3M Q4 Earnings Call Highlights

2 weeks ago 10

MarketBeat

Tue, January 20, 2026 astatine 10:17 AM CST 8 min read

3M logo

3M logo
  • Solid 2025 financials: 3M reported Q4 integrated maturation of 2.2% and full-year integrated maturation of 2.1%, with adjusted operating borderline of 23.4% (up 200 bps), adjusted EPS of $8.06 (up 10%), escaped currency travel conversion somewhat supra 100%, and $4.8 cardinal returned to shareholders successful 2025.

  • 2026 guidance: Management expects ~3% integrated income growth, 70–80 bps of borderline expansion, EPS of $8.50–$8.70, escaped currency travel conversion >100%, and astir $2.5 cardinal successful gross stock repurchases portion monitoring consumer, auto, and electronics trends.

  • Operational and portfolio momentum with mixed end-market strength: 3M is ramping innovation (284 merchandise launches successful 2025, targeting 350 successful 2026) and improving metrics (OTIF >90%, OEE ~63%), with outperformance successful concern and electronics but softness successful user and roofing granules.

  • Interested successful 3M Company? Here are 5 stocks we similar better.

  • Where 3M’s Q3 Report Says the Stock Price Is Heading

3M (NYSE:MMM) executives said the institution finished 2025 with what absorption described arsenic “solid results” successful the 4th quarter, highlighted by integrated maturation of 2.2%, an operating borderline of 21.1%, net per stock of $1.83, and escaped currency travel conversion of much than 130%.

Chairman and CEO Bill Brown said the 4th capped “a beardown year” successful which integrated income maturation exceeded 2%, improving from 1.2% integrated maturation successful 2024 and antagonistic maturation successful 2023. Brown attributed the show to a commercialized excellence effort and an accent connected innovation, alongside operational improvements that helium said are becoming embedded crossed the enterprise.

→ The Cloud Computing ETF Every Growth Investor Should Consider

  • Cyclical Rebound oregon False Start for These 3 Stocks?

CFO Anurag Maheshwari said 3M’s fourth-quarter adjusted operating borderline roseate 140 ground points to 21.1%, portion operating nett accrued by $125 million. He said the 4th benefited from $275 cardinal tied to measurement growth, broad-based productivity, and little restructuring costs, partially offset by astir $50 cardinal of maturation investments and astir $100 cardinal of headwinds from gross tariff impacts and stranded costs.

Maheshwari besides noted a $55 cardinal complaint successful the 4th related to translation investments to redesign manufacturing, distribution, and concern process services and locations, which helium said would beryllium excluded from adjusted results.

→ Can't Choose Between Silver and Gold? These ETFs Hold Both

  • 3 Safe Buy-and-Hold Dividend Stocks With Strong Balance Sheets


Read Entire Article