What Solventum Corp's SEC filings said

10-Q for 2026Q3, filed 5 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Operating Margin Drivers71 · importance in its document · 8-K exhibit · 5 Nov 2026
Third-quarter GAAP operating margin was 3.5%, down from 80.6%, while adjusted operating margin declined 70 basis points to 19.9%. The GAAP comparison reflected the prior-year $1.518 billion gain on the Purification and Filtration business…
Capital Return Program65 · importance in its document · 8-K exhibit · 5 Nov 2026
Solventum purchased $403 million of treasury stock during the first nine months of 2026, compared with no treasury-stock purchases in the prior-year period. Treasury stock was recorded at $403 million at September 30, 2026, representing…
Net Income and Profitability62 · importance in its document · 10-Q · 2026Q3
For the three months ended September 30, 2026, diluted earnings per share were a loss of $0.07, compared with earnings of $7.22 in the prior-year quarter. For the nine months ended September 30, 2026, diluted earnings per share were…
Operating Margin Drivers62 · importance in its document · 10-Q · 2026Q3
Total operating income was $68 million in the third quarter of 2026, down 96.0% from the prior-year quarter, and $327 million for the first nine months, down 84.0%. The comparison reflects the $1.5 billion gain on the Purification and…
Guidance raised60 · rule score among filings · 8-K Item 2.02 · 5 Nov 2026
Increases full-year adjusted EPS guidance to $7.20 to $7.30 EAGAN, Minn., November 5, 2026 – Solventum (NYSE: SOLV) today reported financial results for the third quarter ended September 30, 2026.

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 5 Nov 2026

Full report · Filing on EDGAR

Net Income and ProfitabilityImportance 62
For the three months ended September 30, 2026, diluted earnings per share were a loss of $0.07, compared with earnings of $7.22 in the prior-year quarter. For the nine months ended September 30, 2026, diluted earnings…
Operating Margin DriversImportance 62
Total operating income was $68 million in the third quarter of 2026, down 96.0% from the prior-year quarter, and $327 million for the first nine months, down 84.0%. The comparison reflects the $1.5 billion gain on the…
Headcount / RestructuringImportance 52
Solventum approved its four-year global “Transform for the Future” initiative in November 2025 to reshape its cost structure, improve operational efficiency, and reposition for profitable growth. Planned actions…
Trade Policy and TariffsImportance 49 · +1 more on this subject
On February 20, 2026, the U.S. Supreme Court held that the International Emergency Economic Powers Act (IEEPA) does not authorize presidential tariffs; the IEEPA tariffs that had affected Solventum were refunded in…
Revenue Performance and MixImportance 49 · +1 more on this subject
Third-quarter 2026 net sales were $1,949 million, down 7.0% from $2,096 million a year earlier; organic sales decreased 2.8%. Nine-month net sales were $6,165 million, down 2.6% from $6,327 million, while organic sales…
Liquidity and Cash PositionImportance 45
At September 30, 2026, Solventum held $451 million in cash and cash equivalents, down $427 million, or 48.6%, from $878 million at December 31, 2025. Approximately $365 million of the September balance was held by…
Operating Expense TrendsImportance 44
SG&A rose to 41.7% of total net sales in the third quarter of 2026 from 37.2% a year earlier, and to 41.6% for the first nine months from 36.7%. The quarterly increase reflected higher costs from the Transform for the…
Gross Margin DriversImportance 43
Cost of product increased to 53.8% of sales of product in the third quarter of 2026 from 53.1% a year earlier, primarily because of freight, warehousing and other costs supporting the July U.S. ERP deployment. For the…
Liquidity and Debt PositionImportance 42
At September 30, 2026, long-term debt excluding current portions was $4.561 billion, down from $5.035 billion at December 31, 2025, a decrease of $474 million. Total debt, including other borrowings, was $5.068 billion…
Strategic Business SeparationImportance 40
On August 5, 2026, Solventum announced its intention to pursue a separation of its Health Information Systems business as part of portfolio optimization. The company is evaluating a range of separation pathways, with…
Litigation and Legal RiskImportance 40
Solventum has agreed to indemnify 3M for uninsured liabilities related to the Bair Hugger patient warming system, manage the litigation, and pay legal expenses. The proceedings include approximately 8,400 U.S.…
Geographic Revenue PerformanceImportance 36
For the first nine months of 2026, U.S. net sales were $3,605 million, or 58.5% of worldwide sales, and organic growth was 4.5%; International sales were $2,560 million, or 41.5%, with organic growth of 0.7%. In the…

8-K filings last 12 months

Guidance raised5 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
“Increases full-year adjusted EPS guidance to $7.20 to $7.30 EAGAN, Minn., November 5, 2026 – Solventum (NYSE: SOLV) today reported financial results for the third quarter ended September 30, 2026.”
Read from the attached exhibit: Operating Margin Drivers · Capital Return Program · Guidance and Outlook
Press release attached to an 8-K5 Aug 2026 · 8-K
Read from the attached exhibit: Acquisition / Partnership / Divestiture · Market Demand Trends · Products and Technology
Results (release not read)5 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
Read from the attached exhibit: Liquidity and Debt Position · Segment Revenue Performance · Capital Return Program
Other officer change20 Jul 2026 · 8-K Item 5.02 · Routine · rule score 15
“On July 16, 2026, the Board of Directors of Solventum Corporation (the “Company”) appointed Neil Zieselman to serve as Senior Vice President, Controller and Chief Accounting Officer of the Company, effective as of August 10, 2026.”
Executive pay change27 May 2026 · 8-K Item 5.02 · Routine · rule score 5
“On May 21, 2026, the Talent Committee (the “Committee”) of the Board of Directors of Solventum Corporation (the “Company”) adopted and approved the Solventum Executive Severance Plan and Summary Plan Description (the “Severance Plan”),…”
Results (release not read)5 May 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)24 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)26 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

10-Q · 2026Q2filed 5 Aug 2026
Operating Cash Flow Trends · Property Investment Increase · Market Demand Trends

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.