Solventum plans health software spin‑off, lifts profit forecast

Solventum, a leading provider of hospital consumables and sterilisation devices, announced it will separate its health information systems business, which supplies healthcare software, to become a more focused medical‑technology company. The unit represents about 16.3% of Solventum’s 2025 sales and will be divested, leaving the MedSurg and Dental Solutions divisions.

CEO Bryan Hanson said the split will unlock value by allowing each business to pursue distinct growth agendas. The decision follows pressure from activist investor Nelson Peltz’s Trian Fund Management. Solventum also raised its 2026 organic sales‑growth outlook to 2.5‑3% and its full‑year adjusted earnings‑per‑share forecast to $7.10‑$7.20, up from $6.40‑$6.60. The company reported second‑quarter adjusted net income of $2.55 per share and revenue of $2.21 billion, both beating analyst expectations.