Becton, Dickinson and Company: EPS $4.15 vs $4.07 expected; revenue $5.27B vs $5.11B
Key Facts
Q4 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.15 | 4.07 | +2.0% | 3.96 |
| Revenue (USD bn) | 5.27 | 5.11 | +3.1% | 5.89 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 5, 2026 | Q4 FY2026 | 4.15 | 4.07 | +2.0% | 5.27 | 5.11 | +3.1% |
| Aug 6, 2026 | Q3 FY2026 | 3.23 | 3.14 | +2.9% | 4.98 | 4.89 | +2.0% |
| May 7, 2026 | Q2 FY2026 | 2.90 | 2.78 | +4.3% | 4.71 | 4.67 | +0.9% |
| Feb 9, 2026 | Q1 FY2026 | 2.91 | 2.21 | +31.7% | 4.49 | 5.15 | −12.8% |
| Nov 6, 2025 | Q4 FY2025 | 3.96 | 3.92 | +1.0% | 5.89 | 5.91 | −0.3% |
| Aug 7, 2025 | Q3 FY2025 | 3.68 | 3.40 | +8.2% | 5.51 | 5.49 | +0.4% |
| May 1, 2025 | Q2 FY2025 | 3.35 | 3.28 | +2.1% | 5.27 | 5.35 | −1.5% |
| Feb 5, 2025 | Q1 FY2025 | 3.43 | 3.00 | +14.3% | 5.17 | 5.10 | +1.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Becton, Dickinson and Company results: EPS $4.15 vs $4.07 expected; revenue $5.27B vs $5.11B. The results cover the company's Q4 FY2026. EPS came in above analysts' estimate by 2.0%; revenue above the estimate by 3.1%.
Revenue was down 10.5% from $5.89 billion a year earlier (Q4 FY2025). EPS was up 4.8% from $3.96 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Becton, Dickinson and Company's results reflect growth across its segments, with notable contributions from Interventional, BioPharma Systems and Medical Essentials. Growth also extended across the United States and international markets, indicating broad sources of activity within continuing operations.
The separation of the Biosciences and Diagnostic Solutions businesses marks a shift toward a portfolio focused on medical technology. The release presents continuing operations with recast comparisons, an important context for understanding the company's scope after the separation. Management emphasized innovation, productivity and stronger commercial capabilities, alongside improved cash generation.
Operating developments connect pharmacy automation with interventional product development, including vascular care and tissue regeneration. The partnership with the United States government to expand domestic manufacturing and strengthen supply chains adds an important investment priority, while tariff relief remains conditional on implementation scope and agreed milestones.
What to watch on the earnings call: Demand drivers across segments, adoption of pharmacy automation, and how interventional product launches and clinical progress translate into commercial activity; the effects of productivity initiatives and separation costs on margins and cash generation, and implementation details of the United States manufacturing partnership and its conditional tariff relief.
For the full analysis of Becton, Dickinson and Company stock — valuation, scores and financial statements — see the stock page linked with this story.