3M Co. raised its full-year earnings and sales forecasts following stronger-than-expected performance in its safety and electronics divisions. The company, known for products including Post-it Notes, now projects adjusted earnings per share (EPS) between $8.80 and $8.95 for 2026, up from the prior guidance of $8.50 to $8.70. This revised range surpasses analyst expectations, which currently stand at $8.74 per share.
The conglomerate also increased its outlook for adjusted total sales growth to more than 4.5%, with organic sales—excluding acquisitions and other exceptional items—expected to exceed 3.5%. Previously, 3M anticipated roughly 4% revenue growth and about 3% organic sales growth for the full year.
In the second quarter, 3M reported net income of $1.78 per share, compared with $1.34 per share in the same period last year. Adjusted EPS, which excludes one-time items, reached $2.40 per share, outpacing analyst forecasts of $2.25 per share. Quarterly net sales rose 2.4% to $6.5 billion, also exceeding the $6.4 billion anticipated by analysts.
The company highlighted robust sales in its safety and industrial segment, which grew 7.5% to $3.09 billion, and in its transportation and electronics division, where sales increased 6.2% to $2.07 billion. 3M cited continued strength in general industrial demand, safety products, and data center-related business as drivers of order momentum.
Last week, 3M announced a collaboration with Microsoft aimed at integrating artificial intelligence more deeply into their operations. Under the partnership, Microsoft plans to deploy 3M’s expanded beam optical technology in its Azure data centers. In return, 3M will leverage Microsoft AI tools to support its enterprise transformation efforts across key business segments.
