NYSE$BDX

Becton Dickinson & Co. · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

BD reported fiscal Q2 2026 revenues of $4.71B with net income of $72M after the Biosciences spin to Waters.

For the quarter ended March 31, 2026 (fiscal Q2), Becton Dickinson reported revenues of $4.71 billion versus $4.48 billion a year ago. Net income was $72 million, or $(1.11) per diluted share, compared with $611 million and $1.07 per share in Q2 2025, reflecting the February 2026 spin-off of the Biosciences & Diagnostic Solutions business to Waters in a Reverse Morris Trust transaction. BD received a $4 billion cash distribution and used proceeds for buybacks and debt paydown.

  • Revenues $4.71B (+5% YoY) on Medical Essentials and Interventional growth.
  • Net income $72M impacted by spin and one-time items; diluted EPS $(1.11).
  • Biosciences/Diagnostic Solutions spun to Waters in February 2026.
  • $4B cash distribution; $2B ASR and $2B debt repayment.

Headline financials

Total Revenue

$4.71B

Previous: $4.48B+5.2%
EPS (adj)

-$1.11

Previous: $1.07-203.7%
Capital Expenditures

-$233M

Previous: -$234M+0.4%
Free Cash Flow

$864M

No prior period
Net Income

-$311M

Previous: $308M-201.0%
Operating Income

$93M

Previous: $546M-83.0%
Gross Profit

$2.15B

Previous: $2.26B-4.6%
Cash & Equivalents

$813M

No prior period
Total Assets

$50.8B

No prior period

Revenue & EPS history

BD · Revenue · Quarterly

$4.71B

Q2 2026+5.2%vs Q2 2025
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

BD discusses pro forma outlook for remaining medtech portfolio post-spin; full-year guidance in investor materials.

Tailwinds

  • Interventional segment revenue +7% YoY.
  • Cash returned to shareholders post-spin.
  • Focused medtech portfolio.

Headwinds

  • GAAP loss per share from spin accounting.
  • Integration and restructuring charges.
  • China VBP pressure in Med Essentials.

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 2026

Historical avgQ2 2026

-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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