Solventum

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus on both top and bottom lines, with revenue of $2,209M exceeding the $2,156M estimate and adjusted EPS of $2.55 far outperforming the $1.91 expectation. Organic sales growth of 9.5% was particularly strong, driven by volume and advance ERP-related orders. Management significantly raised FY26 guidance for organic sales, adjusted EPS, and free cash flow, while announcing a strategic intent to separate the Health Information Systems (HIS) segment to focus on the core MedTech portfolio.