NYSE$BDX

Becton Dickinson & Co. · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported strong second fiscal quarter results, driven by COVID-19 testing sales and core business growth, while reaffirming fiscal 2021 guidance.

BD (Becton, Dickinson and Company) reported a 15.4% increase in quarterly revenues to $4.9 billion for the second fiscal quarter ended March 31, 2021. This growth was driven by COVID-19 diagnostic revenues of $480 million and strong core business growth. GAAP diluted EPS increased 77.4% year-over-year to $0.94, and adjusted EPS increased 25.1% year-over-year to $3.19. The company reaffirmed its fiscal 2021 revenue growth and adjusted EPS guidance.

  • Second fiscal quarter revenues of $4.9 billion grew 15.4% on a reported basis. On a currency-neutral basis, revenues increased 12.2%.
  • BD’s COVID-19 testing sales were $480 million, including BD Veritor™ Plus System revenues of $290 million.
  • BD’s core growth led by strong growth in Medication Delivery Solutions (up 10.4%), Pharmaceutical Systems (up 15.4%), and Biosciences (up 16.3%) on a reported basis.
  • Second fiscal quarter GAAP diluted earnings per share (EPS) increased 77.4% year-over-year to $0.94. Adjusted EPS increased 25.1% year-over-year to $3.19.

Headline financials

Total Revenue

$4.91B

Previous: $4.25B+15.4%
EPS (adj)

$3.19

Previous: $2.55+25.1%
Capital Expenditures

-$499M

Previous: -$395M-26.3%
Free Cash Flow

-$200M

Previous: -$212M+5.7%
Net Income

$299M

Previous: $183M+63.4%
Operating Income

$434M

Previous: $370M+17.3%
Gross Profit

$2.25B

Previous: $1.73B+29.6%
Cash & Equivalents

$3.73B

Previous: $2.35B+58.8%
Total Assets

$54.9B

Previous: $53.5B+2.6%
Stock-Based Comp

$55M

Previous: $59M-6.8%

Revenue & EPS history

BD · Revenue · Quarterly

$4.91B

Q2 2021+15.4%vs Q2 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

BD · $2.6B total across 2 segments · Q2 2021

  • BD Life Sciences
    $1.59B+42.5%
  • BD Interventional
    $1.01B+2.1%

Forward guidance

The company continues to expect fiscal year 2021 revenues to grow 12% to 14% on an as reported basis and 10% to 12% on a currency-neutral basis. Foreign currency is expected to contribute approximately 200 basis points to revenue growth. The company continues to expect fiscal year 2021 adjusted diluted EPS to be between $12.75 and $12.85.

Tailwinds

  • Expects fiscal year 2021 revenues to grow 12% to 14% on an as reported basis.
  • Expects fiscal year 2021 revenues to grow 10% to 12% on a currency-neutral basis.
  • Foreign currency is expected to contribute approximately 200 basis points to revenue growth.
  • Continues to expect fiscal year 2021 adjusted diluted EPS to be between $12.75 and $12.85.
  • Adjusted EPS guidance range represents growth of approximately 25% to 26% over fiscal 2020 adjusted diluted EPS of $10.20.

Headwinds

  • The COVID-19 pandemic continues to impact the global economy and health care utilization trends.
  • Fiscal 2021 outlook includes assumptions of no significant change in utilization or procedure volumes associated with COVID-19 resurgences.
  • Potential charges or gains may be recorded during the fiscal year, such as the non-cash amortization of intangible assets.
  • Potential charges or gains may be recorded during the fiscal year, such as acquisition-related charges.
  • Potential charges or gains may be recorded during the fiscal year spin-off related charges, and certain tax matters.

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 Q2 2021

Historical avgQ2 2021

-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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