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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Travis Steed | Bank of America | 10 | 30% |
| Robbie Marcus | JPMorgan | 10 | 20% |
| Larry Biegelsen | Wells Fargo | 9 | 11% |
| Rick Wise | Stifel | 6 | 0% |
| Patrick Wood | Morgan Stanley | 6 | 0% |
| Matt Miksic | Barclays | 5 | 0% |
| Matt Taylor | Jefferies | 4 | 0% |
| Dave Roman | Goldman Sachs | 4 | 25% |
| Joanne Wuensch | Citigroup | 3 | 0% |
| Shagun Singh | RBC Capital Markets | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 10 | 30% |
| JPMorgan | 1 | 10 | 20% |
| Wells Fargo | 1 | 9 | 11% |
| Stifel | 1 |
| 6 |
| 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Barclays | 1 | 5 | 0% |
| Jefferies | 1 | 4 | 0% |
| Goldman Sachs | 1 | 4 | 25% |
New BD's Q2 FY2026 showed broad-based growth with 90%+ of the portfolio at mid-single digits, though GAAP revenue declined 10.6% reflecting the post-separation entity structure earning a +2 transcript adjustment. Adjusted EPS guidance was raised from $12.35-$12.65 to $12.52-$12.72. A $450 million noncash impairment was taken as BD exited non-core activities, a ChloraPrep FDA warning letter triggered a voluntary ship hold, and GLP-1 momentum continued with biologics reaching 55% of BioPharma Systems.
Revenue Growth | Guidance Reliability | Margin | Competitive Dynamics | M&A | Capital Allocation | Cost Pressure | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 1 | 2 | 1 | 1 | 1 |
| 2025Q1 | 1 | 1 | 5 | 4 | ||||
| 2025Q2 | 3 | 4 | 1 | 1 | 1 | 2 | ||
| 2025Q3 | 3 | 2 | 2 | 1 | 1 | 1 | 2 | 1 |
| 2025Q4 | 3 | 2 | 3 | 1 | 1 | 2 | 3 | 1 |
| 2026Q1 | 6 | 4 | 2 | 3 | 1 | 1 | 1 | 3 |
| 2026Q2 | 5 | 2 | 4 | 4 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 3 | 3 | 3 | 6 | 5 | |
| Guidance Reliability | 2 | 1 | 4 | 2 | 2 | 4 | 2 |
| Margin | 1 | 2 | 3 | 2 | 4 | ||
| Competitive Dynamics | 1 | 1 | 1 | 1 | 1 | 3 | 4 |
| M&A | 2 | 5 | 1 | 1 | 1 | 1 | 1 |
| Capital Allocation | 1 | 4 | 1 | 1 | 2 | 1 | 1 |
| Cost Pressure | 1 | 2 | 2 | 3 | 1 | 1 | |
| Product Launch | 1 | 1 | 1 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BDX Becton Dickinson | 6 | -10.6% | |
| BAX Baxter International | 3 | +2.9% | |
| COO Cooper Companies (The) | 8 | +6.2% | |
| HOLX Hologic | 5 | +2.5% | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| RMD ResMed | 8 | +10.8% | |
| WST West Pharmaceutical Services | 9 | +21.0% |