| BDX |
Report |
Organic Revenue Growth (Q3 FY26) |
BEAT |
pred ~+3.0% vs. cons +2.57% |
MEDIUM |
| BDX |
Report |
Adj. EPS (Q3 FY26) |
BEAT |
pred ~$3.25 vs. cons $3.14 |
HIGH |
| BDX |
Report |
Chloraprep Ship Hold Impact |
BEAT |
pred minimal revenue impact; hold resolved or near-resolved |
MEDIUM |
| BDX |
Guide |
FY26 Adj. EPS (FY2026) |
BETTER |
guide ~$12.75-$12.85 midpoint vs. cons $12.62 |
MEDIUM |
| BDX |
Guide |
FY26 Organic Revenue Growth (FY2026) |
UNCHANGED |
reaffirm 'low single-digit' vs. cons ~2.5% |
HIGH |
| BDX |
Guide |
FY26 Adj. Operating Margin (FY2026) |
UNCHANGED |
reaffirm ~25% vs. cons ~25% |
HIGH |
| BDX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| BDX |
Return |
5-day cumulative residual |
+2.5% (FADE) |
FADE — strong day-1 on EPS beat + raise, then partial give-back as unchanged revenue guide and Alaris Q4 headwind are re-priced; sell-side Q4 revenue estimates drift slightly lower even as FY EPS estimates rise |
MEDIUM |