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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. |
|---|---|---|---|
| Travis Steed | Bank of America | 11 | 9% |
| Jason Bednar | Piper Sandler | 11 | 27% |
| Rick Wise | Stifel | 9 | 0% |
| Dave Roman | Goldman Sachs | 9 | 22% |
| Ryan Zimmerman | BTIG | 6 | 0% |
| Brett Fishbin | KeyBanc Capital Markets | 6 | 0% |
| Patrick Wood | Morgan Stanley | 6 | 33% |
| Lei Huang | Wells Fargo | 5 | 0% |
| Steve Valiquette | Mizuho Securities | 4 | 0% |
| Vik Chopra | Wells Fargo | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Piper Sandler | 1 | 11 | 27% |
| Bank of America | 1 | 11 | 9% |
| Goldman Sachs | 2 | 10 | 30% |
| Stifel | 1 |
| 9 |
| 0% |
| Wells Fargo | 2 | 7 | 0% |
| Morgan Stanley | 1 | 6 | 33% |
| KeyBanc Capital Markets | 1 | 6 | 0% |
| BTIG | 1 | 6 | 0% |
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.
Revenue Growth | Supply Chain | Margin | Capital Allocation | M&A | Competitive Dynamics | Trade Tariffs | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 3 | 2 | 2 | 1 | 2 |
| 2025Q1 | 5 | 1 | 1 | 1 | 3 | |||
| 2025Q2 | 6 | 2 | 2 | 3 | 2 | 2 | ||
| 2025Q3 | 3 | 1 | 3 | 1 | 2 | 1 | 2 | 2 |
| 2025Q4 | 7 | 3 | 3 | 2 | 2 | 3 | 3 | |
| 2026Q1 | 7 | 4 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 5 | 6 | 3 | 7 | 7 |
| Supply Chain | 3 | 2 | 1 | 3 | 4 | |
| Margin | 2 | 1 | 2 | 3 | 3 | 2 |
| Capital Allocation | 3 | 3 | 1 | 2 | 2 | |
| M&A | 2 | 1 | 2 | 2 | 2 | 1 |
| Competitive Dynamics | 2 | 1 | 2 | 1 | 3 | |
| Trade Tariffs | 1 | 3 | 2 | 1 | ||
| Cost Pressure | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SOLV Solventum | 6 | -3.0% | |
| DVA DaVita | 7 | +6.0% | |
| HCA HCA Healthcare | 6 | +4.3% | |
| UHS Universal Health Services | 7 | +9.7% |