NYSE$BDX

Becton Dickinson & Co. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported strong third quarter results driven by base business momentum, leading to increased fiscal year 2021 guidance.

BD (Becton, Dickinson and Company) reported strong third-quarter results with revenues of $4.9 billion, a 26.9% increase year-over-year on a reported basis. The growth was primarily driven by strong base business performance and increased healthcare utilization levels. The company raised its fiscal year 2021 revenue growth and adjusted EPS guidance ranges, citing base business momentum.

  • Third fiscal quarter revenues of $4.9 billion grew 26.9% on a reported basis.
  • COVID-19 testing revenues were $300 million, including BD Veritor™ Plus System revenues of $212 million.
  • GAAP diluted earnings per share (EPS) increased 77.3% year-over-year to $1.72.
  • Adjusted diluted EPS increased 24.5% year-over-year to $2.74.

Headline financials

Total Revenue

$4.89B

Previous: $3.86B+26.8%
EPS (adj)

$2.74

Previous: $2.20+24.5%
Capital Expenditures

-$766M

Previous: -$597M-28.3%
Free Cash Flow

-$241M

Previous: -$311M+22.5%
Net Income

$525M

Previous: $286M+83.6%
Operating Income

$628M

Previous: $358M+75.4%
Gross Profit

$2.16B

Previous: $1.66B+30.2%
Cash & Equivalents

$3.15B

Previous: $2.88B+9.4%
Total Assets

$54.3B

Previous: $54B+0.7%
Stock-Based Comp

$51M

Previous: $52M-1.9%

Revenue & EPS history

BD · Revenue · Quarterly

$4.89B

Q3 2021+26.8%vs Q3 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

BD · $2.52B total across 2 segments · Q3 2021

  • BD Life Sciences
    $1.43B+50.7%
  • BD Interventional
    $1.08B+38.4%

Forward guidance

BD updated its outlook for fiscal year 2021, expecting revenue growth of approximately 16.5% to 17.0% on a reported basis and adjusted diluted EPS to be between $12.85 and $12.95.

Tailwinds

  • Fiscal year 2021 revenues are expected to grow approximately 16.5% to 17.0% on a reported basis.
  • Foreign currency is expected to contribute approximately 250 to 300 basis points to revenue growth.
  • Fiscal year 2021 currency-neutral revenue growth is expected to be about 14.0%.
  • Fiscal year 2021 adjusted diluted EPS is expected to be between $12.85 and $12.95.
  • The adjusted EPS guidance range represents growth of approximately 26% to 27% over fiscal 2020 adjusted diluted EPS of $10.20.

Headwinds

  • The outlook reflects assumptions about the continued impact of the COVID-19 pandemic.
  • The company assumes no major system-wide hospital restrictions on elective procedures related to the COVID-19 pandemic.
  • The company started to see some impact on elective procedures from the COVID-19 delta variant in some states in the U.S.
  • Lower COVID-19 testing profit contribution.
  • Adjusted diluted EPS for fiscal 2021 excludes potential charges or gains that may be recorded during the fiscal year.

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 Q3 2021

Historical avgQ3 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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