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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Solventum (SOLV) is 6/10.
Solventum beat Q1 2026 expectations on both sales and EPS with 2.1% organic growth and non-GAAP EPS of $1.48 (up 11% year-over-year), nudging full-year EPS guidance toward the high end of $6.40-$6.60. Gross margin expanded 80 basis points to 56.4%, and the company repurchased 923K shares while the separation neared completion. An expected $100M+ Q2 ERP pre-buy was flagged, autonomous coding gained traction as a growth driver, and portfolio optimization continued.
Scored from Solventum’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.08B | +1.9% | $0.18 | -88.6% | 53.9% | 6.6% | 1.5% | $92M |
| FY2025 Q1 | $2.07B | +2.7% | $0.78 | -43.1% | 53.8% | 7.3% | 6.6% | $-80M |
| FY2025 Q2 | $2.16B | +3.8% | $0.51 | 0.0% | 54.4% | 9.9% | 4.2% | $59M |
| FY2025 Q3 | $2.10B | +0.7% | $7.22 | +931.4% | 56.2% | 6.5% | 60.4% | $-21M |
| FY2025 Q4 | $2.00B | -3.7% | $0.37 | +105.6% | 49.3% | 84.0% | 3.2% | $32M |
| FY2026 Q1 | $2.01B | -3.0% | $0.07 | -91.0% | 54.7% | 4.0% | 0.6% | $-273M |
| FY2026 Q2 | $2.21B | +2.2% | $0.53 | +3.9% | 58.2% | 8.2% | 4.2% | $144M |