Chairman, CEO, and President Tom Polen highlighted accelerated commercial initiatives as key drivers. “We delivered stronger-than-expected first-quarter performance,” Polen said. The results position BD to meet full-year fiscal 2026 guidance as it transitions to “New BD” following the combination of its Biosciences and Diagnostic Solutions business with Waters Corporation, expected to close on February 9, 2026.
Strategic Business Highlights
BD announced several advancements across its portfolio. In Medical Essentials, a collaboration integrates rapid point-of-care results from the BD HD Check System with ChemoGLO’s LC-MS/MS analysis to enhance hazardous drug contamination testing in healthcare facilities and labs.
Connected Care saw Duncan Regional Hospital become the first U.S. facility to implement BD Alaris EMR Infusion Interoperability with MEDITECH electronic health records, improving infusion safety and efficiency.
BioPharma and Interventional Momentum
BioPharma Systems received a $110 million investment to bolster U.S. pharmaceutical supply chains, establishing BD Neopak Glass Prefillable Syringe production at its Columbus, Nebraska site. This supports biologic and GLP-1 drug delivery while aiding reshoring efforts. An expanded partnership with Ypsomed introduces a 5.5 mL BD Neopak XtraFlow Glass Prefillable Syringe compatible with Ypsomed’s YpsoMate 5.5 autoinjector for large-volume self-injections.
In Interventional, BD secured FDA 510(k) clearance for the EnCor EnCompass Breast Biopsy and Tissue Removal System, set for early 2026 market launch. The PureWick portfolio expanded with a Portable Collection System for urinary incontinence management. BD Surgiphor Surgical Wound Irrigation System launched in Europe to boost patient safety, and the AGILITY study of Revello Vascular Covered Stent achieved full enrollment for iliac artery patients in peripheral artery disease treatment.
Fiscal 2026 Outlook for New BD
BD affirmed its full-year fiscal 2026 revenue growth guidance for New BD, excluding the divested Biosciences and Diagnostic Solutions business, now accounted for as discontinued operations. Guidance incorporates adjustments for corporate overhead migrating to Waters Corp., transition services agreement (TSA) income, and benefits from use of proceeds.
Adjusted diluted EPS guidance excludes non-cash amortization, acquisition-related charges, separation costs, and certain tax items, as these are inherently uncertain. Revenue growth projections adjust for foreign currency impacts to better reflect underlying performance against fiscal 2025.
The outlook assumes various factors based on current information, with management to elaborate during the earnings call. This strategic realignment sharpens BD’s focus on commercial elevation, innovation, and BD Excellence for productivity and gross margin gains, setting a foundation for sustained revenue and earnings expansion.