BMY · Bristol Myers Squibb Co
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Bristol-Myers Squibb raised full-year 2026 revenue guidance to ~$49.0–$50.0 billion and non-GAAP EPS to $6.75–$7.00 on strong Q2 Growth Portfolio momentum (+14% Ex-FX), while pushing expected readouts of the Milvexian AF and Cobenfy ADEPT trials into 2027.
- + Raised full-year 2026 revenue guidance to ~$49.0–$50.0B and non-GAAP EPS to $6.75–$7.00
- + Growth Portfolio revenue rose 14% Ex-FX to $7.6B, now ~60% of total revenue
- + Eliquis raised 2026 growth guidance to 20–25% on strong demand
- − Milvexian atrial fibrillation pivotal readout pushed from late 2026 to Q1 2027 due to slower-than-projected event accrual
- − Cobenfy ADEPT Alzheimer's psychosis program readout delayed to begin in early 2027 and spread across the year
- − Legacy Portfolio revenues declined 4–6% on continued generic erosion
- − Q2 gross margin contracted ~120 bps to 71.4% non-GAAP on unfavorable product mix
- − Operating expenses guidance raised to ~$16.5B for accelerated pre-launch and pipeline investment
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Drug Manufacturers - General — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BMY
this stock
Bristol Myers Squibb Co
|
$128.41B | +15.7% | -0.2% | 13.8 | 2.1% |
|
LLY
ELI LILLY & Co
|
$1.11T | +7.7% | +44.7% | 39.7 | 0.8% |
|
JNJ
Johnson & Johnson
|
$653.61B | +27.9% | +6.0% | 31.5 | 0.9% |
|
ABBV
AbbVie Inc.
|
$466.80B | +14.5% | +8.6% | 74.6 | 1.1% |
|
MRK
Merck & Co., Inc.
|
$367.07B | +38.0% | +1.3% | 119.0 | 1.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BMY | +2.0% | -6.8% | +4.9% | -6.6% | +15.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +2.7% | -6.9% | -7.2% | -6.0% | +3.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.