AI-extracted from the 10-Q filed 2026-10-20 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
3M's Q3 2026 net sales were $6,584M, up 1.0% YoY (0.2% organic), while GAAP EPS rose 70% to $2.63 on a $375M swing in Solventum valuation and lower litigation costs.
Biggest Revenue Drivers
Safety and Industrial$3,182M+9.1% YoY
Organic sales increased in electrical markets, fire safety, industrial adhesives and tapes, personal safety, automotive aftermarket, abrasives and industrial specialties, partially offset by roofing granules.
Transportation and Electronics$1,999M+0.4% YoY
Organic growth driven by semiconductor, aerospace, data center, advanced materials, and commercial branding, partially offset by weakness in consumer electronics and auto.
Biggest Revenue Drivers
Total revenue: $6.58B+1.0% YoY
Safety and Industrial$3,182M+9.1% YoY
Organic sales increased in electrical markets, fire safety, industrial adhesives and tapes, personal safety, automotive aftermarket, abrasives and industrial specialties, partially offset by roofing granules.
Transportation and Electronics$1,999M+0.4% YoY
Organic growth driven by semiconductor, aerospace, data center, advanced materials, and commercial branding, partially offset by weakness in consumer electronics and auto.
Consumer$1,307M-0.4% YoY
Organic sales decreased in packaging and expression and home improvement; lower U.S. retailer inventory levels more than offset positive POS and share gains.
Corporate$96M-68% YoY
Corporate sales declined from $296M in the prior-year quarter, which included the manufactured PFAS products special item impact.
Largest Expense Items
Cost of sales$3,801M+0.3% YoY
Cost of sales fell to 57.7% of sales from 58.2%, driven by procurement savings, manufacturing and logistics productivity, and pricing actions, partially offset by PFAS exit-related costs and material inflation.
Research, development and related expenses$304M+2.4% YoY
Continued investment in application development, product and manufacturing support, and disruptive innovation.
Margins: GAAP operating margin rose to 23.7% from 22.2%, and adjusted operating margin to 26.2%, reflecting growth and productivity benefits partially offset by tariffs, growth investments, and cost dis-synergies from the PFAS exit and Solventum spin-off.
Watch Items from the Filing
Total PFAS-related other environmental liabilities were $7.5B at September 30, 2026, with the company unable to estimate losses beyond amounts accrued.
As of October 1, 2026, approximately 15,250 AFFF-related cases were pending in the AFFF MDL, with personal injury claims subject to ongoing court-ordered settlement discussions.
The Madison Fire & Rescue acquisition ($1.9B) was funded partly by a $1.3B noncontrolling interest contribution from Bain Capital, with a $340M venture-related net put derivative liability recorded.
Solventum ownership stake of approximately 15% carried at $2.3B fair value; a $281M pre-tax gain on its change in value was recorded in other income in the quarter.
Cash, cash equivalents and marketable securities fell to $5.2B from $5.9B at year-end, while total debt increased with the €1.5B notes issuance and $1.43B term loan draw.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Bauer Wendy AGroup PresidentShares withheld for tax or exercise price · Jul 1, 2026
Congress trading in MMM
51 transactions in MMM reported by 20 members of Congress under the STOCK Act, most recent trade Mar 31, 2026. Reported transactions, not recommendations.
About 3M CO (MMM): stock profile, AI score and financials
3M CO (MMM) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores MMM at 61.0/100 on a composite quality score built from its SEC filings, placing it at rank #822 of 2,925 stocks — the top half of the AI-ranked universe. MMM scores in the top quartile across revenue scale (93.8), balance sheet strength (83.8). Areas of concern include revenue growth (29.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), 3M CO reports quarterly revenue of $6.6B, net income of $1.4B, an operating margin of 23.7%. MMM trades on the NYSE exchange and files with the SEC under CIK 66740. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MMM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for 3M CO directly from SEC EDGAR.