Sign in

You're signed outSign in or to get full access.

Leah Keiser

Research Analyst at Wells Fargo

Leah Keiser's questions to Solventum (SOLV) leadership

Question · Q4 2025

Leah Keiser asked about Solventum's 2026 ERP implementations, specifically if pull-forward buying, similar to the European one in 2025, should be considered. She also inquired about the pricing outlook for 2026, both for the overall company and across segments, given the ±1% range in Q4 2025.

Answer

CFO Wayde McMillan confirmed several ERP waves planned for 2026, aiming for completion by year-end, but stated no pull-forward buying is currently planned or predicted. He reiterated that pricing is expected to remain in the normalized range of ±1% for 2026, with sustainable volume growth being the primary driver of the business.

Ask follow-up questions

Fintool

Fintool can predict Solventum logo SOLV's earnings beat/miss a week before the call