Bristol-Myers Squibb Company · BMY · Next earnings

Bristol-Myers Squibb Company reports Thursday, Oct 29, 2026

BMY reports before market open with consensus EPS at $1.68 and revenue at $12.62B. Last quarter: Bristol-Myers Squibb Beats Q1 Estimates as Oncology Pipeline Accelerates

Reports Before market open39 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.68 Calendar consensus
Consensus revenue $12.62B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where BMY left off: FY2026 Q1

Full report

Bristol-Myers Squibb Beats Q1 Estimates as Oncology Pipeline Accelerates

EPS surprise +11.3% Reported $1.58 vs $1.42
Revenue surprise +5.1% Reported $11.49B vs $10.93B
Stock move +5.2% Event window
Subsequent drift -5.6% Up to 20 sessions

Full-year 2026 guidance was reaffirmed. Management expressed confidence in meeting the upper end of the range, citing continued execution, AI-driven R&D efficiencies, and pipeline progress.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Increased generic competition continues to erode legacy product revenues.
  • Inventory drawdown affected Opdivo sales in the United States.
  • Reliance on upcoming clinical readouts means negative data could impact guidance.
  • Price reductions on Eliquis create short-term cash-flow pressure.
  • Regulatory timelines for multiple submissions carry potential delay risk.

Questions analysts left open

  • Confidence levels and timing of the Milvexian AFib and stroke prevention readouts.
  • Design specifics and statistical power for bleed-rate superiority in the Milvexian trial.
  • Biomarker-selected enrollment strategy for Cobenfy Alzheimer's psychosis studies.
  • Commercial impact of Pumitamig combinations and positioning as a backbone therapy.
  • Potential competitive pressure from emerging IO-VEGF combinations.

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Recent BMY quarters

All BMY earnings
+5.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.