BECTON DICKINSON & CO
Becton, Dickinson (BD) reported Q3 2026 results driven by its “New BD” portfolio, with over 90% of the business delivering high single-digit growth. Management cited U.S. share and utilization gains in MDS, “Compete” strategy support for APM, and BioPharma Systems GLP-1 agreements. Fiscal 2027 revenue is guided to low single-digit growth with a 200 bp Alaris headwind and modest leverage assumptions.
FDA updates cover inspection reorganization plans, proposed IND reforms for early-stage biologics research, and accelerated approval of Replimune’s Tudriqev (vusolimogene oderparepvec-wtpg) with Bristol Myers Squibb’s Opdivo for melanoma after PD-1 regimens. Other items include FDA workshops, Seegene EUA for an assay, and multiple drug/device recalls.
Becton Dickinson (BDX) is discussed as a dividend-focused medical supply company. The article cites a P/E of 13.3 versus an assumed fair P/E of 19 and forecasts valuation-driven returns. It reports about $22B annual revenue and $45B market cap. It says Q2 FY2026 revenue rose 5.2% to $4.7B, with adjusted EPS $2.90. Full-year adjusted EPS guidance is $12.52 to $12.72, after a Feb. 9 separation.
Over the past 7 days, alphai's AI scored 8 news stories mentioning BDX (BECTON DICKINSON & CO). Coverage has skewed bullish: 4 bullish, 3 neutral, and 1 bearish.
Recent BDX coverage spans earnings, financial news and regulation.
In the last 30 days, BDX insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($12K). The most active reporter was Feld Michael, EVP, Chief Revenue Officer, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Earnings call summary highlights 2027 revenue headwinds and margin pressure drivers, plus AI supply-chain and commercial strategy changes that could affect near-term estimates.
The recall and injury/death reports raise safety and liability risk for BDX and can pressure near-term device sales.
The piece frames BDX as undervalued versus a higher fair P/E and highlights updated FY EPS guidance after Q2.
Earnings and guidance beat support the stock, but margin compression and operating margin decline are the key offsetting risk for near-term multiple expansion.
Guidance raise modestly improves earnings visibility for FY26, supporting near-term sentiment and valuation expectations.
alphai scores every news story that mentions BDX with an AI model for sentiment and relevance, and aggregates insider trades from BECTON DICKINSON & CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
Becton, Dickinson (BD) reported Q3 2026 results driven by its “New BD” portfolio, with over 90% of the business delivering high single-digit growth. Management cited U.S. share and utilization gains in MDS, “Compete” strategy support for APM, and BioPharma Systems GLP-1 agreements. Fiscal 2027 revenue is guided to low single-digit growth with a 200 bp Alaris headwind and modest leverage assumptions.
7 min readFDA updates cover inspection reorganization plans, proposed IND reforms for early-stage biologics research, and accelerated approval of Replimune’s Tudriqev (vusolimogene oderparepvec-wtpg) with Bristol Myers Squibb’s Opdivo for melanoma after PD-1 regimens. Other items include FDA workshops, Seegene EUA for an assay, and multiple drug/device recalls.
7 min readBecton Dickinson (BDX) is discussed as a dividend-focused medical supply company. The article cites a P/E of 13.3 versus an assumed fair P/E of 19 and forecasts valuation-driven returns. It reports about $22B annual revenue and $45B market cap. It says Q2 FY2026 revenue rose 5.2% to $4.7B, with adjusted EPS $2.90. Full-year adjusted EPS guidance is $12.52 to $12.72, after a Feb. 9 separation.
3 min readBecton, Dickinson and Company (BDX) reported Q3 FY2026 adjusted EPS of $3.23, up 4.9% and 2.9% above the Zacks estimate. Revenue was $4.98B, up 5.4% and 1.8% above consensus. Gross margin fell to 46.5%. BD revised FY2026 adjusted EPS to $12.62-$12.72. Shares rose about 1.8% pre-market.
6 min readBecton, Dickinson and Co. (BDX) reported third-quarter results and raised its FY2026 adjusted EPS outlook to $12.62 to $12.72 per share, from $12.52 to $12.72. The company kept its revenue growth view, expecting low single-digit plus growth and low single-digit constant-currency growth. Shares were about $172.00 premarket.
2 min readBecton, Dickinson and Co. (BDX) reported third-quarter results and raised its FY26 adjusted EPS guidance, according to dpa-AFX. The company also reported Q3 profit of $377 million, or $1.37 per share, and noted non-GAAP EPS of $3.23 and revenue of $5.0 billion, per the listed reports.
4 min readBD (NYSE:BDX) reported fiscal 2026 third-quarter results ended June 30, 2026. Revenue rose to $5.0 billion, up 5.4% reported and 4.4% on an FX-neutral basis. GAAP and adjusted diluted EPS from continuing operations were $1.64 and $3.23. Year-to-date cash from continuing operations increased 33.3% to $2.1 billion, and free cash flow rose 44.6% to $1.7 billion. BD updated full-year guidance, expecting revenue growth toward the high end and raised the adjusted EPS midpoint.
6 min readBECTON DICKINSON & CO (BDX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.01 2 ex9916302026.htm EX-99.01 Document *Exhibit 99.1 1 Becton Drive Franklin Lakes, NJ 07417 www.bd.com Contacts: Investors: Shawn Bevec, SVP, Investor Relations - investor.relations@bd.com Media: Matt Marcus, VP, Public Relations - matt.marcus@bd.com BD Reports Third Quar
6 min readTipRanks highlights analyst rating changes for Intuit (INTU), Alphabet (GOOGL), Honeywell (HON), Becton Dickinson (BDX) and Stryker (SYK). Intuit was cut to Hold with a $304 target. Alphabet was upgraded to Buy, $425 target, after 2Q26 revenue +24% and cloud revenue +82%. Honeywell upgraded to Neutral, $265 target. BDX initiated Buy, $190 target. Stryker upgraded to Buy, $400 target.
4 min readBD (Becton, Dickinson and Company) (NYSE: BDX) said its board declared a quarterly dividend of $1.05 per common share. The dividend is payable Sept. 30, 2026, to shareholders of record Sept. 9, 2026, implying an annualized rate of $4.20 per share.
1 min read
