Bristol Myers Squibb Co.（BMY）株——良い事業でしょうか？

Bristol Myers Squibb Co.（BMY）株——良い事業でしょうか？ — InspectStocks

Just reported

Q3 2026 results

From Bristol Myers Squibb's results release of 2026年10月29日; its quarterly report has since been filed.

Revenue
Actual
$13.07B
+6.9% y/y
+0.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.05
-2.8% y/y
-35% q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue$49B – $50BRaised +5.9%

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

どうやって稼いでいるか

Prescription medicines, plus royalties and alliance-related revenue100%

売上構成比はFY2025の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Opdivo
An immune-based cancer medicine used for several cancers, including lung cancer, melanoma and some blood cancers.
Eliquis
A pill that helps prevent stroke in people with a type of irregular heartbeat and treats blood clots in the legs or lungs.
Revlimid
A pill used to treat multiple myeloma, a cancer of plasma cells, as well as certain lymphomas and bone-marrow disorders.

さらに3件を表示

Reblozyl
An injection that treats anemia, a shortage of healthy red blood cells, in people with certain blood disorders.
Breyanzi
A treatment made from a patient's own immune cells, which are changed and returned to the patient to treat certain blood cancers.
Camzyos
A pill for adults with obstructive hypertrophic cardiomyopathy, a condition in which thickened heart muscle makes it harder for blood to leave the heart.

誰が買っているか5

Wholesalers and distributors that buy medicines for onward sale to pharmacies, hospitals and other care providers.
Specialty pharmacies that dispense certain medicines, including products subject to restricted distribution programs.
Retail pharmacies, hospitals and clinics that purchase or dispense medicines.

さらに2件を表示

Government agencies and public health programs that buy medicines or cover their cost.
Patients in the United States, including cash-paying patients using direct-to-patient access for certain products.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Patent rights and regulatory approvals protect many branded medicines from competing copies; generic competition can reduce sales when that protection ends.
2Access to insurance coverage and placement on health-plan medicine lists affect whether patients can obtain products and what the company receives for them.
3U.S. sales rely on a small group of wholesalers: the three largest represented about 90% of U.S. product gross sales (six months ended June 30, 2026, high).
4The company relies on outside suppliers for ingredients or drug substances for products including Eliquis, Opdivo, Yervoy, Pomalyst, Sprycel, Camzyos and Cobenfy.
5Some medicines are developed or sold with partners, which can bring shared costs or royalties and affect the company's rights to sell a product.

うまくいかなくなる可能性

1Generic competition is already reducing sales of products including Revlimid, Pomalyst, Sprycel and Abraxane. Eliquis also faces generic competition in parts of Europe, and certain U.S. generic makers have settlement agreements allowing future launches.
2Government pricing rules, rebates and other limits can reduce the prices or reimbursement Bristol Myers Squibb receives. Medicare price-setting applies to Eliquis and Pomalyst, and Orencia has been selected for a future government price negotiation.
3Clinical trials can fail or be delayed, and regulators may not approve new medicines or expanded uses. That could make it harder for the company to replace sales of older medicines as they lose protection from generic competition.

財務諸表をすべて見る →

Bristol Myers Squibb Co.について

Bristol Myers Squibb researches, develops, manufactures and sells prescription medicines around the world. Its medicines treat diseases including cancer, blood disorders, immune conditions, heart disease and schizophrenia. It sells mainly to wholesalers, distributors and pharmacies, and also earns royalties and other revenue through partnerships.

本社: Lawrence Township, New Jersey (Princeton area)
設立: 1887 (predecessor business; incorporated as Bristol-Myers Company in 1933)
従業員数: Approximately 32,500 (December 31, 2025, high)
上場市場: NYSE
決算期: December 31

Bristol Myers Squibb Co. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported

Q3 2026 results

From Bristol Myers Squibb's results release of 2026年10月29日; its quarterly report has since been filed.

Revenue
Actual
$13.07B
+6.9% y/y
+0.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.05
-2.8% y/y
-35% q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue$49B – $50BRaised +5.9%

Keep exploring

The themes Bristol Myers Squibb is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Drug Manufacturers General

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Healthcare

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

どうやって稼いでいるか

Prescription medicines, plus royalties and alliance-related revenue100%

売上構成比はFY2025の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Opdivo
An immune-based cancer medicine used for several cancers, including lung cancer, melanoma and some blood cancers.
Eliquis
A pill that helps prevent stroke in people with a type of irregular heartbeat and treats blood clots in the legs or lungs.
Revlimid
A pill used to treat multiple myeloma, a cancer of plasma cells, as well as certain lymphomas and bone-marrow disorders.

さらに3件を表示

Reblozyl
An injection that treats anemia, a shortage of healthy red blood cells, in people with certain blood disorders.
Breyanzi
A treatment made from a patient's own immune cells, which are changed and returned to the patient to treat certain blood cancers.
Camzyos
A pill for adults with obstructive hypertrophic cardiomyopathy, a condition in which thickened heart muscle makes it harder for blood to leave the heart.

誰が買っているか5

Wholesalers and distributors that buy medicines for onward sale to pharmacies, hospitals and other care providers.
Specialty pharmacies that dispense certain medicines, including products subject to restricted distribution programs.
Retail pharmacies, hospitals and clinics that purchase or dispense medicines.

さらに2件を表示

Government agencies and public health programs that buy medicines or cover their cost.
Patients in the United States, including cash-paying patients using direct-to-patient access for certain products.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Patent rights and regulatory approvals protect many branded medicines from competing copies; generic competition can reduce sales when that protection ends.
2Access to insurance coverage and placement on health-plan medicine lists affect whether patients can obtain products and what the company receives for them.
3U.S. sales rely on a small group of wholesalers: the three largest represented about 90% of U.S. product gross sales (six months ended June 30, 2026, high).
4The company relies on outside suppliers for ingredients or drug substances for products including Eliquis, Opdivo, Yervoy, Pomalyst, Sprycel, Camzyos and Cobenfy.
5Some medicines are developed or sold with partners, which can bring shared costs or royalties and affect the company's rights to sell a product.

うまくいかなくなる可能性

1Generic competition is already reducing sales of products including Revlimid, Pomalyst, Sprycel and Abraxane. Eliquis also faces generic competition in parts of Europe, and certain U.S. generic makers have settlement agreements allowing future launches.
2Government pricing rules, rebates and other limits can reduce the prices or reimbursement Bristol Myers Squibb receives. Medicare price-setting applies to Eliquis and Pomalyst, and Orencia has been selected for a future government price negotiation.
3Clinical trials can fail or be delayed, and regulators may not approve new medicines or expanded uses. That could make it harder for the company to replace sales of older medicines as they lose protection from generic competition.

財務諸表をすべて見る →

Bristol Myers Squibb Co.について

本社: Lawrence Township, New Jersey (Princeton area)
設立: 1887 (predecessor business; incorporated as Bristol-Myers Company in 1933)
従業員数: Approximately 32,500 (December 31, 2025, high)
上場市場: NYSE
決算期: December 31

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Bristol Myers Squibb Co.について

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Bristol Myers Squibb Co.について

Bristol Myers Squibb Co.

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

成長と現金——5 項目中 3 項目

事業のトレンド

株価と評価の推移

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Bristol Myers Squibb Co.について

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Bristol Myers Squibb Co.について

Bristol Myers Squibb Co.

過去の推移

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

成長と現金——5 項目中 3 項目

事業のトレンド

株価と評価の推移