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BDX Gears Up to Report Q4 Results: How to Play the Stock?
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Key Takeaways
BDX is set to report Q4 results on Nov. 5, with EPS expected to rise 2.53% despite a 13% revenue decline.
Strength in Medical Essentials, Interventional and GLP-1 programs is expected to support BDX's Q4 performance.
China market challenges and a 200-basis-point Alaris revenue headwind could weigh on BDX's quarterly growth.
Becton Dickinson and Company (BDX - Free Report) is slated to report fourth-quarter fiscal 2026 results on Nov. 5, before market open.
In the last reported quarter, the company delivered an earnings surprise of 2.87%. BDX’s earnings beat estimates in all the trailing four quarters, delivering an average surprise of 2.94%.
BDX’s Q4 Estimates
The Zacks Consensus Estimate for revenues is pegged at $5.12 billion, down 13% from the prior-year quarter’s level. The consensus mark for earnings is pinned at $4.06 per share, indicating an improvement of 2.53% from the prior-year quarter’s figure.
Factors to Consider Before BDX’s Q4 Results
BD Medical Essentials
BD Medical Essentials’ performance in the fourth quarter of fiscal 2026 is expected to have remained steady, supported by continued strength in its U.S. businesses. In the fiscal third quarter, the segment delivered 3.2% revenue growth, driven by market share gains across Medical Delivery Solutions (MDS) and Specimen Management. MDS benefited from strength in U.S. Vascular Access Management and improved utilization following last year's fluid shortage. Specimen Management recorded high-single-digit growth, supported by BD Vacutainer share gains, improved supply and incremental customer demand. These trends are likely to have continued in the to-be-reported quarter as well.
However, continued pressure in China is expected to have partially offset these gains. Management indicated that China-related challenges remained consistent with expectations, although the market represents a smaller portion of New BD's portfolio following the Life Sciences separation. Improved supply chain execution, record-low backorders and continued commercial investments are likely to have supported the segment's performance.
BD Interventional
BD Interventional's performance in the fourth quarter of fiscal 2026 is expected to have remained strong, driven by continued momentum across its growth platforms. In the fiscal third quarter, the segment delivered 5.5% revenue growth, supported by strength in Peripheral Vascular Disease and Oncology within Peripheral Intervention (PI). Urology and Critical Care (UCC) benefited from continued double-digit growth in PureWick, while Surgery was supported by strong demand for Infection Prevention and Advanced Tissue Regeneration. These trends are likely to have continued in the to-be-reported quarter as well.
New product launches and increased commercial investments are expected to have further supported growth. During the fiscal third quarter, BD launched the Elyra Thulium Fiber Laser System and the Liverty TIPS Stent Graft in Europe. Management highlighted strong initial customer reception for Elyra, with placements accelerating following its launch. Additionally, increased sales investments in PI and UCC are expected to have supported market share gains, although continued market challenges in China might have partially offset growth.
Becton, Dickinson and Company Price and EPS Surprise
BD Connected Care's performance in the fiscal fourth quarter is expected to have benefited from continued strength in Advanced Patient Monitoring (APM). In the fiscal third quarter, APM delivered double-digit growth, supported by strong consumables demand and increased adoption of HemoSphere Alta. Medication Management Solutions benefited from strength in dispensing, Rowa pharmacy automation and infusion sets. However, a difficult prior-year comparison in Alaris capital is expected to have weighed on growth. Management indicated that the Alaris-related revenue headwind would increase to approximately 200 basis points in the fiscal fourth quarter from 100 basis points in the fiscal third quarter.
BD BioPharma Systems' performance is expected to have been supported by continued strength in its Biologics business, particularly GLP-1 programs. In the fiscal third quarter, the segment delivered 5.2% growth, with Biologics recording double-digit growth, partially offset by lower vaccine demand. Management highlighted approximately 100 agreements across novel and biosimilar GLP-1 programs and noted early signs of stabilization in vaccines. These trends are likely to have supported segmental performance, although the pace of vaccine recovery remains a monitorable.
Earnings Beat Unlikely
Our proven model predicts an earnings beat for BDX this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is exactly the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is +0.21%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Zacks Rank: The company carries a Zacks Rank #2 at present.
Other Stocks Worth a Look
Here are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time:
Phibro Animal Health (PAHC - Free Report) has an Earnings ESP of +2.10% and a Zacks Rank #2. The company is expected to release first-quarter fiscal 2027 results soon.
PAHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 18.4%. The Zacks Consensus Estimate for the company’s fiscal first-quarter earnings per share (EPS) indicates an increase of 8.2% from the year-ago quarter’s figure.
Globus Medical (GMED - Free Report) , carrying a Zacks Rank of 2 at present, reported a second-quarter fiscal 2026 adjusted EPS of $1.34, which beat the Zacks Consensus Estimate by 19.6%. Revenues of $790 million missed the Zacks Consensus Estimate by 0.35%.
Globus Medical has an estimated long-term earnings growth rate of 12.4%. GMED’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 27.88%.
Glaukos (GKOS - Free Report) , sporting a Zacks Rank #1, reported third-quarter 2026 earnings per share of 47 cents, which beat the Zacks Consensus Estimate by 491.67%. Revenues of $211 million surpassed the Zacks Consensus Estimate by 24.99%.
Glaukos has an estimated earnings growth rate of 268.8% for 2027. GKOS’ earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 138.6%.
View the Zacks #1 Rank List
Image: Bigstock
BDX Gears Up to Report Q4 Results: How to Play the Stock?
Key Takeaways
Becton Dickinson and Company (BDX - Free Report) is slated to report fourth-quarter fiscal 2026 results on Nov. 5, before market open.
In the last reported quarter, the company delivered an earnings surprise of 2.87%. BDX’s earnings beat estimates in all the trailing four quarters, delivering an average surprise of 2.94%.
BDX’s Q4 Estimates
The Zacks Consensus Estimate for revenues is pegged at $5.12 billion, down 13% from the prior-year quarter’s level. The consensus mark for earnings is pinned at $4.06 per share, indicating an improvement of 2.53% from the prior-year quarter’s figure.
Factors to Consider Before BDX’s Q4 Results
BD Medical Essentials
BD Medical Essentials’ performance in the fourth quarter of fiscal 2026 is expected to have remained steady, supported by continued strength in its U.S. businesses. In the fiscal third quarter, the segment delivered 3.2% revenue growth, driven by market share gains across Medical Delivery Solutions (MDS) and Specimen Management. MDS benefited from strength in U.S. Vascular Access Management and improved utilization following last year's fluid shortage. Specimen Management recorded high-single-digit growth, supported by BD Vacutainer share gains, improved supply and incremental customer demand. These trends are likely to have continued in the to-be-reported quarter as well.
However, continued pressure in China is expected to have partially offset these gains. Management indicated that China-related challenges remained consistent with expectations, although the market represents a smaller portion of New BD's portfolio following the Life Sciences separation. Improved supply chain execution, record-low backorders and continued commercial investments are likely to have supported the segment's performance.
BD Interventional
BD Interventional's performance in the fourth quarter of fiscal 2026 is expected to have remained strong, driven by continued momentum across its growth platforms. In the fiscal third quarter, the segment delivered 5.5% revenue growth, supported by strength in Peripheral Vascular Disease and Oncology within Peripheral Intervention (PI). Urology and Critical Care (UCC) benefited from continued double-digit growth in PureWick, while Surgery was supported by strong demand for Infection Prevention and Advanced Tissue Regeneration. These trends are likely to have continued in the to-be-reported quarter as well.
New product launches and increased commercial investments are expected to have further supported growth. During the fiscal third quarter, BD launched the Elyra Thulium Fiber Laser System and the Liverty TIPS Stent Graft in Europe. Management highlighted strong initial customer reception for Elyra, with placements accelerating following its launch. Additionally, increased sales investments in PI and UCC are expected to have supported market share gains, although continued market challenges in China might have partially offset growth.
Becton, Dickinson and Company Price and EPS Surprise
Becton, Dickinson and Company price-eps-surprise | Becton, Dickinson and Company Quote
Other Factors Likely to Affect BDX
BD Connected Care's performance in the fiscal fourth quarter is expected to have benefited from continued strength in Advanced Patient Monitoring (APM). In the fiscal third quarter, APM delivered double-digit growth, supported by strong consumables demand and increased adoption of HemoSphere Alta. Medication Management Solutions benefited from strength in dispensing, Rowa pharmacy automation and infusion sets. However, a difficult prior-year comparison in Alaris capital is expected to have weighed on growth. Management indicated that the Alaris-related revenue headwind would increase to approximately 200 basis points in the fiscal fourth quarter from 100 basis points in the fiscal third quarter.
BD BioPharma Systems' performance is expected to have been supported by continued strength in its Biologics business, particularly GLP-1 programs. In the fiscal third quarter, the segment delivered 5.2% growth, with Biologics recording double-digit growth, partially offset by lower vaccine demand. Management highlighted approximately 100 agreements across novel and biosimilar GLP-1 programs and noted early signs of stabilization in vaccines. These trends are likely to have supported segmental performance, although the pace of vaccine recovery remains a monitorable.
Earnings Beat Unlikely
Our proven model predicts an earnings beat for BDX this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is exactly the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is +0.21%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Zacks Rank: The company carries a Zacks Rank #2 at present.
Other Stocks Worth a Look
Here are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time:
Phibro Animal Health (PAHC - Free Report) has an Earnings ESP of +2.10% and a Zacks Rank #2. The company is expected to release first-quarter fiscal 2027 results soon.
PAHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 18.4%. The Zacks Consensus Estimate for the company’s fiscal first-quarter earnings per share (EPS) indicates an increase of 8.2% from the year-ago quarter’s figure.
Globus Medical (GMED - Free Report) , carrying a Zacks Rank of 2 at present, reported a second-quarter fiscal 2026 adjusted EPS of $1.34, which beat the Zacks Consensus Estimate by 19.6%. Revenues of $790 million missed the Zacks Consensus Estimate by 0.35%.
Globus Medical has an estimated long-term earnings growth rate of 12.4%. GMED’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 27.88%.
Glaukos (GKOS - Free Report) , sporting a Zacks Rank #1, reported third-quarter 2026 earnings per share of 47 cents, which beat the Zacks Consensus Estimate by 491.67%. Revenues of $211 million surpassed the Zacks Consensus Estimate by 24.99%.
Glaukos has an estimated earnings growth rate of 268.8% for 2027. GKOS’ earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 138.6%.