金吾财讯 | 3M（MMM）定于周二公布 2026 年第一季度财报，市场重点关注高油价对公司油基聚合物相关产品的影响，以及消费信心走弱下，公司消费品与消费电子业务的表现。
华尔街预期，3M 一季度每股收益（EPS）为 1.98 美元，同比增长 5.3%；营收预计增长 3.4% 至 60 亿美元。公司此前给出 2026 年有机销售额增长约 3%、营业利润率提升 70 至 80 个基点、每股收益 8.50 至 8.70 美元的指引。公司首席执行官布朗提示，中东冲突推高油价、消费信心疲软将带来压力，但维持 3% 有机增长目标。
加拿大皇家银行资本市场维持 3M “跑输大盘” 评级，同时将目标价从 125 美元上调至 134 美元，该行认为消费电子及整体消费领域疲软将拖累季度及全年增长，全氟及多氟烷基物质（PFAS）人身伤害诉讼仍为压制因素。
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