Bristol-Myers Squibb Company · BMY · Next earnings

Bristol-Myers Squibb Company reports Thursday, Feb 4, 2027

BMY reports before market open with consensus EPS at $1.52 and revenue at $12.66B. Last quarter: BMS raises guidance as growth portfolio expands in Q3

Reports Before market open92 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.52 Calendar consensus
Consensus revenue $12.66B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 92 days away

Where BMY left off: FY2026 Q3

Full report

BMS raises guidance as growth portfolio expands in Q3

EPS surprise +22.7% Reported $1.35 vs $1.10
Revenue surprise +2.7% Reported $13.07B vs $12.72B
Stock move +1.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year revenue and EPS guidance after strong Q3 results.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory delays for pending approvals could affect pipeline timing.
  • Eliquis loss of exclusivity in Europe could pressure revenue.
  • Manufacturing execution, Zolacel safety, and mixed 120 mg IPF efficacy remain risks.

Questions analysts left open

  • Whether the 120 mg dose of admilparant can deliver sufficient IPF efficacy.
  • Early commercial uptake and tolerability of Symvexis.
  • Execution, regulatory, and safety risks across Milvexian, RAISE 101, new manufacturing sites, and the paused Zolacel program.

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Recent BMY quarters

All BMY earnings
+1.4%FY2026 Q3+2.8%FY2026 Q2+5.2%FY2026 Q1+7.1%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.