The company said total revenue for Q3 2025 rose 3% to $12.2 billion, Growth Portfolio revenue rose 18% to $6.9 billion, and Legacy Portfolio revenue fell 12% to $5.4 billion.

1. 01

   The company said total revenue for Q3 2025 rose 3% to $12.2 billion, Growth Portfolio revenue rose 18% to $6.9 billion, and Legacy Portfolio revenue fell 12% to $5.4 billion.

2. 02

   Bristol Myers Squibb said GAAP EPS for Q3 was $1.08, up 81% from $0.60 a year earlier, while non-GAAP EPS was $1.63, down 9% from $1.80 a year earlier. Both EPS figures include a net impact of $(0.20) from Acquired IPRD charges and licensing income.

3. 03

   The company said GAAP and non-GAAP gross margin for Q3 were 71.9% and 72.9%, versus 75.1% and 76.0% a year earlier, reflecting the change in product mix. It said Acquired IPRD charges were $633 million, up from $262 million a year earlier.

4. 04

   The company raised its non-GAAP revenue outlook for 2025 to a range of approximately $47.5 billion to $48.0 billion from a prior range of approximately $46.5 billion to $47.5 billion. It set non-GAAP EPS at $6.40 to $6.60, which includes a net impact of $(0.80) from Acquired IPRD charges and licensing income.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.