BDX · 10-Q · 2026Q2 · Full report
Geographic Market Commentary
BECTON DICKINSON & CO · 2026-08-06 · Importance 49 · Surprise 32 · From source text
U.S. third-quarter revenue grew 6.9%, with strong sales across Medical Essentials, Connected Care Medication Management Solutions, BioPharma Systems, and Interventional Peripheral Intervention and Urology and Critical Care. International revenue grew 3.2% reported and 0.6% on a foreign-currency-neutral basis, led by Advanced Patient Monitoring and Interventional Peripheral Intervention and Surgery. China declined because of volume-based procurement and healthcare cost-containment dynamics, weakening Medical Essentials Medication Delivery Solutions and Interventional Peripheral Intervention. Emerging-market revenue declined 2.6% on a foreign-currency-neutral basis, with weakness in China and META partly offset by strong Latin American sales.
Key facts
- U.S. revenues for the three months ended June 30, 2026 were $3,081 million, up 6.9% (FXN change 6.9%, estimated FX impact —). source
- International revenues for the three months ended June 30, 2026 were $1,902 million, up 3.2% (estimated FX impact 2.6%, FXN change 0.6%). source
- Emerging markets revenue change for the three months ended June 30, 2026 was 0.8% total, with estimated FX impact 3.4% and FXN change (2.6%). source
- The MD&A cautions that general global, regional or national economic downturns, heightened inflation, capital market volatility, tariffs and related countermeasures, import or export licensing requirements, interest rate and currency rate fluctuations, global oil prices and economic slowdowns or recessions may negatively affect demand for BD’s products and services. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +4.0% | U.S. revenues for the three months ended June 30, 2026 were $3,081 million, up 6.9% (FXN change 6.9%, estimated FX impact —). |
| revenue | positive | realized | +1.2% | International revenues for the three months ended June 30, 2026 were $1,902 million, up 3.2% (estimated FX impact 2.6%, FXN change 0.6%). |