Bristol Myers Squibb reported $13 billion in revenue, beating estimates by 9%, with adjusted EPS of $2.04 versus the $1.60 consensus. The growth portfolio reached $7.6 billion, or nearly 60% of total sales, rising 14% year-over-year as Reblozyl, Breyanzi, Camzyos, and Eliquis drove gains while legacy products like Revlimid declined. Management raised full-year guidance and highlighted over 10 new medicines by decade-end, including first-in-class CELMoD assets with an August PDUFA for iberdomide, though milvexian and Cobenfy timelines slipped due to slower event-driven trials amid myeloma competition.

Company: Bristol-Myers Squibb Company (BMY) — Q2 FY2026

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