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Solstice Advanced Materials (SOLS) investor relations material
Solstice Advanced Materials Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Business overview and growth drivers
Positioned in secular growth trends: energy, electronics, thermal management, safety, and defense.
Refrigerants business benefits from regulatory shifts and strong patent portfolio, with high single-digit HFO growth projected into the early 2030s.
Nuclear business is the only U.S. uranium conversion asset, with a $2.2B backlog sold out through 2030 and capacity expansion underway.
Electronics business expanding with a $200M plant for copper manganese, targeting advanced chip nodes and thermal management.
Safety and defense segment produces specialized protective fibers for military, law enforcement, and healthcare.
Financial outlook and margin profile
Targeting low- to mid-single-digit sales growth and mid-single-digit EBITDA growth, with margin expansion expected from CapEx projects.
ROIC exceeds 20%, supporting continued reinvestment in growth projects.
EPS guidance expected to be clearer by 2026 as transition noise from Honeywell subsides.
Refrigerants business expected to reach 25% margin by end of 2025, with further expansion as higher-margin aftermarket grows.
Market positioning and competitive landscape
Strong patent protection in refrigerants, with coverage extending well into the 2030s.
Limited overlap with Chemours outside refrigerants; specialized in high-growth, non-cyclical markets.
Manufacturing investments and vertical integration provide cost and margin advantages.
Electronics business differentiated by technology and quality, with 40% of products specified and not competing on price.
Nuclear capacity expansion beyond 2026
Data center cooling revenue impact timing
EPS noise factors and 2026 clean-up plan
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Next Solstice Advanced Materials earnings date
Q4 202519 Feb, 2026
Next Solstice Advanced Materials earnings date
Q4 202519 Feb, 2026
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