FRANKLIN LAKES, N.J., April 30, 2025 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced that it will present at the Bank of America Securities Health Care Conference on Tuesday, May 13, 2025 at 1:00 pm Eastern Time.The live webcast of BD's presentation can be accessed from the BD investor relations website, investors.bd.com. A replay of the event will be available on the same webpage following its conclusion.About BDBD is one of the l ...

医疗行业整体情况 - 本财报季医疗行业公司销售持续复苏，盈利同比增长但增速慢于营收，通胀、供应链和劳动力短缺问题持续影响行业底线 [1] - 截至4月23日，15%的医疗行业公司（占行业市值33.8%）公布财报，77.8%的公司盈利和营收超预期，盈利同比增长4.7%，营收增长9.4% [1] - 医疗行业一季度盈利预计增长35%，销售预计增长7.8%，而2024年四季度盈利增长13.4%，营收增长9.4% [3] - 医疗行业在不确定宏观环境中展现韧性，一季度手术相关需求上升，但全球通胀压力、原材料成本上升、劳动力供应受限和供应链中断影响生产和分销，产品和服务价格上涨或对行业有帮助 [2] 医疗设备行业情况 - 2025年医疗设备行业开局强劲，受先进医疗解决方案需求和择期手术正常化推动，领先公司营收显著增长，糖尿病护理和诊断成像创新是驱动力，预计到2029年全球市场将达1.3万亿美元 [4] - 行业面临半导体短缺问题，影响起搏器和胰岛素泵生产，导致交货时间延长和成本增加，还存在劳动力短缺问题，尤其在人工智能和机器人领域，影响创新和运营效率 [5] - 贸易紧张局势使行业复杂，美国对中国恢复关税增加医疗设备制造商成本，约75%美国市场医疗设备在国外制造，行业易受贸易政策影响，公司采取多元化供应商、投资国内制造和争取关税豁免等措施 [6] - 一季度基础业务反弹可观，百特国际、德康医疗、史赛克等公司营收有望改善 [7] 部分公司业绩预期 百特国际（BDX） - 预计2025财年第二季度业绩强劲，医疗部门营收预计同比增长16.3%，生命科学部门营收可能同比下降1.3%，介入部门在先进组织再生领域持续拓展 [8] - 因盈利预期差值为0.00%且Zacks评级为3，不太可能在即将发布的财报中超预期 [9] 卡地纳健康（CAH） - 预计2025财年第三季度制药和专业解决方案部门业绩稳定，战略收购和市场需求支撑增长，但关键客户合同到期影响部分收益，收购效益预计在财年末更显著 [10] - 因盈利预期差值为+0.54%且Zacks评级为3，可能在即将发布的财报中超预期 [10] 百特国际（BAX） - 预计2025年第一季度适度增长，运营恢复和宏观压力缓解是支撑因素，医疗产品与疗法部门预计销售增长6.6%，制药部门有改善但利润率可能受压，医疗系统与技术部门国际市场和美国初级保健疲软但部分被抵消 [11] - 盈利预期差值为0.00%，Zacks评级为3 [11] 德康医疗（DXCM） - 2025年第一季度前景乐观，美国处方医生覆盖范围扩大、耐用医疗设备渠道稳定和国际表现强劲是增长驱动力，Stelo血糖仪需求强劲，报销范围扩大和FDA批准G7 CGM有望长期推动销售，全年营收指引46亿美元 [12] - 盈利预期差值为0.00%，Zacks评级为3 [12] 史赛克（SYK） - 2025年第一季度预计强劲增长，美国市场多领域需求和国际销售贡献积极，尽管中国市场有挑战，医疗外科和神经技术部门表现良好，新产品推出和收购提供增长动力，美国和国际销售预计分别达47.4亿美元和15.9亿美元 [13] - 盈利预期差值为 -0.58%，Zacks评级为4（卖出） [14]

Becton Dickinson and Company (BDX) , popularly known as BD, is scheduled to report second-quarter fiscal 2025 results on May 1, before market open.In the last reported quarter, the company’s earnings per share (EPS) of $3.43 surpassed the Zacks Consensus Estimate by 15.1%. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on all occasions, delivering an earnings surprise of 7.3%, on average. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Let’s che ...

Analysts on Wall Street project that Becton Dickinson (BDX) will announce quarterly earnings of $3.28 per share in its forthcoming report, representing an increase of 3.5% year over year. Revenues are projected to reach $5.37 billion, increasing 6.4% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Phasix™ ST Umbilical Hernia Patch Leverages Same Surgical Technique as Permanent Mesh Procedures FRANKLIN LAKES, N.J., April 23, 2025 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced 510(k) clearance from the U.S. Food and Drug Administration (FDA) and the commercial launch of Phasix™ ST Umbilical Hernia Patch, the first and only fully absorbable hernia patch on the market designed specifically for umbilical hernias.   BD launche ...

Becton, Dickinson and Company (BDX) , popularly known as BD, launched a new advanced hemodynamic monitoring platform, HemoSphere Alta, yesterday. The platform is equipped with predictive, artificial intelligence (AI)-based algorithms that will likely aid clinicians to address blood pressure instability and optimize blood flow to help avoid potential life-threatening situations during procedures.The HemoSphere Alta platform, which is BD's most advanced hemodynamic monitoring technology currently available, i ...

HemoSphere Alta™ Advanced Monitoring Platform with Predictive, Smart Algorithms Helps Clinicians Proactively Address Instability in Blood Flow and Pressure in Critical SituationsFRANKLIN LAKES, N.J., April 21, 2025 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, has launched a new advanced hemodynamic monitoring platform with predictive, artificial intelligence (AI) based algorithms that can help clinicians proactively address blood pressure insta ...

I've been investing in stocks since 2005 and writing about this portfolio since 2013. During those twenty years, I've learned many things, but none more important than the realization that I cannot time the market.Website: www.DGIfortheDIY.comA Civil Engineer, who is married with four young kids. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio. My hope is to provide a positive example for other young do-it-yours ...

公司战略调整 - 公司正在评估剥离生命科学部门以转型为纯医疗科技公司[1] - 考虑的战略方案包括完全出售、分拆或免税股权交换交易[1] - 该决策延续了2022年分拆糖尿病业务Embecta的战略方向[9] 潜在交易动态 - 已与赛默飞世尔、丹纳赫及多家小型诊断公司展开初步接洽[1] - 赛默飞世尔对细胞流式业务表现出兴趣（该技术应用于细胞基因治疗和免疫肿瘤领域）[5] - 可能采用与沃特世、凯杰、Revvity等公司进行股权交换的模式以规避资本利得税[6][8] 业务部门详情 - 待剥离的生命科学部门包含生物科学(BDB)和综合诊断解决方案(IDS)业务线[2] - IDS业务中传染病和癌症检测技术将被出售但样本管理板块将保留[2] 市场反应与股价表现 - 自4月1日新闻发布后股价累计下跌9.3%但主因是全球股市受美国互征关税影响[3] - 年初至今股价跌幅达9.6%跑输行业3.4%的涨幅且逊于标普500指数14.1%的跌幅[4] - 自2月宣布分拆计划以来股价累计下跌约7.5%反映市场对交易进展的疑虑[10] 交易时间线与影响 - 董事会2月已全票通过分拆决议显示内部战略高度统一[10] - 预计2025年中公布详细计划目标在2025年底前完成交易[11] - 激进投资者Starboard Value推动此次分拆以消除公司估值折价[10] 行业比较数据 - 医疗板块中Masimo 2024年EPS预期上调1.2%至4.10美元过去四季平均盈利超预期17.1%[13] - 波士顿科学2025年EPS预期增长2.9%至2.85美元股价年内上涨2.5%跑赢行业[14] - 艾利科技2025年EPS预期稳定在9.99美元但股价年内暴跌26.5%[15]

公司动态 - BD将于2025年5月1日美国东部时间上午8点举行音频网络直播，讨论2025财年第二季度财务业绩，并提供运营和战略更新 [1] - 2025财年第二季度截至2025年3月31日 [1] - 网络直播可通过BD投资者关系网站访问，电话会议结束后将在同一网站提供重播 [1] - 公司将在电话会议前发布新闻稿和相关演示材料，包含季度财务摘要信息 [1] 公司概况 - BD是全球最大的医疗技术公司之一，致力于通过改善医疗发现、诊断和护理提供来推进健康领域 [2] - 公司为医疗前线工作者提供创新技术、服务和解决方案，帮助推进患者临床治疗和医疗提供者的临床流程 [2] - BD在全球几乎所有国家都有业务，并与全球组织合作应对最具挑战性的全球健康问题 [2] - 公司拥有超过70,000名员工 [2] 业务重点 - 专注于提高临床医生护理过程的安全性和效率 [2] - 帮助实验室科学家准确检测疾病 [2] - 增强研究人员开发下一代诊断和治疗方案的能力 [2] - 通过与客户紧密合作，帮助改善结果、降低成本、提高效率、增强安全性和扩大医疗可及性 [2]