分组1 - Becton Dickinson (BDX) reported quarterly earnings of $2.91 per share, exceeding the Zacks Consensus Estimate of $2.82 per share, but down from $3.43 per share a year ago, representing an earnings surprise of +3.35% [1] - The company achieved revenues of $5.25 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.03% and showing an increase from $5.17 billion year-over-year [2] - Becton Dickinson has outperformed the S&P 500 with an 8.2% increase in shares since the beginning of the year, compared to the S&P 500's gain of 1.3% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $3.34 on revenues of $5.51 billion, and for the current fiscal year, it is $14.84 on revenues of $22.45 billion [7] - The Medical - Dental Supplies industry, to which Becton Dickinson belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Waters Corporation has successfully completed the combination with Becton, Dickinson and Company's Biosciences & Diagnostic Solutions businesses, creating a global leader in life sciences and diagnostics with a strong financial outlook [1][3] Company Developments - The transaction has resulted in the formation of four divisions: Waters Analytical Sciences, Waters Biosciences, Waters Advanced Diagnostics, and Waters Materials Sciences, focusing on high-volume testing in regulated applications and expansion into high-growth markets [5][6] - Claire M. Fraser, Ph.D., has been appointed to the Waters Board of Directors, bringing extensive experience in genomics and molecular diagnostics [2][3] Transaction Details - The combination was executed through a Reverse Morris Trust transaction, with Waters shareholders owning 60.8% and BD shareholders owning 39.2% of the combined company on a fully diluted basis [7] - BD shareholders will receive approximately 0.135 shares of Waters common stock for each share of BD common stock held as of February 5, 2026 [7] Strategic Focus - The company aims to address unmet customer needs, deliver long-term shareholder value, and provide solutions that advance global health through innovative products and a culture of innovation [3][9]

Core Viewpoint - BD has successfully completed the spin-off of its Biosciences & Diagnostic Solutions business, combining it with Waters Corporation, marking a significant milestone in its BD 2025 strategy and positioning the company for future growth in the MedTech sector [1][3]. Transaction Details - BD shareholders will receive approximately 0.135 shares of Waters common stock for each share of BD common stock held as of February 5, 2026, along with cash for any fractional shares [2]. - BD received $4 billion in cash from the transaction, valuing the spun-off business at $18.8 billion based on Waters' stock price on February 6, 2026 [2]. - BD plans to utilize $2 billion of the proceeds for share repurchases and the remaining $2 billion for debt repayment, with both initiatives expected to occur in the near term [2]. Strategic Positioning - The combination with Waters is seen as a pivotal step in BD's transformation into a focused, pure-play MedTech company, enhancing its ability to capitalize on emerging healthcare trends such as connected devices and AI [3]. - BD has strategically shaped its portfolio by divesting non-core assets and making over 20 tuck-in acquisitions to strengthen its market presence [3]. Future Outlook - BD is implementing its Excellence Unleashed strategy to enhance its commercial capabilities, drive innovation, and ensure high-quality operations, which is expected to lead to sustainable revenue and cash flow growth [4]. - The company believes it is well-positioned to generate long-term shareholder value due to its global scale and recurring consumables model [4]. Leadership Changes - Claire M. Fraser, Ph.D., has been appointed to the Waters Corporation Board of Directors following the transaction, stepping down from BD's Board after nearly two decades [5]. - Her expertise in genomics and molecular diagnostics is expected to benefit Waters significantly [6].

Q1 FY26 Earnings Presentation February 9, 2026 Advancing the world of healthTM Caution Concerning Forward-looking Statements This presentation and accompanying webcast contain certain estimates and other forward-looking statements (as defined under Federal securities laws) regarding BD's future prospects and performance, including, but not limited to, future revenues, margins, earnings per share, leverage targets, capital deployment and the proposed combination of BD's Biosciences and Diagnostic Solutions b ...

Revenue Performance - Revenue for Q1 Fiscal 2026 was $5.3 billion, an increase of 1.6% as reported and 0.4% on a foreign currency-neutral basis[4] - Medical Essentials segment revenue was $1.6 billion, a 0.6% increase, while Connected Care segment revenue grew by 5.5% to $1.1 billion[9] - International revenue was $2.1 billion, showing a slight increase of 0.2% but a decrease of 2.8% on a foreign currency-neutral basis[8] - Revenues for Q4 2025 were $5,252 million, a 1.6% increase from $5,168 million in Q4 2024[23] - Total revenues for the three months ended December 31, 2025, were $5,252 million, representing a 1.6% increase compared to $5,168 million in the same period of 2024[32] - New BD revenues, excluding the Life Sciences segment, were $4,486 million for the three months ended December 31, 2025, reflecting a 3.5% increase from $4,333 million in 2024[35] Earnings and Profitability - GAAP diluted EPS was $1.34, representing a 28.8% increase compared to the previous year, while adjusted diluted EPS was $2.91, a decrease of 15.2%[7] - Operating income rose to $552 million, reflecting a 21.8% increase compared to $453 million in the previous year[23] - Net income increased by 26.1% to $382 million from $303 million year-over-year[23] - Basic earnings per share (EPS) improved by 27.6% to $1.34, up from $1.05 in Q4 2024[23] - Adjusted diluted EPS guidance for fiscal 2026 is projected to be between $12.35 and $12.65[13] - Adjusted diluted EPS for FY 2026 is projected to be between $12.35 and $12.65, reflecting a reported percentage change of +4.7% to +7.2%[41] Strategic Initiatives - The combination of BD's Biosciences and Diagnostic Solutions business with Waters Corporation is expected to close today, marking a significant strategic milestone[4] - BD announced a $110 million investment to support the U.S. pharmaceutical supply chain for biologic drugs, establishing production of prefillable syringes[5] - The company plans to reorganize its segments into five distinct units effective October 1, 2025, to better align with its product and service offerings[32] Segment Performance - The BioPharma Systems segment reported a 45.0% revenue increase to $150 million compared to $104 million in Q4 2024[26] - The Life Sciences segment reported revenues of $766 million, down 8.3% from $836 million in the prior year[35] - The BioPharma Systems segment generated $429 million in revenue, a 2.7% increase from $418 million in 2024[32] - The Connected Care segment's total revenue was $1,131 million, up 5.5% from $1,073 million in the previous year[32] - The Interventional segment reported total revenues of $1,330 million, a 5.8% increase from $1,257 million in 2024[32] Regulatory and Market Environment - The company is facing potential impacts from regulatory changes and market pressures, including pricing and reimbursement policies[22] - The company expects low single-digit revenue growth for FY 2026, with an illustrative foreign currency impact of approximately +120 basis points[39]

FRANKLIN LAKES, N.J., Feb. 9, 2026 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced results for its fiscal 2026 first quarter, which ended December 31, 2025. "We delivered strongerthanexpected firstquarter performance which reflects our disciplined execution, including accelerated commercial initiatives and broadbased growth across key end markets," said Tom Polen, chairman, CEO and president of BD. "Today, we expect to complete the ...

Becton Dickinson and Company (NYSE:BDX) will release earnings for its first quarter before the opening bell on Monday, Feb. 9.Analysts expect the company to report quarterly earnings of $2.81 per share. That’s down from $3.43 per share in the year-ago period. The consensus estimate for Becton Dickinson's quarterly revenue is $5.15 billion (it reported $5.17 billion last year), according to Benzinga Pro.According to recent news, Becton Dickinson announced on Jan. 27 a buyback plan of up to 10 million shares. ...

分组1 - Becton Dickinson is set to release its first-quarter earnings on February 9, with expected earnings of $2.81 per share, down from $3.43 per share in the same period last year [1] - The consensus estimate for Becton Dickinson's quarterly revenue is $5.15 billion, slightly lower than the $5.17 billion reported last year [1] - The company announced a buyback plan of up to 10 million shares on January 27, which has attracted investor interest in its dividends [2] 分组2 - Becton Dickinson currently has an annual dividend yield of 2.03%, with a quarterly dividend of $1.05 per share, totaling $4.20 annually [2] - To earn $500 monthly from dividends, an investment of approximately $295,103 or around 1,429 shares is required, while $100 monthly would need about $59,062 or 286 shares [2] - The dividend yield can fluctuate based on changes in the stock price and dividend payments, impacting the overall yield [3][5]

Market Overview - The Surgical Staplers Market was valued at USD 6.41 billion in 2025 and is projected to reach USD 10.87 billion by 2033, growing at a CAGR of 6.87% during the forecast period 2026-2033 [1][20] - The U.S. Surgical Staplers Market is valued at USD 2.03 billion in 2025 and is projected to reach USD 3.19 billion by 2033, growing at a CAGR of 5.82% [4][20] Growth Drivers - The global burden of chronic diseases requiring surgical intervention, rising surgical procedure volumes, and the growing acceptance of minimally invasive surgeries are driving market growth [1] - Over 310 million major surgical procedures are performed globally each year, with a significant portion being minimally invasive, increasing demand for advanced stapling devices [2] - High surgical volumes, rapid adoption of robotic-assisted surgeries, and strong hospital capital expenditure are contributing to growth in the U.S. market [4] Product Segmentation - Manual Surgical Staplers held the largest market share of 58.72% in 2025, while Powered Surgical Staplers are expected to grow at the fastest CAGR of 9.62% during 2026-2033 [9] - Disposable Surgical Staplers dominated with a 63.15% share in 2025, while Reusable Surgical Staplers are projected to expand at a CAGR of 9.47% [10] - Abdominal & Pelvic Surgery accounted for the highest market share of 35.88% in 2025, with Cardiac & Thoracic Surgery anticipated to record the fastest CAGR of 9.84% [11] End-User Insights - Hospitals & Clinics held the largest share of 71.42% in 2025, while Diagnostic Centers are expected to grow at the fastest CAGR of 9.75% during 2026-2033 [12] Regional Insights - North America had the largest market share of 42.58% due to the high number of surgeries and the use of modern stapling technology [15] - The Asia Pacific region is projected to be the fastest-growing, expanding at a CAGR of 8.34% during 2026-2033, driven by rising surgical procedures and healthcare infrastructure [16] Technological Advancements - The use of powered staplers reduces variability of manual force by over 40%, improving surgeon ergonomics and surgical outcomes [5] - Recent product launches include Ethicon's ETHICON4000 Stapler and Medtronic's enhanced Signia™ Stapling System, which feature advanced technologies for improved precision and efficiency [21]

Group 1 - Becton Dickinson and Co is highlighted for its strong performance in the medical technology sector, showing resilience amid market fluctuations [1] - Stepan Company is noted for its growth in specialty chemicals, with a focus on sustainable practices and innovation driving its market position [1] - H2O America is recognized for its advancements in water treatment solutions, contributing to environmental sustainability and addressing water scarcity issues [1] Group 2 - The overall market analysis indicates a trend towards increased investment in healthcare and environmental sectors, reflecting changing consumer preferences and regulatory pressures [1] - Companies are adapting to market demands by enhancing their product offerings and focusing on sustainability, which is becoming a key differentiator in competitive landscapes [1] - The analysis suggests that ongoing technological advancements will continue to shape the future of these industries, presenting both opportunities and challenges for investors [1]