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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Scott Davis | Melius Research | 12 | 0% |
| Jeff Sprague | Vertical Research Partners | 12 | 8% |
| Julian Mitchell | Barclays | 12 | 8% |
| Andy Kaplowitz | Citigroup | 12 | 0% |
| Nicole DeBlase | Deutsche Bank | 11 | 0% |
| Joe O'Dea | Wells Fargo | 11 | 0% |
| Amit Mehrotra | UBS | 10 | 0% |
| Steve Tusa | JPMorgan | 10 | 20% |
| Andy Obin | Bank of America | 10 | 10% |
| Nigel Coe | Wolfe Research | 9 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 12 | 17% |
| Melius Research | 1 | 12 | 0% |
| Citigroup | 1 | 12 | 0% |
| Vertical Research Partners |
| 1 |
| 12 |
| 8% |
| Barclays | 1 | 12 | 8% |
| Deutsche Bank | 1 | 11 | 0% |
| Wells Fargo | 1 | 11 | 0% |
| Bank of America | 1 | 10 | 10% |
$3M delivered 2.7% adjusted organic growth with adjusted operating margins expanding 310 basis points to 26.7% and adjusted EPS of $2.31 up 23% year-over-year, continuing the post-spinoff margin expansion story into FY2026. Management raised FY2025 adjusted EPS guidance from $8.05-8.45 to $8.12-8.52 while absorbing an estimated $0.70 tariff headwind, reflecting ongoing pricing discipline and restructuring savings that more than offset external cost pressures.
Margin | Demand | Revenue Growth | Guidance Reliability | Cost Pressure | Macroeconomic | Pricing | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 3 | 3 | 4 | 5 | 4 | 2 | |
| 2025Q1 | 4 | 5 | 1 | 3 | 3 | 2 | 1 | 9 |
| 2025Q2 | 7 | 6 | 5 | 4 | 3 | 1 | 3 | 4 |
| 2025Q3 | 7 | 3 | 4 | 3 | 1 | 2 | ||
| 2025Q4 | 5 | 7 | 4 | 1 | 1 | 3 | 2 | 1 |
| 2026Q1 | 3 | 8 | 3 | 3 | 3 | 4 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 8 | 4 | 7 | 7 | 5 | 3 |
| Demand | 3 | 5 | 6 | 3 | 7 | 8 |
| Revenue Growth | 3 | 1 | 5 | 4 | 4 | 3 |
| Guidance Reliability | 4 | 3 | 4 | 3 | 1 | 3 |
| Cost Pressure | 5 | 3 | 3 | 1 | 1 | 3 |
| Macroeconomic | 4 | 2 | 1 | 3 | 4 | |
| Pricing | 2 | 1 | 3 | 2 | 2 | 4 |
| Trade Tariffs | 9 | 4 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MMM 3M Company | 6 | +1.3% | |
| HON Honeywell International Inc. | 5 | -6.9% |