BDX
FY2026 Q2 · Calendar Q2 2026
Becton, Dickinson and Company
BD delivered a solid quarter powered by double-digit growth in its strategic platforms -- biologic drug delivery, Advanced Patient Monitoring, PureWick, and Advanced Tissue Regeneration -- which are outpacing the broader portfolio. The company raised full-year adjusted EPS guidance to $12.52-$12.72, reflecting management confidence in the New BD strategy. Headwinds in Alaris, vaccines, and China persist but are expected to diminish in FY27. Strong cash generation funded $2.3 billion in shareholder returns this quarter. An FDA warning letter at the El Paso facility introduces near-term regulatory risk, though no patient-safety signals have been identified. The stock jumped roughly 6% on the report, well ahead of the benchmark.
EPS surprise+4.3%
Market move+5.9%
