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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for 3M Company (MMM) is 6/10.
3M delivered a light start to FY2026 with organic sales growth of 1.2%, held back by soft U.S. consumer discretionary demand and weakness in consumer electronics and automotive, even as roughly 60% of the portfolio showed relative strength. Adjusted EPS rose mid-teens to $2.14, up $0.26 or 14% year-over-year, and operating margin expanded 30 basis points to 23.8% as broad-based productivity more than offset approximately $145 million of tariff impact, stranded costs and investments. Orders grew slightly over 10% with backlog up double digits, giving management confidence in accelerating growth through the balance of the year, while new product introductions climbed 35% to 84 launches and the EBO data-center connector won hyperscaler validation against a $1 billion-plus addressable market. Management reiterated full-year guidance of approximately 3% organic growth, EPS of $8.50 to $8.70, and free cash flow conversion above 100%, and returned $2.4 billion to shareholders, bringing cumulative returns to over $7 billion of a $10 billion commitment.
Scored from 3M Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.01B | +0.1% | $1.33 | -21.8% | 18.2% | 12.1% | $1.53B |
| FY2025 Q1 | $5.95B | -1.0% | $2.04 | +22.2% | 20.5% | 18.7% | $-315M |
| FY2025 Q2 | $6.34B | +1.4% | $1.34 | -35.0% | 17.4% | 11.4% | $-1.16B |
| FY2025 Q3 | $6.52B | +3.5% | $1.55 | -37.5% | 24.7% | 12.8% | $1.54B |
| FY2025 Q4 | $6.13B | +2.0% | $1.07 | -19.5% | 12.9% | 9.4% | $1.33B |
| FY2026 Q1 | $6.03B | +1.3% | $1.23 | -39.7% | 23.2% | 10.8% | $349M |
| FY2026 Q2 | $6.50B | +2.5% | $1.78 | +32.8% | 15.1% | 14.4% | $763M |