BDX Stock Gains 25.5% in Six Months: What's Behind the Rally?

Becton, Dickinson and Company (BDX) has gained 25.5% over six months, driven by successful portfolio realignment following its Life Sciences separation, strong earnings growth across high-growth platforms, and a major $19 billion U.S. manufacturing partnership agreement. The company raised its fiscal 2026 EPS guidance and returned $3.1 billion to shareholders, though it faces headwinds from tariffs, Alaris remediation, and China vaccine weakness.