Solstice Advanced Materials Reports Strong Q4 Earnings Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy HON?
Source: Fool
- Sales Growth: Solstice Advanced Materials reported Q4 sales of $987 million, an 8% year-over-year increase, with both alternative energy and refrigerants divisions achieving double-digit growth, indicating strong performance in emerging markets.
- Annual Performance Review: The total sales for the fiscal year 2025 reached $3.9 billion, reflecting the company's adaptability and potential for business integration post-spin-off, despite a decline compared to the previous year.
- Earnings Analysis: Solstice's Q4 earnings were $41 million, down 69% due to accounting quirks from the spin-off, with full-year earnings at $237 million, a 60% decrease; however, future financial conditions are expected to improve.
- Future Outlook: The company forecasts sales of about $4 billion in 2026 with adjusted earnings of approximately $2.60 per share, although the current stock price appears high, market confidence in its future growth remains.
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Analyst Views on HON
Wall Street analysts forecast HON stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for HON is 235.07 USD with a low forecast of 195.00 USD and a high forecast of 262.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
8 Buy
6 Hold
1 Sell
Moderate Buy
Current: 243.340
Low
195.00
Averages
235.07
High
262.00
Current: 243.340
Low
195.00
Averages
235.07
High
262.00
About HON
Honeywell International Inc. is an integrated operating company serving a range of industries and geographies around the world, with a portfolio that is underpinned by its Honeywell Accelerator operating system and Honeywell Forge platform. The Company provides actionable solutions for aerospace, building automation, industrial automation, process automation, and process technology. The Company supplies products, software, and services for aircrafts that it sells to original equipment manufacturers (OEM) and other customers in a variety of end markets. The Company’s portfolio of solutions and services is used in buildings worldwide for fire prevention, controls, access and security. Its offerings serve as the fundamental building blocks of industrial automation. Its sensor technologies and value-added smart edge devices offer connectivity across a variety of sensing and measurement applications. The Company offers a comprehensive portfolio of end-to-end process automation solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Solstice Reports Q4 Sales Growth Amid Spin-Off Earnings Drop
- Sales Growth: Solstice achieved Q4 sales of $987 million, an 8% year-over-year increase, with double-digit growth in its alternative energy and refrigerants divisions, indicating strong demand in emerging markets.
- Earnings Decline: Despite the sales growth, Solstice reported Q4 earnings of $41 million, a 69% drop year-over-year, primarily due to accounting quirks related to the spin-off, reflecting challenges during the company's transition.
- Full-Year Performance: For the fiscal year 2025, Solstice reported total sales of $3.9 billion and earnings of $237 million, down 60% year-over-year, indicating that the company still requires time for financial integration post-spin-off.
- Future Outlook: Solstice forecasts annual sales of about $4 billion and adjusted earnings of approximately $2.60 per share for 2026, although the current stock price of $73.80 reflects a P/E ratio of 28.4, suggesting that market confidence in its future growth needs further validation.
See More
Solstice Advanced Materials Reports Strong Q4 Earnings Growth
- Sales Growth: Solstice Advanced Materials reported Q4 sales of $987 million, an 8% year-over-year increase, with both alternative energy and refrigerants divisions achieving double-digit growth, indicating strong performance in emerging markets.
- Annual Performance Review: The total sales for the fiscal year 2025 reached $3.9 billion, reflecting the company's adaptability and potential for business integration post-spin-off, despite a decline compared to the previous year.
- Earnings Analysis: Solstice's Q4 earnings were $41 million, down 69% due to accounting quirks from the spin-off, with full-year earnings at $237 million, a 60% decrease; however, future financial conditions are expected to improve.
- Future Outlook: The company forecasts sales of about $4 billion in 2026 with adjusted earnings of approximately $2.60 per share, although the current stock price appears high, market confidence in its future growth remains.
See More
Honeywell Spinoff Solstice Reports Strong Earnings, Stock Increases and Announces Dividend.
- First Quarter Performance: Solstice Advanced Materials reported its first quarter results as an independent company, indicating that things went reasonably well.
- Future Outlook: The company also provided an outlook for 2026, suggesting plans for growth and development in the coming years.
See More
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- Spin-off Impact: Following the spin-off of its electronics business on November 1, DuPont's stock has rallied 40% since November 3, significantly outperforming the S&P 500's return of less than 1%, reflecting positive market sentiment towards its new strategic direction.
- Growth Drivers: The healthcare and water segments achieved mid-single-digit organic growth, particularly driven by medical packaging and devices, while the diversified industrials unit experienced slight declines; however, overall EBITDA performance exceeded expectations, showcasing the company's adaptability across markets.
- Optimistic Future Outlook: DuPont anticipates 2026 sales between $7.075 billion and $7.135 billion, exceeding market expectations, with projected earnings per share of $2.25 to $2.30, demonstrating confidence in sustained growth and profitability moving forward.
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Lockheed Martin and Honeywell's Space Economy Potential
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- Space Sales Growth: Lockheed's space segment generated $13 billion in sales last year, with a backlog nearing $40 billion, indicating strong growth potential in the space economy.
- Honeywell's Spin-off: Honeywell plans to spin off its aerospace business into an independent publicly traded company in Q3 this year, aiming to enhance its competitiveness for future government contracts through a simplified operating structure.
- Defense and Space Sales Increase: Honeywell's defense and space sales rose 10% in Q4, reflecting elevated global demand and further solidifying its position in the space exploration sector.
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Solstice Reports Q4 Sales Growth Amid Spin-Off Earnings Drop
- Sales Growth: Solstice achieved Q4 sales of $987 million, an 8% year-over-year increase, with double-digit growth in its alternative energy and refrigerants divisions, indicating strong demand in emerging markets.
- Earnings Decline: Despite the sales growth, Solstice reported Q4 earnings of $41 million, a 69% drop year-over-year, primarily due to accounting quirks related to the spin-off, reflecting challenges during the company's transition.
- Full-Year Performance: For the fiscal year 2025, Solstice reported total sales of $3.9 billion and earnings of $237 million, down 60% year-over-year, indicating that the company still requires time for financial integration post-spin-off.
- Future Outlook: Solstice forecasts annual sales of about $4 billion and adjusted earnings of approximately $2.60 per share for 2026, although the current stock price of $73.80 reflects a P/E ratio of 28.4, suggesting that market confidence in its future growth needs further validation.
See More
Solstice Advanced Materials Reports Strong Q4 Earnings Growth
- Sales Growth: Solstice Advanced Materials reported Q4 sales of $987 million, an 8% year-over-year increase, with both alternative energy and refrigerants divisions achieving double-digit growth, indicating strong performance in emerging markets.
- Annual Performance Review: The total sales for the fiscal year 2025 reached $3.9 billion, reflecting the company's adaptability and potential for business integration post-spin-off, despite a decline compared to the previous year.
- Earnings Analysis: Solstice's Q4 earnings were $41 million, down 69% due to accounting quirks from the spin-off, with full-year earnings at $237 million, a 60% decrease; however, future financial conditions are expected to improve.
- Future Outlook: The company forecasts sales of about $4 billion in 2026 with adjusted earnings of approximately $2.60 per share, although the current stock price appears high, market confidence in its future growth remains.
See More
Honeywell Spinoff Solstice Reports Strong Earnings, Stock Increases and Announces Dividend.
- First Quarter Performance: Solstice Advanced Materials reported its first quarter results as an independent company, indicating that things went reasonably well.
- Future Outlook: The company also provided an outlook for 2026, suggesting plans for growth and development in the coming years.
See More
Solstice Prepares for a Surge in Nuclear Power, Stock Prices Rise.
Nuclear Industry Growth: The nuclear business is experiencing significant growth, presenting new opportunities for various companies in the sector.
Market Potential: The increasing demand for nuclear energy is driving investments and innovations, benefiting a select group of firms.
See More
DuPont Reports Strong Quarterly Results, Stock Hits All-Time High
- Performance Exceeds Expectations: DuPont's fourth-quarter revenue reached $1.693 billion, slightly above the $1.688 billion expected, while earnings per share surged 18% year-over-year to $0.46, surpassing estimates of $0.43, indicating enhanced profitability.
- Spin-off Impact: Following the spin-off of its electronics business on November 1, DuPont's stock has rallied 40% since November 3, significantly outperforming the S&P 500's return of less than 1%, reflecting positive market sentiment towards its new strategic direction.
- Growth Drivers: The healthcare and water segments achieved mid-single-digit organic growth, particularly driven by medical packaging and devices, while the diversified industrials unit experienced slight declines; however, overall EBITDA performance exceeded expectations, showcasing the company's adaptability across markets.
- Optimistic Future Outlook: DuPont anticipates 2026 sales between $7.075 billion and $7.135 billion, exceeding market expectations, with projected earnings per share of $2.25 to $2.30, demonstrating confidence in sustained growth and profitability moving forward.
See More
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- Lockheed Martin's Space Infrastructure: Lockheed Martin secured a contract worth up to $1 billion to produce 18 satellites that enhance missile tracking capabilities, which is expected to strengthen its competitive position in the defense and space markets.
- Space Sales Growth: Lockheed's space segment generated $13 billion in sales last year, with a backlog nearing $40 billion, indicating strong growth potential in the space economy.
- Honeywell's Spin-off: Honeywell plans to spin off its aerospace business into an independent publicly traded company in Q3 this year, aiming to enhance its competitiveness for future government contracts through a simplified operating structure.
- Defense and Space Sales Increase: Honeywell's defense and space sales rose 10% in Q4, reflecting elevated global demand and further solidifying its position in the space exploration sector.
See More
