BMYHIGH SIGNALFINANCIAL10-K

BMY achieved a dramatic turnaround with gross profit surging 283% to $30.7B and swinging from an $8.9B net loss to $7.1B profit, representing one of the most significant financial recoveries in recent pharmaceutical history.

This extraordinary financial transformation suggests BMY has successfully navigated previous challenges, likely through a combination of improved operational efficiency, successful product launches, and strategic portfolio optimization. The magnitude of improvement indicates fundamental business improvements rather than one-time accounting adjustments, positioning the company for sustained profitability.

Comparing 2026-02-11 vs 2025-02-12View on EDGAR →
FINANCIAL ANALYSIS

BMY delivered exceptional financial performance with gross profit exploding from $8.0B to $30.7B (+283%) while achieving a remarkable $16B earnings swing from a $8.9B loss to $7.1B profit. The company simultaneously improved operational efficiency by reducing both SG&A expenses (-14%) and R&D spending (-11%), demonstrating disciplined cost management. Stockholders' equity strengthened to $18.5B (+13%), reflecting the company's improved financial foundation and signaling a complete business turnaround that should attract significant investor attention.

FINANCIAL STATEMENT CHANGES
Gross Profit
P&L
+282.5%
$8.0B$30.7B

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Net Income
P&L
+178.8%
-$8.9B$7.1B

Net income grew 178.8% — bottom-line growth signals improving overall business health.

SG&A Expense
P&L
-13.6%
$8.4B$7.3B

SG&A reduced 13.6% — improved cost efficiency or headcount reduction improving operating margins.

Stockholders Equity
Balance Sheet
+13.1%
$16.3B$18.5B

Equity base grew 13.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

R&D Expense
P&L
-10.8%
$11.2B$10.0B

R&D spending cut 10.8% — could signal cost discipline or concerning reduction in innovation investment.

LANGUAGE CHANGES
NEW — 2026-02-11
PRIOR — 2025-02-12
ADDED
At February 4, 2026, there were 2,036,473,705 shares of common stock outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 41 Item 7A.
We operate in a single segment engaged in the discovery, development, licensing, manufacturing, marketing, distribution and sale of innovative medicines that help patients prevail over serious diseases.
Our principal strategy is to combine the resources, scale and capability of a large pharmaceutical company with the speed, agility and focus on innovation typically found in the biotech industry.
We are driving commercial execution in our key first-in-class and/or best-in-class marketed products, where we continue to expand and see potential for further expansion into the future.
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REMOVED
At February 6, 2025, there were 2,029,312,023 shares of common stock outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 40 Item 7A.
We operate in one segment engaged in the discovery, development, licensing, manufacturing, marketing, distribution and sale of biopharmaceutical products on a global basis.
Our principal strategy is to combine the resources, scale and capability of a pharmaceutical company with the speed and focus on innovation of the biotech industry.
In addition, we expect that our acquisitions of Karuna, RayzeBio and Mirati in 2024 will allow us to expand in neuroscience and oncology, and continue to position us as a leading biopharmaceutical company across our core therapeutic areas.
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