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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Bristol Myers Squibb (BMY) is 4/10.
Bristol-Myers Squibb started FY2026 with revenue up 2.6% as growth portfolio momentum continued while Eliquis volume strength was offset by the pricing reset. Opdivo revenue declined from inventory effects and conversion timing, and gross margin compressed from product mix shift, leaving earnings behind revenue. The CELMoD platform showed clinical progress and management noted tracking toward the upper end of full-year guidance. Late-year pipeline readouts carried binary risk.
Scored from Bristol Myers Squibb’s FY2026 Q1 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 | $12.34B | +7.5% | $0.04 | -95.9% | 60.2% | 20.5% | 0.6% | $4.06B |
| FY2025 Q1 | $11.20B | -5.6% | $1.20 | +120.4% | 72.9% | 31.2% | 21.9% | $1.69B |
| FY2025 Q2 | $12.27B | +0.6% | $0.64 | -22.9% | 72.5% | 30.8% | 10.7% | $3.56B |
| FY2025 Q3 | $12.22B | +2.8% | $1.08 | +80.0% | 71.9% | 29.8% | 18.0% | $5.99B |
| FY2025 Q4 | $12.50B | +1.3% | $0.53 | +1401.4% | 67.2% | 22.5% | 8.7% | $1.60B |
| FY2026 Q1 | $11.49B | +2.6% | $1.31 | +9.2% | 70.2% | 29.3% | 23.3% | $757M |
| FY2026 Q2 | $12.97B | +5.7% | $1.62 | +153.1% | 71.3% | 31.5% | 25.6% | $3.95B |