Sep 30, 2024

Bristol-Myers Squibb Q3 2024 Earnings Report

Bristol-Myers Squibb's Q3 2024 performance reflected a focus on near-term execution and building a foundation for long-term sustainable growth.

Key Takeaways

Bristol Myers Squibb reported strong third-quarter results, driven by the Growth Portfolio and Eliquis, with revenues increasing by 8% to $11.9 billion. The company achieved U.S. approval of Cobenfy and is raising its 2024 revenue and Non-GAAP EPS guidance.

Third Quarter Revenues were $11.9 Billion, increasing 8% (+10% Adjusting for Foreign Exchange).

Growth Portfolio Revenues were $5.8 Billion, increasing 18% (+20% Adjusting for Foreign Exchange).

GAAP EPS was $0.60 and Non-GAAP EPS was $1.80; Includes Net Impact of $(0.09) Per Share for GAAP EPS and Non-GAAP EPS Due to Acquired IPRD Charges and Licensing Income.

Achieved U.S. Approval of Cobenfy, the First New Pharmacological Approach to Treat Schizophrenia in Decades.

Total Revenue
$11.9B
Previous year: $11B
+8.4%
EPS
$1.8
Previous year: $2
-10.0%
Gross Profit
$8.94B
Previous year: $8.46B
+5.6%
Cash and Equivalents
$8.1B
Previous year: $7.69B
+5.3%
Free Cash Flow
$5.27B
Previous year: $4.41B
+19.5%
Total Assets
$93.7B
Previous year: $91.3B
+2.6%

Bristol-Myers Squibb

Bristol-Myers Squibb

Bristol-Myers Squibb Revenue by Segment

Forward Guidance

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

Positive Outlook

  • Total Revenues ~5% increase
  • Total Revenues (excl. F/X) ~6% increase
  • Gross Margin % Between ~74.5% and ~75%
  • Operating Expenses ~4% to ~5% increase
  • Diluted EPS $0.75 - $0.95

Revenue & Expenses

Visualization of income flow from segment revenue to net income