Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus on both top and bottom lines, with revenue of $2,209M exceeding the $2,156M estimate and adjusted EPS of $2.55 far outperforming the $1.91 expectation. Organic sales growth of 9.5% was particularly strong, driven by volume and advance ERP-related orders. Management significantly raised FY26 guidance for organic sales, adjusted EPS, and free cash flow, while announcing a strategic intent to separate the Health Information Systems (HIS) segment to focus on the core MedTech portfolio.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Solventum(SOLV) the Revenue is 2.209 B (+2.22%), Beat estimate;the EBIT is 627 M (+32.28%), Beat estimate;the EPS is 0.53 (+3.92%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.21B2.22%
2.16B0.25%
+0.05B2.47%
EBITExceed expectations
0.63B32.28%
0.49B3.85%
+0.13B28.43%
EPSMiss expectations
0.533.92%
0.85166.85%
-0.321062.93%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf