Becton, Dickinson and Company (NYSE:BDX) Q1 2023 Earnings Conference Call February 2, 2023 8:00 AM ET Company Participants Francesca DeMartino – Senior Vice President and Head-Investor Relations Tom Polen – Chairman, Chief Executive Officer and President Chris DelOrefice – Executive Vice President and Chief Financial Officer Dave Hickey – President-Life Sciences Segment Mike Garrison – President-Medical Segment Conference Call Participants Vijay Kumar – Evercore ISI Matt Taylor – Jefferies Larry Biegelsen – ...

未来展望及绩效 - BD公司强调未来展望及绩效的前瞻性声明[3] - BD在Q1 FY23实现了基础收入增长5.2% FXN，运营利润率至少提高100个基点[137][140][174] - FY23基础收入增长预期为5.25%至6.25%[181] - 预计全年调整后每股收益增长为9%至11%[193] - 全年基础业务运营每股收益增长预期为12.5%至14.5%[195] 新产品和新技术研发 - BD的创新驱动增长战略取得进展，预计将推出100多个新产品[33] 市场扩张和并购 - BD在2022年4月1日完成了其糖尿病护理业务的分拆，将其作为Embecta Corp.独立上市公司[8] 负面信息 - BD Life Sciences在Q1 FY23收入为1302亿美元，同比下降7.3%[100] - BD Life Sciences的IDS部门收入为952亿美元，同比下降12.2%[117] 其他新策略和有价值的信息 - BD提供了货币中性基础上的财务数据，以消除外汇波动的影响[6] - 预计COVID-19检测收入约为75百万美元[182] - 预计全年调整后每股收益FXN为11.85至12.10美元[192]

公司概况 - BD公司是一家全球医疗技术公司，主要从事医疗用品、设备、实验室设备和诊断产品的开发、制造和销售[84] 2025年增长战略 - BD公司的2025年增长战略主要包括增长、简化和赋能三大支柱，继续投资于研发、战略性小规模收购、地理扩张和新产品计划以推动收入和利润增长[87] 财务表现 - BD公司在2022财年第一季度全球营收为45.86亿美元，同比下降2.8%[94] - 2023财年第一季度毛利率为46.5%，较2022财年同期下降0.6个百分点，主要受到运营绩效的影响[118] - 2023财年第一季度持续经营的净收入为5.09亿美元，每股摊薄收益为1.70美元，受特定项目和外汇翻译的不利影响[125] 各部门业绩 - 医疗部门2023财年第一季度收入增长主要受益于药物管理解决方案单元的强劲表现，以及制药系统单元在生物药物和疫苗高增长市场的强劲需求[100] - 生命科学部门2023财年第一季度收入下降主要受COVID-19仅限诊断测试和许可安排的影响，以及销售和行政费用、研发费用的增加[104] - 干预部门2023财年第一季度收入增长主要受益于手术单元的全球销售增长和周边干预单元的双位数增长，部分抵消了计划中的产品停产[107] 市场表现 - 美国市场在2023财年第一季度反映了医疗部门的药物管理解决方案和制药系统单位的强劲销售，以及干预部门的外周干预单位的强劲销售[110] - 2023财年第一季度国际市场收入增长反映了医疗部门的药物管理解决方案和制药系统单位的强劲销售，以及生命科学部门的生物科学单位和干预部门的外周干预单位的强劲销售[112] - 新兴市场收入主要反映了拉丁美洲、南亚、中东和非洲某些国家的增长，部分抵消了由于疫情相关限制导致的中国下降[113] 风险提示 - 公司对政府拖欠账款的风险进行了评估，认为目前的准备金足以应对未来可能的信用损失[139] - 公司表示目前宏观经济条件下信用损失风险并未显著增加，但未来风险仍存在[141] - 公司关注劳动力短缺可能增加运营成本并对业务运营产生负面影响[159]

Table of Contents | --- | |--------------------------------------| | | | | | 22-0760120 | | (I.R.S. Employer Identification No.) | | 07417-1880 | | (Zip code) | UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to C ...

Becton, Dickinson and Company (NYSE:BDX) Q4 2022 Earnings Conference Call November 10, 2022 8:00 AM ET Company Participants Francesca DeMartino - SVP & Head, IR Thomas Polen - President, CEO & Chairman Christopher DelOrefice - EVP & CFO Mike Garrison - President of the Medical Segment Dave Hickey - President of Life Sciences Segment Rick Byrd - President of Interventional Segment Conference Call Participants Lawrence Biegelsen - Wells Fargo Vijay Kumar - Evercore ISI Robert Marcus - JPMorgan Matthew Tayl ...

Becton Dickinson and Co (NYSE:BDX) Q3 2022 Earnings Conference Call August 4, 2022 8:00 AM ET Company Participants Francesca DeMartino - SVP & Head, IR Thomas Polen - President, CEO & Chairman Christopher DelOrefice - EVP & CFO Simon Campion - EVP, President, Medical Segment & Interim President, Interventional Segment David Hickey - Executive VP & President, Life Sciences Segment Conference Call Participants Lawrence Biegelsen - Wells Fargo Securities Vijay Kumar - Evercore ISI Robert Marcus - JPMorgan Chas ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------|-------------------------------------------- ...

BD to Acquire Parata Systems June 6, 2022 Caution Concerning Forward-Looking Statements This press release contains certain estimates and other forward-looking statements (as defined under Federal securities laws). Forward looking statements generally are accompanied by words such as "will", "expect", or similar words, phrases or expressions. These forwardlooking statements include statements regarding the estimated or anticipated future results of BD and anticipated benefits of the proposed acquisition of ...

| --- | --- | |-------------------------------------------|-------------------------------------| | | | | | | | Q2 FY22 Earnings Presentation May 5, 2022 | | | | | | | Advancing the world of health TM | Caution Concerning Forward-Looking Statements This presentation contains certain estimates and other forward-looking statements (as defined under Federal securities laws) regarding BD's future prospects and performance, including, but not limited to, future revenues, margins, earnings per share, leverage tar ...

Becton, Dickinson and Company (NYSE:BDX) Q2 2022 Earnings Conference Call May 5, 2022 8:00 AM ET Company Participants Francesca DeMartino - SVP, IR Tom Polen - President, CEO & Chairman Christopher DelOrefice - EVP & CFO Simon Campion - EVP & President, Interventional Segment Conference Call Participants Vijay Kumar - Evercore ISI Travis Steed - Bank of America Robbie Marcus - JPMorgan Lawrence Biegelsen - Wells Fargo Securities Rick Wise - Stifel Operator Hello, and welcome to BD's Earnings Call for the Se ...