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Solstice Advanced Materials (SOLS)

Materials · specialty chemicals · NASDAQ

Solstice Advanced Materials is a specialty chemicals provider and spin-off of Honeywell that manufactures complex, highly regulated materials.

View SEC filings Filings archive → Website Find companies like SOLS → Ask about SOLS →

What Solstice Advanced Materials does

Solstice Advanced Materials produces specialty chemicals and materials, with a focus on hazardous or sensitive chemical manufacturing and nuclear-related materials. The company operates as an independent entity following a spin-off from Honeywell. Its business model involves complex chemical synthesis and requires adherence to stringent environmental, decommissioning, and regulatory standards.

Themes: specialty chemicals, nuclear materials, chemical manufacturing

Fundamentals

  • Price$56.16 as of 2026-08-21 close
  • Market cap$8.9B as of 2026-08-21
  • P/E47.33 as of 2026-08-24
  • Net margin+5.1% as of 2026-08-24
  • Gross margin+30.6% as of 2026-08-24
  • ROE+10.9% as of 2026-08-24
  • Debt / equity1.53 as of 2026-08-24
  • Revenue growth (YoY)-28.2% as of 2026-08-24
  • Revenue CAGR (3y)+3.2% SEC XBRL
  • Beta48566.04 as of 2026-08-24
  • Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)

Dividend: pays a dividend.

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How SOLS compares in its sector

  • price-to-earnings ratiotop 25% 94 covered Materials peers, as of 2026-08-24
  • net profit marginmiddle range 142 covered Materials peers, as of 2026-08-24
  • operating margintop 25% 142 covered Materials peers, as of 2026-08-24
  • gross marginmiddle range 141 covered Materials peers, as of 2026-08-24
  • return on equitymiddle range 151 covered Materials peers, as of 2026-08-24
  • 3-year revenue CAGRmiddle range 127 covered Materials peers
  • free cash flow (absolute dollars, latest fiscal year)middle range 124 covered Materials peers, as of FY2025

Position among covered Materials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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Dividend coverage (FY2025)

Exceeded at least one reported measure. In FY2025, SOLS's dividend exceeded at least one reported measure of what it earned or generated (earnings payout 633%, free-cash-flow payout 1261%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.

  • Earnings payout633% dividends / net income
  • Free-cash-flow payout1261% dividends / (operating cash flow − capex)

Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.

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Analyst consensus

  • Consensus ratingBuy (1.57 mean, 1=Strong Buy…5=Strong Sell) — 7 analysts
  • Mean price target$80.43 range $70.00 – $95.00; median $80.00

Analyst estimates, as of 2026-08-24. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for SOLS

  • Consensus EPS estimate$0.7097 next reporting period, as of 2026-08-24

Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

Ask how SOLS's estimates have moved →

Key risks (from latest filing)

["Exposure to complex environmental, decommissioning, and regulatory liabilities associated with hazardous chemical manufacturing and radioactive materials.","Risks associated with operating as an independent company following a spin-off, including potential loss of support services and historical financial unreliability.","Sensitivity to macroeconomic instability, raw material price volatility, and geopolitical restrictions on international trade."]

See SOLS's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of SOLS's 10-Q filed 2026-05-06 against the prior one filed 2025-11-13.

Management's Discussion & Analysis (MD&A)

  • Added:
    • Newer filing adds: 'blowing agents, conversion services for the nuclear energy sector' to opening business description (2026-05-06)
    • Newer filing adds: 'conversion services for the nuclear energy sector' as explicit RAS segment service (2026-05-06)
    • Newer filing specifies RAS serves 'nuclear energy' end market separately from 'energy' (2026-05-06)
    • Newer filing states: 'Our global presence included 20 manufacturing sites and four standalone research and development ("R&D") sites as of March 31, 2026' (2026-05-06)
    • Newer filing adds detailed 'Macroeconomic Conditions' section discussing geopolitical tensions, trade frictions, supply chain disruption, and mitigation strategies (2026-05-06)
  • Removed:
    • Older filing states RAS serves 'energy' end market (2025-11-13); newer filing replaces with 'nuclear energy' as distinct end market
    • Older filing mentions 'alternative energy services' for RAS segment (2025-11-13); newer filing replaces with 'conversion services for the nuclear energy sector'
    • Older filing reports '21 manufacturing sites, four R&D sites and approximately 4,000 employees as of September 30, 2025' (2025-11-13); newer filing reports '20 manufacturing sites and four standalone research and development sites as of March 31, 2026' and removes employee count disclosure
    • Older filing includes discussion of specific Honeywell agreements and Transition Services Agreement details in MD&A (2025-11-13); newer filing provides abbreviated reference directing to 2025 Form 10-K
    • Older filing includes extensive discussion of expense allocations methodology and materiality disclaimer language (2025-11-13); newer filing condenses this section
  • Reworded:
    • Newer filing changes: 'combined financial statements were derived from the consolidated financial statements' to 'consolidated financial statements have been prepared on a consolidated financial basis' post-Spin-off (2026-05-06 vs 2025-11-13)
    • Newer filing changes reference from 'Condensed Combined Financial Statements' to 'Consolidated Financial Statements' (2026-05-06 vs 2025-11-13)
    • Newer filing changes: 'shareowners' instead of 'shareholders' in Spin-off description (2026-05-06 vs 2025-11-13)
    • Newer filing clarifies R&D sites as 'standalone' explicitly (2026-05-06 vs 2025-11-13)
    • Older filing references 'For additional information regarding our agreements with Honeywell, see Part II. Item 7...' within 2025 Annual Report; newer filing streamlines to single reference (2025-11-13 vs 2026-05-06)
  • Notes:
    • Newer filing MD&A is truncated mid-sentence in 'Macroeconomic Conditions' section; full text may not be available for complete assessment
    • Comparison reflects differences between Q3 2025 filing (as of September 30, 2025) and Q1 2026 filing (as of March 31, 2026), covering different fiscal periods
    • Older filing discusses pre-Spin-off and immediate post-Spin-off context; newer filing discusses post-Spin-off operations approximately five months later

Risk Factors

  • Added:
    • Added in newer filing (2026-05-06): 'an overall decline in the health of the economy and the industries in which we operate, including as a result of inflation, tariffs and other trade barriers and restrictions, market volatility, geopolitical instability and social unrest, the possibility of an economic downturn or recession or other macroeconomic factors'
    • Added in newer filing (2026-05-06): 'changes in the price and availability of raw materials that we use to produce our products, including due to factors such as supply chain disruptions, including due to increased energy prices, and the impact of inflation'
    • Added in newer filing (2026-05-06): 'our ability to successfully execute or effectively integrate potential acquisitions or complete potential divestitures'
    • Added in newer filing (2026-05-06): 'positioned' as example forward-looking statement word
    • Added in newer filing (2026-05-06): 'could,' 'would,' and 'should' as example forward-looking statement words
    • Added in newer filing (2026-05-06): 'a variety of factors, many of which are difficult to predict and outside of our control' language
  • Removed:
    • Removed from newer filing (2026-05-06): reference to 'Information Statement, dated as of October 17, 2025' and Form 8-K filing from October 17, 2025
    • Removed from newer filing (2026-05-06): 'combined financial information' (was 'combined' in older, became 'consolidated' in newer)
  • Reworded:
    • Changed from 'our lack of operating history' (older, 2025-11-13) to 'our limited operating history' (newer, 2026-05-06)
    • Changed from 'historical combined financial information' (older, 2025-11-13) to 'historical consolidated financial information' (newer, 2026-05-06)
    • Changed from 'increasing stakeholder interest in public company performance, disclosure, and goal-setting with respect to environmental, social and governance matters' (older, 2025-11-13) to 'increasing stakeholder interest in public company performance, disclosure, and goal-setting with respect to sustainability matters' (newer, 2026-05-06)
    • Changed from 'our ability to successfully execute or effectively integrate acquisitions' (older, 2025-11-13) to 'our ability to successfully execute or effectively integrate potential acquisitions or complete potential divestitures' (newer, 2026-05-06)
    • Changed from 'managing the increased costs following the Spin-off' (older, 2025-11-13) to 'managing the costs of operating as an independent company following the Spin-off' (newer, 2026-05-06)
    • Changed from 'potential timing, declaration, amount and payment of any dividend program' (older, 2025-11-13) to 'potential timing, declaration, amount and payment of the Company's dividend program' (newer, 2026-05-06)
    • Changed from 'potential cash contributions to benefit pension plans' (older, 2025-11-13) to 'potential cash contributions to defined benefit pension plans' (newer, 2026-05-06)
    • Changed header from 'Cautionary Statement About Forward-Looking Statements' (older, 2025-11-13) to 'CAUTIONARY STATEMENT CONCERNING FORWARD-LOOKING STATEMENTS' (newer, 2026-05-06)
  • Notes:
    • The provided newer filing text appears truncated at the financial statements section and does not include the full Risk Factors section content; comparison is limited to the forward-looking statements cautionary language and table of contents
    • The older filing references appear to be from the Q3 2025 10-Q (quarter ended September 30, 2025) while the newer filing is from Q1 2026 10-Q (quarter ended March 31, 2026), so these are different reporting periods with different financial data

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

Ask what changed in SOLS's latest 10-Q →

Insider activity (SEC Form 4)

No open-market insider purchases or sales are on record for SOLS — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.

View full insider trading history → View SEC Form 3/4/5 filings

Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

Congressional trading disclosures

U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 4 matched disclosures for SOLS from U.S. House Clerk Periodic Transaction Report filings.

Congressional trading disclosures →

Institutional ownership (13F)

5 institutional 13F filers reported holding SOLS as of 2026-03-31 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 5
  • Reported shares held 24,071,653
  • Reported value $1,833,297,138

reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 2 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

SOLS had 12,696,482 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).

SOLS had 7.99% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.27 days to cover at the same settlement.

  • Reported short interest (shares) 12,696,482
  • Short interest (% of shares outstanding) 7.99%
  • Prior settlement (shares) 11,325,520
  • Reported change 12.11%
  • Days to cover (reported) 3.27

Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

Ask about SOLS's short interest →

Solstice Advanced Materials is found in…

Frequently asked questions

What does Solstice Advanced Materials (SOLS) do?

Solstice Advanced Materials produces specialty chemicals and materials, with a focus on hazardous or sensitive chemical manufacturing and nuclear-related materials. The company operates as an independent entity following a spin-off from Honeywell. Its business model involves complex chemical synthesis and requires adherence to stringent environmental, decommissioning, and regulatory standards.

What sector is Solstice Advanced Materials (SOLS) in?

Solstice Advanced Materials (SOLS) is classified in the Materials sector. Its industry is specialty chemicals. It trades on NASDAQ.

Does SOLS pay a dividend?

Yes — Solstice Advanced Materials (SOLS) pays a dividend (market data, as of 2026-08-24). Informational only — not financial advice.

Has there been recent Congressional stock trading in SOLS?

Yes — we hold 4 matched STOCK Act disclosures for SOLS from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.

Where does stocks-llm's data on SOLS come from?

Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-08-21.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.

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