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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robbie Marcus | JPMorgan | 11 questions · 36% challenging |
| Travis Steed | Bank of America | 11 questions · 27% challenging |
| Larry Biegelsen | Wells Fargo | 10 questions · 30% challenging |
| Patrick Wood | UBS | 7 questions · 0% challenging |
| Rick Wise | Stifel | 7 questions · 0% challenging |
| Matt Taylor | Jefferies | 5 questions · 20% challenging |
| Matt Miksic | Barclays | 5 questions · 0% challenging |
| David Roman | Goldman Sachs | 4 questions · 50% challenging |
| Joanne Wuensch | Citigroup | 4 questions · 0% challenging |
| Josh Jennings | TD Cowen | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 11 questions · 27% challenging |
| JPMorgan | 1 analyst | 11 questions · 36% challenging |
| Wells Fargo | 1 analyst | 10 questions · 30% challenging |
| UBS | 1 analyst | 7 questions · 0% challenging |
| Stifel | 1 analyst | 7 questions · 0% challenging |
| Barclays | 1 analyst | 5 questions · 0% challenging |
| Jefferies | 1 analyst | 5 questions · 20% challenging |
| Citigroup | 1 analyst | 4 questions · 0% challenging |
EVP and President of the Medical Essentials and BioPharma Systems segments announced his retirement at fiscal year end; BioPharma Systems will report directly to the CEO and a search is underway for a Medical Essentials president.
What each event means for BDX’s sentiment score is part of Tellvest Pro.
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.
Revenue Growth | Guidance Reliability | M&A | Margin | Competitive Dynamics | Capital Allocation | Cost Pressure | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| 2025Q1 | 1 | 5 | 1 | 4 | ||||
| 2025Q2 | 3 | 4 | 1 | 1 | 1 | 2 | ||
| 2025Q3 | 3 | 2 | 1 | 2 | 1 | 1 | 2 | 1 |
| 2025Q4 | 3 | 2 | 1 | 3 | 1 | 2 | 3 | 1 |
| 2026Q1 | 6 | 4 | 1 | 2 | 3 | 1 | 1 | 3 |
| 2026Q2 | 5 | 2 | 1 | 4 | 4 | 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 |
| M&A | 2 | 5 | 1 | 1 | 1 | 1 | 1 |
| Margin | 1 | 2 | 3 | 2 | 4 | ||
| Competitive Dynamics | 1 | 1 | 1 | 1 | 1 | 3 | 4 |
| Capital Allocation | 1 | 4 | 1 | 1 | 2 | 1 | 1 |
| Cost Pressure | 1 | 2 | 2 | 3 | 1 | 1 | |
| Product Launch | 1 | 1 | 1 | 3 | 2 |
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q2 in brief
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.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY -10.6% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Becton Dickinson (BDX), FY2026 Q2: 6/10. Scores: Becton Dickinson’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: BDX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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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 Q2Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What BDX and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The Biosciences division, which represents the former BD Biosciences business delivered as reported revenue of $232 million”
Waters' newly acquired former BD Biosciences business generated $232 million in the quarter; Waters carved out BD's Biosciences and Diagnostic Solutions units and reports early performance improvement under its ownership.
“the spin-off of our Life Sciences business in combination with Waters, which is now accounted for as discontinued operations.”
BD spun off its Life Sciences business to combine with Waters (closed ahead of schedule), adding those assets to Waters, a completed M&A signal for Waters.
| 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 | · | n/a | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| RMD ResMed | 8 | +10.8% | |
| WST West Pharmaceutical Services | 9 | +21.0% |
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.