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BDBDX

Becton, Dickinson and Company

$BDX·$55B·Medical - Instruments & Supplies·Healthcare
$158.56+2.4%YTD+1.4%1Y+10.5%
Mentions · last 7 days
2026-07-09: 176 posts2026-07-10: 186 posts2026-07-11: 62 posts2026-07-12: 142 posts2026-07-13: 222 posts2026-07-14: 94 posts2026-07-15: 81 posts971+36%
Price updated 6m ago·X counts updated 18h ago
BDBDX
$BDXBecton, Dickinson and Company
$158.57+2.38%971 posts+36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Medical-devices compounder at 46% of 52-week range — the crypto 'BDX' chatter is Beldex, not this equity.

Becton, Dickinson and Company is the global medical-devices + diagnostics + biosciences leader whose 2026 tape has been quietly flat YTD despite continued sector rotation. The setup is a real-business coil at 46% of the 52-week range with earnings hitting August 6.

  • The core business is under Q1 pressure but stabilizing: Q1 2026 revenue fell 10.6% YoY to $4.7B (specific comp effect + China deceleration), gross margin at 46%, and operating margin at 2% — the near-term is under pressure, but the specific BD Interventional and BD Life Sciences pipelines are underappreciated.
  • Valuation is defensible on the FY26 recovery: 37x TTM P/E reflects the earnings compression, but on FY26 EPS growth the forward multiple compresses meaningfully — the setup is a compounder-into-recovery rather than a chased breakout.
  • The X sentiment for '$BDX' is not about this equity: chatter is about Beldex privacy cryptocurrency hitting a 3-month high with PancakeSwap listing scheduled July 9, Dandelion++ routing, and AI-plus-confidential-computing fusion — a substantial ticker collision that shouldn't drive the equity thesis.

The August 6 Q3 FY26 earnings are the near-term arbiter — Q3 revenue trajectory (need stabilization off Q1 -10.6%), gross margin recovery back toward 48%, and any FY26 organic-growth guide movement extend the coiling setup toward $170. A revenue miss or continued Q1-style margin compression stalls the tape sub-$150.

What to watch: The August 6 Q3 FY26 earnings. Watch Q3 revenue trajectory (need stabilization off Q1 -10.6%), gross margin recovery back toward 48%, and FY26 organic-growth guide movement. Revenue miss or continued Q1-style margin compression stalls the tape sub-$150; stabilization extends toward $170.

On the calendar: 2026-08-06 — Q3 FY26 earnings

ticker collision

X sentiment

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

Mixed sentiment5 posts analyzed · as of 2026-07-13

Posts almost exclusively reference the Beldex privacy cryptocurrency, which hit a new three-month high and is scheduled for a PancakeSwap listing on July 9. Discussion frames BDX's Dandelion++ routing and AI-plus-confidential-computing fusion as differentiators, with no material Becton Dickinson equity commentary.

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

No material change from last week — Medline's prime vendor model wins market share as hospitals simplify sourcing, while bioprocessing component suppliers (WST, RGEN, AVTR) recover from the..

What this means for $BDX

Neutral — Makes medical devices, diagnostic systems, and drug delivery equipment for hospitals and clinical laboratories; limited exposure means the hospital supply simplification and prime vendor consolidation trend is not a near-term catalyst or headwind.

Industry benchmark

8-name peer basket
+8.8%YTD
+14.4%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
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%
Q2 2025Aug 7, 2025$3.68$3.40+8.2%
Next earningsThu, Aug 6·consensus EPS $3.14

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$12.59$12.26 – $12.9010
FY27$19.7B$19.3B – $20.3B$13.40$12.96 – $14.1510
FY28$20.4B$20.3B – $20.4B$14.29$14.11 – $14.748
FY29$21.1B$20.9B – $21.6B$15.41$15.21 – $15.904
FY30$21.9B$21.7B – $22.4B$16.51$16.30 – $17.044

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.46%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.+4.4%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.+0.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.275-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

SellJun 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$11KSellMar 26Michael FeldEVP, Chief Revenue Officer75 sh$12KSellFeb 26Michael FeldEVP, Chief Revenue Officer75 sh$14KSellFeb 18Bertram L ScottDirector953 sh$174KSellJan 26Michael FeldEVP, CRO & Pres. Life Sciences75 sh$15K
+ 27 other (22 awards · 3 inkinds · 1 exempt · 1 return) 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
Free, forever. No credit card.

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

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.

3New insider — initial holdingsMar 173
+ 26 other (5 13Gs · 4 8-Ks · 3 routine 8-Ks · 3 earnings 8-Ks) in window

Recent news

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

BD to Announce Financial Results for its Third Quarter of Fiscal 2026prnewswire.com·7d agoWill Becton Dickinson (BDX) Beat Estimates Again in Its Next Earnings Report?zacks.com·8d agoEli Lilly and Novo Nordisk Are Fine -- but These 2 Stocks Could Be an Even Better Way to Invest in the GLP-1 Boomfool.com·9d ago5 Dividend Kings Long-Term Investors Should Own for the Next 20 Yearsfool.com·9d agoBecton, Dickinson - Stable Undervaluation In 1Q26, Upside Is Thereseekingalpha.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

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Voices on X · last 7 days

No standout posts about $BDX on X in the last 7 days.

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