| BDX |
Report |
FX-neutral revenue growth |
BEAT |
pred ~2.8% vs. cons 2.6%. |
MEDIUM |
| BDX |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$3.19 vs. cons $3.14. |
MEDIUM |
| BDX |
Report |
Adjusted operating margin |
IN-LINE |
pred ~25.1% vs. cons 25.0%. |
MEDIUM |
| BDX |
Guide |
FY2026 adjusted EPS guidance |
BETTER |
guide ~$12.62–$12.78 (midpoint ~$12.70) vs. cons ~$12.62 (FY2026). |
MEDIUM |
| BDX |
Guide |
FY2026 FX-neutral revenue growth guidance |
UNCHANGED |
guide ~2.5% vs. cons 2.6% (FY2026). |
MEDIUM |
| BDX |
Guide |
FY2026 adjusted operating-margin outlook |
UNCHANGED |
guide ~25.0% vs. cons 25.0% (FY2026). |
MEDIUM |
| BDX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| BDX |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
An EPS beat of ~$0.05 versus consensus is likely driven primarily by productivity, buybacks and favorable timing, while the modest FY2026 EPS-guide increase to a ~$12.70 midpoint versus ~$12.62 consensus leaves substantial Q4 execution embedded. Revenue guide of ~2.5% versus ~2.6% consensus and unchanged ~25.0% margin reinforce that underlying growth and tariff-offset math have not materially improved, pulling out-period estimates lower. |
MEDIUM |