$BDX

BD (NYSE: BDX) reported positive nine-month results from the AGILITY trial for its Revello™ Vascular Covered Stent, showing high vessel patency and low reintervention rates in treating iliac artery disease. The study met its primary endpoint with a 2.8% failure rate, and patients showed improved mobility and symptoms. The trial is ongoing, with follow-up through 36 months. The device is CE marked but remains investigational in the U.S.

Becton Dickinson agreed to invest $19 billion in the U.S. over several years, including $3 billion for expanding domestic manufacturing, in exchange for future tariff relief. The company plans to increase U.S. production of medical consumables and needles, aiming for 80% domestic supply. President Trump announced medical device tariffs by year-end. The financial impact of the deal is not yet quantified.

Global healthcare companies, including Pfizer, Eli Lilly, and AstraZeneca, are investing billions in US manufacturing and research. Pfizer plans $70B, Eli Lilly $27B, and AstraZeneca $50B. Investments aim to mitigate supply-chain risks and tariff impacts, with some companies reporting minimal 2025 tariff effects.

BD (BDX) appointed Ferass Abuzaina as worldwide president of its Surgery business unit, effective immediately. He will oversee global strategy, operations, and commercial performance, reporting to Peter Menziuso. Abuzaina joined BD in 2013 and has held various leadership roles.

BD (NYSE: BDX) and the U.S. Government announced a partnership to expand domestic manufacturing of essential medical consumables. BD plans to invest $19 billion in the U.S., including $3 billion for manufacturing expansion, and aims to increase domestic production by 5 billion units annually. The agreement also provides tariff relief for covered products, subject to future actions and milestones.

Becton Dickinson (BD) plans to invest $3 billion to expand US medical product manufacturing, with over $1 billion allocated to Nebraska for production of products like needles. The announcement was made by President Trump on Truth Social. BD has not yet commented on the plans.

Becton Dickinson reported Q3FY26 revenue of $5B, up 4.4% YoY, with adjusted EPS of $3.23, a 4.9% increase. The company raised its full-year EPS guidance to $12.62-$12.72. Revenue growth was driven by biologic drug delivery and advanced patient monitoring, with segment growth ranging from 3.2% to 5.5%. Adjusted operating margin decreased by 130 basis points due to tariff impacts and investments, while free cash flow increased 45% to $1.7B.

Becton Dickinson (BDX) appointed Arthur Hu as Executive Vice President and Chief Information and Digital Officer. Hu will oversee IT, digital platforms, and AI adoption globally. The move supports BD's AI-driven supply chain and efficiency goals, with potential impacts on productivity and margins. BDX has a market value of about $48.2 billion.

Abbott Laboratories (ABT), Medtronic (MDT), and Becton Dickinson (BDX) recently raised their dividends, offering yields of 2.45%, 3.22%, and 2.28% respectively. Abbott, with a 54-year streak of dividend increases, reported strong cash flow and raised 2026 EPS guidance. Medtronic saw significant cash flow growth and strong revenue. BDX, post-spinoff, showed improved cash flow and beat earnings estimates.

Becton, Dickinson and Company (BDX) appointed Arthur Hu as executive vice president and chief information and digital officer, effective September 30. Hu has over 25 years of experience in technology and digital transformation, previously serving as a senior executive at Lenovo Group (LNVGY).