Solventum Corporation · SOLV · Next earnings

Solventum Corporation next earnings report

SOLV's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Solventum raises guidance as ERP transition nears completion

Date not yet scheduled Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.35 Analyst average (7 estimates)
Consensus revenue $1.94B Analyst average (7 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where SOLV left off: FY2026 Q2

Full report

Solventum raises guidance as ERP transition nears completion

EPS surprise +34.2% Reported $2.55 vs $1.90
Revenue surprise +2.6% Reported $2.21B vs $2.15B
Stock move -5.2% Event window
Subsequent drift +11.4% Up to 20 sessions

Management raised full-year EPS guidance to $7.10-$7.20 and organic sales growth guidance to 2.5%-3.0%, or 3.5%-4.0% excluding SKU rationalization.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • The reversal of advanced orders may weigh on Q3 results.
  • Health Information Systems separation costs, valuation, and possible EPS dilution remain uncertain.
  • Tariffs, inflation, litigation exposure, and SKU rationalization may pressure margins or cash flow.
  • The final ERP cutover could create operational disruption.

Questions analysts left open

  • The timeline and valuation expectations for the Health Information Systems separation remain unclear.
  • The Q3 impact of reversing $125 million in advanced orders needs monitoring.
  • Acera's growth durability after integration and potential EPS dilution from a HIS sale or spin are open questions.
  • Tariff, inflation, separation costs, litigation exposure, and SKU rationalization could pressure margins or cash flow.

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Recent SOLV quarters

All SOLV earnings
-5.2%FY2026 Q2+2.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.