Solventum第三季销售额19.49亿美元降7.0%：调整后每股收益1.45美元，全年调整后每股收益指引上调至7.20至7.30美元
美国明尼苏达州伊根市消息—医疗健康企业 Solventum（纽交所：SOLV）11月5日公布截至2026年9月30日的第三季度业绩。按公司官方业绩稿正文，该季净销售额为19.49亿美元，按报告口径同比下降7.0%，按有机口径下降2.8%；业绩稿称，有机降幅中包含约630个基点的影响，源于第二季度在企业资源规划（ERP）系统切换前提前下单的1.25亿美元订单在本季回落。
盈利方面，该季净亏损为1200万美元，去年同期为净利12.66亿美元；美国通用会计准则稀释每股收益为负0.07美元，去年同期为7.22美元，业绩稿称上年同期包含出售纯化与过滤业务的收益。调整后稀释每股收益为1.45美元，同比下降3.6%。经营现金流为1.77亿美元，自由现金流为9700万美元；调整后营业利润率为19.9%，去年同期为20.6%。
分部销售额方面，医疗外科（MedSurg）分部为12.11亿美元，其中高级伤口护理为5.28亿美元、感染预防与外科解决方案为6.83亿美元；牙科解决方案为3.17亿美元，报告口径下降6.7%、有机下降7.4%；健康信息系统为3.56亿美元，报告口径增长3.3%、有机增长4.4%。业绩稿还披露，美国食品药品监督管理局已给予 Restrata 与 V.A.C. Therapy 联合使用的510(k)许可。
指引方面，公司把全年有机销售增长预期定为向2.5%至3.0%区间的上端靠拢，把全年调整后每股收益指引由7.10至7.20美元上调至7.20至7.30美元，并确认全年自由现金流指引为2亿至3亿美元。公司称，其 ERP 系统切换已经完成，已退出约九成的 3M 过渡服务协议，与 3M 的分拆已完成九成以上。首席执行官 Bryan Hanson 在业绩稿中表示，第三季度业绩好于公司预期，各分部均有贡献。
Solventum Third-Quarter Sales Fall 7.0% to $1.949 Billion; Adjusted EPS of $1.45 as Full-Year Adjusted EPS Guidance Is Raised to $7.20–$7.30
EAGAN, Minnesota — Solventum (NYSE: SOLV) reported on November 5 its financial results for the third quarter ended September 30, 2026. According to the company's official earnings release, net sales were $1,949 million, down 7.0% on a reported basis and down 2.8% on an organic basis; the release said the organic decline reflects the expected 630 basis point impact of the reversal of $125 million in second-quarter advance orders placed ahead of the planned ERP system cutover during the quarter.
The company reported a net loss of $12 million, compared with net income of $1,266 million a year earlier, and GAAP diluted earnings per share of $(0.07), compared with $7.22 a year earlier, a period the release said included the gain on sale of the purification and filtration business. Adjusted diluted earnings per share were $1.45, down 3.6%. Operating cash flow was $177 million and free cash flow was $97 million. Adjusted operating income margin was 19.9%, compared with 20.6% a year earlier.
By segment, MedSurg sales were $1,211 million, comprising Advanced Wound Care of $528 million and Infection Prevention and Surgical Solutions of $683 million; Dental Solutions sales were $317 million, down 6.7% on a reported basis and 7.4% organically; and Health Information Systems sales were $356 million, up 3.3% on a reported basis and 4.4% organically. The release also disclosed FDA 510(k) clearance for the combined use of Restrata and V.A.C. Therapy.
For the full year, the company expects organic sales growth toward the high end of the +2.5% to +3.0% range, raised its adjusted EPS guidance to $7.20 to $7.30 from $7.10 to $7.20, and affirmed free cash flow guidance of $200 million to $300 million. Solventum said its ERP system cutovers are complete, it has exited approximately 90% of 3M transition service agreements, and its separation from 3M is more than 90% complete. Chief Executive Officer Bryan Hanson said in the release that third-quarter results were ahead of the company's expectations, with every segment contributing.
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来源：Solventum
发布：GSM·美国（发布链接）
图片来源：医院病房内的医疗设备（示意）。（图／Wikimedia Commons，CC BY-SA 4.0）| Medical equipment in a hospital ward (illustrative). (Photo: Wikimedia Commons, CC BY-SA 4.0)
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