Solstice Advanced Mat Q4 Earnings Call Highlights

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MarketBeat

Wed, February 11, 2026 astatine 11:52 AM CST 8 min read

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Solstice posted Q4 nett income of $987 million (up 8% YoY) and FY2025 income of $3.9 billion, but adjusted EBITDA declined to $189 million successful Q4 (down 20%) and $957 million for the twelvemonth (down 4%), with margins pressured by the modulation to low‑GWP refrigerants, separation costs and planned works downtime.
The institution is prioritizing its atomic conversion business—Metropolis Works targets ~20% higher accumulation successful 2026 to >10 KT and cites a backlog of implicit $2 billion—but faces a near‑term headwind from a merchandise indebtedness instrumentality that volition chopped ~$30 million of 2026 gross (about $10 million EBITDA impact).
Solstice initiated a quarterly dividend of $0.075 per share, finished 2025 with nett indebtedness of astir $1.4 billion and full liquidity ~$1.5 billion, and guided 2026 to nett income of $3.9–4.1 billion, adjusted EBITDA of $975–1,025 million, adjusted EPS of $2.45–2.75 and CapEx of $400–425 million, expecting margins to retrieve arsenic the HFO installed basal and aftermarket request build.
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Solstice Advanced Mat (NASDAQ:SOLS) reported fourth-quarter and full-year 2025 results that absorption said exceeded expectations, marking the company’s archetypal net telephone pursuing the completion of its spin-off from Honeywell connected Oct. 30. Executives highlighted momentum crossed extremity markets tied to atomic energy, AI, information centers, and defense, portion besides outlining near-term borderline headwinds tied to the refrigerants modulation and separation-related costs.

For the 4th fourth of 2025, Solstice posted nett income of $987 million, up 8% twelvemonth implicit year. Organic income maturation was 6%, including astir 2.5% from measurement and 4% from pricing, positive an further 2% payment from overseas currency translation, according to CFO Tina Pierce.

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Adjusted standalone EBITDA was $189 million, down 20% twelvemonth implicit year, with an adjusted EBITDA borderline of 19.1%. Pierce attributed the diminution mostly to “anticipated transitory costs,” the interaction of the ongoing modulation to low-global-warming-potential refrigerants (HFOs), and planned works downtime and under-absorption that had been discussed connected the third-quarter call. Net income attributable to Solstice successful the 4th was $41 million, down twelvemonth implicit year, owed successful portion to higher nett involvement disbursal and non-controlling interest.

For full-year 2025, Solstice reported nett income of $3.9 billion, up 3% twelvemonth implicit year. Pierce said that excluding opportunistic atomic income successful the archetypal fractional of 2024 antecedently discussed astatine the company’s Investor Day, income would person been up 6%.