P&F Industries, Inc. Price & Performance (PFIN)

Solventum reported first-quarter 2025 net sales of $2.1 billion, a 2.6% increase year-over-year, with organic growth at 4.3%. The company raised its full-year organic sales growth outlook to 1.5%-2.5%, citing resilient demand and operational improvements. Adjusted EPS guidance remains at $5.45-$5.65 despite anticipated tariff headwinds later in the year.123

Thermo Fisher Scientific has agreed to buy Solventum’s Purification & Filtration business for $4.1 billion in cash, with the deal expected to close by year-end, pending regulatory approval. Solventum plans to use the $3.4 billion net proceeds mainly to reduce debt, sharpening its strategic focus and strengthening its balance sheet.43

Solventum’s Q1 adjusted operating margin reached 19.7%, surpassing internal forecasts. However, management warns of margin pressure in the second half of 2025 due to tariffs and separation-related costs. The company remains optimistic, with savings from restructuring on track and continued investment in innovation and talent development.23