earnings
confidence high
sentiment positive
materiality 0.75
BMY Q2 revenue $12.3B, GAAP EPS $0.64, non-GAAP EPS $1.46; raises revenue guidance
BRISTOL MYERS SQUIBB CO
2025-Q2 EPS reported
$1.85
revenue$23,470,000,000
- Revenue $12.3B, +1% YoY; Growth Portfolio $6.6B, +18% YoY (+17% ex-FX).
- GAAP EPS $0.64 vs $0.83 YoY; non-GAAP EPS $1.46 vs $2.07 YoY, both hit by $(0.57) BioNTech IPRD charge.
- 2025 revenue guidance raised to ~$46.5B–$47.5B; non-GAAP EPS guidance updated to $6.35–$6.65.
- BioNTech strategic partnership resulted in a $0.57 per share Acquired IPRD charge in Q2.
- CEO cites strong Growth Portfolio execution, cost optimization, and pipeline partnerships.