SOLV · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

Solventum Corp · 2026-08-05 · Importance 54 · Surprise 40 · No source text

Second-quarter 2026 net sales increased 2.2% year over year to $2.209 billion, with 9.5% organic growth offset by an 8.3% negative impact from divestitures and other items. Six-month net sales decreased 0.4% to $4.216 billion, despite 5.8% organic growth and a 1.8% favorable currency impact, because divestiture-related effects reduced reported sales by 8.0%. MedSurg sales rose 12.7% to $1.372 billion in the quarter and 9.7% to $2.607 billion for six months, while Dental Solutions increased 17.0% in the quarter and 12.5% for six months. Health Information Systems sales increased 4.4% in the quarter and 4.3% for six months, driven by adoption of Solventum 360 Encompass and Performance Management Solutions, while clinician productivity solutions declined.

Key facts

• Dental Solutions net sales for the three months ended June 30, 2026 increased by 17.0% year-over-year, with approximately $35 million (10.4%) of that increase due to advanced order timing ahead of the Company's U.S. ERP deployment. source
• MedSurg net sales for the six months ended June 30, 2026 were $2,607 million compared to $2,375 million for the prior year period. source
• Total company net sales for the three months ended June 30, 2026 were $2,209 million compared to $2,161 million for the prior year period. source
• Total company net sales for the six months ended June 30, 2026 were $4,216 million compared to $4,231 million for the prior year period. source
• Three months ended June 30, 2026 Net sales of product: $1,698 million. source
• Three months ended June 30, 2026 Net sales of software and rentals: $1,005 million. source
• Three months ended June 30, 2026 Total net sales: $2,209 million. source
• Six months ended June 30, 2026 Total net sales: $4,216 million. source

Impact estimates