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SOLVSolventum CorporationSell5.2·$91.69-0.81%

Solventum (SOLV) Q2 2026 earnings — TrendMatrix coverage

BEAT+33.8% vs estimateEPS $2.55 vs $1.91 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$2.55
Estimate
$1.91
Surprise
+33.8%
Revenue (period 2026-06-30)
$2.21B
Score at report (before → after)
5.15.2/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Solventum (SOLV) beat the $1.91 estimate with diluted EPS of $2.55 — a large 33.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.1/10) to Hold at 5.2/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates SOLV Sell at 5.2/10.

4 of the last 4 quarters beat the estimate; this quarter's +33.8% surprise compares with a +13.2% four-quarter average. Next scheduled report: 2026-11-05.

What supports the rating

  • Sector modifier (Healthcare): +0.5
  • Strong earnings beat streak (4/4)

What argues against it

  • Concentration risk — Product: MedSurg segment (57.9%)
  • Analyst target reached - limited upside remaining
  • Near 52-week high (2.6% away)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$91.69
Price target
$105.44
Stop
$87.69
Upside to target
+15.0%

At 11.2× trailing and 12.8× forward earnings, consensus estimates imply little change in earnings power.

Risk check: RSI 80 — a level conventionally read as overbought; gains at these levels often lean on momentum.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Healthcare context

SOLV at TrendMatrix's latest read

Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.

Industry
Medical Instruments & Supplies
Market cap
$15.74B
P/E (fwd)
12.8
P/E (ttm)
11.2
52-week range
$62.38$94.16
Off 52-week high
2.6%
RSI (14)
80
Volume vs avg
0.58×
Score today
5.2/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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