BDX US S&P 500Russell 1000 Konferencja wynikowa
Becton, Dickinson And Company
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · rok obrotowy: Q3 2026 · opublikowano 6 sie 2026 i 7 maj 2026
Net income turned to a profit from a loss last quarter. Management sounded very upbeat, though noticeably less so answering analysts.
1 · Liczby
Zysk zamiast straty
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 377,0 mln vs -311,0 mln
Przychody +5,7%
Dlaczego Net income increased primarily due to a more focused portfolio delivering growth and earnings potential, higher revenue contribution from growth platforms, and disciplined execution through a dynamic environment.
2 · Jak mówił zarząd
Bardzo optymistyczny
More upbeat than 96% of company calls
Answers to analysts: upbeat, but clearly less so than the script.
Last call it was different: script and answers matched.
3 · Co się wyróżniło
BDX increased the midpoint of its adjusted EPS guidance and updated the range to $12.62 to $12.72 due to Q3 performance and productivity through BD Excellence.
Między wierszami
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Prognoza
BDX increased the midpoint of its adjusted EPS guidance and updated the range to $12.62 to $12.72 due to Q3 performance and productivity through BD Excellence.
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Liczba
BDX reported $5 billion in revenue for the third quarter, an increase of 4.4% due to broad-based growth across the portfolio and disciplined execution.
Cytat ze źródła
“We delivered a strong third quarter with $5 billion in revenue, up 4.4%, reflecting broad-based growth across the portfolio and disciplined execution through a dynamic environment.”
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Liczba
Year-to-date free cash flow reached $1.7 billion, an increase of 45% over the prior year.
Cytat ze źródła
“Year-to-date, free cash flow was $1.7 billion, an increase of 45% versus the prior year.”
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Prognoza
The company is reallocating commercial headcount into high-growth spaces following a planned $35 million incremental investment in targeted areas.
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Liczba
BioPharma Systems grew 5.2% due to continued double-digit growth in biologics, specifically led by GLP-1s.
Cytat ze źródła
“BioPharma Systems grew 5.2%, driven by continued double-digit growth in biologics, led by GLP-1s.”
3 więcej
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Prognoza
The company raised the midpoint of its adjusted EPS guidance and now expects revenue growth toward the high end of its low single-digit range.
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Główny temat
Management expects modest leverage on earnings from a low single-digit revenue baseline, supported by pricing actions, BD Excellence productivity gains, and capital allocation strategy.
Cytat ze źródła
“Now if it's related to the earnings, if we start on a low single-digit revenue baseline, we believe a good starting point is to expect like a modest leverage on that earnings, supported by our pricing actions, productivity gains from BD Excellence and our capital allocation strategy.”
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Główny temat
BDX reported double-digit growth across biologic drug delivery, advanced patient monitoring, PureWick, and advanced tissue regeneration, alongside strong performance in peripheral vascular disease and Rowa pharmacy automation.
Cytat ze źródła
“This includes double-digit growth across biologic drug delivery, advanced patient monitoring, PureWick and advanced tissue regeneration, along with strong performance in peripheral vascular disease and Rowa pharmacy automation.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-09-30), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$180.16
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+13,8% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 93% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.
Zdania, które wpłynęły na ton
“In specimen management, we delivered high single-digit growth, driven by share gains across the BD Vacutainer portfolio, improved supply and incremental demand as customers work through competitor back orders.”
“Performance was broad-based, reflecting commercial momentum across our key growth platforms, strong operational execution and the expanding impact of BD Excellence.”
“the commercial investments we are making today are actually a very intentional high-growth, high-margin areas that improve our mix as well.”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 4,98 mld | 4,71 mld | +5,7% | 4,73 mld | +5,4% |
| Zysk brutto ze sprzedaży | 2,31 mld | 2,15 mld | +7,5% | 2,23 mld | +3,6% |
| Zysk operacyjny | 663,0 mln | 93,0 mln | +612,9% | 739,0 mln | −10,3% |
| Zysk netto | 377,0 mln | -311,0 mln | Zysk zamiast straty | 574,0 mln | −34,3% |
| Zysk na akcję | 1,37 | -1,11 | Zysk zamiast straty | 2,00 | −31,5% |
| C/Z dziś 54,6 | 45,7 | 39,7 | +6,0 | 24,8 | +20,9 |
Tematy
Najczęściej omawiane teraz
- Nowe Performance continues to be driven by ongoing structural improvements across its key growth platforms, where Becton, Dickinson And has been…
- Becton, Dickinson And also saw a strong infusion set performance due to higher utilization versus last year's fluid supply disruption and…
- In specimen management, Becton, Dickinson And delivered high single-digit growth, driven by share gains across the BD Vacutainer portfolio…
- This includes a new collaboration with EMS, one of Brazil's leading pharmaceutical companies and the launch of a semaglutide therapy,...
- In BioPharma Systems, Becton, Dickinson And continues to see pipeline...
Zniknęło od I kw. 2026
- Słabnie Becton, Dickinson And was focused on identifying a CFO with a demonstrated ability to lead sophisticated finance organizations in complex…
- Zniknęło I firmly believe BD's finance function must support the company's strategy to drive shareholder value creation.
- Słabnie With 25 years at BD across Becton, Dickinson And's businesses, regions and segments, he brings the experience and perspective to translate…
- Słabnie This must all be paired with a clear capital allocation strategy that will continue to focus on shareholder returns while...
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Results of operations · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Material agreement; New financial obligation · SEC 8-K
- Other events · SEC 8-K
- Results of operations · SEC 8-K
- Articles or bylaws amended · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K