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10-QPeriod: Q1 FY2024

BECTON DICKINSON & CO Quarterly Report for Q1 Ended Dec 31, 2023

Filed February 1, 2024For Securities:BDX

Summary

Becton Dickinson and Company (BDX) reported a 2.6% increase in revenue for the third quarter of fiscal year 2024, reaching $4.706 billion, compared to $4.586 billion in the prior year. This growth was driven by price increases and a favorable foreign currency translation, partially offset by a decrease in volume and the impact of selling off the Surgical Instrumentation platform. Net income saw a significant decrease to $281 million ($0.96 per diluted share) from $509 million ($1.70 per diluted share) in the comparable prior-year period. This decline is primarily attributed to specified items, including integration and restructuring costs, purchase accounting adjustments, and European regulatory initiative-related costs, which had a substantial negative impact on earnings per share. The company's financial performance reflects ongoing strategic initiatives, including simplification and cost-saving measures, which contributed to integration and restructuring expenses. Despite the year-over-year decrease in net income, operating cash flow remained strong at $855 million. BDX also continued to return capital to shareholders through dividends and significant share repurchases, totaling $500 million in accelerated share repurchase agreements during the quarter. The company's balance sheet shows a decrease in cash and equivalents to $1.180 billion, but the overall financial position remains robust with adequate liquidity and access to financing facilities.

Financial Statements
Beta
Revenue$4.71B
Cost of Revenue$2.68B
Gross Profit$2.03B
R&D Expenses$290.00M
SG&A Expenses$1.21B
Operating Expenses$4.27B
Operating Income$439.00M
Interest Expense$111.00M
Net Income$281.00M
EPS (Basic)$0.97
EPS (Diluted)$0.96
Shares Outstanding (Basic)290.11M
Shares Outstanding (Diluted)291.40M

Key Highlights

  • 1Revenue increased by 2.6% to $4.706 billion, driven by pricing and favorable foreign currency translation, although volume decreased.
  • 2Net income decreased significantly to $281 million from $509 million in the prior year, largely due to $499 million in after-tax specified items.
  • 3Diluted Earnings Per Share (EPS) fell to $0.96 from $1.70 year-over-year, impacted by specified items and foreign currency translation.
  • 4Operating cash flow was robust at $855 million for the quarter, indicating strong underlying business performance.
  • 5The company repurchased $500 million of its common stock under accelerated share repurchase agreements.
  • 6The Medical segment showed revenue growth driven by Medication Delivery Solutions and Pharmaceutical Systems, despite challenges in China.
  • 7The Interventional segment demonstrated solid growth, particularly in Surgery and Urology & Critical Care, even after the divestiture of the Surgical Instrumentation platform.

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