Solstice Advanced Materials, Inc. operates as a specialty chemicals and advanced materials company in the United States and internationally. It operates in two segments: Refrigerants & Applied Solutions (RAS), and Electronic & Specialty Materials (ESM). The RAS segment manufactures and sells low global warming potential (LGWP) refrigerants, blowing agents, solvents, and aerosol materials; and provides, aerosol propellants, cleaning solvents, pharmaceutical packaging materials, and alternative energy services under the Solstice, Genetron, and Aclar brands. The ESM segment offers electronic materials, fibers and laboratory life science chemicals for semiconductor, defense, pharmaceutical, and construction markets. This segment provides sputtering targets, lightweight high-strength fibers, and high-purity life science solutions under the Spectra, Fluka, and Hydranal brands. Solstice Advanced Materials, Inc. was incorporated in 2025 and is headquartered in Morris Plains, New Jersey.
Country
Sector
Themes
Also in
Price· split & dividend adjusted
No price history for this asset yet.
News & notes movingSOLS
Semiconductors▲2
Solstice Advanced Materials Raises Full-Year 2026 Guidance After Strong Second Quarter
Solstice Advanced Materials reported second-quarter 2026 net sales of $1.148 billion, up 11% year-over-year, and raised its full-year guidance. Adjusted EBITDA was $290 million, a 2% increase, with an adjusted EBITDA margin of 25.3%. The company now expects full-year 2026 net sales between $4.125 billion and $4.185 billion, adjusted EBITDA between $1.035 billion and $1.055 billion, and adjusted diluted earnings per share between $2.75 and $2.95. Growth was driven by robust demand in nuclear energy, electronic materials, refrigerants, and healthcare packaging, with six of seven businesses growing and four at double-digit rates. The company also provided third-quarter 2026 net sales guidance of $990 million to $1.03 billion and highlighted progress on its pending acquisition of Element Solutions, expected to close in the first half of 2027.
Pomerantz Law Firm Investigates Solstice Advanced Materials Over Securities Fraud Claims
Pomerantz LLP is investigating claims on behalf of investors of Solstice Advanced Materials, Inc. regarding potential securities fraud or unlawful business practices. The investigation follows Solstice's July 6, 2026 announcement of an agreement to acquire Element Solutions in a cash-and-stock transaction valued at approximately $14.5 billion, including assumed net debt. Despite the CEO's positive remarks about the combined company's positioning, Solstice's stock price fell $12.14 per share, or 15.14%, to close at $68.05 on July 6, 2026, compared to the July 2, 2026 closing price. Investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, extension 7980.
Element Solutions Q2 profit rises on record sales, raises 2026 adjusted EBITDA outlook
Element Solutions Inc. reported higher second-quarter profit driven by record net sales and strong growth in its Electronics business. Net income rose to $77.3 million, or $0.32 per share, from $47.4 million, or $0.20 per share, a year earlier, while adjusted earnings per share increased to $0.47 from $0.37. Net sales climbed 56% to a record $977.9 million, with organic net sales up 15%, led by a 75% surge in Electronics revenue to $767.0 million and a 14% rise in Specialties revenue to $210.9 million. The company raised its full-year 2026 adjusted EBITDA guidance to a range of $690 million to $710 million and said its proposed merger with Solstice is expected to close in the first half of 2027, subject to customary conditions and regulatory approvals.
Halper Sadeh LLC, an investor rights law firm, is investigating whether the proposed sales of TriCo Bancshares, Element Solutions, Crinetics Pharmaceuticals, and Solstice Advanced Materials are obtaining fair deals for their shareholders. The firm is examining TriCo Bancshares' sale to First Hawaiian for 2.095 First Hawaiian shares per TriCo share, with TriCo shareholders expected to own approximately 35% of the combined company. It is also reviewing Element Solutions' sale to Solstice Advanced Materials for $10.00 in cash and 0.500 shares of Solstice common stock per Element share, leaving Element shareholders with about 44% of the combined company. Additionally, the investigation covers Crinetics Pharmaceuticals' sale to Vertex Pharmaceuticals for $85.00 per share in cash, and Solstice Advanced Materials' merger with Element Solutions. Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief on behalf of shareholders.
Halper Sadeh LLC, an investor rights law firm, is investigating whether Element Solutions Inc, Crinetics Pharmaceuticals Inc, and Solstice Advanced Materials Inc are obtaining fair deals for their shareholders. The investigation concerns Element Solutions' sale to Solstice Advanced Materials for $10.00 in cash and 0.500 shares of Solstice common stock per Element share, with Element shareholders expected to own approximately 44% of the combined company upon closing. It also covers Crinetics Pharmaceuticals' sale to Vertex Pharmaceuticals for $85.00 per share in cash, and Solstice Advanced Materials' merger with Element Solutions. The firm may seek increased consideration, additional disclosures, or other relief on behalf of shareholders.
UBS upgrades Solstice Advanced Materials to Buy after selloff
UBS upgraded Solstice Advanced Materials to Buy from Neutral while lowering its price target to $78 from $88, following a roughly 20% share-price decline over the past week after the company announced its planned acquisition by Element Solutions. Analyst Joshua Spencer said the deal improves Solstice's financial mix and supports a path to mid-teens-plus earnings per share growth not reflected in the current stock price. Spencer sees both Electronics and Nuclear investments contributing to greater than 10% annual EBITDA growth and about 18% EPS growth, with leverage delevering quickly and leaving room for brownfield UF6 nuclear expansions. He expects shares could rise more than 15% over the next year in either a deal-on or deal-off scenario, with shareholders likely to re-engage after second-quarter earnings.
Solstice Advanced Materials to Acquire Element Solutions for $14.5 Billion
Solstice Advanced Materials announced it will acquire Element Solutions in a cash-and-stock transaction valued at approximately $14.5 billion. The deal aims to create a market leader in specialty chemicals by combining Solstice's polymers and performance fluids with Element's electronics and semiconductor products. Element shareholders will receive $10 in cash and 0.5 shares of Solstice stock for each share held, a roughly 15% premium over the July 2 closing price. Once the transaction closes in the first half of 2027, Element investors will own approximately 44% of the combined entity, which will operate under the Solstice name. Solstice CEO David Sewell will lead the combined organization following the deal's completion, which comes after Honeywell spun off Solstice as an independent company in October 2024.
Honeywell completes breakup into four standalone companies
Honeywell International has completed its portfolio transformation, splitting into four separate entities: the legacy industrial automation business trading as HON, Honeywell Aerospace as HONA, Solstice Advanced Materials as SOLS, and quantum computing venture Quantinuum as QNT. The aerospace unit is now one of the largest pure-play aerospace suppliers, while Solstice focuses on specialty materials like refrigerants and uranium fluorination. Quantinuum, still majority-owned by Honeywell, remains a pre-revenue quantum computing play. The breakup aims to eliminate the conglomerate discount and allow each management team to pursue tailored capital allocation strategies.
Jim Cramer Wants To Buy Solstice Advanced Materials After $14.5 Billion Elemen Solutions Deal
Jim Cramer expressed a bullish view on Solstice Advanced Materials, Inc., stating he wants to buy the stock following its announced $14.5 billion acquisition of Elemen Solutions. Cramer called the deal immediately accretive and noted it moves Solstice into the higher-multiple semiconductor chip space, while also highlighting the company's nuclear fuel business that is sold out through 2030. Solstice shares are up 26% since their October IPO but have fallen 24% over the past month and 23.9% since July 2nd. Cramer described the merger as a really smart deal that could create a chemical tech powerhouse and send both stocks higher.
Honeywell Completes Aerospace Spinoff, Creating Four Publicly Traded Entities
Honeywell has completed the spinoff of its aerospace business, resulting in four separate publicly traded companies: Honeywell Technologies, Honeywell Aerospace, Solstice Advanced Materials, and Quantinuum. Honeywell Technologies, now an industrial automation pure play, reported 3.5% revenue growth and 7% earnings per share growth in 2025, with management guiding for potential double-digit earnings growth. Honeywell Aerospace trades at around 27 times forward earnings, while Solstice Advanced Materials, which offers exposure to AI-related industries and nuclear energy, has surged nearly 66% since its spinoff nine months ago and trades at 30 times forward earnings against forecasted earnings growth exceeding 20%. Quantinuum, a quantum computing company taken public by Honeywell, has a market cap of $19.5 billion, with Honeywell Technologies retaining a 48.1% stake worth approximately $9.4 billion.
Solstice CEO says Wall Street misread ESI acquisition after 15% stock drop
Solstice Advanced Materials CEO David Sewell argued that Wall Street is misjudging the company's planned acquisition of Element Solutions, following a 15% drop in Solstice shares. The cash-and-stock deal is valued at roughly $14.5 billion. Sewell said the sell-off was partially driven by hedge funds and arbitrage traders making short-term bets, rather than skepticism about the strategic rationale. He emphasized that the combination creates a comprehensive product portfolio and a world-leading advanced materials business serving semiconductors, data centers, and AI infrastructure. Sewell expressed confidence that the share price will follow as the company executes on the growth opportunity.
Nasdaq Gains 1.12% as Semiconductor Momentum Lifts Market; Dow Closes Above 53,000 for First Time
The Nasdaq Composite rose 1.12% to 26,121 on Monday, driven by persistent semiconductor strength, while the S&P 500 added 0.72% to 7,537.43 and the Dow Jones Industrial Average climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone. Tesla and Micron Technology led market-cap gains, with Micron benefiting from accelerating AI chip demand, while Solstice Advanced Materials tumbled 15.14% after announcing a $14.5 billion agreement to acquire Element Solutions. Gold prices rose 1.23% to $4,176.30, and the 10-year Treasury yield edged up to 4.49%. The advance highlighted concentrated leadership in AI-linked technology and semiconductor stocks, even as broader market participation remained uneven, with investors rewarding companies tied to AI infrastructure and large-cap balance-sheet strength.
Wohl & Fruchter Investigating Fairness of Element Solutions Sale to Solstice Advanced Materials
The Monsey law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Element Solutions to Solstice Advanced Materials. Under the deal, ESI shareholders would receive $10.00 in cash and 0.500 shares of Solstice common stock for each share of ESI common stock. Following the announcement on July 6, 2026, ESI shares fell nearly 3%. The firm is examining whether the ESI Board acted in the best interests of shareholders and whether the consideration and exchange ratio are fair, as well as whether all material information has been disclosed.
Jim Cramer Says Solstice-Element Merger Would Create a 'Chemical Tech Powerhouse'
CNBC's Jim Cramer endorsed a potential merger between Solstice Advanced Materials and Element Solutions, calling it a 'really smart deal' that would create a 'chemical tech powerhouse' and could send both stocks higher. The Financial Times reported that Solstice is in advanced talks to merge with Element Solutions in a deal valued at about $27 billion including debt, structured as a mostly stock-based merger of equals that could be announced as soon as this week, though no formal agreement has been reached. Both companies are benefiting from surging demand for specialty chemicals used in AI data center cooling and semiconductor manufacturing, with Element Solutions reporting over 40% growth in first-quarter revenue driven by AI-related demand. Solstice currently has a market value of about $12.73 billion and Element Solutions is valued at $10.63 billion, with both stocks significantly outperforming the broader market this year.
Solstice in talks to merge with Element Solutions in $27B deal
Solstice Advanced Materials is in discussions to merge with Element Solutions in a merger of equals that could value the combined specialty chemicals giant at $27 billion, the Financial Times reported on Monday. Discussions between the two companies are ongoing, and a deal could come together as soon as this week, though a formal agreement has not been reached and talks could still fall apart. Solstice Advanced Materials officially spun off from Honeywell in October last year, operating as an independent specialty materials company.
Solstice Advanced Materials Gains as Standalone Entity After Spin-off
Solstice Advanced Materials is establishing a standalone investment case following its recent spin-off from a larger industrial conglomerate, according to Carillon Eagle Small Cap Growth Fund's first-quarter 2026 investor letter. Management has highlighted underappreciated secular growth drivers, including accelerating momentum in uranium conversion services where it is the sole US provider at utility scale. Strengthening demand visibility has prompted the company to announce capacity expansion initiatives. The stock closed at $86.66 per share on June 24, 2026, with a year-to-date gain of 78.39% and a market capitalization of $13.76 billion.