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Revenue by Type
Breaks down sales into product, service, licensing, and recurring revenue streams so investors can see which parts of Solventum drive growth, cash flow stability, and margins. A shift toward higher-margin or recurring revenue improves predictability; reliance on one-time or cyclical sales raises volatility risk.Product revenue is the volatile element—a visible ERP timing boost in mid‑year reversed later in the year and product declined into year‑end, consistent with management’s ERP phasing and SKU rationalization headwinds; that makes near‑term organic growth lumpy. By contrast, Software & Rentals is quietly compounding, driven by HIS/RCM momentum and recurring, higher‑margin offerings (autonomous coding), which should underpin margin expansion and cash generation. Watch ERP/Q3 phasing and completion of SKU cuts as the key catalysts for normalization and to validate the shift toward more predictable software revenue.
Date | Product | Software & Rentals |
|---|---|---|
Jun 30, 2026 | $1.70B | $511.00M |
Mar 31, 2026 | $1.51B | $493.00M |
Dec 31, 2025 | $1.49B | $508.00M |
Sep 30, 2025 | $1.59B | $502.00M |
Jun 30, 2025 | $1.67B | $493.00M |
Mar 31, 2025 | $1.60B | $473.00M |
Dec 31, 2024 | $1.58B | $493.00M |
Sep 30, 2024 | $1.61B | $474.00M |
Jun 30, 2024 | $1.60B | $476.00M |
Mar 31, 2024 | $1.55B | $463.00M |