3M Company (MMM) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and 3M published the results on October 20, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. 3M reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• From Q3 2026, 3M's adjusted figures treat amortization of acquired intangible assets as a special item, for all periods shown. On that basis Q3 2025 adjusted EPS is $2.23; 3M first reported it as $2.19.
• Corporate sales include manufactured PFAS products, which 3M exited by the end of 2025 ($199 million of Q3 2025 sales). 3M's adjusted sales exclude them.
• In July 2026 3M and Bain Capital bought Madison Fire & Rescue for $1.9 billion through a venture 3M controls with 50.1% of the voting interest. Madison and 3M's breathing apparatus business now form the Fire Safety and Rescue division in Safety and Industrial.

Source: 3M Q3 2026 results, October 20, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How 3M splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• 3M's Safety and Industrial revenue was $3.2 billion in Q3 2026, up 9% from $2.9 billion in Q3 2025, 48% of total revenue.
• 3M's Transportation and Electronics revenue was $2.0 billion in Q3 2026, flat on $2.0 billion in Q3 2025, 30% of total revenue.
• 3M's Consumer revenue was $1.3 billion in Q3 2026, flat on $1.3 billion in Q3 2025, 20% of total revenue.
• 3M's Corporate revenue was $96.0 million in Q3 2026, down 68% from $296 million in Q3 2025, 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

3M guides for the full year, not the next quarter, and only on an adjusted basis. It also expects adjusted total sales growth above 4.5 percent, adjusted organic sales growth above 3.5 percent, adjusted operating cash flow of about $5.9 billion and adjusted free cash flow of about $4.8 billion.

In its Q3 2026 release, 3M said:

“3M provided an update to the full-year 2026 guidance provided on July 21, 2026, incorporating the company's performance year-to-date, the acquisition of Madison Fire & Rescue, and a change in non-GAAP treatment of amortization.”

“2026 adjusted EPS guidance raised to $9.10 to $9.15, incorporating new basis”

Source: 3M Q3 2026 release, Oct 20, 2026.

This is the company's own guidance as of Oct 20, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the MMM forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS attributable to 3M common shareholders, each as first reported in that quarter's release. Adjusted EPS is left out because 3M changed its adjusted basis in Q3 2026 and restated earlier quarters.

3M's next report is expected around January 19, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 20, 2026

3M reports three business segments: Safety and Industrial, Transportation and Electronics, and Consumer. In Q3 2026 Safety and Industrial brought in $3,182 million of the $6,584 million total, Transportation and Electronics $1,999 million and Consumer $1,307 million. Corporate added $96 million, against $296 million a year earlier, when it still carried sales of manufactured PFAS products. (3M Q3 2026 release, Oct 20, 2026)

Total sales rose 1.0% but organic sales only 0.2%, because the exit from PFAS manufacturing removed $199 million of year-ago sales. Excluding PFAS products, 3M's adjusted sales rose 4.2% with adjusted organic growth of 3.3%. 3M credited strength in industrial, safety, semiconductor and data center, and the July 2026 Madison acquisition, partly offset by weaker consumer electronics and auto. (3M Q3 2026 release, Oct 20, 2026; 3M Form 10-Q, Q3 2026, Oct 20, 2026)

Safety and Industrial grew 9.1%, with 7.0% organic growth and 3.1% from acquisitions. Its Fire Safety and Rescue division went from $108 million to $206 million after 3M and Bain Capital bought Madison Fire & Rescue for $1.9 billion. Personal Safety, the largest division, sold $848 million against $787 million, and Electrical Markets $423 million against $373 million. (3M Q3 2026 release, Oct 20, 2026; 3M Form 10-Q, Q3 2026, Oct 20, 2026)

Transportation and Electronics rose 0.4%: growth in semiconductor, aerospace, data center, advanced materials and commercial branding was offset by consumer electronics and auto, and the Electronics division fell to $616 million from $668 million. Consumer fell 0.4% as lower U.S. retailer inventory levels more than offset positive point-of-sale trends and share gains. (3M Q3 2026 release, Oct 20, 2026; 3M Form 10-Q, Q3 2026, Oct 20, 2026)

By region, the Americas were 57.5% of 3M's Q3 2026 sales ($3,787 million), Asia Pacific 26.0% and EMEA 16.5%. China sales fell 7.3% with organic sales down 10.7%, while United States and Canada rose 4.9%. (3M Form 10-Q, Q3 2026, Oct 20, 2026; 3M Q3 2026 release, Oct 20, 2026)

3M's GAAP EPS of $2.63 was above its adjusted EPS of $2.50 in Q3 2026. GAAP included a $0.60 gain from the rise in value of 3M's retained stake in Solventum, its former health care business, while adjusted EPS excluded $0.19 of net costs for significant litigation and PFAS exit, $0.20 of amortization and acquisition-related costs and $0.08 of transformation costs. A year earlier GAAP EPS of $1.55 also carried a $0.30 loss on business divestitures. (3M Q3 2026 release, Oct 20, 2026)

3M's effective tax rate fell to 15.7% from 26.8%, which the 10-Q puts down to the tax impacts of the Solventum stake and of litigation costs. The adjusted tax rate was 21.1%, against 19.9%. (3M Form 10-Q, Q3 2026, Oct 20, 2026)

Buybacks cut 3M's diluted share count to 522.6 million from 538.1 million a year earlier. 3M bought back $3.2 billion of its stock in the first nine months of 2026, against $2.7 billion a year earlier, and about $1.5 billion remained under its $7.5 billion program at September 30, 2026. (3M Q3 2026 release, Oct 20, 2026; 3M Form 10-Q, Q3 2026, Oct 20, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

3M gives full-year guidance in its release, on an adjusted basis only. With Q3 2026 it raised 2026 adjusted EPS guidance to $9.10 to $9.15, now on the basis that excludes amortization, and expects adjusted total sales growth above 4.5%, adjusted organic sales growth above 3.5%, an adjusted tax rate of about 20%, and adjusted free cash flow of about $4.8 billion. (3M Q3 2026 release, Oct 20, 2026)

3M says it cannot forecast the special items needed for GAAP figures, such as litigation and PFAS exit costs and changes in the value of its Solventum stake, so it gives no GAAP EPS outlook. (3M Q3 2026 release, Oct 20, 2026)

A consensus figure is the average of the models published by the analysts who cover 3M, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones 3M's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning MMM is on is MMM a buy or a sell?, what analysts expect next is on the MMM forecast, and what the company does is on the 3M Company (MMM) stock page.

Every number on this page can be traced to a document 3M published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.