3M (MMM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this maker of Post-it notes, industrial coatings and ceramics have returned +4.8%, compared to the Zacks S&P 500 composite's +3.7% change. During this period, the Zacks Diversified Operations industry, which 3M falls in, has lost 8.3%. The key question now is: What could be the stock's future ...

会议主要讨论的核心内容 公司业绩表现 - 公司2022年第二季度业绩稳健,调整后每股收益同比增长38% [2] - 公司上半年有机收入增长约1%,自由现金流约20亿美元,现金转换率83% [2] - 公司上调了全年调整后每股收益指引,预计增长16%-21% [2] 公司三大优先事项 1. 重振公司收入增长 [3][5] - 通过创新驱动和商业卓越来提升收入增长 - 需要改变公司文化,每天挑战现状 2. 提升公司运营表现 [4][11][12][13] - 改善供应链和制造效率,提高交付准时率 - 优化采购、减少浪费等方面的机会 3. 有效部署资本 [4] - 优先投资于有机增长,如资本支出和研发 - 保持强劲的资产负债表,适当回购股票或进行并购 公司增长机会 - 研发和创新是公司有机增长的关键 [30][31][32][36] - 过去5-10年研发投入基本持平,新产品开发占比下降 - 需要提高研发效率,加快新产品上市速度 - 商业执行力也是重点提升领域 [33] - 包括销售团队培训、激励机制、渠道管理等 - 公司部分业务可能需要进行组合调整 [33][34] - 一些偏商品化的业务可能不符合公司创新导向的定位 市场环境分析 - 工业市场表现较为混杂,一些领域如电子、建材有所增长,但汽车等有所下滑 [44][45] - 消费市场整体较为疲软,受通胀等因素影响 [46][47] - 中国市场上半年表现较好,但下半年局势需密切关注 [51] - 半导体行业对公司影响有限,PFAS业务退出将带来一定影响 [56][58][59] - 消费电子业务前景良好,但需密切关注节假日旺季的表现 [60][61][62]

3M Company (MMM) has been witnessing solid momentum in the Transportation and Electronics segment, driven by strength in electronics, automotive and aerospace, commercial branding and transportation end markets. Continued channel inventory normalization, supported by strong growth in electronics demand, is proving beneficial for the segment.Solid momentum in the automotive electrification market and an increase in auto OEM (original equipment manufacturer) build rates are expected to augur well for the segm ...

3M (MMM) ended the recent trading session at $130.09, demonstrating a +1.27% swing from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.45%. Elsewhere, the Dow lost 0.23%, while the tech-heavy Nasdaq added 0.84%.Shares of the maker of Post-it notes, industrial coatings and ceramics witnessed a gain of 4.13% over the previous month, beating the performance of the Conglomerates sector with its loss of 8.65% and the S&P 500's gain of 2.54%.The investment community will be pa ...

文章核心观点 - 3M公司股价自2021年6月的高点150美元下跌约15%至目前的128美元左右,与同行Honeywell的表现相似 [1] - 3M近年来的销售增长乏力,主要受到供应链中断、高通胀、美元走强和经济增长放缓等因素的影响 [1] - 3M的消费业务最近也面临逆风,受到汽车后市场、家居装修、汽车护理和包装销售下滑的影响 [1] 公司表现分析 - 3M股价在2022年6月触底97美元,此后已经反弹32%,但仍低于标普500指数45%的涨幅 [2] - 3M股票自2021年以来表现较差,2021年涨幅仅5%,2022年下跌30%,2023年迄今下跌3% [2] - 相比之下,Trefis高质量投资组合每年都优于标普500指数,波动性也更小 [2] 未来展望 - 在当前不确定的宏观经济环境下,3M未来12个月内是否会再次低于标普500指数存在不确定性 [3] - 3M股价要回到150美元的高点还需要17%的涨幅,这在短期内可能难以实现 [3] - 根据3M预期2024年每股7.21美元的收益以及16倍的市盈率,Trefis估值3M股价为117美元,略低于当前水平 [3] 2022年通胀冲击 - 2020年至2021年初,货币供给增加刺激了商品需求,但供给跟不上 [4] - 2021年初至2022年初,新冠疫情持续导致供应链中断和劳动力短缺 [4] - 2022年初,俄罗斯入侵乌克兰导致能源和食品价格飙升,美联储开始加息 [4] - 2022年6月,通胀率达到40年来的最高水平9%,标普500指数下跌超过20% [4] 2007-2008年金融危机期间的表现 - 2007年9月,3M股价从47美元下跌至2009年3月的23美元,跌幅达50% [7] - 2009年3月至2010年1月,3M股价反弹86%,恢复至44美元左右 [7] - 同期,标普500指数从1540点下跌至757点,跌幅51%,之后反弹48%至1124点 [7] 近期财务状况 - 2021年至今,3M收入从354亿美元下降至326亿美元,主要受到呼吸防护用品需求下降等因素影响 [8] - 3M的营业利润率也从21.7%下降至3.2%,净利润从10.12美元大幅下降至1.70美元 [8] - 但3M的总债务从180亿美元下降至140亿美元,现金余额则从50亿美元增加至100亿美元,现金流充沛 [8]

The latest trading session saw 3M (MMM) ending at $132.15, denoting a +0.99% adjustment from its last day's close. This move outpaced the S&P 500's daily loss of 0.16%. On the other hand, the Dow registered a gain of 0.09%, and the technology-centric Nasdaq decreased by 0.3%.Heading into today, shares of the maker of Post-it notes, industrial coatings and ceramics had gained 4.77% over the past month, outpacing the Conglomerates sector's loss of 7.15% and the S&P 500's gain of 3.64% in that time.The investm ...

The small, thin shims are used in demanding applications such as automotive, wind energy, and aerospace ST. PAUL, Minn., Sept. 4, 2024 /PRNewswire/ -- 3M™ Friction Shims are small, thin steel shims with a big impact. They can increase maximum load and peak torque in bolted connections without additional fasteners or redesigns.  3M is excited to announce that it has now made and sold more than 300 million Friction Shims worldwide.3M™ Friction Shims are small, thin steel shims with a big impact. They can incr ...

These companies are in their best shape in years with no signs of slowing down.Growth stocks like Nvidia and Meta Platforms deserve their medals for driving the S&P 500 and Nasdaq Composite indexes to all-time highs. But there are plenty of other valuable, industry-leading companies that are contributing the market's broader gains.Walmart (WMT -0.08%), 3M (MMM -2.85%), and ExxonMobil (XOM -2.09%) are all hovering around 52-week highs -- with Walmart and 3M tied for the best-performing components in the Dow ...

The stock price has rallied over 50% in the past year on hope for a brighter future for the Minnesota-based conglomerate.Industrial conglomerate 3M (MMM -2.85%) spent 2018 to 2023 on a slow and steady downward slide. Several problems have ailed 3M stock, including lawsuits, growth concerns, and financial constraints from an expensive dividend. Some much-needed changes over the past year have dramatically lifted the market's sentiment toward the stock.3M slashed its dividend to free up cash flow, spun off it ...

3M TodayMMM3M$132.99 +1.38 (+1.05%) 52-Week Range$71.12▼$133.18Dividend Yield2.11%Price Target$123.57Add to Watchlist3M NYSE: MMM turned a corner this year, putting the bulk of its litigation risks behind it. While there are still headwinds and hurdles to cross, the path forward is clearer and is one investors will want to pursue. That path includes a return to top-line growth, improving margin, cash flow, and capital return. The recent dividend cut is a mark against it, to be sure, but one that helped put ...