Citable filing context
BDX's research view summarizes recent SEC filing context, starting with earnings from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | earnings | Becton, Dickinson and Company reported third quarter fiscal 2026 revenue of $5.0 billion, a 5.4% increase. |
| Jul 22, 2026 | management_change | Michael D. Garrison, EVP and President of Medical Essentials and BioPharma Systems, announced his retirement effective October 2, 2026. |
| May 29, 2026 | other | Becton, Dickinson and Company resumed shipment of ChloraPrep and PurPrep in the U.S. following additional release testing. |
| Aug 6, 2026 | Guidance: adjusted_diluted_eps | 12.62 to 12.72 |
| May 7, 2026 | Guidance: adjusted_diluted_eps | 12.52 to 12.72 |
| May 7, 2026 | Guidance: revenue_growth | not reported to not reported |
| Aug 6, 2026 | mda_quarterly | Becton, Dickinson and Company (BDX) reported a 5.4% increase in worldwide revenue to $4.983 billion for the third quarter of fiscal 2026. Following the February 2026 spin-off of its Biosciences and Diagnostic Solutions business, the company reorganized into four segments: Medical Essentials, Connected Care, BioPharma Systems, and Interventional. Growth was driven by strong U.S. performance, particularly in Medication Delivery Solutions, Specimen Management, and the Advanced Patient Monitoring unit, which benefited from the adoption of Acumen IQ technology. Conversely, results were pressured by market dynamics in China, specifically volume-based procurement (VoBP) programs, and lower demand for vaccine products. Operational performance faced headwinds from tariffs, higher labor costs, and regulatory compliance expenses, including those related to an FDA Warning Letter at the El Paso manufacturing facility. While the company is executing its "Excellence Unleashed" strategy to drive productivity, it continues to manage significant regulatory risks, including ongoing oversight of its infusion pump business under a consent decree and evolving EPA standards for ethylene oxide sterilization. The company maintains a solid liquidity position, supported by a $4 billion cash distribution from the recent spin-off, which funded significant share repurchases and debt reduction. |
| May 7, 2026 | mda_quarterly | Becton, Dickinson and Company (BD) reorganized into four segments—Medical Essentials, Connected Care, BioPharma Systems, and Interventional—following the February 2026 spin-off of its Biosciences and Diagnostic Solutions business. Second-quarter 2026 worldwide revenues increased 5.2% to $4.714 billion, driven by volume growth and favorable foreign currency translation. Key growth drivers included Vascular Access Management, BD Vacutainer, and Advanced Patient Monitoring (specifically HemoSphere Alta and Acumen IQ), alongside double-digit growth in PureWick and GLP-1 delivery products. However, performance was hindered by lower vaccine demand and China’s volume-based procurement (VoBP) programs. Significant regulatory risks persist, including an ongoing FDA Consent Decree regarding Alaris infusion pumps and a Warning Letter for the El Paso facility, which resulted in a voluntary ship hold on ChloraPrep and PurPrep. The company also faces operational headwinds from tariffs and evolving EPA regulations regarding ethylene oxide sterilization. Financially, BD utilized a $4 billion cash distribution from its recent spin-off to fund $2.25 billion in share repurchases and significant debt repayments. Management is currently executing the "Excellence Unleashed" strategy to improve operational efficiency and commercial capabilities amid macroeconomic volatility in the Middle East and China. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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