BMY
Bristol-Myers Squibb Company54.23
-0.06-0.11%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
110.40BP/E (TTM)
18.26Basic EPS (TTM)
2.97Dividend Yield
0.05%Recent Filings
8-K
10-Q
8-K
10-Q
Q2 FY2025 results
Bristol Myers Squibb's Q2 revenues edged up 1% y/y to $12.3B, with the Growth Portfolio surging 18% y/y on strong demand for Opdivo (up 7%), Reblozyl (up 34%), and Breyanzi (up 125%), while Legacy Portfolio dipped 14% y/y amid generic erosion on Revlimid and others; q/q, revenues rose 4% from Q1's $11.2B. Gross margin held steady at 72.5%, but operating income fell 38% y/y to $943M due to a $1.5B Acquired IPRD charge from the BioNTech deal, driving diluted EPS down 23% y/y to $0.64—consistent with 2.038B shares. Cash swelled to $12.6B, with operating cash flow at $5.9B YTD and free cash flow of $5.3B after $621M capex, while long-term debt eased to $44.5B with $5B revolver availability. The May 2seventy bio acquisition for $287M cash bolstered Abecma rights, recognizing marketed product assets. Yet patent challenges on Eliquis in Europe risk early generic entry.
8-K
BMS Q2 revenues rise 1%
Bristol Myers Squibb reported Q2 2025 revenues of $12.3 billion, up 1% year-over-year, driven by 18% growth in its $6.6 billion Growth Portfolio amid legacy declines. A $1.5 billion Acquired IPRD charge from the BioNTech partnership hammered GAAP EPS to $0.64, yet non-GAAP EPS held at $1.46. The company raised full-year revenue guidance to $46.5-47.5 billion and non-GAAP EPS to $6.35-6.65, signaling pipeline momentum. Growth outpaces erosion.
IPO
Website
Employees
Sector
Industry
ABBV
AbbVie Inc.
223.67-3.78
AMGN
Amgen Inc.
326.74+1.43
AZN
Astrazeneca PLC
91.35-0.21
BIIB
Biogen Inc.
171.50-4.24
JNJ
Johnson & Johnson
209.30-4.87
LLY
Eli Lilly and Company
1054.29-7.90
NVS
Novartis AG
135.03-0.16
PFE
Pfizer, Inc.
25.53-0.90
TAK
Takeda Pharmaceutical Company L
14.53-0.08
TEVA
Teva Pharmaceutical Industries
30.10-0.03