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Sep 30, 2024

BD Q4 2024 Earnings Report

BD reported strong growth and margin execution, driving performance in Q4 2024.

Key Takeaways

BD reported Q4 revenue of $5.4 billion, a 6.9% increase as reported. GAAP EPS grew 173.6% to $1.45, and adjusted EPS grew 11.4% to $3.81. The company issued FY25 adjusted diluted EPS guidance of $14.25 to $14.60, reflecting growth of about 10% at the midpoint.

Q4 revenue increased 6.9% as reported, 7.4% currency-neutral and 6.2% organic.

Q4 GAAP and adjusted diluted EPS from continuing operations grew 173.6% and 11.4%, respectively.

FY24 cash from continuing operations grew 28.5% to $3.8 billion.

Company issues FY25 revenue guidance including GAAP growth of 8.9% to 9.4%, adjusted currency-neutral growth of 8.8% to 9.3% and organic growth of 4.0% to 4.5%.

Total Revenue
$5.44B
Previous year: $5.09B
+6.9%
EPS
$3.81
Previous year: $3.42
+11.4%
Gross Profit
$2.49B
Previous year: $1.7B
+46.2%
Cash and Equivalents
$1.72B
Previous year: $1.42B
+21.3%
Free Cash Flow
$3.12B
Previous year: $1.05B
+198.5%
Total Assets
$57.3B
Previous year: $52.8B
+8.5%

BD

BD

BD Revenue by Segment

BD Revenue by Geographic Location

Forward Guidance

The company provided the following guidance with respect to fiscal 2025. GAAP revenue growth of 8.9% to 9.4% and currency-neutral adjusted revenue growth of 8.8% to 9.3% include the newly acquired APM business. The company's organic revenue growth guidance of 4.0% to 4.5% includes absorbing an impact about 125 basis points from an expected decline in revenues in China and Bioscience and Pharma market dynamics.

Positive Outlook

  • GAAP Revenues ~$21.9 to $22.1 billion
  • GAAP Revenue Growth 8.9% to 9.4%
  • Adjusted Revenue Growth (FXN) 8.8% to 9.3%
  • Organic Revenue Growth (FXN) 4.0% to 4.5%
  • Adjusted Diluted EPS $14.25 to $14.60

Revenue & Expenses

Visualization of income flow from segment revenue to net income