Solstice Advanced Materials (SOLS) is projected to post Q3 2026 revenue of $1.02 billion and EPS of $0.69, with the stock’s current $60.55 price trading at a sharp discount to the $77.30 analyst consensus target.
Investors are primarily focused on margin recovery in the core Refrigerants & Applied Solutions (RAS) segment and management’s plan for the newly announced $500 million share repurchase program.
This earnings report is critical following the mutual termination of the $14.5 billion merger with Element Solutions and recent activist interest from Starboard Value to improve operational efficiency. Analysts are also watching for sustained double-digit growth in electronic materials driven by AI infrastructure and semiconductor demand.