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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Solventum
Solventum (SOLV) investor relations material
Solventum Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved strong momentum in the first full year as a standalone public company, delivering solid financial and operational results in Q4 FY25 and making significant progress on transformation and separation initiatives.
Prioritized five growth drivers, completed the sale of the Purification & Filtration (P&F) business, and acquired Acera Surgical, expanding into regenerative and synthetic tissue markets.
Revamped innovation process, restructured global sales, and launched the 'Transform for the Future' program targeting $500 million in cost savings through 2029-2030.
Announced a $1 billion share repurchase program, initiated in January 2026.
Well-positioned for growth and margin expansion, maintaining confidence in long-range plans.
Financial highlights
Q4 FY25 sales were $2 billion, up 3.5% organically but down 3.7% reported year-over-year due to the P&F divestiture.
Full-year 2025 sales reached $8.33B, up 0.9% reported and 3.3% organically; Q4 adjusted EPS was $1.57, full-year adjusted EPS was $6.11.
Q4 gross margin was 53.5% (adjusted), with operating margin at 19.9% (adjusted); full-year adjusted operating margin was 20.5%.
Ended Q4 with $900 million in cash and equivalents, net debt of $4.2 billion, and funded the $725 million Acera acquisition.
Free cash flow for FY25 was -$10 million, below expectations due to higher Q4 costs; normalized free cash flow would have been ~$1 billion excluding separation and divestiture costs.
Outlook and guidance
2026 organic sales growth guidance of 2%-3%, or 3%-4% excluding a 100 basis point SKU exit impact.
Adjusted EPS guidance for 2026 is $6.40-$6.60; free cash flow expected at ~$200 million, or ~$1 billion excluding separation and divestiture costs.
Operating margin expected to expand to 21%-21.5% in 2026, driven by sales leverage and cost savings programs.
Capital expenditures projected at $400 million-$450 million, effective tax rate of 19.5%-20.5%, and non-operating expenses of $300 million.
Tariff impact estimated at $100 million-$120 million pre-tax, with half as incremental headwind in 1H 2026.
Detail 2026 organic sales growth excluding SKU exit
Explain 2025's significant free cash flow decline
What drove Q4 2025 MedSurg organic sales growth?
AI's differential capability for autonomous coding?
Key drivers of 2026 operating margin expansion?
Post-2026 3M separation and 2027 cost headwinds?
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Next Solventum earnings date
Q1 20267 May, 2026
Solventum
Next Solventum earnings date
Q1 20267 May, 2026
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Frequently asked questions
Solventum Corporation is a healthcare company that was spun off from 3M. The company specializes in the development, manufacture, and commercialization of a wide range of healthcare solutions. Solventum operates through four main business segments: Medsurg, Dental Solutions, Health Information Systems, and Purification and Filtration. These divisions offer products and services ranging from advanced wound care, dental products, software for healthcare systems, to purification technologies. The company was officially incorporated in 2023 and began operating independently on April 1, 2024. The company is headquartered in Saint Paul, Minnesota, and its shares are listed on the New York Stock Exchange.
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