Kevin SimpsonSolstice Advanced MaterialsSOLSSELLNov 07, 2025

It spun off from Honeywell last October. Today, it reported a slight sales and adjusted earnings beats, though net income slightly missed and did not raise its full-year forecast. Shares are up 64% this year. Electronic materials, nuclear and refrigerants are all up. It's the only nuclear stock that makes money.

It has an alternative services business, specializing in nuclear; it's the only American company that prepares uranium for enrichment to be used as fuel. The order backlog is up, driven by data centre demand. A profitable company that makes money in nuclear energy.

A very recent spinoff of industrial materials from HON. Struggled. Hold HON, but not SOLS.