BDX — what changed in the latest 10-Q
A section-by-section comparison of BDX's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +55 | −60 | ~54 | 54 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +1 | −3 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
•Strong U.S. performance in the Medication Delivery Solutions unit’s Vascular Access Management portfolio attributable to share gains and higher utilization of infusion sets in the current-year period due to a prior-period disruption in fluid supply, partially offset by unfavorable impacts of market…
•Strong growth in U.S. sales of the Specimen Management unit’s BD VacutainerTM portfolio that reflected share gains, as well as a benefit from improved supply and increased demand due to competitors’ backorders.
Medical Essentials segment total revenues for the nine-month periods were as follows:
The Medical Essentials segment’s income for the three and nine-month periods is provided below.
The Medical Essentials segment's operating income as a percentage of revenues in the third quarter of 2026 compared with the third quarter of 2025 reflected the following:
Text removed vs the prior filing · source: 10-Q · 2026-05-07
•Strong U.S. performance in the Medication Delivery Solutions unit’s Vascular Access Management portfolio.
•Growth in U.S. sales of the Specimen Management unit’s BD VacutainerTM portfolio.
•Both the Medication Delivery Solutions and Specimen Management units were unfavorably impacted by market dynamics in China, including VoBP.
Medical Essentials segment total revenues for the six-month periods were as follows:
The Medical Essentials segment’s income for the three and six-month periods is provided below.
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-06
On May 27, 2026, Michael Feld, Executive Vice President and Chief Revenue Officer of BD, adopted a trading plan intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Mr. Feld’s plan is for (i) the sale of up to 89 shares of BD’s common stock and (ii) the sale of up to 3,996 sh…
Text removed vs the prior filing · source: 10-Q · 2026-05-07
On February 10, 2026, Thomas E. Polen, Chairman, Chief Executive Officer and President of BD, terminated a trading plan which was adopted on August 13, 2025 and intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act (the “original Rule 10b5-1 trading plan”). The original Rule 10…
On February 18, 2026, Michael Garrison, Executive Vice President and President, Medical Essentials and BioPharma Systems Segments of BD, adopted a trading plan intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Dr. Garrison’s plan is for the sale of up to 2,200 shares of BD…
On February 27, 2026, Shana Neal, Executive Vice President and Chief People Officer of BD, adopted a trading plan intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Ms. Neal’s plan is for the sale of up to 4,500 shares of BD’s common stock. The sales will be made in accorda…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice