8-K ·Filed Apr 2, 2026
8-K Item 2.02: Earnings release
Actionable Insight ◆ Mixed
Despite revenue beat, EPS missed consensus and guidance was maintained, not raised. Monitor upcoming quarters for margin trends in New BD and integration progress of remaining businesses.
Final — all horizons settled through T+60d
BDX ▼ -1.50% at T+60d
NEUTRAL call ✗ call lost -1.50% · α vs SPY -14.68% · entry $155.23 → $152.90
T+1d
-0.17%
call -0.17% · α -0.23%
$154.96
settled 6mo ago
T+5d
+0.13%
call +0.13% · α -4.00%
$155.43
settled 6mo ago
T+20d
-5.85%
call -5.85% · α -14.83%
$146.15
settled 5mo ago
T+60d
-1.50%
call -1.50% · α -14.68%
$152.90
settled 3mo ago
Price Chart
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Executive Summary
BD reported Q1 FY26 adjusted EPS of $2.91, missing consensus by 4.5% and revenue of $4.49B, beating by 2.8%, while reaffirming full-year guidance for New BD. The filing recasts historical financials post-spinoff of Biosciences and Diagnostics business.
Key Financial Metrics
EPS
$2.91
est $2.78 · +4.7%
Revenue
$4.5B
est $4.4B · +2.7%
Rating
miss
Key Facts
- Adjusted diluted EPS was $2.91, missing consensus of $2.78 by 4.5% (beatMiss: miss)
- Revenue for New BD was $4.486B, beating consensus of $4.37B by 2.8% (beatMiss: beat)
- Company reaffirmed full-year adjusted EPS guidance of $12.35–$12.65 for New BD
- Filing includes recast financials reflecting the spinoff of Biosciences and Diagnostics business completed on February 9, 2026
Financial Impact
Revenue beat by $116M, EPS miss by $0.13
revenueepsguidance
Risk Factors
- EPS miss despite revenue beat suggests margin pressure or higher-than-expected costs
- Reaffirmed guidance implies no upward revision despite revenue outperformance
Market Snapshot
Exchange
NYSE
Sector
Surgical & Medical Instruments & Apparatus
Investment Themes
Healthcare & Medical Devices
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-023185 |
| Document: bdx-20260402.htm | 0001628280-26-023185 |
| Document: 0001628280-26-023185-index-headers.html | 0001628280-26-023185 |
| Document: 0001628280-26-023185-index.html | 0001628280-26-023185 |
| Document: 0001628280-26-023185.txt | 0001628280-26-023185 |
| 8-K Data (Synthetic) | 0001628280-26-023185 |
9 reports for BDX
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | Insider Cluster | $183.40 $182.91 | ▼ −0.27% | ▲ +1.72% | $177.07 (−3.45%) |
Jul 22, 2026 10w ago | 8-K | $153.16 $187.60 | ▲ +22.49% | ▲ +19.59% | $177.07 (+15.61%) |
Jun 27, 2026 13w ago | Insider Cluster | $155.19 $156.36 | ▲ +0.75% | ▲ +1.03% | $177.07 (+14.10%) |
Jun 27, 2026 13w ago | Insider Cluster | $155.19 $156.36 | ▲ +0.75% | ▲ +1.03% | $177.07 (+14.10%) |
Jun 3, 2026 17w ago | Insider Cluster | $145.54 $152.90 | ▲ +5.06% | ▲ +6.18% | $177.07 (+21.67%) |
May 29, 2026 18w ago | 8-K | $146.96 $155.92 | ▲ +6.10% | ▲ +9.73% | $177.07 (+20.49%) |
Apr 2, 2026 26w ago | 8-K | $155.23 $146.15 | ▼ −5.85% | ▼ −14.83% | $177.07 (+14.08%) |
Mar 31, 2026 26w ago | Court Ruling | $157.23 $145.31 | ▼ −7.58% | ▼ −17.00% | $177.07 (+12.62%) |
Feb 25, 2026 31w ago | 8-K | $176.49 $157.17 | ▼ −10.95% | ▼ −4.54% | $177.07 (+0.33%) |
Showing 9 of 9
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