Company Dossier · Health Care
Bristol Myers Squibb
- S&P 500
- S&P 100
- Russell 1000
What Bristol Myers Squibb is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $49.2 billion, up 3.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $11.4 billion, down 22% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.34 billion, up 1.5% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $5.74 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.75 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 3 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 11, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.4 million on the open market.SEC Form 4
- 2,533 institutional managers reported a position at June 30, 2026 (−9 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 124 (132 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Bristol Myers Squibb is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending31st pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings49th pct
- Deals and private raises49th pct
- Patent publications63rd pct
- − Capital spending
- + Patent publications
- − Deals and private raises
Confident ↔ Hedging
Mixed
- Call sentiment53rd pct
- Call confidence43rd pct
- Guidance changes79th pct
- Risk factors added73rd pct
- Insider open-market trades33rd pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver23rd pct
- Stress filings48th pct
Credit
How these are built →Bristol Myers Squibb's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$43.1B
- Due within a year $1.0B
- Longer term $42.1B
- Default point $22.1B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Nov 5, 2025 | €1.15B | 3.363% | 2033 (8y) | +84bp | 3.363% |
| Nov 5, 2025 | €750M | 4.289% | 2045 (20y) | +116bp | 4.289% |
| Nov 5, 2025 | €750M | 2.973% | 2030 (5y) | +69bp | 2.973% |
| Nov 5, 2025 | €1.15B | 3.857% | 2038 (13y) | +94bp | 3.857% |
| Nov 5, 2025 | €1.2B | 4.581% | 2055 (30y) | +133bp | 4.581% |
| Feb 14, 2024 | $1.75B | 4.900% | 2029 (5y) | +70bp | 4.948% |
| Feb 14, 2024 | $1.25B | 5.100% | 2031 (7y) | +85bp | 5.127% |
| Feb 14, 2024 | $2.5B | 5.200% | 2034 (10y) | +95bp | 5.203% |
| Feb 14, 2024 | $1.75B | 5.650% | 2064 (40y) | +125bp | 5.677% |
| Feb 14, 2024 | $500M | 5.500% | 2044 (20y) | +100bp | 5.563% |
| Feb 14, 2024 | $1B | 4.950% | 2026 (2y) | +40bp | 4.978% |
| Feb 14, 2024 | $1B | 4.900% | 2027 (3y) | +55bp | 4.939% |
From the pricing term sheets Bristol Myers Squibb filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Bristol Myers Squibb, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralBristol-Myers Squibb Stock: Balanced Segment Growth, Pullback Is An Opportunity (NYSE:BMY)
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralBristol-Myers Squibb Co (BMY) Shares Fall 3.8% -- GF Value Says Still Overvalued
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralAbbVie (ABBV) vs Bristol Myers (BMY): Which is a Better Stock to Buy?
insidermonkey.com · via Marketaux · Oct 4, 2026
- PositiveFDA Approves Bristol Myers Squibb's Camzyos for Pediatric Obstructive Hypertrophic Cardiomyopathy (BMY)
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralFirstFT: AstraZeneca and Bristol Myers Squibb discuss $400bn tie-up
FT Companies · Aug 3, 2026
- NeutralAstraZeneca holds talks with Bristol Myers Squibb over $400bn tie-up
FT Companies · Aug 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (FEDERAL STREET STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (ALEXANDER J. BECKLES, L.L.C.)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MARSHALL & POPP, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BRISTOL-MYERS SQUIBB COMPANY)third_quarter 2026 · $3.0 million
- Oct 20, 2026LobbyingLobbying report (THE MCMANUS GROUP)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (WILLIAMS AND JENSEN, PLLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026PatentPatent granted: INDOLE CARBOXAMIDE COMPOUNDSUS 12759999
- May 8, 20268-KShareholder vote resultsItem 5.07
- Feb 11, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Aug 27, 2025Risk event
- Jul 25, 20258-KDirector or officer changeItem 5.02
- May 7, 20258-KShareholder vote resultsItem 5.07
- Feb 18, 20258-KDirector or officer changeItem 5.02
- Feb 12, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 13, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Viatris VTRS | $14.7B | $1.9B | Jun 30, 2026 |
| Zoetis ZTS | $9.5B | $2.3B | Jun 30, 2026 |
| Organon & Co. OGN | $6.1B | $0.6B | Jun 30, 2026 |
| Jazz Pharmaceuticals JAZZ | $4.6B | $1.6B | Jun 30, 2026 |
| Corcept Therapeutics CORT | $0.8B | $0.1B | Jun 30, 2026 |
| Thermo Fisher Scientific TMO | $46.3B | $7.3B | Jun 27, 2026 |
| Abbott Laboratories ABT | $45.1B | $7.4B | Mar 31, 2026 |
| Molina Healthcare MOH | $44.5B | −$0.6B | Jun 30, 2026 |