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Bristol Myers (BMY) Reports Q4 Earnings: What Key Metrics Have to Say

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For the quarter ended December 2025, Bristol Myers Squibb (BMY - Free Report) reported revenue of $12.5 billion, up 1.3% over the same period last year. EPS came in at $1.26, compared to $1.67 in the year-ago quarter.

The reported revenue represents a surprise of +2.03% over the Zacks Consensus Estimate of $12.25 billion. With the consensus EPS estimate being $1.15, the EPS surprise was +9.33%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Bristol Myers performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Sotyktu- U.S.: $56 million compared to the $53.84 million average estimate based on four analysts. The reported number represents a change of -12.5% year over year.
  • Net Sales- Camzyos- U.S.: $286 million compared to the $254.92 million average estimate based on four analysts. The reported number represents a change of +42.3% year over year.
  • Net Sales- Opdualag- International: $44 million compared to the $45.42 million average estimate based on four analysts. The reported number represents a change of +109.5% year over year.
  • Net Sales- Camzyos- International: $68 million versus $60.1 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +209.1% change.
  • Net Sales- Revlimid: $602 million versus $603.78 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -55% change.
  • Net Sales- Opdivo: $2.69 billion compared to the $2.6 billion average estimate based on five analysts. The reported number represents a change of +8.6% year over year.
  • Net Sales- Abraxane: $84 million compared to the $60.47 million average estimate based on five analysts. The reported number represents a change of -51.7% year over year.
  • Net Sales- Reblozyl: $666 million versus the five-analyst average estimate of $635.79 million. The reported number represents a year-over-year change of +21.8%.
  • Net Sales- Zeposia: $160 million versus $160.55 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.3% change.
  • Net Sales- Breyanzi: $392 million versus $380.18 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +49.1% change.
  • Net Sales- Abecma: $100 million versus $87.84 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -4.8% change.
  • Net Sales- Opdualag: $350 million versus $314.79 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +37.8% change.

View all Key Company Metrics for Bristol Myers here>>>

Shares of Bristol Myers have returned +1.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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