Becton Dickinson and Co ($BDX) Q3 2026 Earnings Call
Hello and welcome to BD's third fiscal quarter 2026 earnings call at the request of BD today's call is being recorded and will be ...
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, chief executive officer, and president of Becton Dickinson, discussed the company's third fiscal quarter 2026 results during an earnings call on August 6, 2026. He stated that the quarter exceeded expectations in revenue, adjusted operating margin, and adjusted EPS, describing it as the first full quarter operating as "New BD" and attributing the performance to a more focused portfolio. Polen also noted strong hospital utilization across the company's portfolio, citing U.S. medical delivery systems growth of 6% in the quarter, which he linked to demand for products such as catheters and syringes. Polen also highlighted progress in the biologics market, saying the company is achieving high win rates, including in GLP-1 programs, and has approximately 100 signed agreements across novel and biosimilar GLP-1 initiatives. He acknowledged ongoing market dynamics, including the Alaris flow-through, and indicated that the company's guidance for modest EPS growth is a starting assumption, with a philosophy of committing to numbers that can be consistently delivered to investors.
Hello and welcome to BD's third fiscal quarter 2026 earnings call at the request of BD today's call is being recorded and will be ...
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“You're more likely to be assaulted as a nurse in a hospital than you are as a security guard in a jail, right? And the reality is you've got people of course just whether or not it's a family member or someone in delirium. There's 7 million people that are in hospitals who face delirium. You're on narcotics. Your body's been traumatized in a hospital. Often people don't know what they're walking into in a room, right”
“There's actually three areas that we invest about a billion dollars a year. Three areas that we're investing in. The biggest number one is smart connected care, the use of AI, robotics, informatics to transform the cost and quality of care which we've talked about. The second one is enabling care to shift to new care settings including specifically the home. And the third one is we invest heavily in technologies that”
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