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Solstice Advanced Materials
Solstice Advanced Materials (SOLS) investor relations material
Solstice Advanced Materials Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Business overview and growth drivers
Positioned in secular growth trends: energy, electronics, thermal management, safety, and defense.
Refrigerants business benefits from regulatory shifts and strong patent portfolio, with high single-digit HFO growth projected into the early 2030s.
Nuclear business is the only U.S. uranium conversion asset, with a $2.2B backlog sold out through 2030 and capacity expansion underway.
Electronics business expanding with a $200M plant for copper manganese, targeting advanced chip nodes and thermal management.
Safety and defense segment produces specialized protective fibers for military, law enforcement, and healthcare.
Financial outlook and margin profile
Targeting low- to mid-single-digit sales growth and mid-single-digit EBITDA growth, with margin expansion expected from CapEx projects.
ROIC exceeds 20%, supporting continued reinvestment in growth projects.
EPS guidance expected to be clearer by 2026 as transition noise from Honeywell subsides.
Refrigerants business expected to reach 25% margin by end of 2025, with further expansion as higher-margin aftermarket grows.
Market positioning and competitive landscape
Strong patent protection in refrigerants, with coverage extending well into the 2030s.
Limited overlap with Chemours outside refrigerants; specialized in high-growth, non-cyclical markets.
Manufacturing investments and vertical integration provide cost and margin advantages.
Electronics business differentiated by technology and quality, with 40% of products specified and not competing on price.
Nuclear capacity: How to secure long-term contracts?
Data center cooling: What's the adoption timeline?
When will EPS be clean for modeling?
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Latest summaries
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- PRIC
Record Q4 order intake, new contracts, and improved cash flow despite lower sales and profits. - ENSI
Record revenue growth, positive EBITDA, and strong outlook with cash flow positivity expected by end-2026. - DWNI
Stable rental growth, Care segment sale, and positive 2025 outlook despite lower EBT. - JUBLINGREA
Volume growth in specialty and nutrition offset pricing headwinds; net debt down 20% YoY. - TRI
Strong organic growth, margin expansion, and capital returns set the stage for 2026 targets. - RUG
Record Q4 growth, higher margins, and a SEK 5.00 dividend highlight strong performance. - HSY
2026 outlook targets 4%-5% sales growth, margin recovery, and strong EPS rebound. - CMI
Strong 2025 results, $458M Accelera charges, and 2026 guidance targets growth and margin stability. - BLACKBUCK
Q3 FY26 delivered 53% YoY revenue growth and a return to profit, led by core and new segments. - KKR
Record earnings, AUM growth, and new sports investing platform drive strong 2025 results.
Next Solstice Advanced Materials earnings date
Q4 202511 Feb, 2026
Solstice Advanced Materials
Next Solstice Advanced Materials earnings date
Q4 202511 Feb, 2026
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