Solstice Advanced Materials, Inc. (SOLS) Earnings Call Transcripts

Solstice Advanced Materials, Inc.'s Latest Earnings Call - June 4, 2026

In the Q2 2026 earnings call for Solstice Advanced Materials, Inc. (SOLS:US), management highlighted a robust growth outlook for their nuclear business, which is now a significant driver of revenue following the spin-off from Honeywell. The company reported a nuclear backlog of approximately $2.2 billion and expects to produce over 10 kilotons of uranium hexafluoride (UF6) in 2026, a 20% increase from planned output in 2024. Management maintained guidance for double-digit adjusted EBITDA CAGR through 2030, emphasizing strong demand dynamics and pricing power in the nuclear conversion market.

Reported metrics

Guidance from management

Management maintained guidance for double-digit adjusted EBITDA CAGR through 2030, supported by a strong backlog and increasing demand for nuclear conversion services.

What management said

Thanks, John. I appreciate the question. We haven't given direct pricing guidance on any specific business, so I won't go into that. As you did mention, we do have good visibility based on the UXC pricing contract, and I think that's a good indicator of where we see pricing going over the next few years as we come forward. Beyond that, again, we aren't going into the specific margin profiles or anything like that w...

Yes. As I think about the overall earnings growth within the business, we've talked about double-digit EBITDA growth previously, and that's something that we continue to have high confidence in delivering on.

What analysts pressed on

Analysts expressed concerns about the pace of cost growth relative to pricing increases and the potential for new competitors entering the UF6 market. There were questions regarding how these dynamics might impact margins and overall profitability in the coming years.

Main topics on the call

• Nuclear Business Growth — Management emphasized the nuclear segment's importance, stating, "We believe it is increasingly becoming an important growth driver with a $2.2 billion backlog and will contribute meaningfully to both future sales and ea...
• Capacity Expansion Plans — The company is actively exploring further capacity expansion at Metropolis Works, with plans to increase production to over 10 kilotons annually. Management stated, "We are already well on track with our 20% expansion at...
• Market Dynamics and Pricing Power — The tightening supply-demand balance in the nuclear conversion market has led to increased pricing, with management noting, "UF6 contract pricing has increased approximately $20 over the past few years, reflecting tighte...
• Regulatory Environment — Management highlighted the importance of their regulatory license, stating, "We currently have an NRC license going through 2060," which provides a competitive advantage in the heavily regulated nuclear industry.

Read the full Solstice Advanced Materials, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 Solstice Advanced Materials, Inc. earnings call transcripts on record, spanning October 8, 2025 to July 30, 2026. Based on this history, Solstice Advanced Materials, Inc. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SOLS

Exchange

NasdaqGS

Country

US

Sector

Materials

Industry

Chemicals

Calls on record

8

First call

October 8, 2025

Most recent

July 30, 2026

Reporting cadence

quarterly