Solventum releases transcript of Q2 2026 earnings webcast
SOLV•Q2 results and earnings call attendees
Transcript covers Solventum’s Q2 FY 2026 earnings call attended by CEO Bryan Hanson, CFO Wayde McMillan, and IR head Amy Wakeham.
Q2 sales were $2.2 billion; organic growth was 9.5%, including about $125 million of ERP-related advanced orders expected to mostly reverse in Q3.
EPS was $2.55, including $0.34 from advanced orders, $0.48 from a $100 million one-time tariff refund; free cash flow was $144 million.
Health Information Systems separation plans
Management moved to separate Health Information Systems, citing limited synergies, an easier carve-out, inbound interest, and potential value unlock via sale or spin.
2026 guidance raised
Raised 2026 EPS guide to $7.1-$7.2; organic sales growth guide to 2.5%-3%, excluding a 100-basis-point SKU exit impact.
