Becton Dickinson earnings missed by $1.55, revenue topped estimates

Becton Dickinson (BDX) reported Q4 EPS of $2.52, missing estimates by $1.55, but revenue of $5.3B topped expectations. The company guided FY 2027 EPS to $13.10-$13.30, above consensus. BDX stock is up 18.28% in 3 months and 50.06% in 12 months.

Original reporting
Published Nov 5, 2026, 11:46 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 12:05 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$BDX
Bearish
high confidence
Mentioned
$BDX
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$BDXBearishMed
01

Why it matters

The earnings miss and guidance downgrade are likely to trigger short‑term selling pressure, though the revenue beat offers a modest positive note.

02

Market read

First‑time earnings disclosure for a large‑cap health‑care stock; material impact on BDX and potential spillover to sector peers.

03

What to watch

Potential upside from upcoming product launches and long‑term contracts not reflected in the short‑term earnings miss.

Relevance 8/10Novelty 8/10Timing: today

Background

Becton Dickinson (BDX) reported Q4 results with EPS below expectations and provided FY2027 guidance below consensus, while revenue slightly beat estimates.

Company-level read

Ticker impact

$BDXBearishHigh confidence
Context

Q4 EPS missed estimate by $1.55 and FY2027 guidance lowered to $13.10-$13.30, a fresh earnings disclosure.

Expected impact

likely downside as market prices in the EPS miss and reduced guidance

Evidence & confidence

The EPS miss is material and the guidance range is below consensus, which typically triggers sell pressure for a large-cap medical device company.

Market effects

May weigh on other medical‑device peers as earnings expectations tighten.

U.S. healthcare sector could see modest pullback in the afternoon session.

Limited; primarily a U.S. equity impact.

Counterpoint

Revenue beat and strong cash flow could support a bounce if investors focus on top‑line strength.

Key entities

  • Becton Dickinson

    Medical‑device and diagnostics manufacturer (NYSE: BDX).

Related articles

$BDXMedAI 8/10

Becton, Dickinson and Company Q4 Earnings Call Highlights

Becton, Dickinson (BDX) reported Q4 earnings, with revenue growth in Interventional (7.6%) and BioPharma Systems (7%). The company expects Q1 adjusted EPS of $2.32-$2.37, with full-year margins flat. BDX plans to discuss long-term targets on Dec. 10. Free cash flow rose 42% to $2.9B, with $3.6B returned to shareholders. BDX has a $19B U.S. investment agreement, potentially easing future tariffs.

$BDXHighAI 8/10

Becton Dickinson & Co (BDX) (Q4 2026) Earnings Call Highlights: Strong Q4 Beat, $19

Becton Dickinson (BDX) reported strong Q4 2026 results but issued cautious fiscal 2027 guidance, expecting low single-digit revenue growth due to a 200 basis point Alaris headwind. Adjusted operating margins are expected to remain flat, with inflation and investments offsetting productivity gains. The company's Q1 guidance is conservative, impacted by system cutovers and the Alaris comparison. Tariff relief benefits are not included in the guidance due to uncertainty.

$BDXMedAI 8/10

Becton, Dickinson and Company Q4 2026 Earnings Call Summary

Becton, Dickinson (BD) reported Q4 2026 earnings, highlighting 27.3% adjusted EPS growth driven by revenue gains and cost savings. The company completed a life sciences spin-off, focusing on medtech. BD expects fiscal 2027 revenue growth of mid-single digits, with Q1 performance at the low end due to Alaris headwinds. Operating margins are projected to be flat. Management targets 90% free cash flow conversion and plans to return $3.6 billion to shareholders.

$BDXHigh

Jefferies raises Becton Dickinson stock price target on guidance

Jefferies raised its price target on Becton Dickinson (BDX) to $242 from $210, citing strong Q4 results and guidance. BDX reported $5.27B in sales, up 5.6%, and EPS of $4.15, up 27%. The company projected fiscal 2027 sales growth of low single digits and EPS of $13.10-$13.30. Jefferies views the guidance as conservative and sees potential upside. BDX stock has surged 55% over the past year.