Carillon Eagle Small Cap Growth Fund Q1 2026 Portfolio Review

Applied Optoelectronics reported a healthy quarter and discussed winning major new orders from large hyperscale customers. Powell Industries secured several large data center wins, complementing a steady stream of utility-related awards in recent periods. Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided.

Seeking Alpha • May 7, 2026

Solstice Advanced Materials, Inc. (SOLS) Q1 2026 Earnings Call Transcript

Solstice Advanced Materials, Inc. (SOLS) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 6, 2026

Solstice Advanced Materials Reports First Quarter 2026 Results

Net Sales of $991 million up 10% YoY reflecting double-digit growth in Nuclear, Electronic Materials, and Refrigerants Net Income attributable to Solstice Advanced Materials of $85 million, Diluted Earnings per Share (EPS) of $0.53, and Adjusted diluted EPS1 of $0.63 Adjusted EBITDA 1 of $249 million, with Adjusted EBITDA Margin 1 of 25.1% Operating Cash Flow of $199 million, Free Cash Flow1 of $124 million Company reaffirms Full-Year 2026 Guidance MORRIS PLAINS, N.J., May 6, 2026 /PRNewswire/ -- Solstice Advanced Materials (Nasdaq: SOLS) ("Solstice" or "the Company"), a global leader in high-performance specialty materials, today reported financial results for the first quarter of 2026.

PRNewsWire • May 6, 2026

Hadron Energy Secures U.S. Uranium Conversion Agreement with ConverDyn, Locking In Domestic Fuel Supply for the Halo Micro-Modular Reactor

NEW YORK--(BUSINESS WIRE)--Hadron Energy, Inc. (“Hadron” or the “Company”), developer of the Halo Micro-Modular Reactor (“MMR”), today announced the signing of a Uranium Conversion Services Agreement with ConverDyn, GP, the marketing agent for the only commercial uranium hexafluoride (UF₆) conversion facility in the United States, which is owned and operated by Solstice Advanced Materials (Nasdaq: SOLS). The Agreement secures a foundational and non-replicable step in Hadron's domestic nuclear f.

Business Wire • Apr 30, 2026

Solstice Advanced Materials Declares Dividend of $0.075 per Common Share

MORRIS PLAINS, N.J., April 27, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS), today announced that its Board of Directors has declared a regular quarterly dividend payment of seven and a half cents ($0.075) per share of the Company's common stock.

PRNewsWire • Apr 27, 2026

HONEYWELL TO SELL PRODUCTIVITY SOLUTIONS AND SERVICES BUSINESS TO BRADY CORPORATION

Accelerates portfolio simplification as Honeywell prepares for the planned spin-off of its Aerospace business, on track for Q3 2026 CHARLOTTE, N.C., April 20, 2026 /PRNewswire/ -- Honeywell (Nasdaq: HON) today announced that it has agreed to sell its Productivity Solutions and Services ("PSS") business to Brady Corporation, an international manufacturer of identification and protection solutions, for $1.4 billion in an all-cash transaction.

PRNewsWire • Apr 20, 2026

Solstice Advanced Materials to Announce First Quarter 2026 Financial Results on May 6, 2026

MORRIS PLAINS, N.J., April 6, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS) ("Solstice" or "the Company") will issue its first quarter financial results before market open on May 6, 2026.

PRNewsWire • Apr 6, 2026

This New Spinoff Is a Nuclear and AI Chip Beneficiary Worth Watching

Solstice Advanced Materials NASDAQ: SOLS is a relatively new stock to the market, but one that has gotten off to a blistering start. At the end of October 2025, the over $100 billion industrial conglomerate Honeywell International NASDAQ: HON spun out the company.

MarketBeat • Apr 5, 2026

Solstice Advanced Materials: Well Armed With Different Arrows In The Quiver

Solstice Advanced Materials, which was just spun off in late October, has already generated returns of 54%, which is 3x more than its peers. SOLS benefits from diversified end markets, strong secular drivers in nuclear and refrigerants, and superior EBITDA margins (~25%) versus specialty materials peers. The company is well-set for growth with a $2B nuclear backlog, accelerating data center refrigerant demand, and a manageable net leverage of 1.5x, which leaves room for M&A.

Seeking Alpha • Mar 11, 2026

Solstice Advanced Materials and SiTime Join the S&P MidCap 400 As AI Stocks Reshuffle the Index

Tonight's S&P quarterly rebalancing is a clean snapshot of where the market's center of gravity has shifted.

24/7 Wall Street • Mar 6, 2026