BDX Earnings Prediction
The chart below shows how BDX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BDX sees a -0.80% change in stock price 10 days leading up to the earnings, and a -0.04% change 10 days following the report. On the earnings day itself, the stock moves by +0.90%. This data can give you a slight idea of what to expect for the next quarter's release.
BDX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
5.44B
6.88%
8.96%
Gross Margin
46.44%
38.88%
0.45%
Operating Margin
15.38%
251.14%
7.33%
Net Margin
7.36%
142.90%
-24.59%
EPS
1.37
270.27%
-18.45%
No Data Available
BDX Earnings Analysis
Becton, Dickinson and Co. Corporation (BDX.N) Earnings Conference Call
Positive
Q4 Revenue Performance: 1. Strong Revenue Growth: BD reported a 7.4% revenue growth in Q4 2024, with 6.2% organic growth, demonstrating robust performance despite market challenges.
Operating Margin Improvement: 2. Margin Expansion: The company achieved a 120 basis points increase in adjusted operating margin, reaching 26.6% in Q4, reflecting effective cost management and operational efficiency.
Free Cash Flow Surge: 3. Increased Free Cash Flow: BD generated $3.1 billion in free cash flow for the year, a 47% increase, showcasing strong cash generation capabilities and financial health.
R&D Investment Strategy: 4. Significant R&D Investment: The company invested $1.1 billion in R&D during FY 2024, supporting innovation and future growth opportunities across its product lines.
Dividend Aristocrat Commitment: 5. Consistent Dividend Growth: BD announced its 53rd consecutive year of dividend increases, reinforcing its commitment to returning capital to shareholders and maintaining its status as a Dividend Aristocrat.
Negative
Fiscal Year Revenue Challenges: Despite a reported 7.4% revenue growth in Q4, the overall fiscal year 2024 revenue growth was below initial expectations, indicating challenges in market dynamics, particularly in China and Bioscience-Pharma.
Bioscience-Pharma Growth Slowdown: The Bioscience-Pharma segment only grew about 1% for the full year, reflecting a significant slowdown compared to previous growth rates and indicating ongoing market difficulties.
Revenue Decline Forecast: China's revenue is expected to decline by mid-single digits in FY '25, which is a substantial headwind that will impact overall revenue growth for the company.
Free Cash Flow Challenges: The company anticipates a moderate step back in free cash flow conversion to around 75% in FY '25 due to integration-related investments for Advanced Patient Monitoring, indicating potential cash flow challenges ahead.
Sales Performance Concerns: Alaris sales in Q4 were below expectations, with the company reporting approximately $100 million instead of the anticipated $150 million, raising concerns about future sales performance in FY '25.
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BDX Earning Call Sentiment
Becton, Dickinson and Company (BDX) Q4 2024 Earnings Call Transcript
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BDX.N
2.16%Positive
The earnings call reveals solid financial performance with a 7.4% revenue growth and an 11.4% increase in EPS. The company continues to expand its margins and maintains strong free cash flow. Despite challenges in China and bioscience-pharma, BD's strategic focus on innovation and M&A is progressing well. The positive sentiment is further supported by a dividend increase and a $1 billion share repurchase plan. The Q&A session indicates confidence in future growth despite some uncertainties. Overall, the optimistic guidance and shareholder return plans suggest a positive stock price movement.