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Becton, Dickinson and Company

Becton, Dickinson and Company

NYSE•BDX
CEO: Mr. Thomas E. Polen Jr.
セクター: Healthcare
業種: Medical - Instruments & Supplies
上場日: 1973-02-21
Becton, Dickinson and Company develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products for healthcare institutions, physicians, life science researchers, clinical laboratories, pharmaceutical industry, and the general public worldwide. The company operates in three segments: BD Medical, BD Life Sciences, and BD Interventional. The BD Medical segment provides peripheral intravenous (IV) and advanced peripheral catheters, central lines, acute dialysis catheters, vascular access technology, vascular care and preparation products, needle-free IV connectors and extensions sets, closed-system drug transfer devices, hazardous drug detections, hypodermic syringes and needles, anesthesia needles and trays, enteral syringes, and sharps disposal systems; IV medication safety and infusion therapy delivery systems, medication compounding workflow systems, automated medication dispensing and supply management systems, and medication inventory optimization and tracking systems; and prefillable drug delivery systems. The BD Life Sciences segment offers specimen and blood collection products; automated blood and tuberculosis culturing, molecular testing, microorganism identification and drug susceptibility, and liquid-based cytology systems, as well as rapid diagnostic assays, microbiology laboratory automation products, and plated media products; and fluorescence-activated cell sorters and analyzers, antibodies and kits, reagent systems, and solutions for single-cell gene expression analysis, as well as clinical oncology, immunological, and transplantation diagnostic/monitoring reagents and analyzers. The BD Interventional segment provides hernia and soft tissue repair, biological and bioresorbable grafts, biosurgery, and other surgical products; surgical infection prevention; peripheral intervention products; and urology and critical care products. The company was founded in 1897 and is headquartered in Franklin Lakes, New Jersey.
連絡先情報
1 Becton Drive, Franklin Lakes, NJ, 07417-1880, United States
201-847-6800
www.bd.com
時価総額
$63.72B
PER (TTM)
28.5
25.4
配当利回り
1.9%
52週高値
$185.02
52週安値
$127.59
52週レンジ
84%
順位32Top 23.6%
4.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$5.25B+0.00%
直近4四半期の推移

EPS

$1.34+0.00%
直近4四半期の推移

フリーCF

$549.00M+0.00%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Net Income Improvement Net Income reached $382M, significantly up from $303M last year; Diluted EPS improved to $1.34 this quarter.
Revenue Growth FXN Worldwide revenues grew 1.6% FXN to $5.25B; volume/other contributed 0.3% growth this period.
Connected Care Segment Growth Connected Care segment revenue increased 5.5% Total, driven by Pharmacy Automation and Advanced Patient Monitoring strength.
Strong Operating Cash Flow Operating cash flow was $657M for the quarter, slightly lower than prior period's $693M inflow.

リスク要因

Product Liability Accruals Product liability and legal defense accruals total $1.7B; ultimate loss could exceed current established reserves.
Margin Pressure From Tariffs Gross profit margin compressed due to higher labor costs and unfavorable tariff impacts across multiple segments.
FDA Regulatory Uncertainty Ongoing compliance with FDA Consent Decree requires investment; ultimate impact on operations remains uncertain.
China Market Headwinds China Volume-Based Procurement programs negatively impacted Medical Essentials and Life Sciences revenue results.

見通し

Waters Spin-off Finalized Completed Biosciences/Diagnostic Solutions spin-off with Waters; Life Sciences segment reporting will be eliminated soon.
Shareholder Return Plan Expect to deploy approximately $2B cash distribution from Waters transaction via accelerated share repurchase in Q2 2026.
Capital Investment Focus Continued investment in growth strategy; capital expenditures totaled $108M this quarter, focusing on cost structure enhancement.
Debt Repayment Strategy Total debt stands at $19.54B; remainder of Waters cash distribution expected to be used for debt repayments.

同業比較

売上高 (TTM)

Cencora, Inc.COR
$325.78B
+7.4%
Cardinal Health, Inc.CAH
$244.49B
+10.1%
Becton, Dickinson and CompanyBDX
$21.92B
+6.2%

粗利益率 (最新四半期)

argenx SEARGX
88.3%
-53.8pp
Regeneron Pharmaceuticals, Inc.REGN
85.0%
+3.3pp
Edwards Lifesciences CorporationEW
78.1%
-2.7pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
REGN$83.45B18.314.8%6.7%
COR$70.19B43.1101.4%10.1%
BDX$63.72B28.56.4%32.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.1%
横ばい
4四半期純利益CAGR
7.4%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日
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EPS:-
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売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q1 2026

    会計期末: 2025年12月31日|提出日: 2026年2月9日|
    売上高: $5.25B+0.0%
    |
    EPS: $1.34+0.0%
    予想を下回る
  • Form 10-K - FY 2025

    会計期末: 2025年9月30日|提出日: 2025年11月25日|
    売上高: $21.84B+8.2%
    |
    EPS: $5.84-0.7%
    予想を上回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $5.51B+10.4%
    |
    EPS: $2.00+19.0%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $5.27B+4.5%
    |
    EPS: $1.07-42.2%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2024年12月31日|提出日: 2025年2月6日|
    売上高: $5.17B+9.8%
    |
    EPS: $1.05+8.2%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年9月30日|提出日: 2024年11月27日|
    売上高: $20.18B+4.2%
    |
    EPS: $5.88+18.3%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年6月30日|提出日: 2024年8月1日|
    売上高: $4.99B+2.3%
    |
    EPS: $1.68+22.6%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年3月31日|提出日: 2024年5月2日|
    売上高: $5.05B+4.6%
    |
    EPS: $1.85+20.1%
    予想を下回る