SO

Solventum Corporation stock research

Sep 30, 2025

FY2025 Q3

Solventum (SOLV) Gross Margin — Quarter Ended Sep 30, 2025

Revenue was lower than the preceding quarter but unchanged from the same quarter last year. Gross profit decreased compared to both periods, while cost of revenue decreased from the prior quarter but increased year over year, resulting in a gross margin that weakened slightly from the prior quarter and more notably from the prior year.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

Revenue was lower than the preceding quarter but unchanged from the same quarter last year. Gross profit decreased compared to both periods, while cost of revenue decreased from the prior quarter but increased year over year, resulting in a gross margin that weakened slightly from the prior quarter and more notably from the prior year.

  • The most notable change was the increase in cost of revenue relative to revenue compared to the prior year quarter, which compressed gross margin.
  • Compared to the preceding quarter, revenue and gross profit were lower, cost of revenue was lower, and gross margin was slightly lower. Compared to the same quarter one year earlier, revenue was stable, gross profit was lower, cost of revenue was higher, and gross margin was lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

54.2%

Gross profit

$1.1B

Revenue

$2.1B

Cost of revenue

$961.0M

Quarter-over-quarter change

-0.2 pts

Year-over-year change

-1.8 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2024$2.1B$1.1B$956.0M53.9%
Mar 31, 2025$2.1B$1.1B$956.0M53.8%
Jun 30, 2025$2.2B$1.2B$986.0M54.4%
Sep 30, 2025$2.1B$1.1B$961.0M54.2%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2025

-0.2 pts

Year-over-year change

Sep 30, 2024

-1.8 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most notable change was the increase in cost of revenue relative to revenue compared to the prior year quarter, which compressed gross margin.

Compared to the preceding quarter, revenue and gross profit were lower, cost of revenue was lower, and gross margin was slightly lower. Compared to the same quarter one year earlier, revenue was stable, gross profit was lower, cost of revenue was higher, and gross margin was lower.

Monitor the trend in cost of revenue as a proportion of revenue, which has increased relative to both comparison periods.