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Mar 31

3M Q1 2025 Earnings Report

3M reported solid Q1 results with strong margin performance and double-digit EPS growth despite slightly lower sales.

Key Takeaways

3M delivered a strong Q1 2025 performance with GAAP EPS of $2.04 and adjusted EPS of $1.88, driven by organic sales growth and improved margins. While total revenue slightly declined year-over-year, adjusted operating margin and EPS posted notable gains.

GAAP sales were $6.0 billion, down 1.0% YoY.

Adjusted EPS rose to $1.88, a 10% YoY increase.

Organic sales grew by 1.5% on an adjusted basis.

Adjusted operating margin improved to 23.5%.

Total Revenue
$6B
Previous year: $8B
-25.0%
EPS
$1.88
Previous year: $2.39
-21.3%
Organic Revenue Growth
1.5%
0
Adjusted Operating Margin
23.5%
Gross Profit
$2.48B
Previous year: $3.67B
-32.6%
Cash and Equivalents
$7.02B
Previous year: $10.9B
-35.6%
Free Cash Flow
$500M
Previous year: $833M
-40.0%
Total Assets
$40B
Previous year: $55.2B
-27.7%

3M

3M

Forward Guidance

3M expects full-year 2025 adjusted EPS between $7.60 and $7.90, with potential downside from tariff-related costs.

Positive Outlook

  • EPS guidance range of $7.60 to $7.90
  • Focus on performance improvement and strategic priorities
  • Continued investment in global and U.S. operations
  • Strong Q1 margin performance as foundation
  • Positive outlook for organic growth

Challenges Ahead

  • Tariff sensitivity of $(0.20) to $(0.40) per share
  • Ongoing litigation and regulatory exposure related to PFAS
  • Challenges from global economic and geopolitical factors
  • Foreign exchange headwinds impacting sales
  • Potential risks from restructuring and spin-off activities