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Solstice Advanced Materials, Inc.

SOLS

Basic Materials · 61.53 -0.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Solstice Advanced Materials, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-0.1% todayVolume comparison unavailable
Market group0 of 18 activeElectronics Supply Chain · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • RAS net sales rose $75M (12%) driven by $37M volume growth from transition to LGWP refrigerants and nuclear gains, offset by declines in building solutions and intermediates.
  • Cost of products and services sold increased $98M (17%) driven by volume increases and raw material inflation in RAS and ESM segments.

Invalidation: The isolated read changes if SOLS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Specialty Chemicals

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • RAS net sales rose $75M (12%) driven by $37M volume growth from transition to LGWP refrigerants and nuclear gains, offset by declines in building solutions and intermediates.
  • Cost of products and services sold increased $98M (17%) driven by volume increases and raw material inflation in RAS and ESM segments.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods3
Price observations225
Usable filing statements61
Verified relationships3
Evidence supporting the case
  • Operating cash flow covered net income at 1.92x in the latest annual period.
  • Capital investment and capacity has repeated favorable evidence across 3 filings.
  • Demand and volume has repeated favorable evidence across 3 filings.
  • Pricing and mix has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Net margin changed -9.7 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

61.53
6m-14.6%12m24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-12-31$3.6B$3.91
2024-12-31$3.8B+3.3%$3.74+0.0%
2025-12-31$3.9B+3.1%$1.49+0.1%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitypositive · 3 filings
The increase was driven by higher capital expenditures, primarily from the expansion of manufacturing facilities within our ESM segment, and the impact in the prior year of proceeds from the sale of certain assets.
10-Q · May 6, 2026
Demand and volumemixed · 3 filings
Segment Adjusted EBITDA increased by $5 million or 10% primarily driven by demand growth in electronic materials.
10-Q · May 6, 2026
Pricing and mixpositive · 3 filings
53 2025 compared with 2024 RAS net sales increased by $68 million or 3% due to volume growth and favorable pricing in refrigerants, partially offset by a reduction in our nuclear (alternative energy) services offering attributed to large sales transactions wh…
10-K · Feb 19, 2026
Restructuring and cost reductionsmixed · 2 filings
The effective tax rate in 2026 was lower than the effective tax rate in 2025 as a result of nondeductible transaction costs and discrete tax adjustments related to restructuring in advance of the Spin-off from Honeywell in the prior-year period.
10-Q · May 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.5× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

61.53-0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SOLS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SOLS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SOLS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CCThe Chemours CompanycompetitorFeb 19, 2026

Our main competitors for the RAS segment include Arkema, Chemours, Daikin, Orbia and not-in-kind alternatives.

DKILFFiling-linked namecompetitorFeb 19, 2026

Our main competitors for the RAS segment include Arkema, Chemours, Daikin, Orbia and not-in-kind alternatives.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SOLS is currently a Follower in the organic co-movement group Electronics Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.