Stock Analysis on Net

Bristol-Myers Squibb Co. (NYSE:BMY)

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Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Bristol-Myers Squibb Co., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Short-term debt obligations
Accounts payable
Other current liabilities
Current liabilities
Deferred income taxes
Long-term debt, excluding current portion
Other non-current liabilities
Non-current liabilities
Total liabilities
Preferred stock
Common stock
Capital in excess of par value of stock
Accumulated other comprehensive loss
Retained earnings
Cost of treasury stock
Total BMS shareholders’ equity
Noncontrolling interest
Total equity
Total liabilities and equity

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


A significant structural shift in the capital composition is observed beginning in the first quarter of 2024, characterized by a substantial increase in total liabilities and a corresponding contraction in total equity. Prior to this period, the company maintained a relatively stable leverage profile, with total liabilities fluctuating between 65% and 69% of total liabilities and equity. However, from March 31, 2024, total liabilities surged to exceed 80%, peaking at 83.29% before gradually moderating to 76.75% by March 31, 2026.

Debt and Liability Trends
Long-term debt, excluding the current portion, serves as the primary driver of the increased leverage. This component remained stable between 35% and 39% until December 31, 2023, after which it experienced a sharp increase, peaking at 51.96% in September 2024. Current liabilities also exhibited a general upward trajectory, rising from 15.41% in March 2021 to a peak of 29.08% in June 2025, indicating an increase in short-term obligations relative to the total capital structure.
A notable decrease is observed in deferred income taxes, which declined precipitously from 4.66% in March 2021 to 0.24% by March 31, 2026, suggesting a significant reduction in future tax obligations or a change in accounting valuations.
Equity and Shareholder Value Analysis
Total equity underwent a dramatic compression in early 2024, dropping from 30.98% in December 2023 to 16.71% in March 2024. While a gradual recovery is noted through March 31, 2026, reaching 23.25%, the overall equity base remains significantly lower than the 2021-2023 average.
The contraction in equity is heavily influenced by the cost of treasury stock, which grew from -24.19% in March 2021 to -50.32% by March 31, 2026. This persistent trend indicates an aggressive share repurchase strategy that has systematically reduced the proportion of equity in the balance sheet.
Retained earnings showed steady growth from 19.75% in March 2021 to 30.23% in December 2023, followed by a sharp decline to 15.79% in March 2024. A recovery trend is evident thereafter, with retained earnings climbing back to 21.15% by the end of the analyzed period.

The overall financial trajectory indicates a strategic move toward a more highly leveraged capital structure. The simultaneous increase in long-term debt and the expansion of treasury stock costs suggest that debt has been utilized to fund significant shareholder returns via buybacks, fundamentally altering the risk-return profile of the balance sheet since 2024.