Every material Form 8-K Bristol Myers Squibb has filed with the SEC since November 10, 2025, 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.
Bristol Myers Squibb reported third-quarter 2026 total revenues of $13.1 billion, representing a 7% increase compared to the same period in 2025. The company raised its full-year 2026 revenue guidance range to $49.75 billion to $50.25 billion, driven by momentum in its Growth Portfolio.
Third-quarter total revenues increased 7% to $13.1 billion compared to $12.2 billion in 2025.
GAAP EPS was $1.05 and non-GAAP EPS was $1.35 for the third quarter of 2026.
Full-year 2026 revenue guidance was raised to a range of $49.75 billion to $50.25 billion.
Non-GAAP EPS guidance for 2026 was updated to a range of $6.35 to $6.55.
Bristol Myers Squibb reported second-quarter 2026 revenue of $13.0 billion, up 6% from a year earlier, and GAAP earnings of $1.62 per share, up from $0.64. The company raised its full-year 2026 revenue guidance to approximately $49.0 billion to $50.0 billion from $46.0 billion to $47.5 billion, and its non-GAAP EPS range to $6.75 to $7.00 from $6.05 to $6.35, which matters to shareholders because it signals higher expected profit for the year.
Q2 revenue was $12,973 million, up 6% (5% excluding foreign exchange); Growth Portfolio revenue rose 15% to $7.6 billion while Legacy Portfolio revenue fell 4% to $5.4 billion.
GAAP EPS was $1.62 versus $0.64 a year earlier; non-GAAP EPS was $2.04 versus $1.46.
2026 non-GAAP revenue guidance was raised to approximately $49.0 billion to $50.0 billion; non-GAAP EPS guidance was raised to $6.75 to $7.00.
Worldwide Eliquis revenue growth guidance for 2026 was raised to 20% to 25%, from 10% to 15%.
Bristol Myers Squibb reported first-quarter 2026 revenue of $11.5 billion, up 3% (1% excluding foreign exchange), while non-GAAP earnings per share fell 12% to $1.58 from $1.80. GAAP EPS rose 9% to $1.31, and the company reaffirmed its 2026 guidance, including non-GAAP EPS of $6.05 to $6.35, with results trending toward the upper end of the ranges.
Growth Portfolio revenue rose 12% (9% ex-FX) to $6.2 billion, while Legacy Portfolio revenue fell 6% to $5.3 billion.
Non-GAAP net income attributable to BMS was $3.2 billion ($1.58 per share), down from $3.7 billion ($1.80 per share) a year earlier.
GAAP R&D expenses rose 17% to $2.6 billion, primarily due to IPRD impairment charges, and GAAP gross margin fell to 70.2% from 72.9%.
2026 guidance was reaffirmed with no changes from February: total revenues of about $46.0 billion to $47.5 billion and non-GAAP diluted EPS of $6.05 to $6.35.
Bristol Myers Squibb reported fourth-quarter 2025 revenue of $12.5 billion, up 1%, and non-GAAP earnings of $1.26 per share, down from $1.67 a year earlier. For full-year 2025, revenue was $48.2 billion, roughly flat, and non-GAAP EPS was $6.15, up from $1.15. The company guided 2026 revenue to $46.0 billion to $47.5 billion and non-GAAP EPS to $6.05 to $6.35.
Q4 revenue $12.5 billion, up 1%; Growth Portfolio $7.4 billion, up 16%; Legacy Portfolio $5.1 billion, down 15%
Q4 GAAP EPS $0.53 versus $0.04; non-GAAP EPS $1.26 versus $1.67, both including a $(0.60) net impact from Acquired IPRD charges and licensing income
Full-year 2025 revenue $48.2 billion versus $48.3 billion; GAAP EPS $3.46 versus $(4.41)
2026 guidance: revenue $46.0 billion to $47.5 billion, non-GAAP EPS $6.05 to $6.35; quarterly dividend $0.63 per share, a 17th consecutive annual increase
Bristol-Myers Squibb furnished an investor presentation from its 44th Annual J.P. Morgan Healthcare Conference, posted to its website on January 12, 2026. The deck covers Growth Portfolio sales, pipeline timelines, and capital returns, but it reports no new quarterly results or guidance changes.
Growth Portfolio sales rose 17% for the nine months ended 9/30/25 versus the same period in 2024
About $14.5 billion in dividends and about $8 billion in share repurchases over the past three years, per the presentation
Company cites 94 consecutive years of dividend payments; latest dividend declared 12/10/2025 and payable 2/2/2026
Bristol Myers Squibb said holders tendered enough notes by the November 17, 2025 early deadline to exhaust its amended purchase limits, so it will accept all validly tendered Pool 1 notes and most Pool 2 notes and will settle on November 20, 2025. The filing says no later tenders will be accepted, and the company is retiring the purchased notes, which reduces its outstanding debt.
Amended Pool 1 maximum is approximately $3.99 billion, down from $4.0 billion; all validly tendered Pool 1 notes were accepted at 100% proration
Amended Pool 2 maximum is approximately $3.51 billion, up from $3.0 billion; notes with priority levels 1 through 4 were accepted in full, and $250 million of the 5.900% notes due 2033 were accepted at a 50.84% proration factor
Early Settlement Date is November 20, 2025; the offers were set to expire December 3, 2025, but no final settlement is expected
On November 10, 2025, BMS Ireland Capital Funding Designated Activity Company, a wholly owned subsidiary, completed a public offering of five series of euro-denominated senior unsecured notes guaranteed by Bristol-Myers Squibb. The company plans to use the proceeds, together with approximately $3.0 billion of cash on hand, mainly to fund a tender offer for various series of its outstanding notes, with any remaining proceeds for general corporate purposes. For shareholders, the filing shows a debt refinancing that reshapes the maturity profile rather than a change in operations.
Five series totaling €5.0 billion: €750 million due 2030, €1.15 billion due 2033, €1.15 billion due 2038, €750 million due 2045, and €1.2 billion due 2055
Coupons range from 2.973% (2030 Notes) to 4.581% (2055 Notes), with interest payable annually beginning November 10, 2026
Proceeds, plus about $3.0 billion of cash on hand, are earmarked for the tender offer for outstanding notes, fees and expenses, and general corporate purposes
Offering made under a prospectus supplement dated November 5, 2025 and an underwriting agreement dated November 5, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Bristol Myers Squibb filing is on SEC EDGAR ↗. 8-K briefs of other companies →