MMM 3M CO

BULLISH Impact: 7/10 8-K
Horizon weeks Filed Apr 21, 2026 Processed 1mo ago SEC 0000066740-26-000171
8-K Item 2.02: Earnings release
Latest settled — T+20d
MMM ▲ +2.79% at T+20d
LONG call ✓ call won +2.79% · α vs SPY -2.13% · entry $148.40 → $152.53
Next anchor: T+60d in 5w
Currently $158.32 · +6.69% from $148.40 entry
Entry anchored
Apr 20, 03:59 PM ET
via Databento tick
T+1d
-1.86%
call -1.86% · α -2.88%
$145.64
settled 7w ago
T+5d
-1.71%
call -1.71% · α -2.80%
$145.86
settled 7w ago
T+20d
+2.79%
call +2.79% · α -2.13%
$152.53
settled 25d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

3M reported Q1 2026 adjusted EPS of $2.14, up 14% YoY and beating consensus by 6.1%, on strong margin expansion and stable sales. The company reiterated full-year 2026 guidance, signaling confidence in its transformation strategy despite a volatile environment.

Key Financial Metrics

Free Cash Flow
$541.0M

Actionable Insight

The strong adjusted EPS beat and reaffirmed guidance suggest 3M's transformation is gaining traction; monitor upcoming quarters for sustained margin improvement and organic sales recovery.

Key Facts

  • Adjusted EPS of $2.14, up 14% YoY and beat consensus of $2.02 by 6.1%
  • GAAP EPS of $1.23, down 40% YoY due to special items including a $0.67 gain on Solventum ownership
  • Sales of $6.0B, up 1.3% YoY with organic sales down 1.4%; adjusted sales up 3.9% YoY
  • Adjusted operating margin of 23.8%, up 30 bps YoY
  • Reiterated full-year 2026 guidance: adjusted EPS $8.50-$8.70, sales growth of 4%, margin expansion of 70-80 bps

Financial Impact

Adjusted EPS beat consensus by $0.12, driven by margin expansion and lower litigation costs

epsrevenueoperating_marginfree_cash_flow

Risk Factors

  • GAAP EPS decline due to special items could pressure sentiment
  • Organic sales declined 1.4% YoY, indicating underlying demand weakness

Market Snapshot

Exchange
NYSE
Sector
Surgical & Medical Instruments & Apparatus

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000066740-26-000171
Document: mmm-20260421.htm0000066740-26-000171
Document: 0000066740-26-000171-index-headers.html0000066740-26-000171
Document: 0000066740-26-000171-index.html0000066740-26-000171
Document: 0000066740-26-000171.txt0000066740-26-000171
8-K Data (Synthetic)0000066740-26-000171
5 reports for MMM
Performance horizon
Filters
Rows
Reports for MMM — sortable, filterable
Type Now
Jun 8, 2026
4d ago
8-K
NEUTRAL ★ 2/10
$155.43 awaiting T+20awaiting T+20$158.32 (+1.86%)
May 6, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$146.51 $151.65▲ +3.51%▲ +0.73%$158.32 (+8.06%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 7/10
$148.40 $152.53▲ +2.79%▼ −2.13%$158.32 (+6.69%)
Mar 27, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$142.91 $145.66▲ +1.92%▼ −10.82%$158.32 (+10.79%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$143.94 $145.98▲ +1.42%▼ −9.25%$158.32 (+9.99%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (49h 17m)

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