3M

MMM Q1 2025 Earnings

Reported Apr 22, 2025 at 6:36 AM ET · SEC Source

Q1 25 EPS

$1.88

BEAT +6.42%

Est. $1.77

Q1 25 Revenue

$5.95B

BEAT +3.92%

Est. $5.73B

vs S&P Since Q1 25

-29.5%

TRAILING MARKET

MMM +7.2% vs S&P +36.7%

Market Reaction

Did MMM Beat Earnings? Q1 2025 Results

3M opened 2025 with a quarter that exceeded Wall Street's expectations on both the top and bottom lines, as the industrial conglomerate posted adjusted earnings per share of $1.88, beating the consensus estimate of $1.77 by 6.42%, while revenue of $5… Read more 3M opened 2025 with a quarter that exceeded Wall Street's expectations on both the top and bottom lines, as the industrial conglomerate posted adjusted earnings per share of $1.88, beating the consensus estimate of $1.77 by 6.42%, while revenue of $5.95 billion came in 3.92% above forecasts. The stronger-than-expected profitability was driven primarily by a 220 basis point expansion in adjusted operating margins to 23.5%, reflecting CEO William Brown's ongoing push to instill a leaner performance culture across the organization. GAAP revenue slipped 1.0% year over year, pressured by a 1.7% foreign currency headwind and the deliberate wind-down of PFAS product sales, though adjusted organic growth told a more constructive story. Safety and Industrial was the standout segment, delivering 2.5% organic growth, while China posted adjusted organic growth of 5.2%. Looking ahead, 3M maintained its full-year adjusted EPS guidance of $7.60 to $7.90 but flagged a tariff sensitivity of $0.20 to $0.40 per share, reflecting uncertainty tied to the evolving U.S.-China trade environment.

Key Takeaways

  • Adjusted operating margin expansion of 220 basis points year-over-year to 23.5%
  • Adjusted organic sales growth of 1.5% driven by Safety and Industrial segment
  • Safety and Industrial organic growth of 2.5%, led by Electrical Markets and Industrial Adhesives and Tapes
  • Adjusted Asia Pacific organic sales growth of 3.1%, with China at 5.2%
  • $343 million gain from increase in Solventum ownership value boosted GAAP EPS
  • $1.7 billion returned to shareholders through dividends and share repurchases
24/7 Wall St

MMM YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

MMM Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“We had strong results in the first quarter with positive organic sales growth, margins ahead of expectations and double-digit EPS growth.”

— William Brown, Q1 2025 Earnings Press Release