Abstract

Solstice Advanced Materials Inc will release its quarterly results on February 11, 2026 Pre-Market, with investors watching revenue, margins, and EPS amid mixed operating signals and a lack of clear consensus.

Market Forecast

Based on the company’s provided forecast for the current quarter, Solstice Advanced Materials Inc expects revenue of USD 923.27 million, EBIT of USD 122.06 million, and EPS of USD 0.39, with year-over-year growth rates not disclosed; margin and EPS trends are therefore uncertain relative to last year. The company’s product business remains the core with revenue projected to be the focus, while services provide incremental contribution; among its offerings, product revenue stands out as the primary driver and services are a smaller but steady component.

Last Quarter Review

Solstice Advanced Materials Inc reported last quarter revenue of USD 969.00 million, a gross profit margin of 31.99%, GAAP net profit attributable to the parent company of USD -35.00 million, a net profit margin of -3.61%, and adjusted EPS was not disclosed; quarter-on-quarter net profit growth rate was -130.30%. The company’s revenue mix skewed toward product sales at USD 905.00 million, complemented by services revenue of USD 64.00 million, highlighting the central role of its product portfolio.

Current Quarter Outlook

Core Product Business

The core product business is the central revenue engine and the primary determinant of near-term financial outcomes. With last quarter’s product revenue at USD 905.00 million, the business underpins scale and operating leverage, but profitability will hinge on cost discipline, pricing power, and input cost movements. The reported gross margin of 31.99% suggests reasonable unit economics; sustaining or improving that margin in the current quarter will depend on the mix of higher-value materials, any contract repricing, and supply-chain efficiencies. Investors should watch volume trends and any commentary on backlog or new orders, as these will signal whether product revenue can hold near the company’s USD 923.27 million total revenue projection. If demand softens, pricing actions or cost reductions will be necessary to protect EBIT of USD 122.06 million and support the EPS projection of USD 0.39.

Services Business

The services segment contributed USD 64.00 million last quarter and, while smaller, can be important for margin stability and customer retention through value-added offerings. Services often carry stickier revenue streams and may offer higher gross margins if they include technical support, consulting, or integration services tied to advanced materials solutions. Maintaining or growing services revenue aids blended margin resilience, especially if product pricing pressure emerges. Given the net profit margin of -3.61% last quarter, incremental services growth could help offset overhead absorption and improve consolidated profitability. Monitoring renewal rates, service attachment to product sales, and any expansion of service bundles will clarify the contribution to EPS and EBIT.

Stock Price Drivers This Quarter

The stock’s performance will be most sensitive to revenue delivery versus the USD 923.27 million forecast, along with evidence of margin stabilization following a negative net margin of -3.61% last quarter. Achieving the EBIT forecast of USD 122.06 million would signal cost control and improved operational efficiency, supporting confidence in the EPS estimate of USD 0.39. Any updates on input cost trajectories, especially for raw materials central to advanced materials manufacturing, will be critical for gross margin guidance. In parallel, order momentum and customer mix will shape expectations for the next quarter; stronger orders from higher-margin applications may lift investor sentiment, while any sign of demand softness could weigh on the shares. Finally, management’s commentary on inventory and working-capital discipline will be watched closely given the prior-quarter net loss.

Analyst Opinions

Recent analyst and institutional commentary available in the public domain has been limited, yielding a neutral aggregate view as explicit bullish or bearish ratios cannot be established from the retrieved materials. The lack of a consolidated consensus suggests investors will key off the company’s guidance precision and actual delivery on the USD 923.27 million revenue and USD 122.06 million EBIT forecasts. In this context, market participants are likely to focus on whether Solstice Advanced Materials Inc can convert mixed margin outcomes from last quarter into clearer profitability trends, with EPS tracking at USD 0.39 as a key indicator. Assuming the revenue projection is met and EBIT aligns with guidance, sentiment could tilt positive; conversely, any shortfall alongside continued negative net margins could reinforce caution among institutions.