•
Dec 31, 2022

BD Q1 2023 Earnings Report

BD reported first quarter fiscal year 2023 financial results, demonstrating consistent and durable performance driven by the BD 2025 strategy.

Key Takeaways

BD reported a decrease in revenue of 2.8% as reported, but an increase of 1.7% on a currency-neutral basis. The company's base business revenue grew 0.4% as reported and 5.2% on a currency-neutral basis. GAAP EPS was $1.70 and adjusted EPS was $2.98. The company raised its full-year revenue and adjusted EPS guidance.

Revenue decreased 2.8% as reported and increased 1.7% on a currency-neutral basis.

Base business revenue (excluding COVID-only diagnostic testing) grew 0.4% as reported, 5.2% currency-neutral.

GAAP EPS from continuing operations was $1.70 and adjusted diluted EPS was $2.98.

The company raised full-year revenue and adjusted EPS guidance.

Total Revenue
$4.59B
Previous year: $5B
-8.2%
EPS
$2.98
Previous year: $3.64
-18.1%
Gross Profit
$2.13B
Previous year: $2.22B
-3.9%
Cash and Equivalents
$612M
Previous year: $1.9B
-67.8%
Total Assets
$53.1B
Previous year: $53.4B
-0.4%

BD

BD

BD Revenue by Segment

BD Revenue by Geographic Location

Forward Guidance

The company raised its full-year revenue and adjusted EPS guidance ranges.

Positive Outlook

  • Fiscal year 2023 revenues are now expected to be in the range of approximately $19.1 billion to $19.3 billion compared to $18.6 billion to $18.8 billion previously announced.
  • Revenue guidance now assumes base business currency-neutral revenue growth of 5.75% to 6.75% compared to 5.25% to 6.25% previously announced.
  • Revenue guidance now assumes approximately $50 million to $100 million in COVID-only diagnostic testing revenues.
  • Based on current rates, foreign exchange would represent a reduction of approximately 200 basis points to total company revenue growth compared to approximately 450 basis points previously announced.
  • The company now expects fiscal year 2023 adjusted diluted EPS to be $12.07 to $12.32 compared to $11.85 to $12.10 previously announced.

Challenges Ahead

  • Foreign exchange rates may have an impact.
  • Potential charges or gains may be recorded during the fiscal year.
  • Macroeconomic environment on operations and healthcare spending.
  • Disruptions in the global supply chain.
  • Possible impact of the COVID-19 pandemic.

Revenue & Expenses

Visualization of income flow from segment revenue to net income