Economy / Solstice FY26 Earnings Miss; Q4 Sales Beat

Solstice FY26 Earnings Miss; Q4 Sales Beat

11 Feb

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Summary

Full-year 2026 earnings forecast missed market estimates.
Fourth-quarter sales grew 8%, exceeding expectations.
Demand remains strong for nuclear and electronic materials.

Solstice FY26 Earnings Miss; Q4 Sales Beat

Solstice Advanced Materials issued a full-year 2026 earnings forecast that fell short of market expectations. The company projects adjusted earnings per share to range from $2.45 to $2.75, below the average analyst estimate of $2.93. This outlook overshadowed the company's solid performance in the fourth quarter of 2025.

In the fourth quarter, Solstice reported an 8% rise in net sales, reaching $987 million. This growth was propelled by double-digit increases in its Nuclear, Electronic Materials, and refrigerant product segments. Demand in these areas, particularly for AI-driven data centers and advanced computing, continues to be a significant driver.

Despite strong sales, the company faces profitability pressures due to rising operational costs and the transition to lower global-warming-potential refrigerants. Plant downtime and other operational challenges also impacted margins, with adjusted standalone EBITDA falling nearly 20% in the fourth quarter.