earnings
confidence high
sentiment negative
materiality 0.75
Solstice Q4 net income down 69% to $41M; initiates $0.075 quarterly dividend
Solstice Advanced Materials Inc.
2025-FY EPS reported
$1.49
revenue$3,886,000,000
- Q4 net income $41M (down 69% YoY); Adjusted Standalone EBITDA $189M (-20%); margin 19.1% (down 662 bps).
- Full year 2025 net sales $3.886B (+3%); net income $237M (down 60%); Adjusted EBITDA $957M (-4%); margin 24.6%.
- RAS segment sales up 10% to $710M but Adj EBITDA down 25% to $190M; margin fell 1225 bps on LGWP transition and destocking.
- ESM segment sales $277M (+4%, Electronic Materials +19%); Adj EBITDA $51M (-11%) on transitory costs and plant downtime.
- FY2026 outlook: sales $3.9-4.1B, Adj EBITDA $975-1025M, Adj EPS $2.45-2.75; Q1 guidance sales $935-985M, Adj EBITDA $235-245M. Dividend $0.075/shr quarterly.