Solventum Corporation, established in 2023 and headquartered in Saint Paul, Minnesota, operates as a healthcare entity dedicated to pioneering, producing, and commercializing ...
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Est. EPS $7.16 · Revenue $8.24B · 9 analysts
Est. EPS $7.30 · Revenue $8.53B · 10 analysts
Est. EPS $1.98 · Revenue $2.10B · 4 analysts
Est. EPS $2.22 · Revenue $2.26B · 3 analysts
EPS $0.78 · Revenue $2.07B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $8.3B | +0.9% | +10.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.6B | +224.8% | +607.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +53.5% | -3.9% | +6.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +26.2% | +108.7% | +103.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +18.7% | +222.1% | +543.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-10.0M | -101.2% | +152.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -0.1% | -101.2% | +147.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 99.7% | -63.2% | +7.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.23x | +2.4% | -4.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $14.3B | -1.1% | +1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 8.88 vs 6.03 | +47.3% | 0.53 vs 1.98 | -73.3% |
| Revenue Surprise | $8.3B vs $8.3B | +0.8% | $2.2B vs $2.1B | +5.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Hanson Bryan C | director, officer: Chief Executive Officer | Common Stock | A | 67,261 | — |
| Sep 1, 2026 | Hanson Bryan C | director, officer: Chief Executive Officer | Common Stock | D | 26,468 | $90.95 |
| Sep 1, 2026 | Hanson Bryan C | director, officer: Chief Executive Officer | Restricted Stock Units | D | 67,261 | — |
| Aug 17, 2026 | Zieselman Neil Craig | officer: SVP, Controller & CAO | Restricted Stock Units | A | 6,911 | — |
| Aug 10, 2026 | Zieselman Neil Craig | officer | — | — | 0 | — |
Operator : Good afternoon, and welcome to Solventum's Second Quarter 2026 Earnings Call. As a reminder, this conference is being recorded. I would now like to turn the program over to your host for today's conference, Amy Wakeham, Senior Vice President of Investor Relations and Finance Communications. Please proceed. Amy Wakeham : Thank you. Good afternoon, and welcome to Solventum's Second Quarter Fiscal Year 2026 Earnings Call. Joining me on today's call are our Chief Executive Officer, Bryan Hanson; and Chief Financial Officer, Wayde McMillan. A replay of today's earnings call will be available later today on the Investor Relations section of our corporate website. The earnings press release and the 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 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'll hold a Q&A session. I'd like to now hand the call over to Bryan. Bryan Hanson : All right. Thanks, Amy, and thanks to everyone joining us today. Before we get into the quarter, I want to talk directly to our team for just a minute. I know the work right now isn't easy. With the transformation work, the ERP cutovers and everything else we have in flight, it's a lot. And through all of it, you keep showing up, you stay focused and you deliver for our customers. And honestly, that's everything. So thank you. Thank you for making it happen. And speaking of making it happen, let's get into the quarter. The quarter came in ahead of plan, top and bottom line. Organic growth and EPS were both ahead of expectations and that comes down to the strong execution and the momentum this team keeps building. We saw healthy performance across every segment, led by our specialized commercial teams and new product innovation and operating margins also came in better than expected. That's the discipline we built into how we run this business showing up in the numbers. And just as we communicated last quarter, these results include the advanced orders we planned for the North America ERP cutover. We also put the balance sheet to work. During the quarter, we accelerated our $1 billion share repurchase program right in line with our …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Bryan C. Hanson | Chief Executive Officer & Director | USD 4,930,958 | Male | 1967 | Active |
Heather L. Knight | Chief Commercial Officer | USD 2,264,372 | Female | 1972 | Active |
Wayde D. McMillan | Executive VP & CFO | USD 1,969,895 | Male | 1970 | Active |
Amy Landucci | Chief Information & Digital Officer | USD 1,655,567 | Female | 1975 | Active |
Marcela A. Kirberger | Chief Corporate & Legal Affairs Officer & Corporate Secretary | USD 1,601,132 | Female | 1967 | Active |
Tammy L. Gomez | Chief Human Resources Officer | USD 1,119,093 | Female | 1973 | Active |
Rachel H. Ellingson | Chief Strategy & Corporate Development Officer | — | Female | 1970 | Active |
Paul S. Harrington | Chief Supply Chain Officer | — | Male | 1970 | Active |
Amy Wakeham | Senior Vice President of Investor Relations & External Finance Communications | — | Female | — | Active |
Kate Dobbs | Chief Communications & Corporate Marketing Officer | — | Female | — | Active |
Mary T. Wilcox | Senior Vice President, Corporate Controller & Chief Accounting Officer | — | Female | 1964 | Active |
Nelson Peltz's Trian Fund Management has emerged as the largest institutional shareholder of Solventum (NYSE:SOLV | SOLV Price Prediction), holding 7.09 million shares, or roughly 4.75% of outstanding stock.
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Arrowstreet Capital Limited Partnership cut its position in Solventum Corporation (NYSE: SOLV) by 8.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 883,534 shares of the company's stock after selling 85,116 shares during the quarter. Arrowstreet Capital Limited Partnership owned 0.51%
SOLV's innovation, cost savings and strong segment demand support growth, while raw material cost increases remain a key risk.
SAN DIEGO, July 22, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH) plans to report second quarter 2026 results on Thursday, August 13, 2026. Management will present results during a conference call at 8:30 a.m. Eastern time.
