Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Solstice Advanced Materials (SOLS)
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-04
$55.04-4.61%
Close 2026-11-05 · 1-day change
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.34 → 3.42 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SOLS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete Element Solutions acquisition and realize $180M synergies | A primary condition in Solstice Advanced Materials's published investment case. The stated target is Achieve >$180 million net synergies by year three post-close. | Under Pressure | Acquisition fails to close or synergies fall below $100 million by year three | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented materials business with promising Nuclear and Electronics platforms, not a low-risk or deep-value case. The long-term thesis is intact, while the recent rise in risk and the end of the Element Solutions deal make execution and strategy clarity more important.
SOLS is tagged as stretched and trades at a 1.58-times premium versus peers, with medium confidence in that assessment. The expectations gap is 0.19, and the valuation evidence points to a possible re-rating as a driver; the snapshot does not specify exactly what earnings or growth assumptions the market already embeds.
Near-term results have been neutral overall, but second-quarter sales rose to $1,148 million, with Nuclear revenue up 27% and Electronic Materials sales up 15% year over year. Management raised full-year sales guidance, while the Element Solutions agreement was terminated in August, creating a change in growth plans; risk also rose to elevated, despite operating cash flow and capital-return commitments.
The multi-year case depends on continued growth in Nuclear and Electronics and on management executing clearly after the abandoned acquisition. Near term, a reversal of recently raised guidance would hurt confidence, while continued strong results and higher guidance from Materials peers such as LIN, ECL, and SHW would support the sector backdrop; weakness at those peers could remove that tailwind.
For the next one to three years, SOLS combines growth platforms and a supportive sector backdrop with elevated risk, volatile management signals, and stretched valuation. The thesis remains intact, but its strength hinges on execution and guidance credibility. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain dividends and strong operating cash flow | A supporting condition in Solstice Advanced Materials's published investment case. The stated target is Quarterly dividend >= $0.075 per share and operating cash flow >= $190 million. | Intact | Dividend cut or operating cash flow falls below $180 million next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Manage margin pressure from refrigerants product transition | A supporting condition in Solstice Advanced Materials's published investment case. The stated target is Maintain adjusted EBITDA margin >= 25% over next 4 quarters. | Intact | Adjusted EBITDA margin falls below 23% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Grow revenue in Nuclear and Electronic Materials | A primary condition in Solstice Advanced Materials's published investment case. The stated target is >=10% YoY revenue growth in Nuclear and Electronics. | Intact | YoY revenue growth in Nuclear and Electronics falls below 5% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “Capital Expenditures for the nine months ended September 30, 2026 were $325 million, a 31% increase compared to the prior-year period due to planned increases in capital spending intended to drive long-term growth.” “"Our team remains focused on operational excellence and disciplined capital deployment to deliver long-term value for shareowners."” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.21 → $3.42 · observed estimates
$4.31B → $4.41B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.21 | $4,313,473,230 | 7 / 7 |
| 2026-07-25 | $3.21 | $4,313,473,230 | 7 / 7 |
| 2026-07-26 | $3.22 | $4,320,235,433 | 4 / 5 |
| 2026-07-27 | $3.21 | $4,313,473,230 | 7 / 7 |
| 2026-07-28 | $3.22 | $4,320,235,433 | 4 / 5 |
| 2026-07-29 | $3.22 | $4,320,235,433 | 4 / 5 |
| 2026-07-30 | $3.22 | $4,320,235,433 | 4 / 5 |
| 2026-07-31 | $3.31 | $4,352,575,334 | 4 / 5 |
| 2026-08-01 | $3.31 | $4,352,575,334 | 4 / 5 |
| 2026-08-02 | $3.36 | $4,414,970,280 | 7 / 7 |
| 2026-08-03 | $3.36 | $4,414,970,280 | 7 / 7 |
| 2026-08-04 | $3.36 | $4,414,970,280 | 7 / 7 |
| 2026-08-05 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-06 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-08 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-09 | $3.36 | $4,414,970,280 | 7 / 7 |
| 2026-08-10 | $3.36 | $4,414,970,280 | 7 / 7 |
| 2026-08-12 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-13 | $3.36 | $4,414,970,280 | 7 / 7 |
| 2026-08-14 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-15 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-16 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-17 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-18 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-19 | $3.37 | $4,417,631,989 | 4 / 5 |
| 2026-08-20 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-21 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-22 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-23 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-24 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-25 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-26 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-27 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-28 | $3.35 | $4,414,631,989 | 4 / 5 |
| 2026-08-29 | $3.35 | $4,414,702,888 | 4 / 5 |
| 2026-08-30 | $3.35 | $4,414,702,888 | 4 / 5 |
| 2026-08-31 | $3.35 | $4,414,702,888 | 4 / 5 |
| 2026-09-01 | $3.35 | $4,414,702,888 | 4 / 5 |
| 2026-09-02 | $3.35 | $4,414,702,888 | 4 / 5 |
| 2026-09-03 | $3.35 | $4,414,702,888 | 4 / 5 |
| 2026-09-04 | $3.37 | $4,408,459,619 | 4 / 5 |
| 2026-09-05 | $3.37 | $4,408,459,619 | 5 / 5 |
| 2026-09-06 | $3.37 | $4,408,459,619 | 5 / 6 |
| 2026-09-07 | $3.37 | $4,408,459,619 | 5 / 6 |
| 2026-09-08 | $3.37 | $4,408,459,619 | 5 / 6 |
| 2026-09-09 | $3.37 | $4,408,459,619 | 5 / 6 |
| 2026-09-10 | $3.37 | $4,408,459,619 | 5 / 6 |
| 2026-09-11 | $3.37 | $4,408,459,619 | 5 / 6 |
| 2026-09-12 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-13 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-14 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-15 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-16 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-17 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-18 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-19 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-20 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-21 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-22 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-23 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-24 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-25 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-26 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-27 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-28 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-29 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-09-30 | $3.36 | $4,408,173,904 | 5 / 6 |
| 2026-10-01 | $3.34 | $4,404,488,190 | 5 / 6 |
| 2026-10-02 | $3.34 | $4,404,488,190 | 5 / 6 |
| 2026-10-03 | $3.34 | $4,404,488,190 | 5 / 6 |
| 2026-10-04 | $3.34 | $4,404,488,190 | 5 / 6 |
| 2026-10-05 | $3.34 | $4,404,488,190 | 5 / 6 |
| 2026-10-06 | $3.36 | $4,400,978,214 | 5 / 6 |
| 2026-10-07 | $3.36 | $4,400,978,214 | 5 / 6 |
| 2026-10-08 | $3.36 | $4,409,551,650 | 5 / 6 |
| 2026-10-09 | $3.36 | $4,409,551,650 | 5 / 7 |
| 2026-10-10 | $3.36 | $4,409,551,650 | 5 / 7 |
| 2026-10-11 | $3.36 | $4,409,551,650 | 6 / 7 |
| 2026-10-12 | $3.36 | $4,409,551,650 | 6 / 7 |
| 2026-10-13 | $3.41 | $4,409,551,650 | 6 / 7 |
| 2026-10-14 | $3.41 | $4,409,551,650 | 6 / 7 |
| 2026-10-15 | $3.41 | $4,409,551,650 | 6 / 7 |
| 2026-10-16 | $3.41 | $4,409,605,938 | 6 / 7 |
| 2026-10-17 | $3.41 | $4,409,605,938 | 6 / 7 |
| 2026-10-18 | $3.42 | $4,409,605,938 | 6 / 7 |
| 2026-10-19 | $3.42 | $4,409,605,938 | 6 / 7 |
| 2026-10-20 | $3.42 | $4,409,605,938 | 6 / 7 |
| 2026-10-21 | $3.42 | $4,410,355,938 | 6 / 7 |
| 2026-10-22 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-23 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-24 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-25 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-26 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-27 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-28 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-29 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-30 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-10-31 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-11-01 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-11-02 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-11-03 | $3.42 | $4,410,302,763 | 6 / 7 |
| 2026-11-04 | $3.42 | $4,410,302,763 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
0 raises · 1 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.