Becton & Dickinson 'Is Well On Its Way To Achieving 2025 Commitments,' Analyst Optimistic On Outlook
Becton & Dickinson 'Is Well On Its Way To Achieving 2025 Commitments,' Analyst Optimistic On Outlook
On Thursday, BD (Becton, Dickinson and Company) (NYSE:BDX) reported second-quarter sales of $5.04 billion, up 4.6% year over year, in line with the consensus.
週四，BD（貝克頓、狄金森公司）（紐約證券交易所代碼：BDX）公佈第二季度銷售額爲50.4億美元，同比增長4.6％，符合市場共識。
"Second quarter performance reflects our strategy in action and the strength of our diverse portfolio," said Tom Polen, chairman, CEO and president of BD. "Our focus on BD Excellence and execution enabled strong operating margin and cash flow within the quarter. We enter the back half of fiscal 2024 with continued momentum giving us the confidence to again raise our fiscal 2024 earnings guidance as we deliver on our BD 2025 commitments."
BD董事長、首席執行官兼總裁湯姆·波倫表示：“第二季度的業績反映了我們的行動戰略以及我們多元化投資組合的實力。”“我們對BD卓越和執行的關注使本季度內實現了強勁的營業利潤率和現金流。我們以持續的勢頭進入2024財年後半年，這使我們有信心在兌現2025年財年承諾的同時再次提高2024財年的收益預期。”
BD Medical segment sales increased $2.5 billion, up 3.8% (+3.7% organic), BD Life Sciences sales were up $1.3 billion, up 2.2% (+2.3%), and BD Interventional sales were up 9% (+13.6%) to $1.29 billion.
BD Medical板塊的銷售額增長了25億美元，增長了3.8％（有機增長3.7％），BD生命科學板塊的銷售額增長了13億美元，增長了2.2％（+2.3％），BD介入銷售額增長了9％（增長13.6％），達到12.9億美元。
Guidance: Becton, Dickinson expects 2024 sales of ~$20.1 billion-$20.3 billion versus prior guidance of $20.2 billion-$20.4 billion and the consensus of $20.3 billion.
指導：貝克頓、狄金森預計，2024年的銷售額約爲201億至203億美元，而之前的預期爲202億至204億美元，共識爲203億美元。
The company raised the adjusted EPS guidance to $12.95-$13.15, up from prior guidance of $12.82-$13.06 compared to the consensus of $12.95.
該公司將調整後的每股收益預期從之前的12.82-13.06美元上調至12.95美元至13.15美元，而市場普遍預期爲12.95美元。
William Blair remains positive about BD's long-term prospects, writing, "we remain optimistic on the outlook for BD as the company appears to be well on its way to achieving its BD 2025 commitments," including its operating margin target, which is one of the key metrics investors are focused on.
威廉·布萊爾仍然對BD的長期前景持樂觀態度，他寫道：“我們對BD的前景仍然樂觀，因爲該公司似乎正在順利實現其2025年BD承諾”，包括其營業利潤率目標，這是投資者關注的關鍵指標之一。
The recent increase in margins suggests potential for further improvement throughout the year, aligning with guidance and potentially reaching the 2025 target of around 25% by the end of fiscal 2024.
最近利潤率的增長表明，全年都有進一步改善的潛力，與預期一致，有可能在2024財年末之前實現2025年約25％的目標。
Achieving this could lead to a slight increase in the company's valuation multiples, considering its current trading level at around 18 times the next twelve months (NTM) earnings, slightly below its three-year average of 20 times.
考慮到該公司目前的交易水平約爲未來十二個月（NTM）收益的18倍，略低於其三年平均水平的20倍，實現這一目標可能會導致公司的估值倍數略有增加。
William Blair rates Becton, and Dickinson shares Outperform.
威廉·布萊爾對貝克頓的評級，狄金森的股票跑贏大盤。
Price Action: BDX shares are up 2.24% at $238.95 at the last check Thursday.
價格走勢：在週四的最後一次檢查中，BDX股價上漲2.24％，至238.95美元。
譯文內容由第三人軟體翻譯。