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Becton Dickinson & Co (BDX) Fundamental Analysis & AI Grade 2026

BDX NYSE Surgical & Medical Instruments & Apparatus NJ CIK: 0000010795
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
79% Confidence
AGREEMENT
C
78% Conf
B
80% Conf

📊 BDX Key Takeaways

Revenue: $9.2B
Net Margin: 0.8%
Free Cash Flow: $424.0M
Current Ratio: 0.94x
Debt/Equity: 0.61x
EPS: $0.25
AI Grade: C with 78% confidence
Becton Dickinson & Co (BDX) receives a C fundamental grade with 79% confidence from our AI analysis based on SEC 10-K filings. With revenue of $9.2B, net profit margin of 0.8%, and return on equity (ROE) of 0.3%, Becton Dickinson & Co demonstrates mixed fundamentals in the Healthcare sector. Below is our complete BDX stock analysis for 2026.

Is Becton Dickinson & Co (BDX) a Good Investment?

Claude

While Becton Dickinson demonstrates strong revenue growth (8.2% YoY) and excellent gross margins (82.4%), the company's fundamentals are deeply concerning with net margins of only 0.8%, an interest coverage ratio of 0.9x unable to cover debt service from operations, and liquidity ratios signaling cash constraints. The massive compression between 82.4% gross margin and 0.8% net margin, combined with flat net income growth despite revenue expansion, indicates severe structural profitability challenges.

ChatGPT

Becton Dickinson shows solid top-line growth and healthy free cash flow generation, which supports a fundamentally stable operating profile. However, weak net income growth, low returns on equity and assets, and thin interest coverage point to constrained profitability quality relative to its balance sheet size. The business appears fundamentally resilient, but current operating efficiency and leverage coverage metrics argue for a neutral stance rather than a high-conviction bullish view.

Becton Dickinson & Co Key Strengths (BDX)

Claude
  • + Strong revenue growth of 8.2% YoY in capital-intensive medical devices sector
  • + Excellent gross margins of 82.4% demonstrating strong pricing power and core business quality
  • + Positive free cash flow generation of $424M providing operational cushion
ChatGPT
  • + Revenue growth of 8.2% YoY indicates continued underlying demand and business momentum
  • + Free cash flow of $549M and a 10.5% FCF margin support internal funding capacity
  • + Debt/equity of 0.67x is manageable for a large established medical device company

BDX Stock Risks: Becton Dickinson & Co Investment Risks

Claude
  • ! Interest coverage ratio of 0.9x - operating income cannot cover debt service, indicating unsustainable capital structure
  • ! Net margin collapse to 0.8% despite strong gross margins reveals critical cost structure dysfunction
  • ! Liquidity distress with current ratio of 0.94x and quick ratio of 0.55x limiting financial flexibility and refinancing options
ChatGPT
  • ! Interest coverage of 0.9x suggests limited earnings cushion against financing obligations
  • ! ROE of 1.5% and ROA of 0.7% indicate weak capital efficiency
  • ! Net income was flat and diluted EPS declined, signaling muted profit conversion despite revenue growth

Key Metrics to Watch

Claude
  • * Interest coverage ratio and debt refinancing ability
  • * Operating margin expansion and SG&A cost discipline
  • * Free cash flow conversion and working capital trends
ChatGPT
  • * Interest coverage and operating income recovery
  • * Free cash flow consistency relative to revenue growth

Becton Dickinson & Co (BDX) Financial Metrics & Key Ratios

Revenue
$9.2B
Net Income
$72.0M
EPS (Diluted)
$0.25
Free Cash Flow
$424.0M
Total Assets
$50.8B
Cash Position
$813.0M

💡 AI Analyst Insight

The relatively thin 4.6% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BDX Profit Margin, ROE & Profitability Analysis

Gross Margin 82.4%
Operating Margin 6.1%
Net Margin 0.8%
ROE 0.3%
ROA 0.1%
FCF Margin 4.6%

BDX vs Healthcare Sector: How Becton Dickinson & Co Compares

How Becton Dickinson & Co compares to Healthcare sector averages

Net Margin
BDX 0.8%
vs
Sector Avg 12.0%
BDX Sector
ROE
BDX 0.3%
vs
Sector Avg 15.0%
BDX Sector
Current Ratio
BDX 0.9x
vs
Sector Avg 2.0x
BDX Sector
Debt/Equity
BDX 0.6x
vs
Sector Avg 0.6x
BDX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Becton Dickinson & Co Stock Overvalued? BDX Valuation Analysis 2026

Based on fundamental analysis, Becton Dickinson & Co shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
0.3%
Sector avg: 15%
Net Profit Margin
0.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.61x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Becton Dickinson & Co Balance Sheet: BDX Debt, Cash & Liquidity

Current Ratio
0.94x
Quick Ratio
0.55x
Debt/Equity
0.61x
Debt/Assets
0.0%
Interest Coverage
0.92x
Long-term Debt
$14.7B

BDX Revenue & Earnings Growth: 5-Year Financial Trend

BDX 5-year financial data: Year 2021: Revenue $20.2B, Net Income $1.2B, EPS $3.94. Year 2022: Revenue $19.1B, Net Income $874.0M, EPS $2.71. Year 2023: Revenue $19.4B, Net Income $2.1B, EPS $6.85. Year 2024: Revenue $20.2B, Net Income $1.8B, EPS $5.88. Year 2025: Revenue $21.8B, Net Income $1.5B, EPS $4.94.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Becton Dickinson & Co's revenue has shown modest growth of 8% over the 5-year period. The most recent EPS of $4.94 reflects profitable operations.

BDX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.6%
Free cash flow / Revenue

BDX Quarterly Earnings & Performance

Quarterly financial performance data for Becton Dickinson & Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $4.5B $72.0M $0.25
Q1 2026 $5.2B $303.0M $1.04
Q3 2025 $5.0B $487.0M $1.68
Q2 2025 $5.0B $308.0M $1.07
Q1 2025 $4.7B $281.0M $0.96
Q3 2024 $4.9B $407.0M $1.36
Q2 2024 $4.8B $460.0M $1.53
Q1 2024 $4.6B $281.0M $0.96

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Becton Dickinson & Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$657.0M
Cash generated from operations
Stock Buybacks
$2.3B
Shares repurchased (TTM)
Capital Expenditures
$233.0M
Investment in assets
Dividends Paid
$589.0M
Returned to shareholders

BDX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Becton Dickinson & Co (CIK: 0000010795)

📋 Recent SEC Filings

Date Form Document Action
Jun 3, 2026 4 xslF345X06/wk-form4_1780505062.xml View →
Jun 2, 2026 4 xslF345X06/wk-form4_1780423907.xml View →
May 29, 2026 8-K bdx-20260529.htm View →
May 27, 2026 4 xslF345X06/wk-form4_1779903672.xml View →
May 20, 2026 8-K ef20074240_8k.htm View →

Frequently Asked Questions about BDX

What is the AI rating for BDX?

Becton Dickinson & Co (BDX) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BDX's key strengths?

Claude: Strong revenue growth of 8.2% YoY in capital-intensive medical devices sector. Excellent gross margins of 82.4% demonstrating strong pricing power and core business quality. ChatGPT: Revenue growth of 8.2% YoY indicates continued underlying demand and business momentum. Free cash flow of $549M and a 10.5% FCF margin support internal funding capacity.

What are the risks of investing in BDX?

Claude: Interest coverage ratio of 0.9x - operating income cannot cover debt service, indicating unsustainable capital structure. Net margin collapse to 0.8% despite strong gross margins reveals critical cost structure dysfunction. ChatGPT: Interest coverage of 0.9x suggests limited earnings cushion against financing obligations. ROE of 1.5% and ROA of 0.7% indicate weak capital efficiency.

What is BDX's revenue and growth?

Becton Dickinson & Co reported revenue of $9.2B.

Does BDX pay dividends?

Becton Dickinson & Co pays dividends, with $589.0M distributed to shareholders in the trailing twelve months.

Where can I find BDX SEC filings?

Official SEC filings for Becton Dickinson & Co (CIK: 0000010795) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BDX's EPS?

Becton Dickinson & Co has a diluted EPS of $0.25.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is BDX's fundamental grade?

Based on our AI fundamental analysis in June 2026, Becton Dickinson & Co has a C grade with 79% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is BDX stock overvalued or undervalued?

Valuation metrics for BDX: ROE of 0.3% (sector avg: 15%), net margin of 0.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is BDX's AI grade for 2026?

Our dual AI analysis gives Becton Dickinson & Co a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BDX's free cash flow?

Becton Dickinson & Co's operating cash flow is $657.0M, with capital expenditures of $233.0M. FCF margin is 4.6%.

How does BDX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 0.8% (avg: 12%), ROE 0.3% (avg: 15%), current ratio 0.94 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI