BDX BECTON DICKINSON & CO
MIXED
Impact: 6/10
8-K
8-K Item 2.02: Earnings release
Latest settled — T+20d
BDX ▼ -5.85% at T+20d
NEUTRAL call ✗ call lost -5.85% · α vs SPY -14.83% · entry $155.23 → $146.15
Last close $149.99 (close Jun 8) · -3.37% from $155.23 entry
T+1d
-0.17%
call -0.17% · α -0.23%
$154.96
settled 2mo ago
T+5d
+0.13%
call +0.13% · α -4.00%
$155.43
settled 2mo ago
T+20d
-5.85%
call -5.85% · α -14.83%
$146.15
settled 6w ago
T+60d
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call — · α —
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in 20d
Price Chart
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Executive Summary
BD reported Q1 FY26 adjusted EPS of $2.91, missing consensus by 4.5% and revenue of $4.49B, beating by 2.8%, while reaffirming full-year guidance for New BD. The filing recasts historical financials post-spinoff of Biosciences and Diagnostics business.
Actionable Insight
Despite revenue beat, EPS missed consensus and guidance was maintained, not raised. Monitor upcoming quarters for margin trends in New BD and integration progress of remaining businesses.
Key Facts
- Adjusted diluted EPS was $2.91, missing consensus of $2.78 by 4.5% (beatMiss: miss)
- Revenue for New BD was $4.486B, beating consensus of $4.37B by 2.8% (beatMiss: beat)
- Company reaffirmed full-year adjusted EPS guidance of $12.35–$12.65 for New BD
- Filing includes recast financials reflecting the spinoff of Biosciences and Diagnostics business completed on February 9, 2026
Financial Impact
Revenue beat by $116M, EPS miss by $0.13
revenueepsguidance
Risk Factors
- EPS miss despite revenue beat suggests margin pressure or higher-than-expected costs
- Reaffirmed guidance implies no upward revision despite revenue outperformance
Market Snapshot
Exchange
NYSE
Sector
Surgical & Medical Instruments & Apparatus
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-023185 |
| Document: bdx-20260402.htm | 0001628280-26-023185 |
| Document: 0001628280-26-023185-index-headers.html | 0001628280-26-023185 |
| Document: 0001628280-26-023185-index.html | 0001628280-26-023185 |
| Document: 0001628280-26-023185.txt | 0001628280-26-023185 |
| 8-K Data (Synthetic) | 0001628280-26-023185 |
4 reports for BDX
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $145.54 $149.44 | ▲ +2.68% | ▲ +2.28% | $149.99 (+3.06%) |
|
May 29, 2026
11d ago
|
8-K
| $146.96 $145.33 | ▼ −1.11% | ▼ −1.37% | $149.99 (+2.06%) |
|
Apr 2, 2026
9w ago
|
8-K
| $155.23 $154.96 | ▼ −0.17% | ▼ −0.23% | $149.99 (−3.37%) |
|
Feb 25, 2026
14w ago
|
8-K
| $176.49 $176.32 | ▼ −0.10% | ▲ +0.36% | $149.99 (−15.01%) |
Showing 4 of 4
US Market Status
Market Closed — Opens in 8h 55m
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