Company Dossier · Industrials
3M
- S&P 500
- S&P 100
- Dow 30
- Russell 1000
What 3M is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to September 30, 2026: $25.3 billion, up 1.7% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2026: $2.68 billion, up 69% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 30, 2026: $0.95 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $3.25 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.10 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 20, 2026): sentiment 0.65 on a −1 to +1 scale (mixed), confidence 0.75 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 2 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 3, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $4.3 million on the open market.SEC Form 4
- 2,248 institutional managers reported a position at June 30, 2026 (+76 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 15 (10 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What 3M is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Confident
Expanding ↔ Retrenching
Retrenching
- Capital spending69th pct
- Debt raised66th pct
- Buybacks vs capex22nd pct
- Hiring filings13th pct
- Deals and private raises40th pct
- Patent publications36th pct
Confident ↔ Hedging
Confident
- Call sentiment72nd pct
- Call confidence42nd pct
- Guidance changes80th pct
- Risk factors added—
- Insider open-market trades38th pct
- + Guidance changes
- + Call sentiment
- − Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver76th pct
- Stress filings50th pct
Credit
How these are built →3M's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$15.0B
- Due within a year $2.4B
- Longer term $12.6B
- Default point $8.7B (short + ½ long)
Finance leases included · Sep 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 3, 2026 | €500M | 3.500% | 2028 (2y) | +63bp | 3.544% |
| Sep 3, 2026 | €500M | 3.900% | 2031 (5y) | +85bp | 3.913% |
| Sep 3, 2026 | €500M | 4.100% | 2034 (8y) | +95bp | 4.193% |
| Mar 4, 2025 | $550M | 4.800% | 2030 (5y) | +80bp | 4.803% |
| Mar 4, 2025 | $550M | 5.150% | 2035 (10y) | +95bp | 5.164% |
From the pricing term sheets 3M filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name 3M, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- Neutral3M: Q2 Confirms The Turnaround Is Genuine, And The Pullback Looks Bullish (NYSE:MMM)
seekingalpha.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (THEGROUP DC, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (3M COMPANY)third_quarter 2026 · $0.8 million
- Oct 20, 2026LobbyingLobbying report (MARSHALL & POPP, LLC)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (HOLLAND & HART LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (SULLIVAN STRATEGIES LLC (FKA SB CAPITOL SOLUTIONS))third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MICHAEL BEST STRATEGIES LLC)third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (AMERICAN DEFENSE INTERNATIONAL, INC.)third_quarter 2026 · $0.1 million
- Aug 19, 20268-KMaterial agreement signedItem 1.01
- Aug 19, 20268-KMaterial agreement terminatedItem 1.02
- Jun 23, 2026Patent
- Jun 8, 20268-KDirector or officer changeItem 5.02
- May 13, 20268-KShareholder vote resultsItem 5.07
- May 6, 20268-KMaterial agreement signedItem 1.01
- Feb 5, 20268-KDirector or officer changeItem 5.02
- Feb 3, 202610-K
- Aug 15, 20258-KDirector or officer changeItem 5.02
- May 14, 20258-KShareholder vote resultsItem 5.07
- Feb 21, 20258-KDirector or officer changeItem 5.02
- Feb 10, 20258-KDirector or officer changeItem 5.02
- Feb 5, 202510-K
- Jun 11, 2024PatentPatent granted: Centrifugal Brake AssemblyUS 12005276
- Feb 13, 2024Patent
- Feb 13, 2024Patent
- Feb 7, 202410-K
- Jan 30, 2024Patent
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Eaton Corp. ETN | $30.0B | $3.9B | Jun 30, 2026 |
| Emerson Electric EMR | $18.6B | $3.5B | Jun 30, 2026 |
| Honeywell International HON | $38.1B | $4.0B | Jun 30, 2026 |
| General Electric GE | $52.6B | $8.0B | Sep 30, 2026 |
| DuPont DD | $7.0B | — | Jun 30, 2026 |
| Carlisle Companies CSL | $5.1B | $0.9B | Jun 30, 2026 |
| Union Pacific UNP | $25.4B | $6.5B | Jun 30, 2026 |
| Wesco International WCC | $25.0B | $0.2B | Jun 30, 2026 |