3M is in a multi-year overhang from PFAS and earplug litigation settlements and faces structural revenue declines after the Solventum spin. Operating leverage has narrowed and the dividend was cut materially. New CEO restructuring is delivering some cost saves but topline growth remains negative in healthcare and consumer.
Thesis reviewed May 29, 2026
3M Company is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States48EARLYView United States risk detail →🏭Industrials45WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 46 | +3% | ↓6% | NEUTRAL |
| UPS | United Parcel Service, Inc. | 46 | -10% | ↓6% | AVOID |
| PH | Parker Hannifin Corporation | 46 | +9% | ↓6% | EARLY |
| EXPO | Exponent Inc. | 46 | +6% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 46 | +8% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 46 | +16% | ↓6% | EARLY |
| ERJ | Embraer SA | 46 | +13% | ↓6% | EARLY |
Investors who hold MMM may also have indirect exposure through these country funds.
3M PFAS settlement payments accelerate; total liability estimates rising again
Q1 2026 organic revenue declines 2%; guidance trimmed
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Sell | $1k–$15k | Apr 28, 26 | +3.1% |
| Tina Smith | Sell | $50k–$100k | Mar 31, 26 | +6.5% | |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 4, 26 | +3.2% |
| Julia LetlowLA | R | Sell | $1k–$15k | Feb 2, 26 | +3.2% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -9.6% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jan 17, 25 | -8.7% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Jul 26, 24 | +25.2% |