3M Q3 Earnings Call Highlights

3M Co reported Q3 2026 revenue of $6.58B, up 1% YoY, and diluted EPS of $2.63, up 69.7% YoY. Net income rose 67.7% to $1.41B. Growth was driven by industrial, safety, and semiconductor sectors, while consumer electronics and automotive lagged. The company completed a PFAS manufacturing exit and acquired Madison Fire & Rescue.

3M reported Q3 sales and earnings growth, with Safety and Industrial segments leading. Adjusted EPS increased 12%. The company cited PFAS liabilities, litigation, tariffs, and demand uncertainty as risks, and expects capital spending of ~$1.0B for FY26.

3M (MMM) reported Q3 2026 earnings with EPS of $2.50, beating estimates, and revenue of $6.60B, slightly missing expectations. The company raised its adjusted EPS guidance to $9.10–$9.15. Shares rose 5.33% to $170.64. Management highlighted pricing strategies, margin improvements, and organic growth. Challenges include revenue shortfall, consumer demand weakness, and PFAS litigation risks.

3M (NYSE:MMM) stock rose 5.1% after expanding its data center business with Amazon and raising 2026 EPS guidance to $9.10-$9.15, up from prior forecasts. The deal includes a warrant for Amazon to buy up to 3.2M shares. 3M's EPS grew 12% YoY, driven by thermal management, fiber optic, and display technologies.

3M (MMM) stock rose 6% to $171.91 after reporting better-than-expected earnings and an expanded deal with Amazon (AMZN). The company raised its full-year adjusted earnings outlook and secured a seven-year warrant deal with Amazon, potentially involving up to 3.16 million shares. Coherent (COHR) and Corning (GLW) stocks showed smaller price changes. 3M's revenue was in line with expectations at $6.6 billion, with adjusted organic sales growth of 3.3%.

3M reported Q3 2026 sales of $6.6B, organic growth of 3.3%, and EPS of $2.50, beating estimates. Operating margin expanded to 26.2%. Guidance raised: organic growth above 3.5%, EPS $9.10-$9.15, and free cash flow of $4.8B. Shares rose 4.14%.