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BDBDX

Becton, Dickinson and Company

$BDX·$49B·Medical - Instruments & Supplies·Healthcare
$187.89-0.9%YTD+11.4%1Y+26.1%
Mentions · last 7 days
2026-08-21: 275 posts2026-08-22: 300 posts2026-08-23: 363 posts2026-08-24: 266 posts1,843+27%
Price updated 6m ago·X counts updated 7d ago
BDBDX
$BDXBecton, Dickinson and Company
$187.89-0.86%1.8k posts+27%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BDX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Defensive medical-device leader running quietly near 52-week highs while the crypto-ticker share of $BDX chatter drowns out the equity story.

Becton Dickinson is a global medical-device maker — syringes, IV pumps, diagnostics, life-sciences tools — the boring-defensive kind of healthcare name institutions own for its predictable cash flow. The stock has been quietly compounding higher through 2026, sitting near 52-week highs even as recent quarterly revenue temporarily dipped.

  • Earnings power is real and expanding: BDX has beat estimates for four straight quarters (2%, 4%, 32%, 1%), and last quarter printed $3.23 EPS on $4.98B revenue — the operating base is intact even when quarterly comparisons look noisy.
  • The chart is doing something distinctive — 92% of the 52-week range, +14% above the 50-day MA — momentum unusual for a defensive medtech name that typically grinds sideways with market beta of 0.26.
  • Q2's -10.6% revenue decline is the honest wrinkle to name: it reflects a portfolio reshuffle rather than an operating problem, but the market wants clean revenue growth back at the November print before crediting the full multiple.
  • Fresh executive changes — a retiring EP of Medical Essentials and a new Chief Quality Officer — signal management is reshaping around Phasix Mesh trial completion and other innovation catalysts, which is what tends to precede a re-rating in medtech.

The setup continues as long as revenue growth normalizes back to mid-single-digit and the innovation pipeline (Phasix Mesh, tissue regeneration) starts contributing — November 5 earnings is when the reshuffled portfolio has to show clean growth. What invalidates is another negative revenue print or a guide cut that says the portfolio reshuffle isn't done.

What to watch: November 5 Q4 earnings — need revenue growth back to mid-single-digit positive after Q2's -10.6% print. A second consecutive revenue decline or an unexpected guide cut invalidates the near-52w-highs momentum.

On the calendar: 2026-11-05 — Q4 earnings

ticker confusion cryptomedtech defensiveportfolio reshufflenear 52w high

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment149 posts analyzed · as of 2026-08-30

The corpus doesn't discuss Becton Dickinson at all. It's an unbroken stream of promotional posts about Beldex, a privacy-focused cryptocurrency that also carries the $BDX ticker, with community members shilling the coin's ecosystem: cross-chain bridge, an updated MiCA whitepaper, 10,000-BDX masternode economics, BChat messaging, BelNet routing and merchant payment integrations. No conclusions about the medical-device equity can be drawn from this sample.

Read the AI verdict + X sentiment for $BDX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes medical devices, diagnostic systems, and drug delivery equipment for hospitals and clinical laboratories.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $BDX.

Medical - Instruments & Supplies · Healthcare

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

What this means for $BDX

Partial — branded pharmaceutical revenue is exposed to patent cliff dynamics and GLP-1 category cannibalization; Operating globally, Becton, Dickinson and Company (BD) is a prominent enterprise.

Industry benchmark

10-name peer basket
+20.0%YTD
+23.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$3.23$3.14+2.9%
Q1 2026May 7, 2026$2.90$2.78+4.3%
Q4 2025Feb 9, 2026$2.91$2.21+31.7%
Q3 2025Nov 6, 2025$3.96$3.92+1.0%
Next earningsThu, Nov 5·consensus EPS $4.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.7B-10.6%45.7%2.0%$-1.11$546.0M
Q1 FY26$5.3B+1.6%44.6%11.3%$1.34$549.0M
Q4 FY25$5.9B+8.3%47.5%11.8%$1.72$1.0B
Q3 FY25$5.5B+10.4%47.8%16.0%$2.00$1.0B

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.2B$19.0B – $20.0B$12.61$12.08 – $12.7310
FY27$19.7B$19.4B – $20.3B$13.49$13.05 – $14.2410
FY28$20.4B$19.9B – $21.2B$14.42$8.85 – $19.988
FY29$21.1B$20.9B – $21.6B$15.37$15.15 – $15.834
FY30$21.9B$21.6B – $22.4B$16.43$16.19 – $16.924

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.92%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 274.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 26Michael FeldEVP, Chief Revenue Officer165 sh$31KSellAug 13Thomas E PolenCEO4.2K sh$768KSellAug 11Roland GoettePresident2.4K sh$441KSellJul 27Michael FeldEVP, Chief Revenue Officer75 sh$12KSellJun 26Michael FeldEVP, Chief Revenue Officer75 sh$11KSellJun 24Garrison Michael DavidEVP & Pres Med.Essntl&BioPharm1.1K sh$160KSellJun 10Garrison Michael DavidEVP & Pres Med.Essntl&BioPharm1.1K sh$167KSellJun 1Thomas E PolenCEO2.8K sh$405KSellMay 26Michael FeldEVP, Chief Revenue Officer75 sh$11KSellApr 27Michael FeldEVP, Chief Revenue Officer74 sh$11K
1–10 of 11
+ 15 other (8 awards · 3 inkinds · 2 exempts · 2 returns) in window

See when $BDX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Becton, Dickinson and Company announced that Michael D. Garrison, Executive VP and President of the Medical Essentials and BioPharma Systems segments, intends to retire, as disclosed July 19, 2026. Garrison will remain through fiscal year-end to support transition; BD has launched a search for a new President of Medical Essentials, while BioPharma Systems will report directly to Chairman/CEO Thomas Polen going forward. This is a material leadership change at two segments — the restructuring of reporting lines signals BD is streamlining its operating model, though the managed transition limits near-term disruption.

3New insider — initial holdingsJun 223
AI summary

Manish Sinha filed a Form 3 (initial statement of beneficial ownership) as newly appointed EVP and Chief People Officer of Becton Dickinson & Co, with a reporting date of June 22, 2026. Sinha directly owns 8,806 shares of common stock (including RSUs) and holds stock appreciation rights over 31,178 underlying shares across seven annual grants with exercise prices ranging from $167.25 to $188.63 and expirations from 2027 to 2034. Routine insider registration filing establishing baseline ownership for a newly appointed senior executive.

3New insider — initial holdingsJun 23
AI summary

Becton Dickinson (BDX) — Peter Menziuso filed an initial Form 3 via power of attorney (Donna Kalazdy), reporting no securities beneficially owned. Routine new insider Form 3.

8-KPress release / Reg FDMay 298-K — Item 7.01: Press release / Reg FD
AI summary

Becton, Dickinson and Company (BD) disclosed under Regulation FD that it has resumed U.S. shipments of ChloraPrep™ antiseptic products after lifting a voluntary ship hold it had placed on May 6, 2026. BD implemented the hold to conduct additional final release testing following an FDA Warning Letter for its El Paso manufacturing facility. All additional testing has returned acceptable results and no patient safety signals have been identified. The resumption of shipments is a positive operational signal, though the underlying El Paso Warning Letter and associated compliance risks remain an ongoing concern.

8-KMaterial agreementMay 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Becton, Dickinson and Company (BDX) filed an 8-K on May 20, 2026 disclosing a material definitive agreement (Item 1.01) and creation of a direct financial obligation (Item 2.03). Becton Dickinson is a Franklin Lakes, New Jersey-based medical devices and diagnostics company listed on the NYSE. The combination of Items 1.01 and 2.03 typically reflects a new credit facility or debt financing agreement; this is a capital structure event for a large-cap medical technology company.

8-K/AOfficer or director change (amended)May 78-K/A — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BDX disclosed a personnel change (8-K Item 5.02, dated 2026-05-07). Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KCharter amendmentApr 298-K — Item 5.03: Charter amendment
AI summary

BDX filed an 8-K (Item 5.03) dated 2026-04-29. AMENDMENT TO ARTICLES OF INCORPORATION OR BYLAWS; CHANGE IN FISCAL YEAR. On April 28, 2026, the Board of Directors of Becton, Dickinson and Company (the “Company”) approved the amendment and restatement of the Company’s By-laws (the “By-laws”).

8-KOfficer or director changeApr 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BDX disclosed a personnel change (8-K Item 5.02, dated 2026-04-09). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 21 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BD Extends Leadership in Advanced Tissue Regeneration Through Continued Clinical Innovationprnewswire.com·4d agoBD to Present at Wells Fargo 21st Annual Healthcare Conferenceprnewswire.com·5d agoBDX DCF Analysis: Intrinsic Value $157 vs Price $190gurufocus.com·5d agoBDX Completes PREVENT Trial Enrollment for Phasix Mesh Studyzacks.com·11d agoBD Appoints Gary Sorsher as Chief Quality Officer; Jeff Silvestri to Retireprnewswire.com·14d ago

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