The earnings call highlighted Solventum's positive sales growth, increased guidance, and successful operational changes, despite facing challenges such as product recalls and market pressures in certain segments. The company's recognition and strategic partnerships further emphasize its progress and positive outlook.

Company Guidance -

Q3 2025

During Solventum's Second Quarter 2025 Earnings Call, the company provided updated guidance reflecting strong performance and positive momentum. Solventum raised its full-year organic sales growth guidance to 2% to 3%, with an expected favorable foreign exchange impact of 50 basis points on sales growth. The company also increased its earnings per share (EPS) guidance range to $5.80 to $5.95, up from the previous $5.45 to $5.65, driven by robust sales performance, improved margins, and better-than-expected tax rates. Tariff headwinds were revised down to $60 million to $80 million from an initial range of $80 million to $100 million. Despite maintaining free cash flow guidance at $450 million to $550 million, Solventum remains confident in its ability to accelerate growth and margin targets, driven by commercial restructuring, differentiated brands, and a focus on innovation.

Sales Growth and EPS Guidance Increase

Solventum raised its sales growth and EPS guidance for the year, reflecting positive momentum and strong execution across its business segments.

Recognition and Awards

Solventum earned a place on the Fortune 500 in its first year as a stand-alone company and was named a best company to work for by U.S. News & World Report.

Purification and Filtration Business Performance

The Purification and Filtration segment delivered $252 million in sales, an increase of 3.1% on an organic basis, led by bioprocessing and industrial filtration categories.

Successful ERP Implementation

The multiyear ERP implementation reached an important milestone with a successful system cutover in Europe, demonstrating the team's ability to handle challenges effectively.

Strategic Partnership with Ensemble

Solventum announced a partnership with Ensemble for autonomous coding, aiming to improve revenue cycle management efficiency and quality.

Tariff Impact Mitigation

Estimated tariff impact for 2025 was reduced due to improved trade policy and mitigation efforts, easing pressure on gross and operating margins.

Solventum Corporation (SOLV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SOLV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.40 / -	1.64	―	―	―
Aug 07, 2025	2025 (Q2)	1.45 / 1.69	1.56	8.33% (+0.13)
May 08, 2025	2025 (Q1)	1.21 / 1.34	2.08	-35.58% (-0.74)
Feb 27, 2025	2024 (Q4)	1.31 / 1.41	2.311	-38.99% (-0.90)
Nov 07, 2024	2024 (Q3)	1.39 / 1.64	2.664	-38.44% (-1.02)
Aug 08, 2024	2024 (Q2)	1.50 / 1.56	1.859	-16.08% (-0.30)	―
May 09, 2024	2024 (Q1)	1.75 / 2.08	1.696	22.64% (+0.38)		―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SOLV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$71.95	$73.39	+2.00%
May 08, 2025	$66.63	$70.23	+5.40%
Feb 27, 2025	$83.44	$79.75	-4.42%
Nov 07, 2024	$75.07	$72.43	-3.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.