NYSE$BDX

Becton Dickinson & Co. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

BD's Q1 2024 financial results were released, showcasing margin execution that drove better performance and led to higher guidance for fiscal year 2024.

BD reported Q1 revenue of $4.7 billion, a 2.6% increase as reported and a 2.4% organic increase. GAAP EPS was $0.96 and adjusted EPS was $2.68. The company raised its full-year adjusted EPS guidance and midpoint of organic revenue growth guidance.

  • Q1 revenue increased by 2.6% to $4.7 billion.
  • GAAP EPS was $0.96, while adjusted EPS reached $2.68.
  • The company's strong execution of the BD 2025 strategy drove margin performance and cash flow ahead of expectations.
  • Full-year adjusted EPS guidance was raised, along with the midpoint of organic revenue growth guidance.

Headline financials

Total Revenue

$4.71B

Previous: $4.59B+2.6%
EPS

$0.96

Previous: $2.98-67.8%
Capital Expenditures

-$116M

Previous: -$208M+44.2%
Free Cash Flow

$165M

Previous: $301M-45.2%
Net Income

$281M

Previous: $509M-44.8%
Operating Income

$439M

Previous: $585M-25.0%
Gross Profit

$2.03B

Previous: $2.13B-5.0%
Cash & Equivalents

$1.18B

Previous: $612M+92.8%
Total Assets

$52.3B

Previous: $53.1B-1.6%
R&D Expense

$290M

No prior period
Stock-Based Comp

$83M

Previous: $89M-6.7%

Revenue & EPS history

BD · Revenue · Quarterly

$4.71B

Q1 2024+2.6%vs Q1 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

BD · $2.53B total across 2 segments · Q4 2023

  • BD Life Sciences
    $1.33B+3.3%
  • BD Interventional
    $1.2B+9.7%

Forward guidance

The company expects fiscal year 2024 revenues to be in the range of approximately $20.2 billion to $20.4 billion. Organic revenue growth is now expected to be 5.5% to 6.25%. The company now expects fiscal year 2024 adjusted diluted EPS to be $12.82 to $13.06.

Tailwinds

  • Fiscal year 2024 revenues are expected to be in the range of approximately $20.2 billion to $20.4 billion.
  • Organic revenue growth is now expected to be 5.5% to 6.25%.
  • Total currency-neutral revenue growth is now expected to be 4.75% to 5.5%.
  • Fiscal year 2024 adjusted diluted EPS is expected to be $12.82 to $13.06.
  • Adjusted earnings per share guidance reflects growth of approximately 5% to 7%.

Headwinds

  • Total currency-neutral revenue growth continues to reflect a negative impact of approximately 75 basis points from the impact of the Surgical Instrumentation platform divestiture.
  • Foreign exchange represents a reduction of approximately 25 basis points to total company revenue growth.
  • Adjusted earnings per share guidance includes a reduction of approximately 360 basis points from foreign exchange based on current rates.
  • Adjusted earnings per share guidance continues to include the absorption of an estimated 75 basis point negative impact from the divestiture of the Surgical Instrumentation platform.
  • The company's outlook for fiscal 2024 reflects numerous assumptions about many factors that could affect its business.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.9%

Avg return

Earnings day

-0.9%

Avg return

5 days after

-0.5%

Avg return

30 days after

38%

28 / 73 earnings

Positive

+8.9%

Q3 2025

Best reaction

-18.1%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.7%-1.1%+4.6%
Q1 2026-1.3%+6.5%-1.2%
Q4 2025+0.6%+7.2%+10.0%
Q3 2025+8.9%+13.1%+11.6%
Q2 2025-18.1%-20.3%-16.7%
Q1 2025-6.3%-5.3%-5.3%
Q4 2024-3.5%-3.7%-8.3%
Q3 2024+0.3%-2.3%+0.6%
Q2 2024+0.4%+1.5%-0.7%
Q1 2024-0.7%-0.1%-1.5%
Q4 2023-8.3%-8.8%-9.2%
Q3 2023-2.0%+1.8%+0.8%
Q2 2023-3.8%-5.3%-4.5%
Q1 2023-3.3%-0.4%-6.7%
Q4 2022+4.3%+1.9%+13.4%
Q3 2022+3.8%+4.2%+3.2%
Q2 2022+1.7%-1.4%-0.5%
Q1 2022+4.7%+7.7%+7.3%
Q4 2021-1.3%-1.4%-1.2%
Q3 2021-5.4%-6.3%+1.2%
Q2 2021-4.2%-3.4%-3.6%
Q1 2021-2.4%-2.6%-5.5%
Q4 2020-0.1%+1.5%+2.5%
Q3 2020-9.5%-10.0%-17.4%
Q2 2020-1.8%+1.1%-6.6%
Q1 2020-13.7%-10.3%-16.4%
Q4 2019-3.8%-6.1%-0.7%
Q3 2019+3.5%+7.6%+9.4%
Q2 2019-3.0%-4.1%+2.6%
Q1 2019-1.7%-2.0%-0.2%
Q4 2018-0.2%+2.5%+1.6%
Q3 2018-1.1%-0.8%+4.7%
Q2 2018-2.4%-3.8%-2.3%
Q1 2018-1.3%-3.4%-0.6%
Q4 2017+7.9%+6.3%+8.8%
Q3 2017-1.9%-2.1%-0.9%
Q2 2017-1.4%-0.5%+3.5%
Q1 2017+0.2%-0.1%+3.2%
Q4 2016+4.9%+7.1%-0.8%
Q3 2016-1.2%-0.9%+0.9%
Q2 2016+2.0%
Q1 2016-4.9%
Q4 2015+3.8%
Q3 2015-3.2%
Q2 2015+0.7%
Q1 2015+2.4%
Q4 2014-0.2%
Q3 2014-2.8%
Q2 2014-0.4%
Q1 2014+1.8%
Q4 2013+0.5%
Q3 2013-2.1%
Q2 2013+4.1%
Q1 2013+3.2%
Q4 2012-4.3%
Q3 2012-1.1%
Q2 2012+0.0%
Q4 2011-4.6%
Q1 2012+1.2%
Q3 2011-2.6%
Q2 2011-1.0%
Q1 2011-0.5%
Q4 2010+2.0%
Q3 2010+1.6%
Q2 2010-2.6%
Q1 2009+0.5%
Q1 2010-1.4%
Q4 2007-1.2%
Q2 2009-1.2%
Q4 2009-1.2%
Q3 2009+2.5%
Q3 2008+2.5%
Q4 2008+2.5%

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