BDX

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BDX Q1 EPS $2.91 Beats on $5.25B Revenue → -18.3% YTD Despite FY2026 EPS Guide $12.35-$12.65

Becton Dickinson delivered Q1 2026 EPS of $2.91 and revenue of $5.25 billion, both beating expectations, yet the stock fell 2.49% pre-market on concerns over declining operational margins amid the company's ongoing business separation plans. Management issued FY2026 EPS guidance of $12.35-$12.65 and declared a quarterly dividend of $1.05 per share payable March 31, reaffirming shareholder return commitments despite elevated debt from prior acquisitions. Risks include margin compression from restructuring costs and competitive pressure in the medical device sector, though 6 analysts maintain a Buy consensus with an average price target of $197.15 against a current price reflecting an 18.3% year-to-date decline.