Every material Form 8-K Becton Dickinson filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Becton, Dickinson and Company announced fourth-quarter fiscal 2026 revenue of $5.3 billion, representing a 5.4% increase as reported compared to the prior-year period. Full-year fiscal 2026 revenue reached $19.5 billion, while the company issued fiscal 2027 guidance projecting GAAP and currency-neutral revenue growth in the low single-digits alongside adjusted diluted EPS of $13.10 to $13.30.
Q4 revenue grew 5.4% as reported to $5.3 billion, with currency-neutral growth of 5.6%.
Q4 GAAP diluted EPS was $2.52 and adjusted diluted EPS was $4.15.
Full-year fiscal 2026 cash from continuing operations increased 30.0% to $3.6 billion and free cash flow rose 42.5% to $2.9 billion.
Fiscal 2027 guidance projects adjusted diluted EPS between $13.10 and $13.30.
BD reported third-quarter fiscal 2026 revenue of $5.0 billion, up 5.4% as reported and 4.4% on a currency-neutral basis, with adjusted diluted EPS from continuing operations of $3.23, up 4.9%. The company raised the midpoint of its full-year adjusted diluted EPS guidance to $12.62 to $12.72 from $12.52 to $12.72 and expects revenue growth toward the high end of its range. Total GAAP diluted EPS fell to $1.37 from $2.00 because of a $74 million loss from discontinued operations.
Q3 revenue of $4,983 million, up 5.4% as reported from $4,726 million a year earlier
Adjusted diluted EPS from continuing operations of $3.23 versus $3.08; GAAP continuing-operations EPS of $1.64 versus $1.57
Total GAAP diluted EPS of $1.37 versus $2.00, including a $74 million loss from discontinued operations
Fiscal 2026 adjusted diluted EPS guidance updated to $12.62 to $12.72 from $12.52 to $12.72
BD said Executive Vice President Michael Garrison, president of the Medical Essentials and BioPharma Systems segments, will retire after more than 20 years with the company. BD is searching for his successor as president of Medical Essentials, and BioPharma Systems will report directly to CEO Tom Polen to streamline the operating model.
Garrison informed BD of his retirement intention on July 19, 2026, and the press release gives an effective date of Oct. 2.
The filing says Garrison will stay in his role through the end of the fiscal year to support a smooth transition.
A comprehensive search is underway for the next president of Medical Essentials.
BioPharma Systems will report directly to Chairman, CEO and President Thomas E. Polen.
On May 20, 2026, Becton Dickinson's indirect subsidiary Becton Dickinson Euro Finance issued €600 million of 3.855% notes due 2033 in an underwritten public offering, guaranteed by BD. BD said it expects to use the proceeds, with cash on hand, to repay the entire outstanding 1.208% notes due June 4, 2026, with any remainder for general corporate purposes. The filing adds new debt but largely replaces a maturing obligation, so the effect on shareholders is mainly a change in the debt schedule rather than a new use of cash.
Issued €600 million aggregate principal of 3.855% notes due 2033 on May 20, 2026
Notes are fully and unconditionally guaranteed on a senior unsecured basis by BD
Proceeds, with cash on hand, expected to repay the 1.208% notes due June 4, 2026
Issuer may redeem before February 20, 2033 at the greater of par or a make-whole price plus 15 basis points
Becton, Dickinson and Company reported fiscal second-quarter 2026 revenue of $4.7 billion, up 5.2% as reported and 2.6% currency-neutral, with adjusted diluted EPS of $2.90 versus $2.79 a year earlier. GAAP results were a loss, driven by $533 million of integration, restructuring and transaction expense and a $274 million loss from discontinued operations, and the company raised its full-year adjusted EPS guidance to $12.52 to $12.72 from $12.35 to $12.65.
Q2 revenue of $4.7 billion rose 5.2% as reported and 2.6% on a currency-neutral basis.
GAAP diluted loss per share from continuing operations was $(0.13), compared with $0.55 a year earlier; net loss was $311 million.
Adjusted diluted EPS was $2.90 versus $2.79; full-year adjusted EPS guidance raised to $12.52 to $12.72.
Company reaffirmed low single-digit revenue growth guidance and executed a $2.0 billion accelerated share repurchase in the quarter.
BD said Executive Vice President and Interventional segment President Richard (Rick) Byrd informed the company on April 6, 2026 of his intent to retire. Byrd will stay in the role through June, and BD plans to name a successor before his retirement date.
Byrd informed BD of his retirement intention on April 6, 2026.
Byrd has held the Interventional segment president role since September 2022 and has been with BD nearly 25 years.
Byrd will remain in his role through June, and BD intends to name a successor before his retirement date.
BD furnished recast historical financials, with its former Biosciences and Diagnostic Solutions business shown as discontinued operations following its February 9, 2026 combination with Waters Corporation. For the quarter ended December 31, 2025, revenue rose to $4,486 million from $4,333 million, and GAAP diluted EPS was $1.34 versus $1.04, but adjusted diluted EPS from continuing operations fell to $2.50 from $2.78.
Revenue for the three months ended December 31, 2025 was $4,486 million, up from $4,333 million a year earlier.
GAAP diluted EPS was $1.34, compared with $1.04; diluted EPS from continuing operations was $1.09, compared with $0.50.
Adjusted diluted EPS from continuing operations was $2.50, down from $2.78; adjusted operating income was $978 million versus $1,005 million.
BD completed the spin-off of its Biosciences & Diagnostic Solutions business and its combination with Waters Corporation, and received $4 billion of cash from the transaction. BD plans to use $2 billion for an accelerated share repurchase and $2 billion for debt repayment, subject to market conditions, and BD shareholders will own 39.2% of the combined company on a fully diluted basis.
Transaction closed February 9, 2026; BD shareholders receive about 0.135 shares of Waters common stock per BD share held at the February 5, 2026 record date.
BD received $4 billion of cash and BD shareholders own 39.2% of the combined company on a fully diluted basis.
The transaction valued the business at $18.8 billion, based on Waters' February 6, 2026 closing price.
BD expects to use $2 billion for an accelerated share repurchase and $2 billion for debt repayment; claire M. Fraser left the BD board and joined the Waters board.
BD reported fiscal first-quarter revenue of $5.3 billion, up 1.6% as reported, and GAAP diluted EPS of $1.34, up from $1.04 a year earlier. Adjusted diluted EPS fell 15.2% to $2.91 from $3.43, so the headline measures moved in different directions. The company said its combination with Waters Corporation of the Biosciences and Diagnostic Solutions business is expected to close on the same day, and it gave New BD fiscal 2026 adjusted diluted EPS guidance of $12.35 to $12.65.
Revenue was $5,252 million, up 1.6% as reported and 0.4% on a currency-neutral basis; New BD revenue rose 2.5% on that basis.
Adjusted diluted EPS was $2.91, down from $3.43 (down 15.2%); GAAP diluted EPS was $1.34, up from $1.04.
The Biosciences and Diagnostic Solutions combination with Waters Corporation was expected to close February 9, 2026.
Fiscal 2026 New BD adjusted diluted EPS guidance is $12.35 to $12.65; revenue growth guidance is low single-digit and unchanged.
Becton Dickinson's board adopted an executive severance plan effective January 27, 2026, covering named executive officers and other eligible managers whose employment is terminated without cause. At its January 27, 2026 annual meeting, shareholders approved adding 3,935,000 shares to the 2004 equity-based compensation plan and approved all board nominees and the other proposals.
Severance plan: CEO receives 1.5x base salary and target bonus in a lump sum; Executive Leadership Team members receive 1.0x; Business Unit Presidents and other eligible participants receive 1.0x base salary.
Equity plan: shareholders approved an increase of 3,935,000 shares available for awards under the 2004 Plan.
Proposal 4 vote: 232,072,981 for, 8,310,708 against, 1,170,610 abstentions.
Ernst & Young ratified as independent auditor for fiscal 2026 with 240,467,316 votes for and 16,959,702 against.
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