3M CO (NYSE:MMM) Q2 2025 Earnings: EPS Beat and Raised Guidance Drive Pre-Market Rally

3M CO (NYSE:MMM) reported second-quarter 2025 earnings that narrowly missed revenue estimates but exceeded expectations on earnings per share (EPS), prompting a positive pre-market reaction. The industrial conglomerate posted revenue of $6.16 billion, slightly below the consensus estimate of $6.16 billion, while adjusted EPS came in at $2.16, beating the forecasted $2.03.

Key Takeaways from the Earnings Report

• Revenue: $6.16B (vs. est. $6.16B) – a marginal miss but still reflecting organic growth.
• EPS: $2.16 (vs. est. $2.03) – a 6.4% beat, driven by cost discipline and operational efficiency.
• Full-Year Guidance Raised: The company increased its EPS outlook, citing improved execution and the impact of tariffs.
• Organic Growth: All three business segments—Safety & Industrial, Transportation & Electronics, and Consumer—posted organic sales growth for the third consecutive quarter.

Market Reaction

Shares rose 3.04% in pre-market trading, signaling investor optimism despite the slight revenue miss. The market appears to be rewarding 3M’s earnings beat and upward revision in guidance, reinforcing confidence in CEO William Brown’s turnaround strategy. Over the past month, the stock has gained 11.8%, reflecting improving sentiment around the company’s restructuring efforts.

Outlook vs. Analyst Expectations

Management’s raised full-year EPS guidance suggests stronger-than-expected profitability, though analysts had already projected full-year revenue of $24.2 billion and EPS of $7.76. The company did not provide explicit revenue guidance, leaving some uncertainty on the top-line growth trajectory.

For the next quarter (Q3 2025), analysts expect revenue of $6.23 billion and EPS of $2.04. Investors will watch whether 3M can sustain its operational momentum amid macroeconomic headwinds, including tariff impacts and global supply chain conditions.

Broader Context

The earnings beat comes amid a mixed market environment, with the Fed signaling potential rate cuts and tech stocks facing volatility. 3M’s performance stands out as a sign of resilience in the industrial sector, particularly as the company continues to streamline operations under its 3M eXcellence initiative.

For more detailed earnings estimates and historical performance, see 3M’s earnings and estimates page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.