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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Bristol-Myers Squibb Company
Bristol-Myers Squibb Company (BMY) investor relations material
Bristol-Myers Squibb Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue rose 7% YoY to $13.069B; Growth Portfolio revenue increased 12% to $7.662B, supporting a higher FY 2026 revenue outlook.
Eight Growth Portfolio medicines were annualizing at more than $1B each based on Q3 sales.
Growth and Eliquis gains offset generic erosion across much of the Legacy Portfolio.
Financial highlights
Q3 GAAP net earnings were $2.162B, or $1.05 diluted EPS; non-GAAP net earnings were $2.767B, or $1.35 diluted EPS.
Acquired IPR&D charges and licensing income reduced Q3 EPS by $0.58 per share; acquired IPR&D charges were $1.558B.
GAAP operating expenses were $4.1B, versus $4.3B a year earlier.
Q3 revenue was $13.069B versus $12.222B; nine-month revenue rose 5% to $37.532B.
Outlook and guidance
FY 2026 revenue guidance rose to $49.75B–$50.25B from $49.0B–$50.0B; non-GAAP EPS guidance fell to $6.35–$6.55 from $6.75–$7.00.
EPS guidance includes a $(0.60) per-share net impact from acquired IPR&D charges and licensing income; gross margin, operating expense and tax-rate guidance were unchanged.
Guidance assumes Legacy Portfolio revenue declines 3%–5% and worldwide Eliquis revenue grows 20%–25%; other income/expense expectation was updated to $650M expense.
The $2B strategic productivity initiative remains on track for completion by end-2027.
Expected milestones include SOTYKTU lupus data before year-end 2026 and milvexian AFib data in Q1 2027; other 2027 readouts include mezigdomide and Cobenfy programs.
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Latest events from Bristol-Myers Squibb Company
- New-product growth partly offset Revlimid erosion as 2024 revenue growth is forecast at low single digits.BMY
Q4 2023 - Q2 2026 revenue up 6% to $13.0B, guidance raised on strong Growth Portfolio and pipeline.BMYQ2 2026
- Late-stage pipeline readouts and robust product growth position the company for sustained expansion.BMYTD Cowen 46th Annual Health Care Conference
- Q1 2026 revenue up 3% to $11.5B; Growth Portfolio up 12%; guidance at upper end.BMYQ1 2026
- Growth Portfolio up 18%, driving 3% revenue growth and a raised 2025 outlook.BMYQ3 2025
- Q3 revenue up 8% to $11.9B; Growth Portfolio and new approvals drive raised 2024 outlook.BMYQ3 2024
- Q2 revenues up 9% to $12.2B, with 18% growth portfolio and raised 2024 guidance.BMYQ2 2024
- Strong pipeline, disciplined execution, and major launches drive sustained top-tier growth.BMY43rd Annual J.P. Morgan Healthcare Conference 2025
- Growth portfolio strength and pipeline wins drive growth, despite legacy headwinds.BMYQ4 2024
Next Bristol-Myers Squibb Company earnings date
Q4 20264 Feb, 2027
Bristol-Myers Squibb Company
Next Bristol-Myers Squibb Company earnings date
Q4 20264 Feb, 2027
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Frequently asked questions
Bristol-Myers Squibb Company is a global biopharmaceutical company whose mission is to discover, develop and deliver innovative medicines that help patients prevail over serious diseases. It offers pharmaceutical products to treat psychiatric; cardiovascular diseases consisting of cholesterol disorders, hypertension, and arrhythmias; diabetes; human immunodeficiency virus infection; hepatitis B and hepatitis C viruses; infectious diseases comprising bacterial infections, mycobacterium avium complex disease, malaria, fungal infections tuberculosis, and influenza A/B virus; cancer comprising lymphoma, leukemia, and other cancers; diseases relating to inflammatory response of the body; rheumatoid arthritis and osteoarthritis related inflammation; psoriasis; Crohn's disease. The company also provides over-the-counter products for the treatment of acne and cold sores.