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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 |
No 8-K events recorded for this window.
BD posted strong Q1 FY2025 execution exceeding all financial goals with revenue up 9.8% and EPS outpacing it on margin expansion. The planned separation of Biosciences and Diagnostic Solutions was announced, BD Excellence drove record margin expansion, and APM integration ran ahead of the deal model. EPS guidance was raised modestly despite FX headwinds. China's export ban on FACSDiscover and research funding pressure were headwinds.
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 Q4 2024Earnings call Feb 6, 2025
FY2025 Q1 in brief
BD posted strong Q1 FY2025 execution exceeding all financial goals with revenue up 9.8% and EPS outpacing it on margin expansion.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Becton Dickinson (BDX), FY2025 Q1: 9/10. 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 Q1Selected | $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 |
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).
GAAP revenue YoY +9.82% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What BDX and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the acquisitions of the Edwards Lifesciences' Critical Care Product Group, Parata Systems, Straub Medical, Tepha and others.”
BD lists its acquisition of Edwards Lifesciences' Critical Care Product Group as part of its M&A track record, a divestiture by Edwards as it streamlined its portfolio.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BDX Becton Dickinson | 9 | +9.8% | |
| BAX Baxter International | 6 | +1.0% | |
| COO Cooper Companies (The) | 9 | +9.8% | |
| HOLX Hologic | 5 | +0.9% | |
| ISRG Intuitive Surgical | 9 | +25.2% | |
| RMD ResMed | 8 | +10.3% | |
| WST West Pharmaceutical Services | 6 | +2.2% |