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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Becton Dickinson (BDX) is 6/10.
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 rather than underlying demand. 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.
Scored from Becton Dickinson’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.44B | +6.9% | $1.45 | +291.9% | 45.7% | 11.4% | 7.4% | $882M |
| FY2025 Q1 | $5.17B | +9.8% | $1.04 | +8.3% | 43.2% | 8.8% | 5.9% | $588M |
| FY2025 Q2 | $5.27B | +4.5% | $1.07 | -42.2% | 42.8% | 10.4% | 5.8% | $35M |
| FY2025 Q3 | $5.51B | +10.4% | $2.00 | +19.0% | 47.8% | 16.0% | 10.4% | $1.04B |
| FY2025 Q4 | $5.89B | +8.3% | $1.72 | +18.6% | 47.5% | 11.8% | 8.4% | $1.00B |
| FY2026 Q1 | $5.25B | +1.6% | $1.34 | +28.8% | 44.6% | 11.3% | 7.3% | $549M |
| FY2026 Q2 | $4.71B | -10.6% | $-1.11 | -203.7% | 45.7% | 2.0% | -6.6% | $546M |
| FY2026 Q3 | $4.98B | -9.5% | $1.37 | -31.5% | 46.5% | 13.3% | 7.6% | $633M |