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    Jenny Rabinowitz • Goldman Sachs Group Inc.

    Jenny Rabinowitz's questions to Solventum Corp (SOLV) leadership

    Jenny Rabinowitz's questions to Solventum Corp (SOLV) leadership • Q2 2025

    Question

    Jenny Rabinowitz, on for David Roman, asked for the rationale behind raising organic sales and EPS guidance while maintaining the full-year free cash flow guidance.

    Answer

    CFO Wayde McMillan explained that while sales and earnings performance has been strong, free cash flow had a slower start to the year due to the timing of certain payments. The company is therefore maintaining the guidance as it has work to do in the second half to achieve the existing range, with improvements expected from working capital and lower deferred cash payments.

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    Jenny Rabinowitz's questions to Stryker Corp (SYK) leadership

    Jenny Rabinowitz's questions to Stryker Corp (SYK) leadership • Q2 2025

    Question

    Jenny Rabinowitz of Goldman Sachs asked about Stryker's strategy for international expansion, balancing organic versus inorganic investment, and for reflections on the SURF acquisition's impact on the European orthopedics business.

    Answer

    Chair & CEO Kevin Lobo stated the SURF acquisition has been very successful, boosting international hip performance, and that its products will soon launch in the US. He emphasized the biggest international opportunity is penetrating existing markets with Stryker's portfolio, including recent US acquisitions like Inari. He noted that growth has been hampered by slow EU MDR approvals for key products like Pangaea and Insignia, but expects international growth to re-accelerate in the second half of the year.

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