Solstice Advanced Materials

Q2 FY2026 EarningsQ2 FY26 performance significantly beat consensus across top and bottom lines: revenue $1,148M vs. $1,078.6M expected, and Adjusted Diluted EPS $0.88 vs. $0.77. Growth was fueled by double-digit gains in Nuclear, Electronic Materials, and Refrigerants, more than offsetting a 218 bps decline in Adjusted EBITDA margin to 25.3% due to plant turnaround timing. Full-year FY26 revenue and EPS guidance were raised, with the upper bound of revenue ($4,185M) now comfortably above previous consensus.