Solstice Advanced Materials, Inc. (SOLS) Goldman Sachs Industrials and Materials Conference 2025 December 4, 2025 12:50 PM EST
Company Participants
David Sewell – CEO, President & Director
Presentation
Unknown Analyst
Great. Well, thanks, everybody, for joining us this afternoon. David, thanks for coming up to spend some time with us. The Solstice story, I think, is very interesting. It’s a spin out of Honeywell. We’ll let David kind of talk about some of the key parts because it’s fairly new to the market, new to most investors or at least the ones that I chat with most, there’s probably some Honeywell guys that know the assets pretty well.
So I think they’ve got a really interesting opportunity to kind of introduce the company to the market over the next several months. They’ve got some really good businesses, some interesting stuff like a lot of spins, hodgepodge, we all got to get to know different businesses. I’ve had to start going back to my old chemistry lessons on uranium.
Question-and-Answer Session
Unknown Analyst
But anyway, maybe with that, David, if you would, and again, thanks for spending some time with us, just walk us through the big parts of the company, kind of the big businesses that you think are going to drive the overall growth. And you maybe highlight, look, which ones grow a little bit faster, which ones grow a little bit slower? And just some qualitative around the quality of those businesses as they contribute to the whole.
David Sewell
CEO, President & Director
Yes, yes. Well, first off, thanks for having us, Duffy. It’s great to be here. And you’re right. I mean we — there’s an education that I think we need to do being part of bigger Honeywell what encompasses Advanced Materials. And what really has us excited right now is we are just
