BDX
Market read
The latest filing evidence is available. 0 of 20 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 19 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BDX's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 20 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 19 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Three months ended June 30, Nine months ended June 30, (Millions of dollars) 2026 2025 2026 2025 Connected Care segment income $ 395 $ 417 $ 1,094 $ 1,106 Segment income as % of Connected Care revenues 32.3 % 35.8 % 31.5 % 33.5 % The Connected Care segment's…”10-Q · Aug 6, 2026 ↗
“Three months ended June 30, Nine months ended June 30, (Millions of dollars) 2026 2025 2026 2025 Connected Care segment income $ 395 $ 417 $ 1,094 $ 1,106 Segment income as % of Connected Care revenues 32.3 % 35.8 % 31.5 % 33.5 % The Connected Care segment's…”10-Q · Aug 6, 2026 ↗
“Operating performance in the three and six-month periods of 2026 compared with the prior-year period primarily reflected tariffs and higher labor costs, partially offset by lower manufacturing costs resulting from our ongoing continuous improvement projects,…”10-Q · May 7, 2026 ↗
“Research and development expense Research and development expense as a percentage of revenues in the three-month period of 2026 was higher compared with the prior-year period, primarily reflecting the timing of project spending and increased investments in pr…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BDX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-07.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“34 Connected Care Segment The following summarizes third quarter Connected Care revenues by organizational unit: Three months ended June 30, (Millions of dollars) 2026 2025 Total Change Estimated FX Impact FXN Change Medication Management Solutions $ 915 $ 888 3.0 % 0.7 % 2.3 % Advanced Patient Monitoring 309 278 10.9 % (0.3) % 11.2 % Total Connected Care Revenues $ 1,224 $ 1,166 4.9 % 0.5 % 4.4 % The Connected Care segment’s revenue growth in the third quarter of 2026 primarily reflected the following: • Strong growth within the Medication Management Solutions unit which was primarily driven by a strong backlog of customer orders, favorable U.S. mix between sales-type and operating leases...”
“General global, regional or national economic downturns and macroeconomic trends, including heightened inflation, capital market volatility (including volatility resulting from the imposition of (and changing policies around) tariffs and related countermeasures and developments regarding refunds of certain tariffs), import or export licensing requirements, other governmental restrictions, interest rate and currency rate fluctuations, global oil prices and economic slowdowns or recessions, that may result in unfavorable conditions that could negatively affect demand for our products and services, impact the prices we can charge for our products and services, disrupt aspects of our supply cha...”
“Three months ended June 30, Nine months ended June 30, (Millions of dollars) 2026 2025 2026 2025 BioPharma Systems segment income $ 259 $ 239 $ 623 $ 604 Segment income as % of BioPharma Systems revenues 38.6 % 38.1 % 36.9 % 37.2 % The BioPharma Systems segment's operating income as a percentage of revenues in the third quarter of 2026 compared with the third quarter of 2025 reflected the following: • Gross profit margin in the third quarter of 2026 was higher compared with the third quarter of 2025 and primarily reflected lower manufacturing costs, which resulted from continuous improvement projects in connection with our BD Excellence operating model, partially offset by unfavorable impac...”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
“These sole source suppliers include Thermo Fisher Scientific, Inc., or Thermo Fisher, which supplies us with instruments, laboratory reagents and consumables; Roche Molecular Systems, which supplies us with laboratory reagents and consumables; Hamilton Roboti…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 21 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BDX is currently a Early Follower in the organic co-movement group Medical Devices. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.