President, Chief Executive Officer & Chairman, Becton Dickinson
Search every verified Thomas Polen interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Thomas Polen, chairman, CEO, and president of Becton Dickinson, has been leading the company through a period of strategic transformation. In early 2025, BD announced its intention to separate its biosciences and diagnostic solutions business, a transaction Polen said would "unlock meaningful value for our shareholders." The separation was completed in early 2026, with the business combining with Waters Corporation. Polen described the new BD as a "pure play medtech company" with a "deep innovation pipeline" and a "best-in-class consumables revenue profile of over 90%." He stated that the company's growth strategy is supported by "BD excellence," a capability he said is driving gross margin improvement, operating effectiveness, and cash generation. Throughout the earnings calls, Polen emphasized a focus on commercial and innovation excellence, disciplined capital allocation, and returning capital to shareholders. He noted that the company views its stock as undervalued and has prioritized share repurchases, including a $2 billion buyback in the second quarter of fiscal 2026. Polen also highlighted growth in high-margin areas such as advanced patient monitoring, pharmacy automation, and biologics drug delivery, stating that the company has "over 80 GLP-1 biosimilar deals signed." He said the company is navigating transitory headwinds, including tariff impacts, while maintaining its guidance and investing in sales and R&D.
“We delivered a solid second quarter with revenue, adjusted margins, and adjusted EPS, all ahead of our expectations. More importantly, performance reflected broad-based execution with more than 90% of the portfolio delivering mid-single-digit growth and tangible progress in operational innovation and commercial perform...”
“We remain committed to a disciplined framework which prioritizes returning capital to shareholders, investing in high growth opportunities through disciplined tuck-in M&A and driving consistent improvement in return on invested capital. Our capital allocation actions continue to align tightly with our framework. In the...”
“Given our first half performance, the breadth of growth across the portfolio, and continued productivity through BD excellence, we are increasing our adjusted EPS guidance to $12.52 to $12.72.”
“We have a top priority on buying back shares as we view that as a top form of value creation for our shareholders. We obviously pay a very strong dividend, which is a very high yield rate at today's stock prices, again, which we view as undervalued. And we do have an active M&A pipeline, but as we look at those, you've...”
BDX - Earnings call Q3 2025.
BDX - Earnings call Q1 2025.
BDX - Earnings call Q4 2025.
BDX - Earnings call Q2 2025.
Becton, Dickinson and Company BDX Q4 2025 Earnings Call --------- In this video, we'll cover the latest quarterly earnings results, ...
... Advanced Patient Monitoring, its newest business unit, with a kick-off event featuring BD's CEO Tom Polen alongside other BD ...
Becton Dickinson's CEO Tom Polen lays out the company's plan for growth that's building off a stunning sequence of acquisitions ...
This episode of DeviceTalks Weekly brings you DeviceTalks Boston's opening keynote conversation with Tom Polen, CEO, ...
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