SOLV · 10-Q · 2026Q2 · Full report

Supply Chain and Sourcing

Solventum Corp · 2026-08-05 · Importance 17 · Surprise 24

Solventum operates a global supply chain and sourcing organization that includes products sourced under master supply and transition manufacturing agreements with 3M. Management stated that changes in the global regulatory and economic environment can affect the cost or ability to source products. The company is taking actions where possible to offset costs or identify alternative sources of supply. Product costs remained exposed to tariffs, inflation, and freight, although programmatic savings and tariff refunds partially offset those pressures.

Key facts

• Solventum purchases the majority of its materials and services as needed, with no unconditional commitments, but in limited circumstances enters into unconditional purchase obligations such as take or pay contracts to ensure availability of certain materials or services or to ensure ongoing efforts on capital projects. source
• The Company enters into contractual obligations for cloud storage solutions, enterprise resource planning and other IT-related services. source
• As of June 30, 2026, amounts due to the financial institution under the SCF program that the Company confirmed as valid were less than $__ million; there were no obligations outstanding as of December 31, 2025. source