BMY
Bristol-Myers Squibb·NYSE
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BMY fundamentals
Bristol-Myers Squibb (BMY) released its earnings on Feb 5, 2026: revenue was 12.50B (YoY +1.30%), beat estimates; EPS was 1.26 (YoY -24.55%), beat estimates.
Revenue / YoY
12.50B
+1.30%
EPS / YoY
1.26
-24.55%
Report date
Feb 5, 2026
BMY Earnings Call Summary for Q4,2025
- Growth Portfolio Dominance: 2025 growth portfolio grew 17%, offsetting legacy decline. Q4 growth portfolio revenue $7.4 billion (15% YoY).
- Pipeline Catalysts: 6 Phase III readouts in 2026, including milvexian (AFib) and admilparant (IPF/PPF). 2026-2030 pipeline includes 30+ launch opportunities.
- Eliquis Strategy: 2026 growth 10%-15% driven by pricing reforms; 2027 step-down of $1.5-$2 billion due to OUS generics.
- Financial Strength: 2026 EPS guidance $6.05-$6.35, supported by $16.3 billion operating expenses and 18% tax rate.
- Commercial Momentum: Breyanzi Q4 revenue +47%, Reblozyl +21%; Cobenfy TRx surpasses 100,000 in first year.
EPS
Actual | 1.72 | 1.63 | 1.63 | 1.46 | 1.74 | 1.93 | 2 | 1.83 | 1.96 | 1.93 | 1.99 | 1.82 | 2.05 | 1.75 | 2 | 1.7 | -4.4 | 2.07 | 1.8 | 1.67 | 1.8 | 1.46 | 1.63 | 1.26 | ||||||||||||||
Forecast | 1.4862 | 1.4839 | 1.4899 | 1.4157 | 1.8052 | 1.8862 | 1.9187 | 1.7962 | 1.9143 | 1.7708 | 1.8282 | 1.7266 | 1.9721 | 1.9616 | 1.7642 | 1.5537 | -4.4123 | 1.6196 | 1.4942 | 1.4633 | 1.4946 | 1.0913 | 1.5175 | 1.2258 | ||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +15.73% | +9.85% | +9.40% | +3.13% | -3.61% | +2.32% | +4.24% | +1.88% | +2.39% | +8.99% | +8.85% | +5.41% | +3.95% | -10.79% | +13.37% | +9.42% | +0.28% | +27.81% | +20.47% | +14.13% | +20.43% | +33.79% | +7.41% | +2.79% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 10.78B | 10.13B | 10.54B | 11.07B | 11.07B | 11.70B | 11.62B | 11.98B | 11.65B | 11.89B | 11.22B | 11.41B | 11.34B | 11.23B | 10.97B | 11.48B | 11.87B | 12.20B | 11.89B | 12.34B | 11.20B | 12.27B | 12.22B | 12.50B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 10.03B | 9.99B | 10.32B | 10.73B | 11.13B | 11.27B | 11.61B | 12.04B | 11.36B | 11.42B | 11.14B | 11.19B | 11.50B | 11.77B | 10.96B | 11.19B | 11.48B | 11.54B | 11.26B | 11.57B | 10.70B | 11.44B | 11.85B | 12.28B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +7.53% | +1.41% | +2.13% | +3.17% | -0.50% | +3.85% | +0.10% | -0.48% | +2.53% | +4.09% | +0.73% | +1.97% | -1.38% | -4.58% | +0.10% | +2.54% | +3.34% | +5.73% | +5.57% | +6.70% | +4.73% | +7.21% | +3.14% | +1.80% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Bristol-Myers Squibb year over year?What factors drove the changes in Bristol-Myers Squibb's revenue and profit?What guidance did Bristol-Myers Squibb's management provide for the next earnings period?What were the key takeaways from Bristol-Myers Squibb’s earnings call?What were the key takeaways from Bristol-Myers Squibb's earnings call?What is the market's earnings forecast for Bristol-Myers Squibb next quarter?What is Bristol-Myers Squibb's gross profit margin?What is Bristol-Myers Squibb's latest dividend and current dividend yield?
