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3M reported strong Q3 2026 earnings with expanding profit margins and raised full-year guidance. Key highlights include a $6 billion Amazon partnership for data center optical connectors, 34% year-to-date growth in new product sales, and successful pricing discipline offsetting rising raw material costs. The company projects organic growth exceeding 3.5% for the full year.

3M stock surged 5.1% after announcing an expanded data center partnership with Amazon and raising full-year 2026 earnings guidance for the third consecutive quarter. The deal includes a warrant for Amazon to purchase up to 3.2 million 3M shares tied to $6 billion in cumulative sales over seven years, reflecting 3M's strategic push into AI infrastructure.

3M Company reported Q3 2026 adjusted earnings of $2.50 per share, beating consensus estimates by 4.2% with a 12% year-over-year increase. The company expanded adjusted operating margins by 110 basis points to 26.2% and raised its 2026 adjusted EPS outlook to $9.10-$9.15 with revenue growth projected above 4.5%. Strength in general industrial, safety, semiconductor, and data center markets drove results, though China sales declined 7.3% year-over-year.