SOLV

EAGAN, Minn., July 15, 2026 /PRNewswire/ -- Solventum (NYSE: SOLV) will release its second quarter fiscal 2026 financial results on Wednesday, August 5, 2026, after the U.S. financial markets close. Following the release, Solventum management will host a webcast to discuss the results. Other forward-looking and material information may also be discussed during the webcast. Earnings webcast details: A replay of the webcast, the earnings press release, presentation slides and supplemental financial disclosures will be available on the Investor Relations section of Solventum's website. About SolventumAt Solventum, we enable better, smarter, safer healthcare to improve lives. As a new company with a long legacy of creating breakthrough solutions for our customers' toughest challenges, we pioneer game-changing innovations at the intersection of health, material and data science that change patients' lives for the better — while empowering healthcare professionals to perform at their best. See how at Solventum.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/solventum-to-report-second-quarter-fiscal-2026-earnings-on-august-5-2026-302824958.html

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the surgical equipment & consumables - diversified industry, including Solventum (NYSE:SOLV) and its peers. The surgical equipment and consumables industry provides tools, devices, and disposable products essential for surgeries and medical procedures. These companies therefore benefit from relatively consistent demand, driven by the ongoing need for medical interventions, recurring revenue from consumables, and long-term contracts with hospitals and healthcare providers. However, the high costs of R&D and regulatory compliance, coupled with intense competition and pricing pressures from cost-conscious customers, can constrain profitability. Over the next few years, tailwinds include aging populations, which tend to need surgical interventions at higher rates. The increasing integration of AI and robotics into surgical procedures could also create opportunities for differentiation and innovation. However, the industry faces headwinds including potential supply chain vulnerabilities, evolving regulatory requirements, and more widespread efforts to make healthcare less costly. The 5 surgical equipment & consumables - diversified stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.1%. In light of this news, share prices of the companies have held steady as they are up 3.1% on average since the latest earnings results. Founded in 1985, Solventum (NYSE:SOLV) develops, manufactures, and commercializes a portfolio of healthcare products and services addressing critical customer and therapeutic patient needs. Solventum reported revenues of $2.01 billion, down 3% year on year. This print exceeded analysts’ expectations by 1.9%. Overall, it was a strong quarter for the company with a decent beat of analysts’ revenue and EPS estimates. "Solventum delivered first quarter results ahead of expectations, reflecting strong execution and underlying commercial momentum," said Bryan Hanson, chief executive officer of Solventum. Solventum delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 17.4% since reporting and currently trades at $81.03. Is now the time to buy Solventum? Access our full analysis of the earnings results here, it’s free. With a history dating back to 1927 an...

It has been about a month since the last earnings report for Cencora (COR). Shares have added about 5.7% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Cencora due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Cencora, Inc. before we dive into how investors and analysts have reacted as of late. Cencora reported second-quarter fiscal 2026adjusted earnings per share (EPS) of $4.75, which missed the Zacks Consensus Estimate of $4.80 by 1%. The bottom line improved 7.5% year over year. GAAP EPS was $8.40 compared with $3.68 in the year-ago period. The company’s second-quarter fiscal 2026 EPS included a $1.1 billion remeasurement gain related to the OneOncology acquisition. Revenues totaled $78.4 billion, up 3.8% year over year. The top line missed the Zacks Consensus Estimate by 3%. U.S. Healthcare Solutions Revenues in this segment totaled $68.8 billion, up 2.9% on a year-over-year basis. This improvement was driven by overall market growth on increased unit volume, including improved sales of GLP-1 drugs and specialty products. The revenue growth was partially offset by a decline in manufacturer prices related to certain brand pharmaceutical products, lower large mail order customers due to brand conversions, and loss of an oncology customer and a grocery customer last year. Segmental operating income totaled $998.3 million, up 5.6% year over year. Higher gross profit (as a result of increased product sales and the February 2026 acquisition of OneOncology) contributed to the upside, partly offset by increased operating expenses and the loss of an oncology customer in 2025. International Healthcare Solutions This segment includes Alliance Healthcare, World Courier, Innomar and Profarma Specialty. Revenues amounted to $7.6 billion, up 13% year over year. The top line increased 7.2% at constant currency (cc). Operating income totaled $175.8 million, up 13.7% on a reported basis and 12.9% at cc. The growth was driven by higher operating income at the European distribution business and the global specialty logistics business. Other Revenues in the Other segment amounted to $2.1 billion, reflecting an increase of 5.1% year over year. The growth at Pro...

Solventum’s first quarter results reflected the impact of ongoing transformation initiatives, new product launches, and portfolio adjustments. Management pointed to strong commercial execution and positive volume and mix as contributing factors. CEO Bryan Hanson credited “the team’s ability to drive outcomes while navigating ongoing separation efforts, ERP implementations, and acquisitions and divestitures” as key to the quarter’s performance. Hanson also highlighted that advanced wound care, dental, and health information systems saw momentum, with particular strength in autonomous coding solutions and the integration of Acera in the wound care business. Is now the time to buy SOLV? Find out in our full research report (it’s free). Revenue: $2.01 billion vs analyst estimates of $1.97 billion (3% year-on-year decline, 1.9% beat) Adjusted EPS: $1.48 vs analyst estimates of $1.35 (9.3% beat) Adjusted EBITDA: $468.8 million vs analyst estimates of $426.1 million (23.4% margin, 10% beat) Management reiterated its full-year Adjusted EPS guidance of $6.50 at the midpoint Operating Margin: 4%, down from 7.3% in the same quarter last year Organic Revenue rose 2.1% year on year (miss) Market Capitalization: $12.84 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Brett Adam Fishbin (KeyBanc Capital Markets) asked about the impact of ERP-related advanced ordering on segment performance; CFO Wayde McMillan explained this would mostly affect infection prevention, surgical solutions, and dental, with full normalization expected later in the year. David Roman (Goldman Sachs) questioned the relative contributions of volume and mix to revenue growth; CEO Bryan Hanson said most growth was volume-driven, with price staying in the plus/minus 1% range, and new products making a growing impact. Ryan Zimmerman (BTIG) queried the experience gained from ERP cutovers in Asia and how it informs U.S. plans; McMillan said prior cutovers provided valuable lessons, and most volume shifting in Q1 was due to separation activities rather than ERP. Jason M. Bednar (Piper Sandler) asked whether the U.S. ERP migration would result in immediate O...

GE Vernova is the IBD Stock Of The Day, showing bullish action near highs after a big beat-and-raise earnings report, powered by global megatrends in technology and energy. In just the first quarter of 2026, Vernova's electrification segment booked $2.4 billion in equipment orders to support data centers — more than all of last year, the company said in April. GE Vernova's three business segments — electrification, power and wind — serve the rising markets for artificial intelligence, data centers, grid modernization and lower-carbon energy.

Solventum SOLV reported first-quarter 2026 adjusted earnings per share (EPS) of $1.48, which beat the Zacks Consensus Estimate of $1.35 by 9.6%. The bottom line improved 10.4% year over year. GAAP EPS in the quarter was 7 cents compared with 78 cents in the year-ago quarter. The company reported revenues of $2 billion, down 3% reportedly from the prior-year recorded number. Organically, sales were up 2.1%. The metric beat the Zacks Consensus Estimate by 1%. Organic sales growth was driven by positive performance from all segments, primarily driven by results of the Infection Prevention and Surgical Solutions business within MedSurg, as well as Dental Solutions. However, shares of the company were down 2.8% during after-hours trading on May 5. MedSurg Revenues from the segment totaled $1.2 billion, up 1.2% organically year over year. Growth was driven by continued strength in Advanced Wound Care, where Negative Pressure Wound Therapy benefited from strong brand momentum, new product launches and commercial enhancements. Management also highlighted ongoing demand for traditional and single-use therapies, including V.A.C. Peel and Place Dressings, alongside contributions from the recently acquired Acera business. Infection Prevention & Surgical Solutions delivered solid performance despite a tough year-ago comparison, supported by improved commercial alignment, healthy customer demand and continued traction for Tegaderm CHG and recent Attest sterilization product launches. Dental Solutions Segment revenues totaled $354 million, up 3.4% organically year over year. Growth was primarily driven by strong demand in core restoratives, supported by new product launches such as Filtek Easy Match and Clinpro Clear, along with benefits from a more specialized sales force. Management also noted continued progress in reducing backorders, which improved customer service levels and supported momentum across the business. Health Information Systems (HIS) Revenues from the segment were $342 million, up 4.7% organically year over year. Growth was driven by continued strength in Revenue Cycle Management and Performance Management solutions, particularly within autonomous coding offerings across inpatient and outpatient settings. The company also benefited from strong customer retention, backlog conversion and ongoing international expansion, partially offset by expected double-d...

Solventum (SOLV) came out with quarterly earnings of $1.48 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +9.36%. A quarter ago, it was expected that this health care company would post earnings of $1.5 per share when it actually produced earnings of $1.57, delivering a surprise of +4.67%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Solventum, which belongs to the Zacks Medical Services industry, posted revenues of $2.01 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.01%. This compares to year-ago revenues of $2.07 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Solventum shares have lost about 14.9% since the beginning of the year versus the S&P 500's gain of 5.2%. While Solventum has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Solventum was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. I...

Solventum (SOLV) reported Q1 adjusted diluted earnings late Tuesday of $1.48 per share, up from $1.3

Performance beat was driven by the successful rebuilding of the commercial engine, featuring increased sales force specialization and leadership accountability across all segments. Management attributes growth momentum to a 'triple' increase in comparable annual sales growth since 2025, fueled by clearing backorders and launching high-demand products like Filtek EasyMatch. The 'Transform for the Future' program is proactively reshaping the operating structure to deliver $500 million in savings by optimizing the global footprint and increasing automation. Portfolio optimization is being utilized as a perpetual value lever, evidenced by the rapid divestiture of the P&F business and the strategic acquisition of Acera to enter the synthetic tissue space. The Health Information Systems segment is pivoting toward autonomous coding, leveraging proprietary datasets and rules to train AI for higher accuracy in reimbursement workflows. Supply chain improvements, including reducing distribution centers to 54 worldwide, have significantly improved product availability and reduced historical backorder headwinds. Management expects to launch close to 20 new products over the next two years, primarily targeting identified high-growth driver areas to fuel commercial momentum. The 2026 guidance assumes 50 to 100 basis points of operating margin expansion despite significant headwinds from tariffs and inflationary impacts, supported by operational improvements and savings programs. A major ERP cutover for the U.S. and Canada is planned for Q3 2026, which is expected to be the final 'heavy lift' of the separation from 3M. The company is targeting a long-range organic sales growth plan of 4% to 5%, with management stating the ramp toward these targets is happening faster than anticipated. Capital allocation will prioritize a balanced approach between opportunistic tuck-in acquisitions similar to Acera and an accelerated $1 billion share repurchase program. The company has exited approximately 50% of transition service agreements (TSAs) with 3M and expects to reach over 90% completion by the end of 2026. A significant $100 million sales timing benefit is expected in Q2 2026 as customers pull orders forward to mitigate potential disruptions from the Q3 ERP transition. SKU rationalization efforts are more than halfway complete and are expected to conclude by the end of the year, c...

Image source: The Motley Fool. Tuesday, May 5, 2026, at 4:30 p.m. ET Chief Executive Officer — Bryan Hanson Chief Financial Officer — Wayde McMillan Head of Investor Relations — Amy Wakeham Bryan Hanson, and Chief Financial Officer, Wayde McMillan. A replay of today's earnings call will be available later today in the Investor Relations section of our corporate website. The earnings press release and presentation are both available there now. During today's call, our discussion and any comments we make will be on a non-GAAP basis unless they are specifically called out as GAAP. The non-GAAP information discussed is not intended to be considered in isolation or as a substitute for the reported GAAP financial information. Please review the supporting schedules in today's earnings press release to reconcile the non-GAAP measures with the GAAP reported numbers. Our discussion on today's call will include forward-looking statements including, but not limited to, expectations about our future financial and operating performance. These statements are made based on reasonable assumptions; however, our actual results could differ. Please review our SEC filings for a complete discussion of the risk factors that could cause our actual results to differ materially from any forward-looking statements made today. Following our prepared remarks, we will hold a Q&A session. For this portion of today's call, please limit yourself to one question and one related follow-up. If you have additional questions, you can rejoin the call queue. And with that, I would now like to hand the call over to Bryan. Bryan Hanson: All right. Great, and thanks, Amy, and to all of our shareholders and everyone else following the Solventum Corporation story, I just want to say thanks and welcome to our first quarter 2026 earnings call. I am going to start by addressing our Solvers around the world because I am pretty sure that a few of them are listening in today. I just want to say thank you, and thank you once again for delivering on your commitments in our fast-paced transformation environment. I know it is not easy with the amount of change, but the results that we are sharing today just do not happen without you and your hard work. I am extremely proud of not just your dedication but the results that you continue to deliver. This team's ability to drive outcomes while navigating ongoing sepa...

Reported sales decreased (3.0)%; organic sales increased 2.1% Affirms full-year 2026 organic sales growth and free cash flow guidance; estimates adjusted EPS will be toward the high end of existing range EAGAN, Minn., May 5, 2026 /PRNewswire/ -- Solventum (NYSE: SOLV) today reported financial results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights Sales of $2.0 billion decreased (3.0)% on a reported basis; an increase of 2.1% on an organic basis GAAP diluted earnings per share of $0.07; adjusted diluted earnings per share of $1.48, a 10.6% increase Operating cash flow of $(189) million; free cash flow of $(273) million "Solventum delivered first quarter results ahead of expectations, reflecting strong execution and underlying commercial momentum," said Bryan Hanson, chief executive officer of Solventum. "The work we're doing to transform the company is reinforcing our confidence in the full year and accelerating progress toward our long-range plan." Discussion of First Quarter Results All comparisons are to the prior year period unless otherwise noted Organic sales growth of +2.1% in the quarter reflects strong performance across all reportable segments, primarily driven by volume and product mix. GAAP and adjusted gross margin both increased by 80 bps due to programmatic savings, portfolio moves, sales leverage and mix, partially offset by tariffs and inflation headwinds. Selling, general and administrative expenses increased primarily due to higher costs associated with separation activities and Transform for the Future, partially offset by restructuring benefits. GAAP operating income margin decreased driven by separation and restructuring costs while adjusted operating income margin decreased primarily due to tariffs and inflation, partially offset by operational improvements. Operating cash flow for the quarter was $(189) million and free cash flow was $(273) million, driven by separation activities, transition agreement exit payments and normal seasonality. Other Business and Operational Highlights Celebrated the grand opening of a new 250,000 square foot flagship R&D center of excellence in Eagan, Minnesota, featuring modern workspaces, a pilot factory and a dedicated quality lab to fuel a steady pipeline of healthcare innovation. Completed a manufacturing expansion in Brookings, South Dakota, adding 200,000 square feet, 16 s...

MAPLEWOOD, Minn. (AP) — MAPLEWOOD, Minn. (AP) — Solventum Corp. (SOLV) on Tuesday reported first-quarter earnings of $13 million. On a per-share basis, the Maplewood, Minnesota-based company said it had profit of 7 cents. Earnings, adjusted for non-recurring costs and amortization costs, came to $1.48 per share. The results surpassed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $1.35 per share. The health care company posted revenue of $2.01 billion in the period, which also topped Street forecasts. Three analysts surveyed by Zacks expected $1.99 billion. Solventum expects full-year earnings in the range of $6.40 to $6.60 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on SOLV at https://www.zacks.com/ap/SOLV