Solventum Corporation Stock Price, News & Analysis

Solventum (NYSE: SOLV) reported its Q1 2025 financial results with sales increasing 2.6% to $2.1 billion, showing 4.3% organic growth. The company reported GAAP diluted EPS of $0.78 and adjusted EPS of $1.34. Operating cash flow was $29 million with negative free cash flow of $80 million. Performance was marked by revenue growth across segments, particularly in MedSurg and HIS, but saw declining margins due to supply agreement costs and increased operating expenses. The company increased its full-year 2025 organic sales growth guidance to +1.5% to +2.5% (from previous +1.0% to +2.0%), while maintaining adjusted EPS guidance of $5.45-$5.65 and free cash flow guidance of $450M-$550M. The company is executing a 3-phased transformation while managing through macro trends and short-term pressures.

Solventum (NYSE: SOLV) has announced it will release its first quarter fiscal 2025 financial results on Thursday, May 8, 2025, following the close of U.S. financial markets. The company will host a webcast at 3:30 p.m. CST / 4:30 p.m. EST to discuss the quarterly results and business updates.

The earnings webcast will be accessible through the company's investor relations website at investors.solventum.com. Participants can join via U.S. dial-in at +1 (800) 715-9871 or international dial-in at +1 (646) 307-1963 using Conference ID 6342275. Following the event, the webcast replay, earnings release, presentation slides, and supplemental financial information will be made available on Solventum's investor relations website.

Solventum (NYSE: SOLV) has announced a strategic partnership with SprintRay to revolutionize digital dentistry through same-day permanent restorations. The collaboration combines Solventum's expertise in dental composites and restorative materials with SprintRay's chairside 3D printing technology.

The R&D and commercialization agreement aims to develop the first permanent chairside 3D printed crown, along with inlays and onlays. This partnership promises to reduce patient visits, improve practice efficiency, and lower treatment costs while maintaining the quality expected from traditional laboratory-fabricated procedures.

The announcement aligns with Solventum's growth strategy and follows their recent launch of four new products in 2024, including 3D printed aligner attachments, fluoride treatment, multi-layer copolymer aligners, and universal restorative solutions. More details will be shared at the International Dental Show 2025 in Cologne, Germany.

Solventum (NYSE: SOLV) hosted its 2025 Investor Day to present its strategic priorities and long-range plan through 2028. CEO Bryan Hanson outlined the company's transformation following the sale of its Purification & Filtration business, focusing on Medical Surgical, Dental Solutions, and Health Information Systems segments.

The company announced key 2028 targets including:

• Organic sales growth of 4-5%
• Operating margins expansion to 23-25%
• EPS CAGR of 10% over 3 years
• Free cash flow conversion above 80%

Solventum's three-phase transformation plan includes:

• Stabilizing the business through culture and talent enhancement
• Enhancing strategic focus in high-potential markets
• Portfolio optimization through organic and inorganic growth opportunities

The company plans to use proceeds from the P&F transaction primarily for debt reduction, with future consideration for share repurchases and dividends.

Solventum (NYSE: SOLV) has launched the Attest™ eBowie-Dick Test System, an innovative electronic sterilization testing solution that provides instant digital results and automated documentation. The system delivers definitive pass/fail results in under five seconds and integrates with hospital instrument tracking systems.

The new technology replaces traditional color-changing ink indicators used in steam dynamic-air removal sterilizers, reducing paper waste by 94% compared to conventional Bowie-Dick Test Packs. The system is now available in the United States through authorized distributors, with global rollout planned throughout 2025.

According to Chris Barry, executive vice president and group president of Medical Surgical at Solventum, the eBowie-Dick System revolutionizes sterilization testing by reducing processing times, eliminating result variability, and providing advanced analytics capabilities.

Solventum (NYSE: SOLV) reported Q4 2024 financial results with reported sales increasing 1.9% to $2.074 billion and organic sales growth of 2.3%. The company posted GAAP diluted EPS of $0.17 and adjusted EPS of $1.41, while generating $219 million in cash from operations and $92 million in free cash flow.

Growth was driven primarily by the MedSurg and Dental Solutions segments, though operating margins declined due to lower gross margins and increased operating expenses related to public company stand-up costs.

For 2025 guidance, Solventum projects:

• Organic sales growth of 1.0% to 2.0% (+1.5% to 2.5% excluding SKU Exit impact)
• Adjusted EPS of $5.45 to $5.65
• Free cash flow of $450M to $550M

The company recently announced the sale of its Purification & Filtration segment, with guidance updates to follow post-closure.

Solventum (NYSE: SOLV) has announced plans to host an important Investor Day event on Thursday, March 20, 2025, in New York City. The event, scheduled to begin at 1:00 p.m. Eastern Standard Time, will provide insights into the company's long-term growth strategy.

The presentation will be accessible both in-person and through a virtual webcast format. Interested participants can find registration details and additional information at the company's investor relations website: https://investors.solventum.com. A replay of the webcast will be made available shortly after the conclusion of the live event.

Solventum (NYSE: SOLV) has announced the sale of its Purification & Filtration business to Thermo Fisher Scientific Inc. (NYSE: TMO) for $4.1 billion. This strategic divestiture is part of phase three of Solventum's transformation plan, aimed at sharpening focus on strategic growth areas and delivering long-term shareholder value.

The transaction is expected to be completed by the end of 2025, subject to regulatory approval and customary closing conditions. Solventum anticipates $3.4 billion in net proceeds, which will be primarily used to pay down debt, strengthening its balance sheet and reducing leverage.

According to CEO Bryan Hanson, this move will enhance Solventum's strategic focus and key metrics while enabling investment in innovation, programs, and talent. The company will discuss the transaction during its upcoming Q4 and full-year 2024 earnings call on February 27, 2025, with an Investor Day scheduled for March 20, 2025.

Thermo Fisher Scientific (NYSE: TMO) has announced a definitive agreement to acquire Solventum's Purification & Filtration business for approximately $4.1 billion in cash. The Solventum business, which generated approximately $1 billion of revenue in 2024, is a leading provider of purification and filtration technologies used in biologics production and other applications.

This acquisition is highly complementary to Thermo Fisher's bioproduction business, expanding its capabilities in biologics development and manufacturing. The transaction is expected to be completed by the end of 2025, subject to regulatory approvals. Once closed, Solventum's business will become part of Thermo Fisher's Life Sciences Solutions segment.

The acquisition is expected to generate mid- to high-single digit organic growth and will be dilutive to adjusted EPS by $0.06 in the first year, but accretive by $0.28 excluding financing costs. Thermo Fisher expects to realize approximately $125 million of adjusted operating income from synergies by year five.