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Bristol Myers (BMY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Bristol Myers Squibb (BMY - Free Report) reported $12.97 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.7%. EPS of $2.04 for the same period compares to $1.46 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $11.67 billion, representing a surprise of +11.15%. The company delivered an EPS surprise of +28.3%, with the consensus EPS estimate being $1.59.

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.: $51 million versus $38.68 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +18.6% change.
  • Net Sales- Camzyos- U.S.: $310 million versus the four-analyst average estimate of $253.44 million. The reported number represents a year-over-year change of +44.9%.
  • Net Sales- Opdualag- International: $55 million versus the four-analyst average estimate of $57.56 million. The reported number represents a year-over-year change of +71.9%.
  • Net Sales- Camzyos- International: $105 million versus the four-analyst average estimate of $92.15 million. The reported number represents a year-over-year change of +128.3%.
  • Net Sales- Zeposia: $169 million versus the five-analyst average estimate of $156.09 million. The reported number represents a year-over-year change of +12.7%.
  • Net Sales- Orencia: $1.03 billion versus $940.44 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
  • Net Sales- Eliquis: $4.48 billion versus $4 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +21.8% change.
  • Net Sales- Yervoy: $769 million versus the five-analyst average estimate of $725.82 million. The reported number represents a year-over-year change of +5.6%.
  • Net Sales- Sprycel: $88 million compared to the $56.68 million average estimate based on five analysts. The reported number represents a change of -26.7% year over year.
  • Net Sales- Breyanzi: $484 million versus $447.21 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +40.7% change.
  • Net Sales- Opdualag: $349 million versus the five-analyst average estimate of $331.22 million. The reported number represents a year-over-year change of +22.9%.
  • Net Sales- Camzyos: $416 million compared to the $350.87 million average estimate based on five analysts. The reported number represents a change of +60% year over year.

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

Shares of Bristol Myers have returned +11.8% over the past month versus the Zacks S&P 500 composite's -1.5% 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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