SOLV · 10-Q · 2026Q3 · Full report

Market Demand Trends

Solventum Corp · 2026-11-05 · Importance 32 · Surprise 24

Third-quarter sales were negatively affected by customer inventory normalization after approximately $125 million of advanced ordering in the second quarter ahead of the July 2026 U.S. ERP deployment. MedSurg organic sales were affected by approximately $85 million of order timing and Dental Solutions by approximately $35 million; excluding this timing, MedSurg volumes grew in Infection Prevention and Surgical Solutions and Advanced Wound Care, while Dental Solutions had growth contributions from both volume and price. Health Information Systems organic sales increased 4.4% in the quarter, driven by continued adoption of Solventum 360 Encompass. For the first nine months, organic sales increased across all segments in the United States and increased internationally in Dental Solutions and Health Information Systems, partly offset by an international MedSurg decline.

Key facts