Feed - Buzzberg

09:00
Jul 21 ◎

MMM FY2026 Q2 Watch

3M Company (MMM) FY2026 Q2 Earnings Call

MMM MSFT SOLV ▾

Bill Brown

Management raised full-year guidance across all key metrics, citing strong commercial execution, innovation momentum, and productivity improvements, and expressed confidence in sustained above-market growth.

"We're raising our guidance for the year for sales, EPS, and free cash flow."

MMM WATCH

Bill Brown

3M is supplying EBO connectors to Microsoft for data centers, indicating adoption of 3M's technology by a major hyperscaler, which could scale with broader ecosystem adoption.

"We entered a strategic partnership with Microsoft who will become the first hyperscaler to deploy our patented expanded beam optics or EBO technology in Azure data centers."

MSFT WATCH

Anurag Maheshwari

3M's reported results include a gain from changes in the value of its remaining stake in Solventum, but no operational information about Solventum itself.

"This included the impact of costs from ongoing transformation actions, exit of certain PFAS manufacturing assets, and gain from change in value of our solventum ownership."

SOLV WATCH

HIGH

09:00
Apr 21 ◎

MMM FY2026 Q1 Watch

3M Company (MMM) FY2026 Q1 Earnings Call

MMM ▾

Anurag Maheshwari

Despite macro uncertainties, management reaffirmed full-year guidance and highlighted accelerating order momentum and backlog growth, signaling confidence in a stronger second half.

"We are reiterating our guidance for the year. Organic sales growth of approximately 3%, earnings per share ranging from $8.50 to $8.70, and free cash flow conversion of greater than 100%."

MMM WATCH

HIGH

09:00
Jan 20 ◎

MMM FY2025 Q4 Watch

3M Company (MMM) FY2025 Q4 Earnings Call

MMM SOLV ▾

Bill Brown

3M's guidance for 2026 of ~3% organic growth and high single-digit EPS growth, with margin expansion and strong cash flow, reflects confidence in self-help initiatives (commercial excellence, new products) outweighing a muted macro. The tone is positive and forward-looking.

"These results kept a strong year with organic sales growth exceeding 2%, outperforming the macro environment and accelerating from 1.2% organic growth in 2024 and negative growth in 2023."

MMM WATCH

Anurag

Winding down transition services agreements with Solventum will reduce 3M's corporate income by $50-75 million in 2026, indicating a decreasing dependency but also a potential headwind for 3M's other income.

"Corporate and other income will be lower by $50 to $75 million, or 20 to 30 basis points, largely from wind-down of transition services agreements related to Solventum."

SOLV WATCH

HIGH

08:00
Oct 21 ◎

MMM FY2025 Q3 Watch

3M Company (MMM) FY2025 Q3 Earnings Call

Feed — Buzzberg