Loading
Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Schott | JPMorgan | 11 (0%) |
| Steve Scala | TD Cowen | 10 (30%) |
| Dave Risinger | Leerink Partners | 10 (30%) |
| Terence Flynn | Morgan Stanley | 9 (11%) |
| Asad Haider | Goldman Sachs | 9 (0%) |
| Evan Seigerman | BMO Capital Markets | 8 (0%) |
| Courtney Breen | Bernstein | 8 (0%) |
| Seamus Fernandez | Guggenheim | 8 (13%) |
| Luisa Hector | Berenberg | 7 (0%) |
| Akash Tewari | Jefferies | 7 (29%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 2 | 12 (0%) |
| JPMorgan | 1 | 11 (0%) |
| Leerink Partners | 1 | 10 (30%) |
| BMO Capital Markets | 2 |
| 10 (0%) |
| TD Cowen | 1 | 10 (30%) |
| Guggenheim | 2 | 10 (20%) |
| Goldman Sachs | 2 | 10 (0%) |
| Bank of America | 2 | 9 (11%) |
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.
Innovation & R&D | Competitive Dynamics | Demand | Product Launch | Regulation Policy | Pricing | M&A | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 14 | 7 | 9 | 6 | 7 | 2 | 2 | 6 |
| 2025Q1 | 13 | 3 | 6 | 2 | 7 | 3 | 4 | 1 |
| 2025Q2 | 8 | 4 | 4 | 2 | 4 | 2 | 3 | 1 |
| 2025Q3 | 10 | 4 | 2 | 3 | 5 | 3 | 1 | |
| 2025Q4 | 9 | 8 | 4 | 5 | 4 | 3 | 4 | |
| 2026Q1 | 13 | 6 | 6 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 14 | 13 | 8 | 10 | 9 | 13 |
| Competitive Dynamics | 7 | 3 | 4 | 4 | 8 | 6 |
| Demand | 9 | 6 | 4 | 2 | 4 | |
| Product Launch | 6 | 2 | 2 | 3 | 5 | 6 |
| Regulation Policy | 7 | 7 | 4 | 5 | ||
| Pricing | 2 | 3 | 2 | 3 | 4 | |
| M&A | 2 | 4 | 3 | 3 | 1 | |
| Revenue Growth | 6 | 1 | 1 | 1 | 4 |
| 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 |
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 BMY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we have very large collaborations with people like AstraZeneca, GSK, and BMS.”
Bristol Myers Squibb is named among Tempus's very large strategic data collaborations, a read-through on continued BMS spend on oncology data licensing.
“we're delivering the Bristol-Myers West Coast Research headquarters hub”
Alexandria is developing Bristol Myers Squibb's West Coast research headquarters at its Campus Point mega campus, signaling continued big-pharma facility expansion by BMY.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BMY Bristol Myers Squibb | 4 | +2.6% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +9.9% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |