NYSE$BDX

Becton Dickinson & Co. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong growth across its base business through continued focused execution and progress against its BD2025 strategy.

BD (Becton, Dickinson and Company) announced results for its second quarter of fiscal year 2022. Revenue of $5.0 billion increased 2.1% as reported and 3.9% on a currency-neutral basis. GAAP diluted EPS was $1.50 and adjusted diluted EPS was $3.18. The company raised the mid-point of its full-year revenue and adjusted EPS guidance ranges, adjusting for the completed spin of Diabetes Care business.

  • Revenue of $5.0 billion increased 2.1% as reported and 3.9% on currency-neutral basis
  • Revenue driven by base revenue growth of 8.2% as reported, 10.2% currency-neutral, partially offset by decline in worldwide COVID-only testing revenues to $214 million from $474 million in the prior year
  • GAAP diluted EPS of $1.50; adjusted diluted EPS of $3.18
  • Company raises mid-point of revenue and adjusted EPS guidance ranges; Adjusts for completed spin of Diabetes Care business

Headline financials

Total Revenue

$5.01B

Previous: $4.91B+2.1%
EPS (adj)

$3.18

Previous: $3.19-0.3%
Reported Revenue Growth

8.2%

No prior period
Capital Expenditures

-$415M

Previous: -$499M+16.8%
Free Cash Flow

$39M

Previous: -$200M+119.5%
Net Income

$454M

Previous: $299M+51.8%
Operating Income

$652M

Previous: $434M+50.2%
Gross Profit

$2.31B

Previous: $2.25B+2.6%
Cash & Equivalents

$3.15B

Previous: $3.73B-15.7%
Total Assets

$54.8B

Previous: $54.9B-0.2%
Stock-Based Comp

$59M

Previous: $55M+7.3%

Revenue & EPS history

BD · Revenue · Quarterly

$5.01B

Q2 2022+2.1%vs Q2 2021
Beat estimate in 16 of 16 quarters(100%)
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 raised the mid-point of its full-year revenue and adjusted EPS guidance ranges, and adjusted for the completed spin of Embecta Corp. On a post-spin basis the company expects fiscal year 2022 revenues to be in the range of approximately $18.5 billion to $18.7 billion and adjusted diluted EPS to be $11.15 to $11.30.

Tailwinds

  • Revenue guidance for fiscal year 2022 assumes base business currency-neutral revenue growth of 7.25% to 8.25%.
  • Growth was also aided by the recent acquisition of Venclose.
  • UCC performance was primarily driven by continued strong demand for chronic female incontinence products in the acute care & alternative care settings.
  • PI performance reflects growth in the U.S. across the peripheral vascular disease, end stage kidney disease and oncology platforms and double-digit growth in China across the portfolio.
  • Surgery performance reflects growth across the hernia, biosurgery and infection prevention platforms as deferrable procedure volumes recovered compared to the prior year.

Headwinds

  • Revenue guidance for fiscal year 2022 now assumes approximately $450 million in COVID-19-only diagnostic testing revenues.
  • Foreign exchange would represent a headwind of approximately 200 basis points to total company revenue growth.
  • Management’s outlook assumes continued inflationary and supply chain pressure over the balance of the fiscal year.
  • There should be no further significant escalation of macro-economic headwinds.
  • Management’s outlook assumes no significant or lasting disruptions to deferrable procedure volumes.

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 2022

Historical avgQ2 2022

-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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