NYSE$BMY

Bristol-Myers Squibb Co · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported a slight revenue increase driven by in-line and new products, offset by Revlimid decline, and strengthened growth profile through strategic transactions.

Bristol Myers Squibb reported Q4 2023 revenues of $11.5 billion, a 1% increase year-over-year. GAAP EPS was $0.87, while non-GAAP EPS reached $1.70. The company's in-line and new product portfolio saw a 9% revenue increase, reaching $9.8 billion. Strategic acquisitions and collaborations, including Karuna Therapeutics, RayzeBio, and SystImmune, were announced to bolster long-term growth.

  • Fourth-quarter revenues reached $11.5 billion, with GAAP EPS at $0.87 and non-GAAP EPS at $1.70.
  • In-line and new product portfolio revenues increased by 9% to $9.8 billion.
  • Strategic transactions, including acquisitions of Karuna Therapeutics and RayzeBio, and a collaboration with SystImmune, were initiated.
  • 2024 guidance forecasts low single-digit revenue growth and a non-GAAP EPS range of $7.10 to $7.40.

Headline financials

Total Revenue

$11.5B

Previous: $11.4B+0.6%
EPS (adj)

$1.70

Previous: $1.82-6.6%
Capital Expenditures

$330M

Previous: $346M-4.6%
Net Income

$1.76B

Previous: $2.03B-13.0%
Operating Income

$1.67B

Previous: $1.86B-10.0%
Gross Profit

$8.73B

Previous: $8.81B-0.9%
R&D Expense

$2.48B

No prior period
Stock-Based Comp

$127M

Previous: $119M+6.7%

Revenue & EPS history

Bristol-Myers Squibb · Revenue · Quarterly

$11.5B

Q4 2023+0.6%vs Q4 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Bristol Myers Squibb anticipates low single-digit revenue growth and a non-GAAP EPS range of $7.10 to $7.40 for 2024.

Tailwinds

  • Total 2024 revenues are expected to increase by low single-digits.
  • Excluding foreign exchange, total revenues are expected to increase by low single-digits.
  • Non-GAAP Gross margin is expected to be approximately 74%.
  • Other Income/(Expense) is expected to be approximately $250 million.
  • An effective tax rate of approximately 17.5%.

Headwinds

  • The 2024 financial guidance excludes the impact of any potential future strategic acquisitions, including the announced planned acquisitions of RayzeBio and Karuna.
  • Guidance excludes divestitures, specified items, and the impact of future Acquired IPRD charges.
  • The company is not, without unreasonable effort, able to reliably predict the impact of accelerated depreciation and impairment charges.
  • The company is not, without unreasonable effort, able to reliably predict legal and other settlements.
  • The company is not, without unreasonable effort, able to reliably predict gains and losses from equity investments and other adjustments.

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 Q4 2023

Historical avgQ4 2023

-0.1%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+0.9%

Avg return

30 days after

47%

34 / 73 earnings

Positive

+8.2%

Q2 2024

Best reaction

-9.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-1.1%-0.7%
Q4 2025+3.3%+5.6%+4.6%
Q3 2025+7.1%+7.0%+15.5%
Q2 2025-5.8%-0.3%+2.6%
Q1 2025+0.4%+1.4%-3.5%
Q4 2024-3.8%-6.3%+2.3%
Q3 2024+3.2%+6.2%+12.5%
Q2 2024+8.2%+5.1%+6.3%
Q1 2024-8.2%-10.1%-15.6%
Q4 2023-1.4%-0.1%+4.6%
Q3 2023-9.9%-9.0%-12.1%
Q2 2023-3.2%-3.0%-2.1%
Q1 2023-1.8%+0.1%-6.2%
Q4 2022+4.5%+4.6%-2.7%
Q3 2022+2.0%+5.3%+8.4%
Q2 2022+1.5%-0.0%-3.3%
Q1 2022-2.7%-1.2%-1.4%
Q4 2021+3.3%+4.8%+8.3%
Q3 2021-1.9%+0.8%-2.9%
Q2 2021+1.0%+0.8%-1.3%
Q1 2021-5.5%-3.2%-0.5%
Q4 2020-1.8%-3.7%-2.6%
Q3 2020-2.5%-1.4%-4.8%
Q2 2020+2.2%+5.8%+0.4%
Q1 2020-0.1%+3.6%+0.3%
Q4 2019+1.0%+2.1%-8.1%
Q3 2019+0.5%-0.8%+0.1%
Q2 2019+5.0%+3.1%+7.7%
Q1 2019+2.8%+4.1%+4.9%
Q4 2018-2.1%-3.3%+2.0%
Q3 2018+3.3%+2.4%+8.4%
Q2 2018-3.6%-0.5%+1.6%
Q1 2018+1.0%+1.8%+2.0%
Q4 2017-4.1%-1.2%+4.1%
Q3 2017-6.3%-3.7%-4.0%
Q2 2017-1.3%+0.2%+4.3%
Q1 2017+4.2%+4.1%+0.4%
Q4 2016-3.7%-0.8%+13.9%
Q3 2016+3.5%+3.1%+15.6%
Q2 2016-2.2%-1.9%-23.1%
Q1 2016+2.8%
Q4 2015+0.7%
Q3 2015+4.7%
Q2 2015-4.9%
Q1 2015-1.3%
Q4 2014-1.8%
Q3 2014+2.0%
Q2 2014+0.1%
Q1 2014-0.5%
Q4 2013-7.8%
Q3 2013-0.7%
Q2 2013-0.8%
Q1 2013-2.8%
Q4 2012+5.1%
Q3 2012+1.5%
Q2 2012+3.1%
Q1 2012-0.6%
Q4 2011+0.9%
Q3 2011-1.3%
Q2 2011+0.2%
Q1 2011-0.0%
Q4 2010-1.5%
Q4 2007-1.5%
Q3 2010-1.1%
Q2 2010-0.4%
Q1 2009+4.0%
Q1 2010+0.7%
Q4 2009-0.6%
Q3 2008-2.0%
Q3 2009-2.0%
Q4 2008+5.5%
Q2 2008+5.5%
Q2 2009+5.5%

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