Becton, Dickinson and Company's Q4 2026 Earnings: What to Expect

Becton, Dickinson and Company (BDX) develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products. Valued at $54.8 billion by market cap, the company offers solutions that help advance medical research and genomics, enhance the diagnosis of infectious disease and cancer, improve medication management, and promote infection prevention. The global medical technology giant is expected to announce its fiscal fourth-quarter earnings for 2026 before the market opens on Thursday, Nov. 5.

Ahead of the event, analysts expect Becton, Dickinson and Company to report a profit of $4.06 per share on a diluted basis, up 2.5% from $3.96 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports. 

For the full year, analysts expect Becton, Dickinson and Company to report EPS of $12.67, down 12% from $14.40 in fiscal 2025. However, its EPS is expected to rise 4.5% year over year to $13.24 in fiscal 2027. 

BDX stock has outperformed the S&P 500 Index’s ($SPX) 13.1% gains over the past 52 weeks, with shares up 35.6% during this period. Similarly, it outperformed the State Street Health Care Select Sector SPDR ETF’s (XLV) 22.8% returns over the same time frame.

BDX stock rallied as robust demand for its high-margin GLP-1 drug delivery systems and the successful relaunch of its Alaris infusion pumps drove strong U.S. organic growth. This operational momentum, complemented by aggressive cost-efficiency initiatives, strategic portfolio moves to streamline operations, and reduced earnings exposure to market drags in China, allowed the company to consistently beat earnings estimates and raise forward guidance, decisively restoring institutional investor confidence.

On Aug. 6, BDX shares closed up by 3.8% after reporting its Q3 results. Its adjusted EPS of $3.23 beat Wall Street expectations of $3.14. The company’s revenue was $5 billion, exceeding Wall Street forecasts of $4.9 billion. BDX expects full-year adjusted EPS in the range of $12.62 to $12.72.

Analysts’ consensus opinion on BDX stock is reasonably bullish, with a “Moderate Buy” rating overall. Out of 17 analysts covering the stock, eight advise a “Strong Buy” rating, eight give a “Hold,” and one recommends a “Strong Sell.” While BDX currently trades above its mean price target of $191.31, the Street-high price target of $215 suggests an upside potential of 8.1%.