Bristol Myers Squibb Co

Company facts

Industry

Pharmaceutical Preparations

Headquarters

Princeton, New Jersey

Most recent report

10-Q, filed Jul 30, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 14272

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 1 positive, 3 notable, and 4 negative flags.

• Financial Statements (Item 1)

  Core financial data with key performance, cash flow, and legal risks.
  Notable

  • BMS signed a $600M upfront licensing deal with Hengrui for 13 early assets, with up to $14.3B in milestones.
  • Camzyos faces generic challenge from 7 ANDA filers in May-June 2026.
  Negative

  • IPRD impairments of $830M in H1 2026, reflecting material pipeline write-downs.
  • Supreme Court denied BMS's petition in the IRA drug pricing challenge in May 2026.

• Management's Discussion (Item 2)

  Packed with specific product results, margin shifts, pricing pressures, and cash flow details.
  Positive

  • Dividends of $2.6B paid in H1 2026, funded by operations; no borrowings on $5B credit facility.
  Notable

  • $109M gain on sale of BMS 60% stake in Sino-American Shanghai Squibb Pharmaceuticals in Q2 2026.
  Negative

  • Revlimid generic licenses no longer volume-limited as of Jan 31, 2026; full generic competition now active.
  • Pomalyst/Imnovid generics entered U.S. (March 2026) and EU; Sprycel generics in U.S., EU, Japan.

What changed: Jun 2026 vs. Mar 2026

About 13% of BMY's Jun 2026 10-Q is new information. 43 paragraphs were added, 174 changed, and 39 removed. Below are the most important lines SECSift identified.

• Item 2 67
• Item 1 60
• Item 6 33
• Item 4 2
• Item 3 1
• Item 5 1