NASDAQ$SOLS

Solstice Advanced Materi · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Solstice Advanced Materials reported Q1 2026 net sales of $991M with net income of $105M.

Net sales rose 10% to $991 million on volume and pricing in refrigerants and advanced materials. Net income attributable to Solstice Advanced Materials was $105 million versus $140 million a year ago.

  • Net sales $991M (+10% YoY).
  • Net income $105M.
  • Segment growth in refrigerants and specialty materials.
  • Separation from Honeywell legacy operations ongoing.

Headline financials

Total Revenue

$991M

No prior period
EPS

$0.53

No prior period
Capital Expenditures

-$75M

No prior period
Free Cash Flow

$124M

No prior period
Net Income

$85M

No prior period
Operating Income

-$835M

No prior period
Gross Profit

$316M

No prior period
Cash & Equivalents

$642M

No prior period
Total Assets

$5.75B

No prior period

Revenue & EPS history

Solstice Advanced Materi · Revenue · Quarterly

$991M

Q1 2026
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Forward guidance

Management discusses low-GWP refrigerant adoption, capacity expansions, and margin targets post-spin.

Tailwinds

  • Double-digit sales growth.
  • Strong cash conversion in specialty chemicals.

Headwinds

  • Net income down year over year on cost inflation.
  • Regulatory transitions in F-gas markets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 2 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+4.4%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+6.0%

Avg return

30 days after

33%

1 / 3 earnings

Positive

+17.5%

Q4 2025

Best reaction

-2.6%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.9%+2.1%-3.1%
Q4 2025+17.5%+22.6%+14.8%
Q3 2025-2.6%-11.7%+6.5%

Discussion

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