For the quarter ended December 2025, Solventum (SOLV) reported revenue of $2 billion, down 3.7% over the same period last year. EPS came in at $1.57, compared to $1.41 in the year-ago quarter.
The reported revenue represents a surprise of +1.57% over the Zacks Consensus Estimate of $1.97 billion. With the consensus EPS estimate being $1.50, the EPS surprise was +4.67%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Solventum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- MedSurg: $1.24 billion compared to the $1.21 billion average estimate based on four analysts. The reported number represents a change of +5.2% year over year.
- Net Sales- Health Information Systems: $348 million compared to the $350.75 million average estimate based on four analysts. The reported number represents a change of +3.6% year over year.
- Net Sales- Dental Solutions: $343 million versus $327.99 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change.
- Operating Income- MedSurg: $191 million versus the two-analyst average estimate of $212.55 million.
- Operating Income- Health Information Systems: $133 million compared to the $121.94 million average estimate based on two analysts.
- Operating Income- Dental Solutions: $84 million compared to the $78.05 million average estimate based on two analysts.
View all Key Company Metrics for Solventum here>>>
Shares of Solventum have returned -2% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Solventum Corporation (SOLV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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