Q2 FY25 Performance - Revenue reached $5.3 billion, with a 6.0% increase on a currency-neutral (FXN) basis, and a 0.9% increase organically[23] - Adjusted diluted EPS was $3.35, a 5.7% year-over-year increase[23] - Adjusted operating margin improved by 60 bps year-over-year to 24.9%[23] - Operating cash flow year-to-date was $0.9 billion[23] - Free cash flow year-to-date decreased by 44% to $623 million, reflecting planned one-time cash payments[35] Segment Performance - BD Medical revenue was $2.76 billion, up 14.3% FXN and 3.6% organically[23] - BD Life Sciences revenue was $1.247 billion, down 2.4% FXN (all organic)[23] - BD Interventional revenue was $1.264 billion, down 1.1% FXN (all organic)[23] FY25 Guidance - Estimated total company revenue is projected to be approximately $21.8 billion to $21.9 billion[37] - Adjusted revenue growth (FXN) is expected to be 7.8% to 8.3%[37] - Organic revenue growth (FXN) is projected to be 3.0% to 3.5%, which includes absorbing an approximate 175 bps impact from an expected decline in China, as well as Biosciences and Pharmaceutical Systems market dynamics[37] - Adjusted diluted EPS is guided to be $14.06 to $14.34, representing a 7.0% to 9.1% increase compared to $13.14 in FY24, inclusive of an estimated tariff impact of (25¢)[37]

Becton Dickinson and Company (BDX) , popularly known as BD, is scheduled to report second-quarter fiscal 2025 results on May 1, before market open.In the last reported quarter, the company’s earnings per share (EPS) of $3.43 surpassed the Zacks Consensus Estimate by 15.1%. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on all occasions, delivering an earnings surprise of 7.3%, on average. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Let’s che ...

2025年2月5日， 碧迪医疗 BD（Becton, Dickinson and Company）（纽约证券交易所代码：BDX）宣布 其董事会一致授权管理层制定分拆计划，将BD的生物 科学与诊断解决方案业务（Biosciences and Diagnostic Solutions）从BD的其他业务中分离出来。 （本文末附官方PPT全文） 大白话是说：剥离其 生物科学与诊断业务；转型成为一个纯正的医疗器械公司。 要知道，被剥离的业务客户主要为实验室；而医疗器械的客户主要为医疗机 构。相信BD这个战略性举措，来自于对医疗器械市场的重视。 生物科学与诊断业务属于碧迪医疗的生命科学部门，该部门在2024财年收入约为 12.8亿美元（约合93.2亿人民币） 。拆分后，新的BD收入预计为178亿美 元。 此次分拆旨在通过增强战略聚焦、优化投资和资本分配，以及提升市场估值，释放显著的股东价值。 公司预计在2025财年结束前宣布更多分拆计划的具 体细节，并计划在2026财年完成交易。 # 分拆计划的背景与目标 碧迪医疗的分拆计划是基于2024年初启动的全面业务组合评估的结果。 此次拆分将标志着碧迪医疗在剥离其糖尿病部门 Em ...