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Here's What Key Metrics Tell Us About Bristol Myers (BMY) Q3 Earnings

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For the quarter ended September 2026, Bristol Myers Squibb (BMY - Free Report) reported revenue of $13.07 billion, up 6.9% over the same period last year. EPS came in at $1.35, compared to $1.63 in the year-ago quarter.

The reported revenue represents a surprise of +4.07% over the Zacks Consensus Estimate of $12.56 billion. With the consensus EPS estimate being $1.21, the EPS surprise was +11.57%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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.: $63 million compared to the $51.45 million average estimate based on four analysts. The reported number represents a change of +23.5% year over year.
  • Net Sales- Camzyos- U.S.: $299 million versus $334.03 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +25.6% change.
  • Net Sales- Krazati- U.S.: $54 million compared to the $49.47 million average estimate based on four analysts. The reported number represents a change of +12.5% year over year.
  • Net Sales- Krazati- International: $5 million compared to the $9 million average estimate based on four analysts. The reported number represents a change of 0% year over year.
  • Net Sales- Zeposia: $168 million versus the five-analyst average estimate of $165.48 million. The reported number represents a year-over-year change of +4.4%.
  • Net Sales- Orencia: $983 million versus $981.41 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2% change.
  • Net Sales- Eliquis: $4.69 billion versus the five-analyst average estimate of $4.59 billion. The reported number represents a year-over-year change of +25.2%.
  • Net Sales- Yervoy: $793 million versus $755.79 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.
  • Net Sales- Sprycel: $73 million versus $59.11 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -38.7% change.
  • Net Sales- Breyanzi: $526 million compared to the $493.02 million average estimate based on five analysts. The reported number represents a change of +46.5% year over year.
  • Net Sales- Opdualag: $367 million versus $359.42 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +22.7% change.
  • Net Sales- Camzyos: $420 million versus the five-analyst average estimate of $444.03 million. The reported number represents a year-over-year change of +41.9%.

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

Shares of Bristol Myers have returned -2.9% over the past month versus the Zacks S&P 500 composite's +0.9% 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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