お知らせ • Apr 15
Solventum Corporation to Report Q1, 2026 Results on May 05, 2026 Solventum Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026 お知らせ • Mar 30
Solventum Corporation, Annual General Meeting, May 15, 2026 Solventum Corporation, Annual General Meeting, May 15, 2026. New Risk • Mar 02
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results. Reported Earnings • Feb 27
Full year 2025 earnings released: EPS: US$8.94 (vs US$2.77 in FY 2024) Full year 2025 results: EPS: US$8.94 (up from US$2.77 in FY 2024). Revenue: US$8.33b (flat on FY 2024). Net income: US$1.56b (up 225% from FY 2024). Profit margin: 19% (up from 5.8% in FY 2024). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Italy. お知らせ • Feb 04
Solventum Corporation to Report Q4, 2025 Results on Feb 26, 2026 Solventum Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 お知らせ • Dec 18
Solventum Announces the Considers Recommendations of an International, Multidisciplinary Panel of Surgery and Wound Care experts on the Clinical Use of Closed Incision Negative Pressure Therapy with Reticulated Open Cell Foam (ROCF) Dressings Solventum announced the consensus recommendations of an international, multidisciplinary panel of surgeons and wound care experts on the clinical use of closed incision negative pressure therapy (ciNPT) with reticulated open cell foam (ROCF) dressings. The updated recommendations, appearing in the International Wound Journal, underscore the evolution of ciNPT from a long-established adjunct to incision management into a therapy that can be applied in a variety of surgical procedures that directly align with healthcare professionals' global priorities around patient safety. Solventum Prevena™? Therapy is the only ciNPT that uses ROCF dressings, a proprietary design element unique to Prevena. ciNPT is used to manage and protect surgical incisions, particularly in patients at high risk of complications. It works by applying continuous negative pressure to the incision site, helping to remove fluid and reduceension on the incision. Linear vs. area coverage: Area ciNPT dressings are preferred for complex incision geometries (e.g., intersecting or branching incisions), flap closures and sites prone to edema or lymphedema. Linear dressings remain effective for standard, high-tension incisions. Integration into protocols: ciNPT should proactively be included in SSC prevention bundles for high-risk patients and used alongside validated incision risk scoring systems. Application guidance: Hydrocolloid dressings are recommended to aid in creating a vacuum seal in difficult locations. The panel emphasized that these recommendations not only address immediate clinical needs but also lay the foundation for future guideline development. Importantly, they resonate with findings from a recent global healthcare innovation survey that identified patient safety as one of the top three priorities for medical professionals worldwide. New Risk • Nov 27
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Large one-off items impacting financial results. Buy Or Sell Opportunity • Nov 27
Now 37% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to €54.00. The fair value is estimated to be €85.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 2.5% per annum over the same time period. Valuation Update With 7 Day Price Move • Nov 25
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €77.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Medical Equipment industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €124 per share. お知らせ • Nov 21
Solventum Corporation (NYSE:SOLV) announces an Equity Buyback for $1,000 million worth of its shares. Solventum Corporation (NYSE:SOLV) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. お知らせ • Nov 20
Solventum Corporation (NYSE:SOLV) entered into a definitive agreement to acquire Acera Surgical, Inc. for $850 million. Solventum Corporation (NYSE:SOLV) entered into a definitive agreement to acquire Acera Surgical, Inc. for $850 million on November 20, 2025. Consideration is comprised of $725 million in cash plus up to $125 million in contingent cash payments based on the achievement of certain future milestones. The transaction is expected to be slightly dilutive to adjusted earnings per share (EPS) in 2026 and accretive to adjusted EPS beginning in 2027.Solventum plans to use its cash on hand to finance the transaction, with no additional debt or use of its credit line. Transaction is subject to customary closing conditions and is expected to complete the transaction in the first half of 2026.
Morgan Stanley & Co. LLC is serving as financial advisor and McDermott Will & Schulte LLP is acting as legal advisor to Solventum. Truist Securities, Inc. is serving as financial advisor and Hogan Lovells US LLP is acting as legal advisor to Acera. New Risk • Nov 17
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Reported Earnings • Nov 09
Third quarter 2025 earnings released: EPS: US$7.26 (vs US$0.70 in 3Q 2024) Third quarter 2025 results: EPS: US$7.26 (up from US$0.70 in 3Q 2024). Revenue: US$2.10b (flat on 3Q 2024). Net income: US$1.27b (up US$1.14b from 3Q 2024). Profit margin: 60% (up from 5.9% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Medical Equipment industry in Italy. New Risk • Nov 07
New major risk - Revenue and earnings growth Earnings have declined by 21% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 21% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.5% net profit margin). お知らせ • Nov 07
Solventum Corporation Increases Earnings Guidance for 2025 Solventum Corporation Increased earnings guidance for 2025. For the period the company expects Increased organic sales growth range to the high end of the +2.0% to +3.0% range (high end of the +2.5% to +3.5% excluding ~50 bps of SKU exit impact). お知らせ • Oct 22
Solventum Announces Executive Changes Solventum announced the appointment of Heather Knight as Chief Commercial Officer, effective November 10, 2025. In this newly created role, Ms. Knight will oversee global commercial and R&D operations across Solventum's MedSurg, Dental Solutions and Health Information Systems segments, and will report directly to CEO Bryan Hanson. Ms. Knight brings over 30 years of leadership experience in the MedTech industry. Most recently, she served as Chief Operating Officer at Baxter International, where she led global sales across three business segments, as well as R&D, supply chain, and medical and regulatory affairs. Throughout her career, Ms. Knight has held numerous roles of increasing leadership in general management, global upstream and commercial capacities at companies including Medtronic, Covidien, Tyco Healthcare and Kendall, and she currently serves on the Board of Directors of Waters Corporation. Ms. Knight earned her bachelor's degree in Biological Sciences from the University of Buffalo and completed the Executive Sales Strategy and Management program from the University of Chicago Booth School of Management. In connection with Ms. Knight's appointment, Chris Barry, Executive Vice President and Group President of MedSurg, will depart Solventum, effective December 31, 2025. お知らせ • Oct 17
Solventum Corporation to Report Q3, 2025 Results on Nov 06, 2025 Solventum Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 お知らせ • Sep 02
Thermo Fisher Scientific Inc. (NYSE:TMO) completed the acquisition of Purification Business of Solventum Corporation for approximately $4 billion. Thermo Fisher Scientific Inc. (NYSE:TMO) entered into an agreement to acquire Purification Business of Solventum Corporation for $4.1 billion on February 25, 2025. Once the transaction closes, Solventum’s Purification & Filtration business will become part of Thermo Fisher's Life Sciences Solutions segment.
The transaction is subject to regulatory approval, the expiration or termination of any required waiting periods under the Hart-Scott Rodino Antitrust Improvements Acts of 1976, as amended, the receipt of certain other applicable antitrust approvals and clearance under certain foreign investment laws, and customary closing conditions. The transaction is expected to be completed by the end of 2025.
As of June 25, 2025, Solventum and Thermo Fisher entered into an Amended and Restated Transaction Agreement, to exclude Solventum’s drinking water filtration business from the scope of the purification and filtration business and reduce the cash consideration payable for the acquired business at the closing of the transaction from approximately $4.10 billion to approximately $4.00 billion with net proceeds still intended to be used primarily to pay down debt. As of July 15, 2025 European Commission has approved the transaction.
Morgan Stanley & Co. LLC, Perella Weinberg Partners and J.P. Morgan Securities LLC acted as financial advisors to Solventum, and James Hu and Aaron J. Meyers of Cleary Gottlieb Steen & Hamilton acted as legal advisor to Solventum. Hal J. Leibowitz and Andrew R. Bonnes of Wilmer Cutler Pickering Hale and Dorr LLP acted as legal counsel and Wells Fargo Securities, LLC acted as exclusive financial advisor to Thermo Fisher. Solventum expects the transaction to be neutral to 2025 EPS and expects an estimated $3.4 billion in net proceeds, which it intends to use primarily to pay down debt. Andrew Bab and Sarah Jacobson of Debevoise & Plimpton is advising J.P. Morgan Securities as financial advisor to Solventum.
Thermo Fisher Scientific Inc. (NYSE:TMO) completed the acquisition of Purification Business of Solventum Corporation for approximately $4 billion on September 2, 2025. With the transaction complete, the business, which is now Thermo Fisher’s Filtration and Separation business, is part of the Life Sciences Solutions segment. Filtration and Separation colleagues will join Thermo Fisher. Axinn, Veltrop & Harkrider LLP, Latham & Watkins LLP and Hogan Lovells US LLP acted as legal advisor and Wells Fargo Corporation acted as financial advisor to Thermo Fisher. お知らせ • Aug 08
Solventum Corporation Increases Earnings Guidance for Full Year 2025 Solventum Corporation increased earnings guidance for full year 2025. For the year, the company expected organic sales growth range to +2.0% to +3.0% (+2.5% to +3.5% excluding ~50 bps of SKU exit impact); from prior range of +1.5% to +2.5%. お知らせ • Jul 18
Solventum Corporation to Report Q2, 2025 Results on Aug 07, 2025 Solventum Corporation announced that they will report Q2, 2025 results After-Market on Aug 07, 2025 お知らせ • Jun 10
Solventum Launches Preassembled, See-Through Vh2o2 Test Pack for Low-Temp Medical Instrument Sterilization Solventum announced the launch of its Attest™? Super Rapid Vaporized Hydrogen Peroxide (VH2O2) Clear Challenge Pack. The ready-to-use test integrates two previously FDA-cleared indicators - a biological indicator (BI) for confirming microbial neutralization and a chemical indicator (CI) for verifying proper sterilizer function - into a single-use test pack with a transparent container. Medical instrument sterility is a critical component in the fight against hospital-associated infections, which impact one in every 31 hospital patients in the U.S.4 The practice of every load monitoring - using dual indicators (both BIs and CIs) to verify the efficacy of every sterilization cycle for each batch of instruments - is recommended by industry guidelines and expert consensus to help minimize patient safety risks. This unique combination makes the Attest™? Super Rapid VH2O2 Clear Challenge Pack the first and only preassembled VH2O2 test pack that is U.S. FDA-cleared for routine monitoring across multiple sterilizer brands, models and cycle types, offering: Convenience: preassembled, ready-to-use pack eliminates the step of assembling testing pouches with separate indicators, saving time and mitigating the risk of errors inherent to manual preparation, like incorrect indicator placement or omission of an indicator. Accuracy: engineered to more accurately simulate the environment within a wrapped set of surgical instruments during a VH2O2 cycle.5 This helps to provide a realistic challenge to the sterilizer's ability to neutralize potentially harmful microorganisms, providing greater assurance that a "pass" result reflects effective steril penetration and conditions within the load. Simplification: integrated, all-in-one design helps streamline inventory management by reducing the need to order BIs, CIs and peel pouches individually. お知らせ • May 09
Solventum Corporation Revises Earnings Guidance for Full Year 2025 Solventum Corporation revised earnings guidance for full year 2025. For the period, the company expects Increased Organic sales growth range to +1.5% to +2.5% (+2.0% to +3.0% excluding 50 bps of SKU exit impact) from prior range of +1.0% to +2.0%.