NYSE$BDX

Becton Dickinson & Co. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

BD reported strong Q3 2024 financial results, driven by strong margin execution.

BD reported Q3 fiscal 2024 results with revenue of $5.0 billion and adjusted revenue of $5.1 billion. GAAP diluted EPS was $1.68 and adjusted diluted EPS was $3.50, representing growth of 23.5% and 18.2%, respectively. The company updated its fiscal 2024 GAAP revenue growth guidance to approximately 3.7%, and its organic revenue growth guidance to 5.0% to 5.25%. The company increased its fiscal 2024 adjusted diluted EPS guidance by 5 cents at the midpoint to $13.05 to $13.15.

  • Revenue of $5.0 billion as reported, adjusted revenue of $5.1 billion, driven by strong organic revenue growth
  • GAAP and adjusted diluted EPS of $1.68 and $3.50 grew 23.5% and 18.2%, respectively
  • Year-to-date Cash from Continuing Operations grew 60% to $2.7 billion and Free Cash Flow grew over 100% to $2.2 billion
  • The company increased its fiscal 2024 adjusted diluted EPS guidance by 5 cents at the midpoint to $13.05 to $13.15

Headline financials

Total Revenue

$4.99B

Previous: $4.88B+2.3%
EPS (adj)

$3.50

Previous: $2.96+18.2%
Capital Expenditures

-$429M

Previous: -$580M+26.0%
Free Cash Flow

$58M

Previous: -$173M+133.5%
Net Income

$487M

Previous: $407M+19.7%
Operating Income

$602M

Previous: $549M+9.7%
Gross Profit

$2.31B

Previous: $2.1B+9.9%
Cash & Equivalents

$4.46B

Previous: $923M+383.1%
Total Assets

$55.6B

Previous: $53B+4.8%
R&D Expense

$299M

No prior period
Stock-Based Comp

$53M

Previous: $56M-5.4%

Revenue & EPS history

BD · Revenue · Quarterly

$4.99B

Q3 2024+2.3%vs Q3 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 updated its fiscal 2024 revenue growth guidance, reflecting market dynamics partially offset by continued broad strength across its portfolio. The company increased its adjusted diluted earnings per share guidance by 5 cents at the midpoint to a range of $13.05 to $13.15 driven by the strength of its margin performance and updated margin outlook for the full fiscal year.

Tailwinds

  • Fiscal 2024 GAAP Revenues ~$20.1 billion
  • Fiscal 2024 GAAP Revenue Growth ~3.7%
  • Fiscal 2024 Adjusted Revenues ~$20.1 to $20.2 billion
  • Fiscal 2024 Organic Revenue Growth (FXN)5.0% to 5.25%
  • Fiscal 2024 Adjusted Diluted EPS $13.05 to $13.15

Headwinds

  • Estimated Impact of Surgical Instrumentation Platform Divestiture included in Adjusted Diluted EPS(~75) basis points
  • Illustrative Foreign Currency (FX) Impact(~35) basis points
  • FY 2024 Revenue Growth (adjusted)(FXN)+4.25% to 4.5%
  • FY 2024 Inorganic Impact to Revenue Growth(~75) basis points
  • BD’s outlook for fiscal 2024 reflects numerous assumptions about many factors that could affect its business

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 2024

Historical avgQ3 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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