Earnings summaries and quarterly performance for BRISTOL MYERS SQUIBB.
Executive leadership at BRISTOL MYERS SQUIBB.
Christopher Boerner
Detailed
Chief Executive Officer
CEO
CM
Cristian Massacesi
Detailed
Executive Vice President, Chief Medical Officer and Head of Development
DE
David Elkins
Detailed
Executive Vice President and Chief Financial Officer
KS
Karin Shanahan
Detailed
Executive Vice President, Global Product Development & Supply
SL
Sandra Leung
Detailed
Executive Vice President and General Counsel
Board of directors at BRISTOL MYERS SQUIBB.
DB
Deepak Bhatt
Detailed
Director
DR
Derica Rice
Detailed
Director
JH
Julia Haller
Detailed
Director
KV
Karen Vousden
Detailed
Director
MH
Manuel Hidalgo
Detailed
Director
MM
Michael McMullen
Detailed
Director
PP
Paula Price
Detailed
Director
PA
Peter Arduini
Detailed
Director
PY
Phyllis Yale
Detailed
Director
TS
Theodore Samuels
Detailed
Lead Independent Director
Research analysts who have asked questions during BRISTOL MYERS SQUIBB earnings calls.
CB
Courtney Breen
AllianceBernstein
8 questions for BMY
Also covers: ABBV, AMGN, GILD +4 more
DR
David Risinger
Leerink Partners
8 questions for BMY
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Mohit Bansal
Wells Fargo & Company
7 questions for BMY
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Steve Scala
Cowen
7 questions for BMY
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AH
Asad Haider
Goldman Sachs
6 questions for BMY
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CS
Christopher Schott
JPMorgan Chase & Co.
6 questions for BMY
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ES
Evan Seigerman
BMO Capital Markets
6 questions for BMY
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LH
Luisa Hector
Berenberg
6 questions for BMY
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SF
Seamus Fernandez
Guggenheim Partners
6 questions for BMY
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Terence Flynn
Morgan Stanley
6 questions for BMY
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Akash Tewari
Jefferies
5 questions for BMY
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CL
Carter L. Gould
Barclays
5 questions for BMY
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David Amsellem
Piper Sandler Companies
5 questions for BMY
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Geoff Meacham
Citigroup Inc.
5 questions for BMY
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JS
James Shin
Analyst
4 questions for BMY
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Matthew Phipps
William Blair
3 questions for BMY
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Sean McCutcheon
Raymond James
3 questions for BMY
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CS
Chris Schott
JPMorgan Chase & Company
2 questions for BMY
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CS
Chris Shibutani
Goldman Sachs Group, Inc.
2 questions for BMY
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Geoffrey Meacham
Citi
2 questions for BMY
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Jason Gerberry
Bank of America Merrill Lynch
2 questions for BMY
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MH
Malcolm Hoffman
BMO Capital Markets
2 questions for BMY
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Michael Yee
Jefferies
2 questions for BMY
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OB
Olivia Brayer
Cantor
2 questions for BMY
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TA
Tim Anderson
Bank of America
2 questions for BMY
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TA
Timothy Anderson
BofA Securities
2 questions for BMY
Also covers: ABBV, AMGN, AZN +10 more
AH
Alexandria Hammond
Wolfe Research
1 question for BMY
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CC
Chun Chen
UBS
1 question for BMY
CD
Crypta Devarakonda
Truist Securities
1 question for BMY
KD
Kripa Devarakonda
Truist Securities
1 question for BMY
Also covers: ABCL, ARVN, INCY +5 more
SD
Srikripa Devarakonda
Truist Financial Corporation
1 question for BMY
Also covers: ABCL, ABSI, AFMD +12 more
Steven Scala
TD Cowen
1 question for BMY
Also covers: NVS, RARE
TH
Trang Han
UBS
1 question for BMY
TH
Trung Huynh
UBS Group AG
1 question for BMY
Also covers: ABBV, ABOS, AMGN +5 more
Recent press releases and 8-K filings for BMY.
Bristol Myers Squibb’s iberdomide NDA accepted by FDA
BMY
Product Launch
- The U.S. FDA has accepted the New Drug Application for iberdomide in combination with daratumumab and dexamethasone for relapsed or refractory multiple myeloma, assigning a PDUFA date of August 17, 2026.
- The application received Breakthrough Therapy designation and Priority Review status.
- Filing was based on minimal residual disease (MRD) negativity rates from the Phase 3 EXCALIBER-RRMM study; progression-free survival assessment is ongoing.
- The review is being conducted under the FDA’s Project Orbis initiative for concurrent international assessment.
4 days ago
Bristol Myers Squibb partners with Evinova on AI-driven clinical trial optimization
BMY
New Projects/Investments
- Bristol Myers Squibb will deploy Evinova’s AI-native Study Designer, including the Cost Optimizer module, across its global portfolio to improve trial design and cost efficiency.
- The collaboration aims to accelerate clinical development timelines, enhance insight-driven decision making, and identify productivity opportunities.
- BMS leadership highlights the urgency of using AI to reduce drug development time, lower costs, and transform clinical trials.
- Evinova’s platform has demonstrated solutions delivering up to 60% improvement in patient experience, 6-month acceleration in trial delivery, and 32% cost reduction.
Feb 9, 2026, 6:00 AM
Bristol Myers Squibb reports 26% recurrent stroke reduction with asundexian
BMY
- Bayer’s oral FXIa inhibitor asundexian 50 mg QD reduced recurrent ischemic stroke by 26% vs placebo without increasing ISTH major bleeding
- The OCEANIC-STROKE Phase III trial randomized 12,327 noncardioembolic ischemic stroke or high-risk TIA patients (mean age 68; 33% female)
- Benefits were consistent across age, sex, stroke subtype and antiplatelet regimens, representing a potential paradigm shift for secondary stroke prevention
- Bayer has received FDA Fast Track designation and plans to submit the data to regulators, highlighting a major commercial opportunity if approved
Feb 5, 2026, 10:46 PM
Bristol Myers Squibb reports Q4 2025 results
BMY
Earnings
Guidance Update
- Q4 2025 net revenues were $12.5 B, up from $12.3 B YoY, driven by Growth Portfolio revenues of $7.4 B (+16% YoY; +15% Ex-FX) while Legacy Portfolio revenues fell 15% to $5.1 B.
- Q4 non-GAAP diluted EPS was $1.26, versus GAAP EPS of $0.53.
- FY 2025 net revenues reached $48.2 B with non-GAAP EPS of $6.15.
- 2026 guidance calls for total revenues of $46.0 B–$47.5 B and non-GAAP EPS of $6.05–$6.35.
Feb 5, 2026, 1:00 PM
Bristol Myers Squibb reports Q4 2025 results
BMY
Earnings
Guidance Update
- Q4 revenue was flat year-over-year at $12.5 billion, with the growth portfolio up 15% to $7.4 billion (≈60% of total revenue).
- For full-year 2025, the growth portfolio rose 17%, nearly offsetting a $4 billion decline in the legacy portfolio.
- Newer products Opdualag, Breyanzi, and Camzyos each surpassed $1 billion in 2025 sales, while Reblozyl delivered over $2 billion.
- 2026 guidance projects revenue of $46 billion–$47.5 billion and adjusted EPS of $6.05–$6.35.
- Delivered $1 billion in cost savings in 2025 (on track for $2 billion by 2027); full-year operating expenses were $16.6 billion, down $1.2 billion y-o-y.
Feb 5, 2026, 1:00 PM
Bristol Myers Squibb reports Q4 2025 results
BMY
Earnings
Guidance Update
- Total Q4 revenue was flat YoY at $12.5 B; the growth portfolio rose 15% to $7.4 B, accounting for ~60% of sales.
- Major product performance: Opdivo up 7% to $2.7 B; Eliquis up 6% to $3.5 B; Breyanzi +47%; Camzyos +57% to $353 M; Reblozyl +21%; Cobenfy $51 M.
- Achieved $1 B of cost savings in 2025 and on track for $2 B by 2027; Q4 EPS $1.26, FY 2025 EPS $6.15.
- 2026 guidance: revenue of $46–47.5 B; adjusted EPS $6.05–6.35; gross margin 69–70%; operating expenses ~$16.3 B.
Feb 5, 2026, 1:00 PM
Bristol Myers Squibb details cell & gene therapy market metrics
BMY
New Projects/Investments
- Zolgensma gene therapy achieved $1.2 billion in sales last year.
- Yescarta CAR-T therapy recorded $1.498 billion in global sales.
- The FDA has 46 approved cell & gene therapy products in the U.S..
- Strategic deals exceed $2 billion, including Quell Therapeutics’ £2 billion partnership with AstraZeneca.
Feb 5, 2026, 1:00 PM
Bristol-Myers Squibb reports Q4 2025 results and 2026 guidance
BMY
Earnings
Guidance Update
Dividends
- Q4 revenue was flat YoY at $12.5 billion, with the growth portfolio up 15% to $7.4 billion, representing ~60% of total sales.
- Full-year growth portfolio rose 17%, nearly offsetting a $4 billion decline in legacy brands; Opdualag, Breyanzi, and Camzyos each exceeded $1 billion in sales, while Reblozyl delivered over $2 billion.
- 2026 revenue is guided at $46–47.5 billion with adjusted EPS of $6.05–6.35 and gross margin of 69–70%, reflecting continued growth portfolio strength and legacy LOE headwinds.
- Strategic productivity initiative achieved $1 billion in savings in 2025, with another $1 billion targeted over 2026–27; operating expenses expected to decline to $16.3 billion in 2026.
- Strong financial position with $11 billion in cash, completion of $10 billion debt paydown, and $2 billion of Q4 operating cash flow; continues to return capital via dividends.
Feb 5, 2026, 1:00 PM
Bristol Myers Squibb reports Q4 and full-year 2025 results
BMY
Earnings
Guidance Update
Dividends
- Q4 total revenues of $12.5 billion, up 1%, with Growth Portfolio revenues rising 16% to $7.4 billion; GAAP EPS of $0.53 and non-GAAP EPS of $1.26.
- Full-year revenues were $48.2 billion, flat year-over-year, with Growth Portfolio up 17% to $26.4 billion; GAAP EPS $3.46 and non-GAAP EPS $6.15.
- 2026 guidance calls for revenues of $46.0 – $47.5 billion and non-GAAP EPS of $6.05 – $6.35.
- Increased quarterly dividend to $0.63 per share, marking the 17th consecutive annual increase.
Feb 5, 2026, 12:07 PM
Bristol Myers Squibb signs multi-year commercial supply agreement with OXB
BMY
New Projects/Investments
- OXB and Bristol Myers Squibb have expanded their strategic partnership by signing a new Commercial Supply Agreement for the manufacture and supply of lentiviral vectors for BMS’ CAR-T programmes.
- The deal spans an initial five-year term with an option to extend.
- Commercial manufacturing is slated to begin in 2026, pending regulatory approval, at OXB’s Oxford (UK) and Durham (NC, US) facilities.
- The agreement is expected to deliver significant multi-year revenue, supporting OXB’s existing medium-term financial guidance.
Feb 4, 2026, 12:00 PM
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