View ValuationSolventum 향후 성장Future 기준 점검 1/6Solventum 의 수익은 연간 5.4% 감소할 것으로 예상되는 반면, 연간 수익은 2.8% 로 증가할 것으로 예상됩니다. EPS는 연간 3.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.8% 로 예상됩니다.핵심 정보-5.4%이익 성장률-3.57%EPS 성장률Medical Equipment 이익 성장14.0%매출 성장률2.8%향후 자기자본이익률25.81%애널리스트 커버리지Good마지막 업데이트10 Jun 2026최근 향후 성장 업데이트공시 • Nov 07Solventum Corporation Increases Earnings Guidance for 2025Solventum 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).공시 • Aug 08Solventum Corporation Increases Earnings Guidance for Full Year 2025Solventum 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%.공시 • May 09Solventum Corporation Revises Earnings Guidance for Full Year 2025Solventum 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%.모든 업데이트 보기Recent updatesBoard Change • May 29High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. Independent Director Elizabeth Mily is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 15Solventum Corporation to Report Q1, 2026 Results on May 05, 2026Solventum Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026공시 • Mar 30Solventum Corporation, Annual General Meeting, May 15, 2026Solventum Corporation, Annual General Meeting, May 15, 2026.New Risk • Mar 02New major risk - Revenue and earnings growthEarnings 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 27Full 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.공시 • Feb 04Solventum Corporation to Report Q4, 2025 Results on Feb 26, 2026Solventum Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026공시 • Dec 18Solventum 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) DressingsSolventum 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 27New major risk - Share price stabilityThe 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 27Now 37% undervalued after recent price dropOver 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 25Investor 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.공시 • Nov 21Solventum 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.공시 • Nov 20Solventum 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 17New major risk - Revenue and earnings growthEarnings 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 09Third 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 07New major risk - Revenue and earnings growthEarnings 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).공시 • Nov 07Solventum Corporation Increases Earnings Guidance for 2025Solventum 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).공시 • Oct 22Solventum Announces Executive ChangesSolventum 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.공시 • Oct 17Solventum Corporation to Report Q3, 2025 Results on Nov 06, 2025Solventum Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025공시 • Sep 02Thermo 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.공시 • Aug 14+ 1 more updateSolventum Corporation has completed a Follow-on Equity Offering in the amount of $648.12 million.Solventum Corporation has completed a Follow-on Equity Offering in the amount of $648.12 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,800,000 Price\Range: $73.65 Discount Per Security: $0.2공시 • Aug 08Solventum Corporation Increases Earnings Guidance for Full Year 2025Solventum 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%.공시 • Jul 18Solventum Corporation to Report Q2, 2025 Results on Aug 07, 2025Solventum Corporation announced that they will report Q2, 2025 results After-Market on Aug 07, 2025공시 • Jun 30+ 1 more updateSolventum Corporation(NYSE:SOLV) dropped from Russell 1000 Defensive IndexSolventum Corporation(NYSE:SOLV) dropped from Russell 1000 Defensive Index공시 • Jun 10Solventum Launches Preassembled, See-Through Vh2o2 Test Pack for Low-Temp Medical Instrument SterilizationSolventum 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.공시 • May 09Solventum Corporation Revises Earnings Guidance for Full Year 2025Solventum 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%.이익 및 매출 성장 예측BIT:1SOLV - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,8007828061,2861012/31/20278,4806336941,0871212/31/20268,197383208600123/31/20268,2621,432-203151N/A12/31/20258,3251,556-10369N/A9/30/20258,4021,52450493N/A6/30/20258,388380147586N/A3/31/20258,308379385772N/A12/31/20248,2544798051,185N/A9/30/20248,2157201,1721,513N/A6/30/20248,2071,0581,5231,837N/A3/31/20248,2021,2901,5211,848N/A12/31/20238,1971,3461,6251,915N/A9/30/20238,1661,3811,5301,814N/A6/30/20238,1011,2561,5421,817N/A3/31/20238,0831,2861,5601,820N/A12/31/20228,1301,3431,4281,679N/A12/31/20218,1711,4601,9252,202N/A12/31/20207,2811,1381,7552,026N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1SOLV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.4%).수익 vs 시장: 1SOLV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.4%).고성장 수익: 1SOLV 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 1SOLV 의 수익(연간 2.8%)이 Italian 시장(연간 5.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1SOLV 의 수익(연간 2.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1SOLV의 자본 수익률은 3년 후 25.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/16 00:13종가2026/06/16 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Solventum Corporation는 17명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Travis SteedBofA Global ResearchMichael GormanBTIGDavid RomanGoldman Sachs14명의 분석가 더 보기
공시 • Nov 07Solventum Corporation Increases Earnings Guidance for 2025Solventum 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).
공시 • Aug 08Solventum Corporation Increases Earnings Guidance for Full Year 2025Solventum 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%.
공시 • May 09Solventum Corporation Revises Earnings Guidance for Full Year 2025Solventum 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%.
Board Change • May 29High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. Independent Director Elizabeth Mily is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 15Solventum Corporation to Report Q1, 2026 Results on May 05, 2026Solventum Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
공시 • Mar 30Solventum Corporation, Annual General Meeting, May 15, 2026Solventum Corporation, Annual General Meeting, May 15, 2026.
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings 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 27Full 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.
공시 • Feb 04Solventum Corporation to Report Q4, 2025 Results on Feb 26, 2026Solventum Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
공시 • Dec 18Solventum 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) DressingsSolventum 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 27New major risk - Share price stabilityThe 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 27Now 37% undervalued after recent price dropOver 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 25Investor 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.
공시 • Nov 21Solventum 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.
공시 • Nov 20Solventum 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 17New major risk - Revenue and earnings growthEarnings 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 09Third 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 07New major risk - Revenue and earnings growthEarnings 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).
공시 • Nov 07Solventum Corporation Increases Earnings Guidance for 2025Solventum 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).
공시 • Oct 22Solventum Announces Executive ChangesSolventum 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.
공시 • Oct 17Solventum Corporation to Report Q3, 2025 Results on Nov 06, 2025Solventum Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
공시 • Sep 02Thermo 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.
공시 • Aug 14+ 1 more updateSolventum Corporation has completed a Follow-on Equity Offering in the amount of $648.12 million.Solventum Corporation has completed a Follow-on Equity Offering in the amount of $648.12 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,800,000 Price\Range: $73.65 Discount Per Security: $0.2
공시 • Aug 08Solventum Corporation Increases Earnings Guidance for Full Year 2025Solventum 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%.
공시 • Jul 18Solventum Corporation to Report Q2, 2025 Results on Aug 07, 2025Solventum Corporation announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
공시 • Jun 30+ 1 more updateSolventum Corporation(NYSE:SOLV) dropped from Russell 1000 Defensive IndexSolventum Corporation(NYSE:SOLV) dropped from Russell 1000 Defensive Index
공시 • Jun 10Solventum Launches Preassembled, See-Through Vh2o2 Test Pack for Low-Temp Medical Instrument SterilizationSolventum 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.
공시 • May 09Solventum Corporation Revises Earnings Guidance for Full Year 2025Solventum 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%.