Bristol-Myers Squibb Company: EPS $1.35 vs $1.10 expected; revenue $13.1B vs $12.7B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.35 | 1.10 | +22.7% | 1.63 |
| Revenue (USD bn) | 13.07 | 12.72 | +2.7% | 12.22 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 1.35 | 1.10 | +22.7% | 13.07 | 12.72 | +2.7% |
| Jul 30, 2026 | Q2 FY2026 | 2.04 | 1.60 | +27.5% | 12.97 | 11.74 | +10.5% |
| Apr 30, 2026 | Q1 FY2026 | 1.58 | 1.42 | +11.3% | 11.49 | 10.93 | +5.1% |
| Feb 5, 2026 | Q4 FY2025 | 1.26 | 1.23 | +2.4% | 12.50 | 12.28 | +1.8% |
| Oct 30, 2025 | Q3 FY2025 | 1.63 | 1.52 | +7.2% | 12.22 | 11.85 | +3.1% |
| Jul 31, 2025 | Q2 FY2025 | 1.46 | 1.09 | +33.9% | 12.27 | 11.44 | +7.2% |
| Apr 24, 2025 | Q1 FY2025 | 1.80 | 1.49 | +20.8% | 11.20 | 10.70 | +4.7% |
| Feb 6, 2025 | Q4 FY2024 | 1.67 | 1.47 | +13.6% | 12.34 | 11.57 | +6.7% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Bristol-Myers Squibb Company results: EPS $1.35 vs $1.10 expected; revenue $13.1B vs $12.7B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 22.7%; revenue above the estimate by 2.7%.
Revenue was up 6.9% from $12.2 billion a year earlier (Q3 FY2025). EPS was down 17.2% from $1.63 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Bristol-Myers Squibb Company relies on a diversified medicine portfolio spanning oncology, hematology, cardiovascular care and immunology. Revenue growth indicates an expansion in overall sales, but the available material does not identify the medicines or therapeutic areas driving that growth.
Understanding the company's performance requires attention to the sales mix across cancer therapies, anticoagulants and medicines for immune disorders. Its operations span research, development, manufacturing and commercialization, so profitability also needs to be considered alongside the costs of developing and marketing treatments.
What to watch on the earnings call: The earnings call merits attention to management's explanation of sales growth drivers, contributions from different therapeutic areas and demand for key medicines. Other useful topics include how the product mix affects margins and how spending is allocated across research, development and commercialization.
For the full analysis of Bristol-Myers Squibb Company stock — valuation, scores and financial statements — see the stock page linked with this story.