Bristol-Myers Squibb Company ( BMY ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Chuck Triano Christopher Boerner - CEO & Chairman David Elkins - Executive VP & CFO Cristian Massacesi - Executive VP, Chief Medical Officer & Head of Development Adam Lenkowsky - Executive VP & Chief Commercialization Officer Conference Call Participants Christopher Schott - JPMorgan Chase & Co, Research Division Geoffrey Meacham - Citigroup Inc., Research Division Evan Seigerman - BMO Capital Markets Equity Research David Amsellem - Piper Sandler & Co., Research Division Asad Haider - Goldman Sachs Group, Inc., Research Division Mohit Bansal - Wells Fargo Securities, LLC, Research Division Timothy Anderson - BofA Securities, Research Division Luisa Hector - Joh. Berenberg, Gossler & Co. KG, Research Division David Risinger - Leerink Partners LLC, Research Division Carter Gould - Cantor Fitzgerald & Co., Research Division Terence Flynn - Morgan Stanley, Research Division Courtney Breen - Sanford C.
Bristol-Myers Squibb Company's Q3 earnings are out - beating analyst's estimates - and for once, stock is buoyant (in trading so far today). BMY faces significant challenges as major drugs lose patent protection, leading to revenue declines despite a strong dividend yield. Recent acquisitions and new product launches have underperformed versus management's ambitious targets, raising concerns about BMY's growth prospects through 2030.
Bristol-Myers' strong Q3 results, powered by Opdivo, Reblozyl and Breyanzi, led to a revenue guidance boost despite legacy drug declines.
The headline numbers for Bristol Myers (BMY) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Bristol Myers Squibb (BMY) came out with quarterly earnings of $1.63 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.8 per share a year ago.
While total revenue grew in the quarter, competition weighed on the drugmaker's legacy portfolio.
Bristol Myers Squibb added nearly $1 billion to its bottom line in the third quarter as costs came down and revenue climbed on the strength of its newer drugs.
Following in the footsteps of David Solomon at Goldman Sachs and Jamie Dimon at JPMorgan, Ark Investments guru Cathie Wood recently warned of the potential for a reality check for the stock market after the massive Artificial Intelligence rally that has driven the major indices to all-time highs over the last three years.
Bristol Myers (BMY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zacks.com users have recently been watching Bristol Myers (BMY) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Shares of Bristol Myers BMY continue to lose momentum in 2025. In fact, the stock lost 4.7% in a month against the industry's gain of 4.8%.
Bristol Myers' $1.5B buyout of Orbital Therapeutics expands its cell therapy reach with a next-gen in vivo CAR T candidate and advanced RNA platform.