Bristol Myers Squibb Co.（BMY）股票——这是一门好生意吗？

Bristol Myers Squibb Co.（BMY）股票——这是一门好生意吗？ — 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
US$13.07B
+6.9% y/y
+0.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.05
-2.8% y/y
-35% q/q
Guided
—
No guide given

Company outlook

Full year 2026

RevenueUS$49B – US$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.

怎么赚钱

Prescription medicines, plus royalties and alliance-related revenue100%

各项收入占比是对FY2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Bristol Myers Squibb Co.

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.

总部: Lawrence Township, New Jersey (Princeton area)
成立于: 1887 (predecessor business; incorporated as Bristol-Myers Company in 1933)
员工人数: Approximately 32,500 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

基于 Bristol Myers Squibb Co. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

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

Company outlook

Full year 2026

RevenueUS$49B – US$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.

All 19 graded companies in its industry

Grade rose recently in Healthcare

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

All grade rises

怎么赚钱

Prescription medicines, plus royalties and alliance-related revenue100%

各项收入占比是对FY2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Bristol Myers Squibb Co.

总部: Lawrence Township, New Jersey (Princeton area)
成立于: 1887 (predecessor business; incorporated as Bristol-Myers Company in 1933)
员工人数: Approximately 32,500 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Bristol Myers Squibb Co.

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

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Bristol Myers Squibb Co.

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

成长与现金——5 项中通过 3 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Bristol Myers Squibb Co.

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

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Bristol Myers Squibb Co.

Bristol Myers Squibb Co.

历史表现

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

成长与现金——5 项中通过 3 项

业务趋势

股价与评级走势