Jun 30, 2024

Bristol-Myers Squibb Q2 2024 Earnings Report

Bristol-Myers Squibb's Q2 2024 financial results reflected continued progress on commercial execution, driving growth portfolio and pipeline advancement.

Key Takeaways

Bristol Myers Squibb reported second quarter revenues of $12.2 billion, a 9% increase (+11% adjusting for foreign exchange). The Growth Portfolio revenues were $5.6 billion, increasing 18% (+21% adjusting for foreign exchange). GAAP EPS was $0.83 and Non-GAAP EPS was $2.07.

Second Quarter Revenues were $12.2 Billion, increasing 9% (+11% Adjusting for Foreign Exchange).

Growth Portfolio Revenues were $5.6 Billion, increasing 18% (+21% Adjusting for Foreign Exchange).

GAAP EPS was $0.83 and Non-GAAP EPS was $2.07; Includes Net Impact of $(0.04) Per Share for GAAP EPS and Non-GAAP EPS Due to Acquired IPRD Charges and Licensing Income.

Achieved U.S. Approval of Breyanzi in Both Follicular Lymphoma and Mantle Cell Lymphoma; Subcutaneous Nivolumab Under Regulatory Review in the U.S. and E.U.

Total Revenue
$12.2B
Previous year: $11.2B
+8.7%
EPS
$2.07
Previous year: $1.75
+18.3%
Gross Profit
$8.93B
Previous year: $8.35B
+7.0%
Cash and Equivalents
$6.29B
Previous year: $8.37B
-24.8%
Free Cash Flow
$2.06B
Previous year: $1.63B
+26.8%
Total Assets
$7.01B
Previous year: $93.5B
-92.5%

Bristol-Myers Squibb

Bristol-Myers Squibb

Bristol-Myers Squibb Revenue by Segment

Forward Guidance

Bristol Myers Squibb is raising portions of its 2024 line-item guidance.

Positive Outlook

  • Total Revenues: Upper end of low single-digit range
  • Total Revenues (excl. F/X): Upper end of low single-digit range
  • Gross Margin %: Between ~74% and ~75%
  • Other income/(expense): ~($50M)
  • Diluted EPS: $0.60 - $0.90

Revenue & Expenses

Visualization of income flow from segment revenue to net income