Solventum 과거 순이익 실적
과거 기준 점검 3/6
Solventum의 수입은 연평균 -8.1%의 비율로 감소해 온 반면, Medical Equipment 산업은 수입이 연평균 15.3% 증가했습니다. 매출은 연평균 1.1%의 비율로 증가해 왔습니다. Solventum의 자기자본이익률은 28.8%이고 순이익률은 17.3%입니다.
핵심 정보
-8.11%
순이익 성장률
-6.79%
주당순이익(EPS) 성장률
| Medical Equipment 산업 성장률 | 8.90% |
| 매출 성장률 | 1.06% |
| 자기자본이익률 | 28.82% |
| 순이익률 | 17.33% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jun 11
SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating
Solventum's analyst price target has shifted modestly, with updated assumptions on discount rate, revenue growth, profit margins and future P/E. This reflects a mix of fresh Outperform initiations around $94 and recent target trims from other firms, as analysts reassess the stock following its spin from 3M.내러티브 업데이트 • May 28
SOLV: Activist Pressure And Margin Discipline Will Shape Future P/E Re Rating
Solventum's analyst price target has shifted lower by about $2 per share as analysts balance a slightly reduced fair value estimate and profit margin outlook with updated assumptions for revenue growth, discount rate, and future P/E multiples following recent research coverage and target changes across the Street. Analyst Commentary Bullish Takeaways Bullish analysts see Solventum as a special situation with multiple potential catalysts, pointing to the company’s mix of MedSurg, Dental Solutions, and Health Info Systems as an underpinning for long term growth potential.분석 기사 • May 13
Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations
The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...내러티브 업데이트 • Apr 29
SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating
The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.내러티브 업데이트 • Apr 15
SOLV: 2026 Capital Allocation And Margin Execution Will Support Multiple Expansion
The analyst price target for Solventum has been trimmed by about $5, as analysts factor in more conservative profit margin assumptions and slightly higher required returns, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with target changes and rating shifts clustered around the latest earnings update and subsequent model revisions.Seeking Alpha • Apr 08
Solventum: A Hidden Breakup Story In Healthcare
Summary Solventum has a few good businesses, but the market is treating it as a complicated company. Its main parts are MedSurg, Dental, HIS, and a smaller Water / All Other. The thesis says the stock looks much cheaper than the value of the parts. The business could be worth about $166.6 per share based on SOTP analysis. The main idea is to keep MedSurg as the core business and see more value in the other parts on their own. Even in a portfolio simplification case, followed by Operational Margin increase, the shares could surge to as high as $186 per share. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 22
SOLV: 2026 Capital Allocation And Medtech Positioning Will Support Multiple Expansion
Analysts have modestly raised Solventum's implied price target to about $90.17, with recent research citing updated models after Q4 earnings, a series of upgrades, and adjusted assumptions for the discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research around Solventum centers on refreshed models after Q4 earnings, a series of rating changes, and a wide range of price targets that cluster around the low to mid double digits.내러티브 업데이트 • Mar 07
SOLV: 2026 Medtech Positioning And Capital Allocation Agenda Will Drive Future Upside
The analyst price target for Solventum has been adjusted from $89.25 to about $90.17, reflecting updated models after recent earnings and a series of supporting revisions from multiple firms that now view it as one of their preferred MedTech ideas heading into 2026. Analyst Commentary Recent research updates on Solventum cluster around revised models after earnings and a reset of expectations for large cap MedTech into 2026, with several firms adjusting price targets and ratings as they refine their views on valuation and execution risk.내러티브 업데이트 • Feb 21
SOLV: 2026 Medtech Setup And Top-Idea Status Will Drive Future Upside
Solventum's analyst price targets have moved modestly higher toward $105, with analysts pointing to a more constructive medtech setup into 2026 and highlighting the stock as one of their preferred large cap ideas following recent upgrades at several firms. Analyst Commentary Recent research has focused on how Solventum fits into a broader large cap medtech group, with several firms adjusting targets and ratings as they refine expectations into 2026.내러티브 업데이트 • Feb 06
SOLV: Top-Idea Status And Buybacks Will Support Future Upside Potential
Analysts have nudged their price target on Solventum higher, with the fair value estimate moving from about $88.55 to $89.25. This change reflects updated expectations for slightly faster revenue growth and modestly higher future P/E multiples following recent upgrades and more constructive views on large cap MedTech coverage.내러티브 업데이트 • Jan 21
SOLV: MedTech Top-Idea Status And Buybacks Will Support Gradual Upside
Analysts have lifted their price target on Solventum from about $85.64 to roughly $88.55, citing updated expectations for revenue growth, a slightly higher future P/E and recent bullish research that highlights the company as a top MedTech idea. Analyst Commentary Recent research coverage on Solventum has leaned constructive, with several reports treating the stock as a key MedTech idea and adjusting price targets accordingly.내러티브 업데이트 • Jan 06
SOLV: Wound Therapy Guidance And Buybacks Will Support Measured, Gradual Upside Ahead
Analysts now see Solventum’s fair value inching up from US$84.36 to US$85.64, reflecting small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News Solventum announced updated consensus recommendations from an international 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, published in the International Wound Journal.내러티브 업데이트 • Dec 13
SOLV: Portfolio Streamlining And Buybacks Will Support Balanced, Gradual Upside Ahead
Analysts have modestly raised their price target on Solventum, reflecting an updated fair value estimate of approximately $84.36 from about $82.80, as they factor in the impact of the company's P&F business sale and slightly improved long term valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the P&F business sale as a cleaner portfolio move that supports a more focused operating model and clearer earnings trajectory.분석 기사 • Dec 05
Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement
Solventum Corporation ( NYSE:SOLV ) shares have had a really impressive month, gaining 26% after a shaky period...내러티브 업데이트 • Nov 28
SOLV: Portfolio Changes And Share Buybacks Will Support Measured Improvement Ahead
Analysts have revised Solventum's price target slightly downward to $82.80 from $84.11. This change reflects updated expectations for revenue growth and profitability following recent strategic changes and portfolio reshaping initiatives.내러티브 업데이트 • Nov 14
SOLV: Portfolio Reshaping And Sale Will Drive Momentum Into 2025
Analysts have revised Solventum's price target upward by $3 to $82. They cite recent portfolio changes as well as expectations for an improved cost structure and organic growth.내러티브 업데이트 • Oct 31
SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025
Solventum's analyst price target has been raised by $3 to $82, as analysts point to recent portfolio reshaping and the sale of the P&F business as key factors that support an improved outlook. Analyst Commentary Recent analyst updates reflect a mix of positive developments and continued caution surrounding Solventum’s performance and outlook.내러티브 업데이트 • Oct 17
Commercial Restructuring And New Product Launches Will Broaden International Reach
Solventum's analyst price target increased modestly to $82 from $79, as analysts point to the recent divestiture of its P&F business, along with ongoing improvements in its portfolio and cost structure, as key drivers for the update. Analyst Commentary Analyst sentiment on Solventum reflects a balance of cautious optimism and highlighted risks as the company navigates portfolio changes and future growth prospects.내러티브 업데이트 • Oct 03
Commercial Restructuring And New Product Launches Will Broaden International Reach
Analysts have modestly lowered their average price target for Solventum by $1.60 to $85.11, citing recent portfolio reshaping and tempered profit margin expectations. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Solventum's future valuation and growth trajectory.내러티브 업데이트 • Sep 04
Commercial Restructuring And New Product Launches Will Broaden International Reach
As there were no material changes in Solventum’s revenue growth or net profit margin forecasts, the consensus analyst price target remains unchanged at $86.71. What's in the News Solventum completed the $4 billion divestiture of its Purification & Filtration business to Thermo Fisher, using most of the $3.4 billion net proceeds to reduce debt and strengthen the balance sheet while raising FY25 organic sales growth, adjusted EPS, free cash flow, and operating margin guidance.
새로운 내러티브 • Mar 30
New VAC Product And AI Will Simplify Procedures
Streamlining operations and divesting non-core assets are expected to improve margins, reduce leverage, and focus growth efforts on core segments.Seeking Alpha • Feb 26
Solventum: An Impressive Sale Of Purification And Filtration
Summary Solventum's impressive $4.1 billion divestment to Thermo Fisher significantly reduces debt, enhancing its financial stability and potentially boosting earnings per share. The strategic sale has made me more optimistic about Solventum's future, maintaining a modest long position. The company's valuation remains attractive, with earnings multiples reasonable, especially considering the substantial deleveraging progress. Solventum still needs to achieve solid organic growth, but the recent positive developments justify continued investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Solventum: Concerns After A Partial Re-Rating
Summary Solventum's sales and margins have shown modest improvement, but concerns about 2025 earnings due to non-quantified headwinds make me cautious at current levels. The company, spun off from 3M, has a diversified healthcare portfolio but has faced flattish sales and high debt, impacting its valuation. Despite recent stock gains and improved guidance, potential 2025 earnings pressure from costs and investments warrants a cautious approach, prompting me to trim my position. Solventum's exploration of selling its purification filtration business could be a potential catalyst, but the impact remains uncertain without indicative pricing. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out
Summary 3M's healthcare spinoff, Solventum (SOLV), has seen its share price decline by 15% since the event in April, even as its parent has moved up steadily by 26%. SOLV could lose market share, with management projecting only 0.5% growth for FY24 and consensus expecting a similar cadence of revenue growth next year, well below the 4-6% industry growth. Solventum's financial health is strained by a high debt load and potentially lower threshold of FCF generation, dampening any near-term prospects of a dividend. Despite a compelling forward P/E ratio, investors should note that SOLV's earnings growth will be weighed down by a higher cost base as a standalone entity. SOLV's stock has benefitted from decent momentum since mid-July, but conditions are now looking overbought. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Solventum가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 8,262 | 1,432 | 3,081 | 723 |
| 31 Dec 25 | 8,325 | 1,556 | 3,056 | 727 |
| 30 Sep 25 | 8,402 | 1,524 | 3,083 | 751 |
| 30 Jun 25 | 8,388 | 380 | 3,003 | 757 |
| 31 Mar 25 | 8,308 | 379 | 2,930 | 763 |
| 31 Dec 24 | 8,254 | 479 | 2,752 | 768 |
| 30 Sep 24 | 8,215 | 720 | 2,572 | 766 |
| 30 Jun 24 | 8,207 | 1,058 | 2,391 | 757 |
| 31 Mar 24 | 8,202 | 1,290 | 2,266 | 758 |
| 31 Dec 23 | 8,197 | 1,346 | 2,303 | 758 |
| 30 Sep 23 | 8,166 | 1,381 | 2,222 | 754 |
| 30 Jun 23 | 8,101 | 1,256 | 2,240 | 757 |
| 31 Mar 23 | 8,083 | 1,286 | 2,238 | 763 |
| 31 Dec 22 | 8,130 | 1,343 | 2,236 | 767 |
| 31 Dec 21 | 8,171 | 1,460 | 2,282 | 766 |
| 31 Dec 20 | 7,281 | 1,138 | 2,169 | 719 |
양질의 수익: SOLV는 $1.4B 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: SOLV의 현재 순 이익률 (17.3%)은 지난해 (4.6%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: SOLV의 수익은 지난 5년 동안 연평균 8.1% 감소했습니다.
성장 가속화: 지난 1년간 SOLV 의 수익 증가율(277.8%)은 연간 평균(-8.1%)을 초과합니다.
수익 대 산업: SOLV의 지난 1년 수익 증가율(277.8%)은 Medical Equipment 업계의 14.8%를 상회했습니다.
자기자본이익률
높은 ROE: SOLV의 자본 수익률(28.82%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/22 05:09 |
| 종가 | 2026/06/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Solventum 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.
| 분석가 | 기관 |
|---|---|
| Travis Steed | BofA Global Research |
| Michael Gorman | BTIG |
| David Roman | Goldman Sachs |