SOLV · 10-Q · 2026Q3 · Full report

Supply Chain Tariff Impact

Solventum Corp · 2026-11-05 · Importance 40 · Surprise 42

Solventum submitted refund requests accepted by U.S. Customs and Border Protection totaling approximately $120 million, including interest, in June 2026. The company recognized a receivable for the full amount and a $100 million pretax benefit to cost of product in the second quarter of 2026. Other assets decreased for tariffs previously capitalized as hardware costs, and Solventum had recovered $118 million of the receivable by September 30, 2026. The company stated that U.S. tariffs have subsequently been implemented under other authorities, including Sections 122, 301, 338 and 232.

Key facts

• Solventum's global supply chain and sourcing organization includes products sourced under master supply and transition manufacturing agreements with 3M; regulatory and economic changes, including tariffs, may affect sourcing costs or ability, and the company seeks offsets or alternative sources where possible. source
• Solventum identifies its ability to obtain third-party-supplied components or raw materials and manufacturing and supply-chain difficulties, interruptions, and disruptive factors as risks. source