1Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss

Solventum (SOLV) is rated Very Unattractive due to negative economic earnings, low ROIC (5%), and an expensive valuation. Street Earnings and significantly overstate SOLV's true profitability; Core Earnings provide a more accurate measure. Solventum's 1Q26 Street EPS estimate is overstated by $0.78/share (58%), with Core EPS at $0.57 versus Street EPS at $1.35.