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Mar 31, 2024

BD Q2 2024 Earnings Report

Second quarter performance reflected strategy in action and the strength of diverse portfolio.

Key Takeaways

BD reported Q2 2024 financial results with revenue of $5.0 billion, a 4.6% increase as reported. GAAP EPS grew by 20.9% to $1.85, and adjusted diluted EPS increased by 10.8% to $3.17. The company raised its full-year adjusted EPS guidance and affirmed its organic revenue growth guidance.

Q2 revenue of $5.0 billion increased 4.6% as reported, 4.7% currency-neutral and 5.7% organic.

Q2 GAAP and adjusted diluted EPS of $1.85 and $3.17 grew 20.9% and 10.8%, respectively.

Year-to-date Cash from Continuing Operations of $1.4 billion and Free Cash Flow of $1.1 billion increased $785 million and over $900 million, respectively.

Company raises full-year adjusted EPS guidance and affirms organic revenue growth guidance

Total Revenue
$5.05B
Previous year: $4.82B
+4.6%
EPS
$3.17
Previous year: $2.86
+10.8%
Gross Profit
$2.3B
Previous year: $2.24B
+3.1%
Cash and Equivalents
$2.35B
Previous year: $1.98B
+18.5%
Free Cash Flow
$1.12B
Total Assets
$54.2B
Previous year: $54.4B
-0.4%

BD

BD

BD Revenue by Segment

BD Revenue by Geographic Location

Forward Guidance

The company provided the following guidance with respect to fiscal 2024. The company affirmed its fiscal 2024 organic revenue growth guidance range and increased its adjusted diluted earnings per share guidance range which reflects an increase of 11 cents at the midpoint.

Positive Outlook

  • Total Revenues ~$20.1 to $20.3 billion
  • Organic Revenue Growth (FXN) 5.5% to 6.25%
  • Impact of Surgical Instrumentation Platform Divestiture (~75) basis points
  • Revenue Growth (FXN) 4.75% to 5.5%
  • Adjusted Diluted EPS $12.95 to $13.15

Challenges Ahead

  • Estimated Foreign Currency Impact to Revenue Growth (~65) basis points
  • Adjusted Diluted EPS Growth 6.1% to 7.7%
  • Estimated Impact of Surgical Instrumentation Platform Divestiture included in Adjusted Diluted EPS (~75) basis points
  • Estimated Foreign Currency Impact included in Adjusted Diluted EPS (~425) basis points
  • BD's outlook for fiscal 2024 reflects numerous assumptions about many factors that could affect its business, based on the information management has reviewed as of this date.

Revenue & Expenses

Visualization of income flow from segment revenue to net income