Description

3M: How Will Consumer Electronics Drive Growth—and Is Asia Localization the Power Move No One’s Pricing In?

3M Company delivered solid financial performance in the fourth quarter, highlighted by organic sales growth of 2.2%, an operating margin of 21.1%, and earnings per share (EPS) of $1.83. For the fiscal year 2025, the firm achieved a 2.1% organic sales growth, driven by effective commercial execution and new product launches, culminating in a 10% increase in adjusted EPS to $8.06. These achievements were underpinned by significant margin improvements across the company. A positive aspect of 3M’s performance was the firm’s focus on commercial and operational excellence, supported by the launch of 284 new products during the year, a notable surge from previous years. The success of these initiatives was evident in the company’s New Product Vitality Index, which improved, indicating a fresher product portfolio. Operational efficiencies were reflected in improved operating measures such as OTIF (On-Time in Full) rates exceeding 90% and better asset utilization.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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