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Dec 31, 2025
Solventum Q4 2025 Earnings Report
Solventum reported fourth quarter 2025 results with organic sales growth, improved net income, and solid adjusted profitability despite lower reported sales.
Key Takeaways
Solventum generated 1998000000 in Q4 2025 net sales, down 3.7% reported but up 3.5% organically, with net income of 63000000 and adjusted diluted EPS of 1.57, reflecting margin resilience and transformation progress.
Reported sales declined 3.7% year-over-year, while organic sales grew 3.5%.
GAAP diluted EPS was 0.36 and adjusted diluted EPS increased to 1.57.
Operating income margin was 6.2% and adjusted operating margin was 19.9%.
Free cash flow was 33000000 in the quarter.
Revenue by Segment
Forward Guidance
For full year 2026, Solventum expects organic sales growth of 2.0% to 3.0%, adjusted EPS between 6.40 and 6.60, and approximately 200000000 in free cash flow.
Positive Outlook
- Organic sales growth guidance of 2.0% to 3.0%.
- Organic sales growth of 3.0% to 4.0% excluding SKU exit impact.
- Adjusted EPS guidance between 6.40 and 6.60.
- Free cash flow guidance of approximately 200000000.
- Momentum across MedSurg and Dental Solutions segments.
Challenges Ahead
- Approximately 100 basis points impact from SKU exits.
- Free cash flow significantly below prior year levels.
- Reported sales declined year-over-year in Q4.
- Adjusted operating margin slightly below prior year quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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