NYSE$SOLV
Solventum Corporation · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Solventum reported Q4 2025 sales of $2.0B with GAAP EPS of $0.36 and adjusted EPS of $1.57.
Q4 2025 net sales were $2.0 billion (-3.7% reported; +3.5% organic). Net income was $63 million with diluted GAAP EPS of $0.36 and adjusted EPS of $1.57. Adjusted operating margin was 19.9% as MedSurg infection prevention and dental solutions drove organic growth.
- Net sales $2.0B; organic +3.5%.
- GAAP EPS $0.36; adjusted EPS $1.57.
- Net income $63M in Q4.
- FY 2026 organic sales and adjusted EPS guidance provided.
Headline financials
Revenue & EPS history
Solventum · Revenue · Quarterly
$2B
Revenue by segment
Solventum · $1.83B total across 3 segments · Q3 2023
- MedSurg$1.18B—64.4%
- Dental Solutions$331M—18.1%
- Health Information Systems$321M—17.5%
Forward guidance
FY 2026 guidance for organic sales growth, adjusted EPS, and free cash flow issued at spin anniversary.
Tailwinds
- Organic growth across MedSurg and dental.
- Tariff mitigation and cost savings progressing.
Headwinds
- Reported sales decline on divestitures/FX.
- Transformation costs from 3M separation.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 12 quarterly earnings reports · overlaid with Q4 2025
+0.2%
Avg return
Earnings day
+0.1%
Avg return
5 days after
+2.1%
Avg return
30 days after
42%
5 / 12 earnings
Positive
+8.4%
Q2 2024
Best reaction
-4.7%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +2.4% | +8.7% | +21.2% | |
| Q4 2025 | -3.7% | -8.5% | -18.4% | |
| Q3 2025 | +7.7% | +11.4% | +28.9% | |
| Q2 2025 | +1.7% | +3.4% | +1.1% | |
| Q1 2025 | +5.5% | +6.8% | +12.3% | |
| Q4 2024 | -4.4% | -6.7% | -10.4% | |
| Q3 2023 | -4.7% | -6.7% | -6.8% | |
| Q3 2024 | -2.3% | -4.6% | -5.6% | |
| Q2 2023 | -1.6% | -1.5% | +12.9% | |
| Q2 2024 | +8.4% | +4.2% | +18.4% | |
| Q1 2023 | -2.6% | -3.7% | -13.0% | |
| Q1 2024 | -4.0% | -2.0% | -15.1% | |
| Q4 2023 | — | — | — | |
| Q4 2022 | — | — | — | |
| Q3 2022 | — | — | — | |
| Q2 2022 | — | — | — | |
| Q1 2022 | — | — | — |
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