Becton, Dickinson and Company (BDX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Becton, Dickinson and Company (BDX) trades at $158.08 with AI Score 72/100 (Grade A). Becton, Dickinson and Company (BDX) is a global medical technology company that develops, manufactures, and sells a wide range of medical supplies, devices, and diagnostic products. Market cap: $57.27B, Sector: Healthcare.
Price live · AI analysis from May 9, 2026BDX stock analysis for 2026: Analysts have set a consensus price target of $192.80 for Becton, Dickinson and Company, suggesting 22.0% upside from the current price of $158.08. The AI MoonshotScore is 72/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
BDX: 1/1 perspectives are bullish.
How is this calculated? →Becton, Dickinson and Company (BDX) Healthcare & Pipeline Overview
Becton, Dickinson and Company (BDX) is a leading medical technology company providing essential medical supplies, devices, and diagnostic systems across healthcare settings globally. With a diverse portfolio spanning medical, life sciences, and interventional segments, BDX maintains a strong market presence through innovation and established distribution networks, facing competition from major healthcare corporations.
What Is the Investment Thesis for BDX?
Becton, Dickinson and Company presents a compelling investment case due to its diversified product portfolio, global reach, and consistent revenue generation. With a market capitalization of $57.27B and a dividend yield of 2.50%, BDX offers a blend of stability and income. The company's P/E ratio of 36.4 reflects investor confidence in its earnings potential. Key growth catalysts include expanding its presence in emerging markets and introducing innovative medical technologies. However, potential risks include increasing competition and regulatory challenges. The company's beta of 0.35 indicates lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
BDX Key Highlights
- Market Cap of $57.27B demonstrates significant investor confidence and scale within the medical technology industry.
- P/E Ratio of 36.4 indicates a premium valuation, reflecting expectations of future earnings growth.
- Profit Margin of 5.3% highlights the company's ability to generate earnings from its revenue streams.
- Gross Margin of 46.5% showcases efficient cost management in the production and distribution of medical supplies and devices.
- Dividend Yield of 2.50% provides a steady income stream for investors, enhancing the stock's attractiveness.
Who Are BDX's Competitors?
BDX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ARGX argenx SE | $939.68 | +3.32% | $58.15B | 49 |
| EW Edwards Lifesciences Corporation | $94.37 | +2.59% | $54.34B | 94 |
| IDXX IDEXX Laboratories, Inc. | $557.80 | +3.76% | $44.00B | 93 |
| CAH Cardinal Health, Inc. | $238.94 | +0.51% | $55.96B | 88 |
| HLN Haleon plc | $9.82 | +4.47% | $43.28B | 49 |
| NYXH Nyxoah S.A. | $1.72 | -3.37% | $68.12M | 69 |
| KMTS Kestra Medical Technologies, Ltd. | $26.98 | +2.66% | $1.57B | 67 |
| STXS Stereotaxis, Inc. | $1.79 | +1.13% | $174.95M | 60 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BDX's Key Strengths?
- Diversified product portfolio across medical, life sciences, and interventional segments.
- Global presence with established distribution networks.
- Strong brand reputation and customer loyalty.
- Consistent revenue generation and profitability.
What Are BDX's Weaknesses?
- Exposure to regulatory risks and compliance requirements.
- Dependence on healthcare spending and reimbursement policies.
- Potential for product recalls and liability claims.
- Competition from other medical technology companies.
What Could Drive BDX Stock Higher?
- Launch of new diagnostic platforms for rapid disease detection in Q3 2026.
- Expansion of digital healthcare solutions to improve patient outcomes and reduce healthcare costs.
- Strategic partnerships with healthcare providers to enhance market access and customer engagement.
What Are the Key Risks for BDX?
- Rich valuation — a P/E of 36.4 runs well above the Healthcare sector’s ~23x, leaving little room for a miss.
- Insider selling — insiders were net sellers of roughly $3.3M recently.
- Increased competition from established and emerging medical technology companies.
- Changes in healthcare regulations and reimbursement policies.
- Product recalls and liability claims related to medical devices.
- Economic downturns and reduced healthcare spending.
What Are the Growth Opportunities for BDX?
- Expansion in Emerging Markets: Becton, Dickinson and Company has a significant opportunity to expand its presence in emerging markets, such as China and India, where healthcare spending is rapidly increasing. These markets offer substantial growth potential for BDX's medical supplies, devices, and diagnostic products. By establishing strategic partnerships and tailoring its product offerings to meet local needs, BDX can capitalize on the growing demand for healthcare solutions in these regions. This expansion could contribute to a 10-15% increase in revenue over the next five years.
- Development of Innovative Medical Technologies: Investing in research and development to create innovative medical technologies is crucial for Becton, Dickinson and Company to maintain its competitive edge. The company can focus on developing advanced diagnostic tools, minimally invasive surgical devices, and personalized medicine solutions. By securing patents and regulatory approvals for these new technologies, BDX can capture a larger share of the market and drive revenue growth. The market for innovative medical technologies is projected to reach $200 billion by 2028.
- Strategic Acquisitions and Partnerships: Becton, Dickinson and Company can pursue strategic acquisitions and partnerships to expand its product portfolio and geographic reach. By acquiring companies with complementary technologies or established distribution networks, BDX can accelerate its growth and enhance its market position. These acquisitions can provide access to new markets, innovative products, and skilled talent. The company should focus on acquiring companies that align with its strategic objectives and offer synergies in terms of operations and technology.
- Enhancing Digital Healthcare Solutions: The increasing adoption of digital healthcare technologies presents a significant growth opportunity for Becton, Dickinson and Company. The company can develop and offer digital solutions such as remote patient monitoring systems, telehealth platforms, and data analytics tools. These solutions can improve patient outcomes, reduce healthcare costs, and enhance the efficiency of healthcare delivery. The market for digital healthcare solutions is projected to reach $300 billion by 2027.
- Focus on Personalized Medicine: Personalized medicine, which tailors medical treatment to individual patient characteristics, is a rapidly growing field. Becton, Dickinson and Company can capitalize on this trend by developing diagnostic tools and therapies that enable personalized treatment decisions. This includes developing advanced molecular diagnostics, genetic testing services, and targeted drug delivery systems. By offering personalized medicine solutions, BDX can improve patient outcomes and drive revenue growth. The personalized medicine market is expected to reach $250 billion by 2029.
What Opportunities Does BDX Have?
- Expansion in emerging markets with growing healthcare demand.
- Development of innovative medical technologies and digital healthcare solutions.
- Strategic acquisitions and partnerships to expand product portfolio.
- Focus on personalized medicine and targeted therapies.
What Threats Does BDX Face?
- Increasing competition from established and emerging players.
- Pricing pressures and cost containment measures.
- Changes in healthcare regulations and policies.
- Economic downturns and reduced healthcare spending.
What Are BDX's Competitive Advantages?
- Established brand reputation and customer loyalty.
- Extensive product portfolio and diversified revenue streams.
- Global distribution network and market presence.
- Strong relationships with healthcare providers and institutions.
- Intellectual property protection through patents and trademarks.
What Does BDX Do?
Founded in 1897, Becton, Dickinson and Company (BDX) has evolved into a global medical technology leader. Initially focused on manufacturing thermometers and syringes, the company expanded its product line to include a comprehensive range of medical devices, laboratory equipment, and diagnostic products. Today, BDX operates through three primary segments: BD Medical, BD Life Sciences, and BD Interventional. The BD Medical segment offers products such as peripheral IV catheters, needle-free IV connectors, and sharps disposal systems. The BD Life Sciences segment provides specimen and blood collection products, automated blood culturing systems, and diagnostic reagents. The BD Interventional segment focuses on hernia repair products, surgical instruments, and urology products. BDX serves a diverse customer base, including healthcare institutions, physicians, life science researchers, clinical laboratories, the pharmaceutical industry, and the general public. With a strong global presence and a commitment to innovation, BDX is a key player in the medical technology industry, competing with companies like Edwards Lifesciences and Cardinal Health.
What Products and Services Does BDX Offer?
- Develops and manufactures medical supplies, including syringes, needles, and catheters.
- Produces laboratory equipment for clinical and research settings.
- Offers diagnostic products for disease detection and monitoring.
- Provides solutions for medication management and delivery.
- Manufactures products for specimen and blood collection.
- Develops surgical instruments and related products.
- Offers products for diabetes care, including pen needles and syringes.
How Does BDX Make Money?
- Develops, manufactures, and sells medical supplies, devices, and diagnostic products.
- Generates revenue through direct sales to healthcare institutions, physicians, and laboratories.
- Utilizes a global distribution network to reach customers worldwide.
- Invests in research and development to innovate and expand its product portfolio.
What Industry Does BDX Operate In?
Becton, Dickinson and Company operates in the medical instruments and supplies industry, which is characterized by continuous innovation, stringent regulatory requirements, and increasing demand for advanced healthcare solutions. The industry is driven by factors such as an aging population, rising prevalence of chronic diseases, and technological advancements. BDX competes with major players like Edwards Lifesciences Corporation and Cardinal Health, Inc. The company's diversified product portfolio and global presence provide a competitive edge in this dynamic market. The global medical devices market is projected to reach $600 billion by 2025, reflecting substantial growth opportunities for BDX.
Who Are BDX's Key Customers?
- Healthcare institutions, including hospitals and clinics.
- Physicians and other healthcare professionals.
- Clinical laboratories and research institutions.
- Pharmaceutical companies.
- General public (for certain products like diabetes care).
Company Profile
Becton, Dickinson and Company operates in the Medical - Instruments & Supplies industry within the Healthcare sector. It is headquartered in Franklin Lakes, US. The company is led by CEO Thomas E. Polen Jr.. BDX has traded publicly since 1973.
Becton, Dickinson and Company Financial Trajectory
Becton, Dickinson and Company (BDX) reported $4.71B in revenue for Q1 2026, a decline of 10.2% compared to the prior quarter. The company recorded a net loss of $311.0M, with diluted EPS of $-1.11. Revenue has contracted over three consecutive quarters, which investors in this large-cap Healthcare stock should monitor closely. Across the four most recent quarters, BDX averaged $0.99 in diluted EPS.
How Becton, Dickinson and Company Is Valued
Becton, Dickinson and Company carries a market capitalization of $57.27B, placing it in the large-cap category. Relative to its peer group, BDX's quantitative score of 72/100 is roughly in line with the peer average of 75/100.
ROE 5%Key Financial Metrics
Return on equity for Becton, Dickinson and Company stands at 4.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.2%, showing how much profit it generates from its asset base. BDX trades at a trailing price-to-earnings ratio of 36.45, above the Healthcare sector average of ~23x. Its free cash flow yield is 5.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.94 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 2.7%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 8/9Financial Health
Becton, Dickinson and Company's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.32 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project Becton, Dickinson and Company revenue of about $19.20B for fiscal 2026, with EPS near $12.59. The estimate reflects 10 contributing analysts.
Net buyingInsider Activity
Over the past six months, Becton, Dickinson and Company insiders filed 19 SEC Form 4 transactions — 11 sales and 8 purchases. On net that is roughly 2K shares acquired (about $3.3M) — insiders putting money in tends to read as conviction.
BDX Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests those with the deepest knowledge see long-term value in BDX.
- Community chatter highlights BDX's growing reputation for innovation in its sector.
- The overall narrative around BDX seems to be shifting from skepticism to optimism.
- Positive market developments in related industries could create a tailwind for BDX's growth.
Bear Case
- Some insiders may be selling shares for personal financial reasons, not necessarily a lack of faith in BDX.
- Negative sentiment regarding potential regulatory headwinds for BDX's industry has been circulating.
- There's a growing concern within the community about increased competition eroding BDX's market share.
- Market perception of BDX might be overly optimistic, setting the stage for potential disappointment if expectations aren't met.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · January 2026
From the Earnings Call
“Given these considerations, we are establishing an adjusted EPS guidance for new Becton, Dickinson and Company in a range of $12.35 to $12.65. This reflects growth of approximately 6% at the midpoint, including an impact of 370 basis points from tariffs.”
— Vitor Roach, Senior Vice President and Interim Chief Financial Officer
“Adjusted operating margin of 21.2% was down 240 basis points versus the prior year due to the impact of tariffs and increased commercial investments in key growth areas.”
— Vitor Roach, Senior Vice President and Interim Chief Financial Officer
BDX Q1 FY2026 earnings call transcript · 2026-02-09
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $4.71B | -$311M | -$1.11 |
| Q4 2025 | $5.25B | $382M | $1.34 |
| Q3 2025 | $5.89B | $493M | $1.72 |
| Q2 2025 | $5.51B | $574M | $2.00 |
Based on FMP financials and quantitative analysis
BDX Latest News
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WST Stock Up Nearly 33% YTD: Will the Uptrend Continue in the Rest of 2026?
Yahoo! Finance: BDX News · Jul 3, 2026
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Becton, Dickinson - Stable Undervaluation In 1Q26, Upside Is There
seekingalpha.com · Jul 1, 2026
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BD (BDX) Receives Vizient Innovative Technology Contract for CentroVena One Insertion System
Yahoo! Finance: BDX News · Jul 1, 2026
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IV Equipment Market by Type, Application, End User - Global Forecast to 2031
Yahoo! Finance: BDX News · Jun 30, 2026
BDX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BDX.
Price Targets
Consensus target: $192.80
BDX MoonshotScore
What does this score mean?
The MoonshotScore rates BDX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
WST Stock Up Nearly 33% YTD: Will the Uptrend Continue in the Rest of 2026?
Becton, Dickinson - Stable Undervaluation In 1Q26, Upside Is There
BD (BDX) Receives Vizient Innovative Technology Contract for CentroVena One Insertion System
IV Equipment Market by Type, Application, End User - Global Forecast to 2031
Latest Becton, Dickinson and Company Analysis
Leadership: Thomas E. Polen Jr.
Chairman, Chief Executive Officer and President
Thomas E. Polen Jr. serves as the Chairman, Chief Executive Officer, and President of Becton, Dickinson and Company. He joined BD in 1999 and has held various leadership positions across the organization. Prior to becoming CEO, he served as President and Chief Operating Officer, overseeing BD's global operations. He has a strong background in strategic planning, business development, and operational excellence. Polen holds a bachelor's degree in business administration from Salisbury University and an MBA from Johns Hopkins University.
Track Record: Since becoming CEO, Thomas Polen has focused on driving innovation, expanding BD's presence in key markets, and enhancing the company's digital capabilities. Under his leadership, BD has made strategic acquisitions to strengthen its product portfolio and expand its geographic reach. He has also emphasized sustainability and corporate social responsibility, positioning BD as a leader in environmental stewardship and ethical business practices. Polen has successfully navigated the company through challenging market conditions and has delivered consistent financial performance.
BDX Healthcare Stock FAQ
What does Becton, Dickinson and Company do?
Becton, Dickinson and Company (BDX) is a global medical technology company that develops, manufactures, and sells a wide range of medical supplies, devices, laboratory equipment, and diagnostic products. The company operates through three segments: BD Medical, BD Life Sciences, and BD Interventional. BDX serves healthcare institutions, physicians, life science researchers, clinical laboratories, the pharmaceutical industry, and the general public worldwide. Its products are used in various healthcare settings for disease diagnosis, treatment, and prevention.
What do analysts say about BDX stock?
Analyst consensus on BDX stock is generally positive, reflecting the company's strong market position and growth potential. Key valuation metrics, such as the P/E ratio and dividend yield, are closely monitored by analysts. Growth considerations include the company's ability to innovate, expand in emerging markets, and manage regulatory risks. Analyst ratings and price targets vary, but the overall sentiment suggests that BDX is a solid investment with long-term growth prospects. Investors should conduct their own due diligence and consider their investment objectives before making any decisions.
What are the main risks for BDX?
The main risks for Becton, Dickinson and Company include increasing competition from other medical technology companies, changes in healthcare regulations and reimbursement policies, potential product recalls and liability claims, and economic downturns that could reduce healthcare spending. The company's exposure to regulatory risks is particularly significant, as its products are subject to stringent approval processes and compliance requirements. Additionally, pricing pressures and cost containment measures in the healthcare industry could impact BDX's profitability. Effective risk management and mitigation strategies are crucial for the company's long-term success.
What revenue streams does Becton, Dickinson and Company have in healthcare?
Becton, Dickinson and Company generates revenue through the sale of medical devices and supplies, laboratory equipment, and diagnostic products. The BD Medical segment contributes significantly through products like IV catheters, needle-free connectors, and sharps disposal systems. The BD Life Sciences segment generates revenue from specimen collection products, automated blood culturing systems, and diagnostic reagents. The BD Interventional segment contributes through hernia repair products, surgical instruments, and urology products. Revenue is also generated through sales to healthcare institutions, physicians, laboratories, and the pharmaceutical industry across various geographic markets.
How does Becton, Dickinson and Company navigate regulatory approval processes?
Becton, Dickinson and Company navigates regulatory approval processes by adhering to stringent quality control standards and compliance requirements. The company works closely with regulatory agencies such as the FDA and EMA to ensure its products meet safety and efficacy standards. BDX invests in robust clinical trials and data collection to support its regulatory submissions. The company also maintains a strong track record of compliance with regulatory requirements, which helps to expedite the approval process for new products. A dedicated regulatory affairs team manages the company's interactions with regulatory agencies and ensures ongoing compliance.
What are the key factors to evaluate for BDX?
Becton, Dickinson and Company (BDX) holds an AI score of 72/100 (high). P/E: 36.4x vs the S&P 500's ~20-25x. Analysts target $192.80 (+22%). Not financial advice.
How frequently does BDX data refresh on this page?
BDX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BDX's recent stock price performance?
Becton, Dickinson and Company (BDX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified product portfolio across medical, life sciences, and interventional segments. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and market conditions as of 2026-05-09.
- Future performance is subject to market risks and uncertainties.