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Honeywell Spinoff - Solstice Advanced Materials $SOLSV
Posted on 11/5/25 at 1:51 pm
Posted on 11/5/25 at 1:51 pm
Just got listed. First quarterly earnings report tomorrow.
MT thoughts on this company? Will there be more selling pressure as HON investors sell their SOLSV shares or more uptake by the indexes who need to add them to their portfolio?
MT thoughts on this company? Will there be more selling pressure as HON investors sell their SOLSV shares or more uptake by the indexes who need to add them to their portfolio?
2
Posted on 11/5/25 at 2:46 pm to TDFreak
Interesting find
Not much info available yet but did find this via their website
Solstice website
Not much info available yet but did find this via their website
quote:
Solstice Advanced Materials is organized into two operating segments:
Refrigerants & Applied Solutions (“RAS”): A leading portfolio of low-global-warming-potential (LGWP) refrigerants, blowing agents, solvents and aerosol materials, distributed and sold through the Solstice®, Genetron®, and Aclar® brands.
Electronic & Specialty Materials (“ESM”): A leading portfolio of electronic materials, industrial-grade fibers, laboratory life sciences materials, and specialty chemicals, distributed and sold through the Spectra®, Fluka®, and Hydranal® brands.
quote:
In 2024, Honeywell’s Advanced Materials business generated net sales of $3.8 billion and net income of $0.6 billion.
Solstice website
Posted on 11/5/25 at 3:52 pm to LSUcam7
Posted on 11/5/25 at 8:38 pm to TDFreak
Hell I like it. Good growth industries and already profitable with reasonable PE? Interesting. Earnings are at 6am so we’ll see how they’re doing tomorrow.
Posted on 11/6/25 at 9:40 pm to SquatchDawg
quote:
As we discussed at our Investor Day last month, Solstice has a strong track record of peer-leading growth, fueled by our technology platforms and underpinned by strong secular growth trends in the end markets we serve. Our third quarter performance builds on this track record, delivering year-over-year net sales growth of 7%. This growth reflects both strong demand for our products as well as the significant value that our differentiated product platform provides our customers.
During the third quarter, we also maintained our best-in-class margin profile, delivering adjusted stand-alone EBITDA margins of 24.3%.
quote:
As we strive to unleash growth, we will be allocating capital with clear priorities and discipline, specifically in areas such as semiconductor materials, nuclear conversion, protective fibers and cooling technologies where we believe Solstice has a clear right to win.
I really like the areas this company serves. A few very relevant thematic areas in their two main segments:
1) Refrigerants and Applied Solutions
2) Electronic and Specialty Materials
Looks like SOLS is dealing with some transition costs that are one time hits to the business.
Started a small 100 share position. Will continue researching it and see if this is a materials company I want to hold long term. Thanks for the find.
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