Becton, Dickinson and Company (BDX) Q1 FY26 earnings call

Becton, Dickinson and Company delivered a stronger-than-expected Q1 FY26, marking a pivotal moment with the early close of the Waters transaction, which fully pivots the company to a pure-play med tech focus. Despite anticipated headwinds in a small portion of its portfolio, the company saw robust growth in strategic areas, driven by disciplined execution and accelerated commercial initiatives. Management reaffirmed its full-year guidance, emphasizing a stable outlook without the need for a significant second-half ramp, supported by ongoing operational excellence and strategic investments in h