BDX Earnings

BDX reported its earnings on 2026-02-09, showcasing a revenue of 5.25B against an estimate of 5.15B, resulting in a 1.98% surprise. The EPS was 2.91, surpassing the expected 2.82 by 3.19%. The stock experienced a -1.25% price change on the earnings day and a -15.34% change over the next five days, reflecting market reactions to the results.

Following BDX's earnings announcement on 2026-02-09, the stock price moved by -1.25% on the day of the release. Over the subsequent five days, it saw a -15.34% change. Historically, BDX's stock price tends to shift by an average of 1.54% in the 10 days leading up to earnings and -0.25% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate BDX's annual revenue to reach 5.54B, while the EPS is projected at 3.37. These estimates reflect recent revisions, with revenue estimates revised downward by -0.08% and EPS estimates revised upward by 0.03% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BDX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised downward by -0.08%, while EPS estimates moved revised upward by 0.03%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BDX's stock price typically moves by 1.54% in the 10 days before its earnings and -0.25% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 3.37 and revenue of 5.54B.

Despite the decline in adjusted operating margin and EPS due to tariffs, the company shows strong revenue performance, operational execution, and a commitment to share buybacks. The Q&A reveals no structural changes hindering growth, strong momentum in key areas, and a stable pricing environment. However, uncertainties in China and vaccine headwinds persist. Positive elements like R&D investments and a stable pricing environment are offset by tariff impacts and cautious guidance, leading to a neutral sentiment.