--- title: "霍尼韦尔分拆公司 Solstice 预计 2026 年利润将低于预期，因其利润率持续承压" description: "霍尼韦尔分拆出的 Solstice Advanced Materials 预计 2026 年的收益将低于市场预期，预计调整后的每股收益为 2.45 美元至 2.75 美元，而分析师预期为 2.93 美元。尽管第四季度销售增长强劲，达到 9.87 亿美元，同比增长 8%，但由于运营成本上升以及向低全球变暖制冷剂的转变，公司的盈利能力受到压力。该公司预计年销售额将在 39 亿美元至 41 亿美元之间，" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275596180.md" published_at: "2026-02-11T11:27:21.000Z" --- # 霍尼韦尔分拆公司 Solstice 预计 2026 年利润将低于预期，因其利润率持续承压 > 霍尼韦尔分拆出的 Solstice Advanced Materials 预计 2026 年的收益将低于市场预期，预计调整后的每股收益为 2.45 美元至 2.75 美元，而分析师预期为 2.93 美元。尽管第四季度销售增长强劲，达到 9.87 亿美元，同比增长 8%，但由于运营成本上升以及向低全球变暖制冷剂的转变，公司的盈利能力受到压力。该公司预计年销售额将在 39 亿美元至 41 亿美元之间，显示出适度增长，但仍面临持续的利润率挑战。首席执行官 David Sewell 强调，尽管调整后的第四季度息税折旧摊销前利润（EBITDA）下降近 20%，但核能和人工智能驱动的数据中心的强劲需求仍是增长动力 Feb 11 (Reuters) - Solstice Advanced Materials forecast full-year 2026 earnings below market estimates on Wednesday, overshadowing solid fourth-quarter sales growth and continued strength in nuclear and electronic materials. The speciality materials maker that spun off from Honeywell in October expects 2026 adjusted earnings per share of $2.45 to $2.75, below analysts' average estimate of $2.93 per share, according to data compiled by LSEG. Solstice expects annual sales of between $3.9 billion and $4.1 billion, compared with an estimate of $3.96 billion. The revenue forecast signals modest growth from 2025, but continued pressure on profitability as the company absorbs higher operating costs and navigates the transition to low-global-warming-potential refrigerants. The product shift, along with plant downtime and other operational headwinds, has weighed on margins even as demand tied to nuclear energy, data centers and artificial intelligence remains strong. Chief Executive David Sewell told Reuters the company now sees the impact of its strategy as a standalone business focused on secular growth trends. Rapid growth in AI-driven data centers is boosting demand for its thermal management and refrigerant products, while advanced computing is driving growth in semiconductor electronic materials. Rising power needs linked to AI and data center expansion also support its nuclear energy business, he said, citing double-digit fourth-quarter growth across those segments. Fourth-quarter net sales rose 8% to $987 million, driven by double-digit growth in Nuclear (Alternative Energy Services), Electronic Materials and refrigerant products and also beat estimates of $923.3 million. However, adjusted standalone EBITDA for the October-December quarter fell nearly 20% to $189 million, with margin narrowing 662 basis points to 19.1%. (Reporting by Arunima Kumar in Bengaluru; Editing by Tasim Zahid) By Arunima Kumar ### Related Stocks - [HON.UK - Honeywell International Inc.](https://longbridge.com/zh-CN/quote/HON.UK.md) - [SOLS.US - Solstice Advanced Materials](https://longbridge.com/zh-CN/quote/SOLS.US.md) - [SOLSV.US - Solstice Advanced Materials - WI](https://longbridge.com/zh-CN/quote/SOLSV.US.md) - [HON.US - 霍尼韦尔](https://longbridge.com/zh-CN/quote/HON.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Solstice Advanced Materials｜8-K：2025 财年 Q4 营收 9.87 亿美元 | | [Link](https://longbridge.com/zh-CN/news/275594015.md) | | 霍尼韦尔宣布季度分红 | 霍尼韦尔（NASDAQ: HON）宣布每股季度股息为 1.19 美元，将于 2026 年 3 月 13 日支付给截至 2026 年 2 月 27 日的股东。该公司强调其在各个行业提供解决方案的角色，得益于其霍尼韦尔加速器和霍尼韦尔 Forg | [Link](https://longbridge.com/zh-CN/news/275945041.md) | | 报道：AI 军事用途存分歧，美国国防部接近与 Anthropic 切断关系 | 报道称，双方关系破裂源于数月来围绕美国军方如何使用 Claude 工具的激烈谈判。Anthropic 特别希望确保其人工智能不会被用于大规模监控公民，或用于开发无需人类参与即可部署的武器。美国政府方面则希望能够将 Claude 用于 “所有 | [Link](https://longbridge.com/zh-CN/news/276069534.md) | | 用 AI 模拟新加坡教师 随时随地帮学生加强数学能力 \| 联合早报网 | WizzTutor 联合创办人徐锦泉和张健伦利用人工智能技术创建了一个在线教育平台，旨在帮助学生随时随地提高数学能力。徐锦泉的创意源于他作为教师时发现学生深夜仍在学习的现象。WizzTutor 提供便捷的在线服务，学生只需使用 iPad 或 | [Link](https://longbridge.com/zh-CN/news/276220565.md) | | 美国核电巨头 Holtec 申请 IPO，估值或超百亿美元 | Holtec 在核能领域深耕超过 40 年，将成为核能复兴浪潮中首家美国上市的成熟企业，其估值可能超过 100 亿美元，年收入超过 5 亿美元。除了反应堆重启，公司在核电站退役、小型模块化反应堆开发、乏燃料管理、热交换设备制造等多个领域占据 | [Link](https://longbridge.com/zh-CN/news/275534044.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。