Analyst Consensus ?
ConsensusBuy12 ratings
Bullish975.0%
Neutral216.7%
Bearish18.3%
Solventum Corporation · SOLV · FY2025 Q3 · Calendar Q4 2025
Solventum raises outlook as restructuring and product momentum build
The supplied analysis supports a constructive operating thesis: volume growth, product launches, restructuring and balance-sheet improvement strengthen the outlook, but tariff exposure and execution risks temper confidence.
Reported After market closeNYSEHealthcare
$15.21B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.50
Consensus $1.43
EPS surprise
+4.9%
Reported versus consensus
Reported revenue
$2.10B
Consensus $2.06B
Revenue surprise
+2.0%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+7.9%
Event window
SPY move
+0.1%
Same window
Abnormal move
+7.8%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+15.5%
Up to 20 sessions
SOLVSPY benchmark
Ask FN2 about SOLV FY2025 Q3
Transcript, numbers and history already loaded
Why did SOLV rise 7.9% after beating EPS estimates in FY2025 Q3?What changed in SOLV's guidance and outlook in FY2025 Q3?Give me the bull and bear case for SOLV after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior analysis, the current quarter places greater emphasis on the balance-sheet benefit from the divestiture, the cost-savings program and raised full-year guidance, while retaining the focus on product momentum, SKU rationalization and disciplined M&A.
Guidance delta
Management raised full-year organic sales and EPS guidance to the high end of prior ranges.
Key takeaways
- Management described volume growth, product launches and commercial restructuring as key contributors.
- The Purification and Filtration divestiture improved the balance sheet and reduced leverage.
- SKU rationalization and cost savings are intended to support margins while funding reinvestment.
- Tariffs and possible fourth-quarter volume pressure remain offsets to the constructive outlook.
Management priorities
- Complete portfolio optimization and SKU rationalization.
- Execute the Transform for the Future savings and reinvestment program.
- Advance product development, commercial infrastructure and innovation.
- Complete ERP implementation and expand autonomous coding globally.
- Pursue disciplined tuck-in acquisitions and grow the HIS offering internationally.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$87.85Previous close
$43Low
$85.1Average
$113High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 5, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| BTIG | Buy | Buy | Maintain | Sep 14, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Aug 6, 2026 |
| UBS | Buy | Buy | Maintain | Aug 6, 2026 |
| Stifel | Buy | Buy | Maintain | Aug 6, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Aug 6, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 6, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | May 6, 2026 |
| Mizuho | Outperform | Neutral | Upgrade | Jan 20, 2026 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Jul 15, 2025 |
| Argus Research | Buy | Hold | Upgrade | Jul 1, 2025 |
| Goldman Sachs | Sell | Sell | Maintain | Mar 3, 2025 |
| B of A Securities | Neutral | Neutral | Maintain | Feb 26, 2025 |
Named analyst price targets
Upside is calculated against the persisted previous close $87.85. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Analyst unavailable | $100 | $84.82 | +13.8% | Aug 6, 2026 |
| UBS | Patrick Wood | $101 | $87.47 | +15.0% | Aug 6, 2026 |
| Mizuho Securities | Analyst unavailable | $113 | $87.47 | +28.6% | Aug 6, 2026 |
| KeyBanc | Analyst unavailable | $102 | $87.47 | +16.1% | Aug 6, 2026 |
| BTIG | Ryan Zimmerman | $95 | $87.47 | +8.1% | Aug 6, 2026 |
| UBS | Analyst unavailable | $95 | $80.47 | +8.1% | Jul 28, 2026 |
| BTIG | Analyst unavailable | $91 | $76.7 | +3.6% | Jul 13, 2026 |
| BMO Capital | Analyst unavailable | $81 | $75.18 | -7.8% | Jul 8, 2026 |
| Jefferies | Analyst unavailable | $43 | $74.95 | -51.1% | Jun 1, 2026 |
| Wedbush | Michael Piccolo | $94 | $74.42 | +7.0% | May 15, 2026 |
| UBS | Kevin Caliendo | $78 | $71.36 | -11.2% | May 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $90 | $69.04 | +2.4% | May 6, 2026 |
| KeyBanc | Brett Fishbin | $93 | $69.04 | +5.9% | May 6, 2026 |
| KeyBanc | Brett Fishbin | $92 | $68.52 | +4.7% | Apr 27, 2026 |
| Piper Sandler | Analyst unavailable | $92 | $68.88 | +4.7% | Apr 17, 2026 |
| KeyBanc | Brett Fishbin | $97 | $78.91 | +10.4% | Jan 26, 2026 |
| Mizuho Securities | Analyst unavailable | $100 | $79.48 | +13.8% | Jan 20, 2026 |
| Stifel Nicolaus | Analyst unavailable | $105 | $83.16 | +19.5% | Jan 7, 2026 |
| BTIG | Ryan Zimmerman | $100 | $85.56 | +13.8% | Dec 2, 2025 |
| UBS | Kevin Caliendo | $77 | $73 | -12.4% | Oct 1, 2025 |
| Morgan Stanley | Patrick Wood | $103 | $73.68 | +17.2% | Jul 15, 2025 |
| Mizuho Securities | Analyst unavailable | $82 | $80.16 | -6.7% | Mar 3, 2025 |
| Wells Fargo | Analyst unavailable | $75 | $79.75 | -14.6% | Feb 28, 2025 |
| Mizuho Securities | Steven Valiquette | $70 | $72.28 | -20.3% | Dec 3, 2024 |
| Stifel Nicolaus | Rick Wise | $82 | $66.29 | -6.7% | Oct 7, 2024 |
| Piper Sandler | Jason Bednar | $71 | $67.74 | -19.2% | Oct 7, 2024 |
| Morgan Stanley | Patrick Wood | $55 | $49 | -37.4% | Jul 15, 2024 |
| Goldman Sachs | David Roman | $54 | $59.72 | -38.5% | May 30, 2024 |
| Morgan Stanley | Patrick Wood | $70 | $65.52 | -20.3% | Apr 9, 2024 |
| Wells Fargo | Vik Chopra | $69 | $70.06 | -21.5% | Apr 8, 2024 |
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Start freeCompany context
Snapshot as of publicationSolventum Corporation, established in 2023 and headquartered in Saint Paul, Minnesota, operates as a healthcare entity dedicated to pioneering, producing, and commercializing diverse solutions that address critical needs for both customers and patients. The company's business activities are organized into four principal segments. The Medsurg division furnishes various products and services, including sophisticated wound care items, intravenous (I.V.) site management tools, sterilization assurance systems, temperature regulation devices, surgical instruments, stethoscopes, and medical electrodes.…
Historical context
All SOLV earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COO The Cooper Companies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +2.7% | -14.7% | CooperCompanies beats expectations as inventory reduction weighs on vision revenue |
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the SOLV recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-05T09:40:44.764352+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T09:40:44.761376+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-05. For educational purposes only; not investment advice.