Solstice Advanced Materials (SOLS) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Solstice Advanced Materials published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Solstice Advanced Materials reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Solstice Advanced Materials was spun off from Honeywell on October 30, 2025. Q3 2025 figures come from carve-out statements prepared before the spin-off, so the release gives no year-ago adjusted EPS.
• Q3 2026 results include $34 million of amortization and write-off of fees for a bridge loan and backstop credit facility tied to the terminated merger with Element Solutions Inc, which adjusted EPS excludes.

Source: Solstice Advanced Materials Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Solstice Advanced Materials splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Solstice Advanced Materials's Refrigerants & Applied Solutions revenue was $726 million in Q3 2026, up 6% from $687 million in Q3 2025, 69% of total revenue.
• Solstice Advanced Materials's Electronic & Specialty Materials revenue was $320 million in Q3 2026, up 13% from $282 million in Q3 2025, 31% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

The release's outlook table gives Q4 2026 guidance of net sales of $1,010 million to $1,035 million, adjusted EBITDA of $246 million to $256 million and adjusted diluted EPS of $0.57 to $0.62, and full-year 2026 adjusted EBITDA of $1,050 million to $1,060 million and adjusted diluted EPS of $2.90 to $2.95.

In its Q3 2026 release, Solstice Advanced Materials said:

“Company raises Full-Year 2026 Guidance; now expects Net Sales of $4,195-$4,220 million”

“Our strong business performance year-to-date gives us confidence to raise our full-year outlook for the second consecutive quarter”

“The Company intends to substantially complete its current $500 million share repurchase authorization by the end of the first quarter of 2027.”

Source: Solstice Advanced Materials Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the SOLS forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS from each quarter's release. Q3 2025 predates the October 30, 2025 spin-off from Honeywell, and its release gave no EPS; the $(0.22) loss per share is the comparison figure in the Q3 2026 release.

We do not hold a confirmed date for Solstice Advanced Materials's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

Solstice Advanced Materials reported Q3 2026 net sales of $1,046 million, up 8% from $969 million, and organic net sales also rose 8% on both volume and price. Refrigerants & Applied Solutions (RAS) brought in $726 million, up 6%, and Electronic & Specialty Materials (ESM) a record $320 million, up 13%. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

Refrigerants is the largest business, with $433 million, up 8% on demand across automotive and data center applications. Solstice makes low global warming potential refrigerants, mainly hydrofluoroolefins (HFOs) and HFO blends, for stationary HVAC/R systems and for cars. Building Solutions & Intermediates fell 5% to $167 million as construction-related end markets stayed soft. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026; Solstice Advanced Materials Form 10-K, 2025, Feb 19, 2026)

In ESM, Electronic Materials sales rose 31% to $135 million on demand for sputtering targets and thermal solutions in memory and AI-related applications. Research & Performance Chemicals rose 4% to $131 million on specialty additives, and Safety & Defense Solutions 3% to $54 million. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

Nuclear sales rose 4% to $66 million, and Solstice said its backlog for nuclear conversion services is now $2.6 billion. Healthcare Packaging rose 24% to $61 million on higher volume and pricing after destocking in the second half of 2025. Product sales were $980 million of the total and service sales $66 million. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

Solstice Advanced Materials earned GAAP diluted EPS of $0.50 in Q3 2026 against a loss of $(0.22) a year earlier, when it was still part of Honeywell. The year-ago loss came from income tax expense of $182 million, an effective rate of 105%, because of frictional taxes tied to the spin-off; Q3 2026 tax expense was $24 million, a 22% rate. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

Adjusted diluted EPS was $0.80. Adjusted net income of $127 million adds back to GAAP net income of $80 million $31 million of transaction-related costs and $34 million of amortization and write-off of bridge loan fees from the terminated Element Solutions merger, less a $17 million tax effect. Interest and other financial charges rose to $60 million from $2 million, a figure that includes those $34 million of fees. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

Diluted weighted average shares were 159.0 million. Solstice repurchased 1.7 million shares for $100 million in the quarter under a $500 million authorization announced on August 27, 2026, and declared a quarterly dividend of $0.075 per share. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026; Solstice Advanced Materials Form 10-Q, Q3 2026, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Solstice Advanced Materials gives quarterly and full-year guidance in its release. It raised full-year 2026 net sales guidance to $4,195 million to $4,220 million, from $4,125 million to $4,185 million, and adjusted diluted EPS to $2.90 to $2.95, from $2.75 to $2.95. Q4 2026 guidance is net sales of $1,010 million to $1,035 million and adjusted diluted EPS of $0.57 to $0.62. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

Solstice does not reconcile its adjusted EBITDA or adjusted EPS guidance to GAAP net income. Capital expenditures guidance of $420 million to $440 million is unchanged, and the company intends to substantially complete its $500 million repurchase authorization by the end of Q1 2027. (Solstice Advanced Materials Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover Solstice Advanced Materials, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Solstice Advanced Materials's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning SOLS is on is SOLS a buy or a sell?, what analysts expect next is on the SOLS forecast, and what the company does is on the Solstice Advanced Materials (SOLS) stock page.

Every number on this page can be traced to a document Solstice Advanced Materials published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.