BD is executing the Life Sciences segment separation announced in 2024, leaving a focused medical products and interventional business. Alaris pump return to market continues, and pharma systems (prefilled syringes for GLP-1s) is a structural tailwind. Margin recovery is steady but slower than peers. Capital allocation post-separation will determine multiple expansion.
Thesis reviewed May 29, 2026
Becton Dickinson and Company is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ₯Healthcare28NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd. | 32 | +9% | β3% | NEUTRAL |
| SYK | Stryker Corporation | 32 | +15% | β3% | EARLY |
| DHR | Danaher Corporation | 32 | +11% | β3% | EARLY |
| CVS | CVS Health Corporation | 32 | +15% | β3% | AVOID |
| ELV | Elevance Health Inc. | 32 | +7% | β3% | NEUTRAL |
| UNH | UnitedHealth Group Inc. | 32 | +16% | β3% | AVOID |
| TMO | Thermo Fisher Scientific Inc. | 32 | +11% | β3% | EARLY |
Investors who hold BDX may also have indirect exposure through these country funds.
BD pharma systems demand for GLP-1 injectables exceeds capacity
BD announces life sciences separation timeline
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Thomas H. KeanNJ | Buy | $1kβ$15k | May 21, 26 | ||
| Kevin HernOK | R | Buy | $15kβ$50k | Mar 17, 26 | -4.8% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -16.6% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | -19.9% |
| Thomas H. KeanNJ | R | Buy | $1kβ$15k | May 24, 24 | -17.0% |