BDX · 10-Q · 2026Q2 · Full report

Competition and Market Share

BECTON DICKINSON & CO · 2026-08-06 · Importance 23 · Surprise 24

BD reported share gains in the U.S. Medication Delivery Solutions Vascular Access Management portfolio, supported by higher infusion-set utilization following a prior-period fluid-supply disruption. The BD Vacutainer portfolio also gained share in the United States, benefiting from improved supply and increased demand when competitors experienced backorders. BD’s strategy emphasizes gaining share in the fastest-growing areas of the medical technology market and strengthening commercial capabilities. China remained a competitive and market-structure headwind because volume-based procurement programs pressured Medication Delivery Solutions and Peripheral Intervention demand.