Earnings Releases·Nov 4, 2026, 6:03 AM ET

Solstice Advanced Materials — Third Quarter 2026 Earnings Summary

Net sales reached $1,046 million (up 8% YoY), with net income turning to $80 million from a $35 million loss in the prior year; Adjusted EBITDA rose 13% to $265 million with a 25.3% margin.
Full-year 2026 guidance was raised across all metrics: Net Sales to $4,195–$4,220 million, Adjusted EBITDA to $1,050–$1,060 million, and Adjusted Diluted EPS to $2.90–$2.95.
Strategic capital returns included $112 million in shareholder distributions ($100 million in share repurchases) and a new $500 million repurchase authorization, alongside a declared quarterly dividend of $0.075 per share.
Segment performance was driven by record sales in Electronic & Specialty Materials (up 13% YoY) and strong demand in Refrigerants & Applied Solutions, supported by a $2.6 billion nuclear backlog.