Overview
- Solstice forecast 2026 adjusted EPS of $2.45 to $2.75, below the LSEG analyst consensus of $2.93.
- The company guided 2026 sales to $3.9 billion to $4.1 billion, roughly in line with the $3.96 billion consensus and indicating modest growth.
- Management pointed to higher operating costs, a shift to low–global-warming-potential refrigerants and recent plant downtime as the key pressures on profitability.
- For Q4, net sales rose 8% to $987 million, topping estimates of $923.3 million, while adjusted standalone EBITDA fell nearly 20% to $189 million with margins narrowing to 19.1%.
- Demand tied to nuclear energy, AI-driven data centers and semiconductor materials remains strong, and the company announced a new quarterly dividend of $0.75 per share alongside capacity expansions in key growth areas.