BRISTOL MYERS SQUIBB CO — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Bristol Myers Squibb reported Q2 2026 revenues of $13.0B (+6% YoY, +5% ex-FX), with Growth Portfolio revenues at $7.6B (+15% YoY, +14% ex-FX). The company raised full-year 2026 revenue guidance from ~$46.0–$47.5B to ~$49.0–$50.0B and non-GAAP EPS guidance from $6.05–$6.35 to $6.75–$7.00. Key drivers include strong demand for Eliquis (+22% YoY), Reblozyl (+29%), Breyanzi (+41%), Camzyos (+60%), and Opdivo Qvantig (>200%), partially offset by expected Legacy Portfolio declines (Revlimid -49%, Pomalyst/Imnovid -71% due to generics).
Why this rating
Revenue raise of ~$2.5B midpoint (~2.7% of $94.2B market cap) is meaningful but not transformational. Growth Portfolio momentum is real but company still faces secular legacy declines.
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