NYSE$BDX

Becton Dickinson & Co. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Second quarter performance reflected strategy in action and the strength of diverse portfolio.

BD reported Q2 2024 financial results with revenue of $5.0 billion, a 4.6% increase as reported. GAAP EPS grew by 20.9% to $1.85, and adjusted diluted EPS increased by 10.8% to $3.17. The company raised its full-year adjusted EPS guidance and affirmed its organic revenue growth guidance.

  • Q2 revenue of $5.0 billion increased 4.6% as reported, 4.7% currency-neutral and 5.7% organic.
  • Q2 GAAP and adjusted diluted EPS of $1.85 and $3.17 grew 20.9% and 10.8%, respectively.
  • Year-to-date Cash from Continuing Operations of $1.4 billion and Free Cash Flow of $1.1 billion increased $785 million and over $900 million, respectively.
  • Company raises full-year adjusted EPS guidance and affirms organic revenue growth guidance

Headline financials

Total Revenue

$5.05B

Previous: $4.82B+4.6%
EPS

$1.85

Previous: $2.86-35.3%
Reported Revenue Growth

5045000000.0%

No prior period
Capital Expenditures

-$250M

Previous: -$389M+35.7%
Free Cash Flow

$287M

Previous: $71M+304.2%
Net Income

$537M

Previous: $460M+16.7%
Operating Income

$734M

Previous: $628M+16.9%
Gross Profit

$2.3B

Previous: $2.24B+3.1%
Cash & Equivalents

$2.35B

Previous: $1.98B+18.5%
Total Assets

$54.2B

Previous: $54.4B-0.4%
R&D Expense

$299M

No prior period
Stock-Based Comp

$60M

Previous: $56M+7.1%

Revenue & EPS history

BD · Revenue · Quarterly

$5.05B

Q2 2024+4.6%vs Q2 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 provided the following guidance with respect to fiscal 2024. The company affirmed its fiscal 2024 organic revenue growth guidance range and increased its adjusted diluted earnings per share guidance range which reflects an increase of 11 cents at the midpoint.

Tailwinds

  • Total Revenues ~$20.1 to $20.3 billion
  • Organic Revenue Growth (FXN) 5.5% to 6.25%
  • Impact of Surgical Instrumentation Platform Divestiture (~75) basis points
  • Revenue Growth (FXN) 4.75% to 5.5%
  • Adjusted Diluted EPS $12.95 to $13.15

Headwinds

  • Estimated Foreign Currency Impact to Revenue Growth (~65) basis points
  • Adjusted Diluted EPS Growth 6.1% to 7.7%
  • Estimated Impact of Surgical Instrumentation Platform Divestiture included in Adjusted Diluted EPS (~75) basis points
  • Estimated Foreign Currency Impact included in Adjusted Diluted EPS (~425) basis points
  • BD's outlook for fiscal 2024 reflects numerous assumptions about many factors that could affect its business, based on the information management has reviewed as of this date.

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 2024

Historical avgQ2 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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