Bristol-Myers Squibb Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-2.9%projected annual EPS growth
Analyst Coverage
24analysts covering
FY Revenue (est.)
$49.8Bnext fiscal year
FY EPS (est.)
$6.95next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Growth Portfolio Revenue Quarterly6.2BTarget: Double-digit growth in FY2026 to offset legacy declines
Legacy Portfolio Revenue Decline Rate Quarterly-12.0%Target: Stabilize or slow erosion to less than 14% decline at midpoint
Non-GAAP Diluted EPS Quarterly1.6Target: 6.05 to 6.35 for FY2026
Watch Items
- Milvexian (OCEANIC-AF) Phase 3 Clinical Trial ReadoutTrigger: Statistically significant bleeding reduction vs Eliquis with stroke hazard ratio close to 1.0Action: Re-evaluate long-term revenue replacement model and adjust BMY multiple assumptions
- Cobenfy (xanomeline-trospium) Market Uptake and Alzheimer's Agitation DataTrigger: Prescription growth trajectory and positive clinical readoutsAction: Update peak sales projections (currently estimated up to $5 billion annually)
- Iberdomide FDA Approval DecisionTrigger: FDA decision deadline in August 2026Action: Assess commercial launch readiness and update multiple myeloma market share models
Research as of 2 Sep 2026