Core Insights - Solventum (SOLV) is set to release its second-quarter 2025 results on August 7, with previous earnings surpassing estimates by 12.61% and a trailing four-quarter average surprise of 11.48% [1][2] Financial Estimates - The Zacks Consensus Estimate for Solventum's revenues is $2.12 billion, while the earnings estimate is $1.45 per share [2] Segment Performance - The MedSurg segment achieved 6% organic growth in the last quarter, driven by strong contributions from Infection Prevention and Surgical Solutions, which rose 8.2%. Continued product adoption and improved execution are expected to support this segment, despite some anticipated moderation in growth due to earlier order timing [3] - The Dental Solutions segment experienced a modest 0.4% organic growth, reflecting a softer market. However, steady demand for core products and new launches are expected to stabilize performance in the upcoming quarter [4] - The Health Information Systems (HIS) segment posted nearly 4% organic growth, supported by strong customer retention in revenue cycle management software. Continued interest in AI-powered tools is expected to maintain steady growth [5] - The Purification and Filtration segment grew 2.2% organically, with solid demand in bioprocessing. This segment is anticipated to remain stable despite preparations for divestiture later this year [6] Strategic Developments - Investors are keen on updates regarding Solventum's three-phase transformation plan, which includes exiting over 30% of transition service agreements and executing a significant ERP deployment [7] - The company raised its full-year organic revenue growth guidance to 1.5% to 2.5%, reflecting stronger volume trends. Adjusted earnings per share are expected to remain between $5.45 and $5.65, despite anticipated tariff headwinds [10] Tariff Impact - Solventum expects an $80 to $100 million impact from tariffs in the second half of the year, which will pressure margins but not revenue. An update on the planned divestiture of the Purification and Filtration business is also anticipated [9]

Core Insights - Henry Schein Inc. reported mixed financial results for the first quarter, with adjusted EPS of $1.15, a 4.5% increase year over year, surpassing the consensus estimate of $1.11. However, sales of $3.17 billion fell short of the consensus of $3.23 billion [1] - The company affirmed its 2025 adjusted EPS guidance of $4.80-$4.94, slightly above the consensus of $4.86, and anticipates sales growth of approximately 2%-4% over 2024, projecting sales between $12.43 billion and $13.18 billion, compared to a consensus of $13 billion [2] - Henry Schein expects its 2025 adjusted EBITDA to grow in the mid-single digits compared to 2024, with guidance assuming stable foreign currency exchange rates and no new tariffs [3] Analyst Ratings - Barrington Research analyst Michael Petusky maintained an Outperform rating on Henry Schein but reduced the price target from $90 to $86 [8] - Wells Fargo analyst Vik Chopra also maintained an Equal-Weight rating while lowering the price target from $80 to $75 [8]