Becton Dickinson Option Alert: Fri $245 Puts at the Ask: 800 vs 3100 OI

Becton Dickinson Option Alert: Fri $245 Puts at the Ask: 800 @ $20.4 vs 3100 OI; Ref=$225.13

Becton Dickinson Option Alert: Fri $240 Puts at the Bid: 800 vs 3579 OI

Becton Dickinson Option Alert: Fri $240 Puts at the Bid: 800 @ $15.4 vs 3579 OI; Ref=$225.13

Becton Dickinson (NYSE:BDX) 주식

Becton Dickinson

Becton, Dickinson

Becton, Dickinson is the world's largest manufacturer and distributor of medical surgical products, such as needles, syringes, and sharps-disposal units. The company also manufactures prefilled devices, diagnostic instruments and reagents, as well as flow cytometry and cell-imaging systems. BD Medical is nearly half of the total business, while BD Life Sciences (27% of 2024 revenue) and BD Interventional (24%) account for the remainder. International revenue accounts for 43% of the company's business.

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투자자들이 경제 낙관론, 기업 실적 호조, 트럼프 행정부의 주요 정책 변화 등을 소화하면서 S&amp;P 500 지수는 1월 마지막 주에 6,100포인트를 돌파하며 사상 최고치를 경신하고 있다.

1월 마지막 주에 상승할 수 있는 S&amp;P 500 주식 5종목은?

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벡톤 디킨슨 1억 7천 5백만 달러의 민사 제재금 지급에 합의 증권거래위원회(SEC)는 월요일에 벡톤 디킨슨 앤 컴퍼니(NYSE:BDX), 즉 BD가 알라리스(Alaris) 주입 펌프의 지속적인 판매와 관련된 위험에 대해 투자자들을 반복적으로 오도하고, 펌프의 여러 소프트웨어 결함 수리 비용을 기록하지 않아 수입을 과대계상한 혐의로 제재를 해결했다고 발표했다. BD는 1억 7천 5백만 달러의 민사 제재금을 지급하기로 합의했다.

주간 금융 범죄: 벡톤 디킨슨에 $1억 7,500만 벌금, 익스프레스는 CEO 전액 보상 미공개

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미국 주식 시장은 목요일(7일) 연준이 예상대로 금리 인하를 결정하고, 제롬 파월 연준 의장이  도널드 트럼프 당선 이후 사임 또는 해임 가능성을 일축하며 시장을 안심시킨 기자회견 이후 사상 최고치로 마감했다.

파월 연설 후 미국 증시 사상 최고치, &#39;매그니피센트 세븐&#39; 총 시가총액 17조 달러 돌파

Becton, Dickinson and Company Common Stock

Becton Dickinson & Co

Barclays analyst Travis Steed maintains Becton Dickinson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) with a Overweight and raises the price target from $278 to $279.

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Barclays Maintains Overweight on Becton Dickinson, Raises Price Target to $279

On Wednesday, Becton, Dickinson and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) authorized to pursue a plan to separate BD&#8217;s Biosciences and Diagnostic Solutions business from the rest of BD to enhance strategic focus, and growth-oriented investments <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n43511126/bd-announces-intent-to-separate-biosciences-and-diagnostic-solutions-business-to-enhance-focus-dri" rel="noreferrer noopener">and capital allocation</a>.
Following the separation, New BD will be a pure-play medical technology company. It expects to drive concentrated investments in high-impact R&amp;D and disciplined capital allocation, including growth-accretive M&amp;A.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43443889/starboard-value-pushes-becton-dickinson-to-divest-life-sciences-unit" rel="noreferrer noopener">Activist Starboard Value Pushes Becton Dickinson To Divest Life Sciences Unit</a>
Medical Essentials includes BD&#8217;s Medication Delivery Solutions and Specimen Management businesses, which manufacture products such as IV catheters, PICCS, flush and other essential vascular access and management solutions, blood collection solutions, syringes, and advanced needle technologies.
Connected Care includes BD&#8217;s Medication Management Solutions and Advanced Patient Monitoring businesses with smart devices that use automation, artificial intelligence, and analytics.
BioPharma Systems provides biologic drug delivery, development, and manufacturing of drug delivery devices for the pharmaceutical industry.
Interventional, which includes BD&#8217;s Urology &amp; Critical Care, Peripheral Intervention, and Surgery businesses, caters to conditions such as urinary incontinence, peripheral vascular disease, cancer, and hernias.
After the separation, the New BD is expected to have fiscal 2024 revenue of approximately&nbsp;$17.8 billion. Biosciences and Diagnostic Solutions is expected to have approximately&nbsp;$3.4 billion&nbsp;in fiscal 2024 revenue.
The company expects to announce more specifics on the separation plans by the end of fiscal 2025 and intends to target completion of the transaction in fiscal 2026.
In April 2022, Becton Dickinson spun off&nbsp;Embecta Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMBC#NYSE">EMBC</a>), a diabetes device maker, <a target="_blank" href="https://www.benzinga.com/25/02/43443889/starboard-value-pushes-becton-dickinson-to-divest-life-sciences-unit" rel="noreferrer noopener">into a standalone entity</a>.
In November, the company announced that it had decided to discontinue its insulin patch pump program and would&nbsp;<a target="_blank" href="https://www.benzinga.com/24/11/42197315/becton-dickinson-spinoff-embecta-stops-insulin-patch-pump-program-plans-restructuring-stock-jumps" rel="noreferrer noopener">initiate a restructuring plan</a>.
In July, Embecta, a manufacturer of disposable&nbsp;insulin pen needles&nbsp;and syringes, said it is considering a potential sale following a significant drop in its share price since being spun off from health tech&nbsp;<a target="_blank" href="https://www.benzinga.com/m-a/24/07/39916116/insulin-device-maker-embecta-weighs-sale-after-70-share-decline-following-becton-dickinson-spin-off" rel="noreferrer noopener">giant&nbsp;Becton, Dickinson</a>.
Concurrently, BD reported first-quarter 2025 adjusted EPS of $3.43 beating the consensus of $2.98. The company&#8217;s sales increased 9.8% year-over-year to $5.17 billion, beating the <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus of $5.1 billion</a>.
Guidance: BD updated its fiscal year 2025 revenue guidance from $21.9 billion-$22.1 billion to $21.7 billion-$21.9 billion compared to the consensus of $21.93 billion.
The company expects adjusted EPS of $14.30-$14.60, up from $14.25-$14.60 compared to the consensus of $14.40.
Price Action: BDX stock is down 3.88% at $235.56 at the last check on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/news/earnings/25/02/43527607/conocophillips-beats-q4-revenue-and-eps-estimates-sets-10b-return-of-capital-target" target="_blank" rel="noreferrer noopener">ConocoPhillips Beats Q4 Revenue And EPS Estimates, Sets $10B Return of Capital Target</a></li>
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Earnings

Guidance

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General

EMBC

Becton Dickinson Q1 Earnings: Revenue And EPS Beat, Lowers Outlook, Outlines Intent To Separate Biosciences And Diagnostic Solutions Business

WIIM

Becton, Dickinson and Company shares are trading lower following Q1 financial results.

BD On Updates FY25 Revenue Guidance From $21.9B-$22.1B To $21.7B-$21.9B vs $21.933B Est.; Updated FY25 Adj. EPS Guidance From $14.25-$14.60 To $14.30-$14.60 vs $14.40 Est.

Earnings Beats

Becton, Dickinson Q1 2025 Adj. EPS $3.43 Beats $2.98 Estimate, Sales $5.168B Beat $5.100B Estimate

Becton, Dickinson And Company Plans To Separate Biosciences And Diagnostic Solutions Business From The Rest Of BD

Activist investor Starboard Value has taken a stake in Becton, Dickinson and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) and is pressing the $72 billion medical technology company to sell its <a target="_blank" href="https://www.benzinga.com/markets/equities/24/10/41419988/tylenol-listerine-maker-kenvue-under-activist-spotlight-with-starboard-value-stake-overhaul-ahea" rel="noreferrer noopener">life sciences division</a>.
The hedge fund has met with Becton Dickinson's management and sent a letter to the board urging the divestiture of the unit, which supplies products for clinical and research laboratories. The size of Starboard's stake remains undisclosed.
Other shareholders have also begun advocating for the separation of the life sciences division, aligning with recent analyst reports suggesting that a spin-off could unlock significant value.
The Financial Times report <a target="_blank" href="https://www.ft.com/content/69c614b4-1b52-43f0-ba8a-a3d8283cb576" rel="noreferrer noopener">writes</a> that in December, Bank of America analysts noted that the disparity between Becton Dickinson's current valuation and its potential "sum of the parts" was becoming too substantial to ignore. They estimated that a split could boost the company's value by up to 30%.
In April 2022, Becton Dickinson spun off Embecta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EMBC#NASDAQ">EMBC</a>), a diabetes device maker, into a standalone entity.
In November, the company announced that it had decided to discontinue its insulin patch pump program and would <a target="_blank" href="https://www.benzinga.com/24/11/42197315/becton-dickinson-spinoff-embecta-stops-insulin-patch-pump-program-plans-restructuring-stock-jumps" rel="noreferrer noopener">initiate a restructuring plan</a>.
In July, Embecta, a manufacturer of disposable&nbsp;insulin pen needles&nbsp;and syringes, said it is considering a potential sale following a significant drop in its share price since being spun off from health tech&nbsp;<a target="_blank" href="https://www.benzinga.com/m-a/24/07/39916116/insulin-device-maker-embecta-weighs-sale-after-70-share-decline-following-becton-dickinson-spin-off" rel="noreferrer noopener">giant&nbsp;Becton, Dickinson</a>.
In December, The Securities and Exchange Commission announced it had&nbsp;settled charges&nbsp;against Becton, Dickinson for repeatedly misleading investors about risks associated with its continued sales of its Alaris infusion pump and for overstating its income by failing to record the costs of fixing multiple software <a target="_blank" href="https://www.benzinga.com/news/legal/24/12/42635199/financial-crime-weekly-becton-dickinson-and-co-pays-175-million-penalty-express-fails-to-disclose-ceos-full-compensation" rel="noreferrer noopener">flaws with the pump</a>. The company agreed to pay a $175 million civil penalty.
Last week, Starboard Value <a target="_blank" href="https://www.benzinga.com/25/01/43244840/whats-going-on-with-pfizer-stock-monday" rel="noreferrer noopener">decided not to pursue</a> a&nbsp;proxy battle with Pfizer Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>).
Starboard announced that it built a&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/equities/24/10/41199793/amid-pfizers-struggles-with-declining-demand-for-covid-19-treatments-activist-investor-starboard" rel="noreferrer noopener">$1 billion stake in the pharmaceutical giant</a> in October. The activist investor was reportedly planning to push for changes at the company given the stock's recent underperformance.
Price Action: BDX stock is up 1.03% at $250.16 at last check Monday.
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/02/43439786/beyond-snaps-up-buy-buy-baby-brand-for-5-million-details" target="_blank" rel="noreferrer noopener">Beyond Snaps Up Buy Buy Baby Brand For $5 Million: Details</a></li>
</ul>

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Activist Starboard Value Pushes Becton Dickinson To Divest Life Sciences Unit

Becton Dickinson shares are trading higher after the Financial Times reported Starboard Value has taken a stake in the company and is pushing for a sale of its life sciences division.

Asset Sales

UPDATE: Financial Times Reported Starboard Value Has Taken A Stake In Becton Dickinson And Is Pushing The  Company To Sell Its Life Sciences Division

<a href="https://www.ft.com/content/69c614b4-1b52-43f0-ba8a-a3d8283cb576" title="https://www.ft.com/content/69c614b4-1b52-43f0-ba8a-a3d8283cb576">https://www.ft.com/content/69c614b4-1b52-43f0-ba8a-a3d8283cb576</a>

Contracts

Financial Times Reported Starboard Pushes Becton Dickinson To Spin Off Unit

Buybacks

BD Board Authorized 10M Additional Share Repurchase

Piper Sandler analyst Jason Bednar maintains Becton Dickinson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) with a Overweight and raises the price target from $275 to $280.

Piper Sandler Maintains Overweight on Becton Dickinson, Raises Price Target to $280

The S&amp;P 500 is charging into the final week of January at record highs, breaking above 6,100 points as investors digest a cocktail of economic optimism, earnings strength, and major <a href="https://www.benzinga.com/topic/donald-trump">policy shifts from Washington.</a>
At the center of this market euphoria is Donald Trump. The <a href="https://www.benzinga.com/government/regulations/25/01/43085323/trump-sworn-in-as-47th-president-declares-golden-age-of-america-begins-right-now">newly sworn-in</a> 47th U.S. president began his first week with a series of executive orders targeting <a href="https://www.benzinga.com/government/regulations/25/01/43086509/trump-unleashes-executive-orders-on-border-security-oil-drilling-domestic-manufacturing-in-first-acts-as-president">trade, immigration and oil</a>. Some orders have immediate effects, others are symbolic, and several <a href="https://www.npr.org/2025/01/21/g-s1-44023/trump-birthright-citizenship-immigration-order-14th-amendment">face</a> legal challenges.
On Tuesday, Trump also <a href="https://www.benzinga.com/etfs/sector-etfs/25/01/43135764/trumps-500-billion-stargate-ai-plan-puts-3-etfs-in-focus">unveiled plans for AI Stargate</a>, a $500 billion project. And on Thursday, Trump appeared in a <a href="https://www.youtube.com/watch?v=DKBWckduL2k">video address</a> at Davos, touting that the U.S. will be &#8220;the world capital of artificial intelligence and crypto.&#8221;
Meanwhile, there's a quieter trend playing out: The final week of January has historically been a positive period for stocks, and data suggests a handful of S&amp;P 500 names could be primed for outsized gains.
<h3 class="wp-block-heading">January's Final Week Sparked By Optimism </h3>
Seasonality isn't always a reliable predictor in markets, but when patterns persist for nearly a century, they demand attention. 
Data from Seasonax reveals that January has closed in positive territory 60% of the time over the past 97 years, with an average gain of 1.1%.
What's even more striking is that more than half of those gains have occurred in the final week of the month.
Since 1928, the S&amp;P 500 has climbed 0.6% on average in the last week of January, closing higher 61% of the time. 
<h3 class="wp-block-heading">5 Stocks With a History Of Late-January Gains</h3>
Historical patterns don't dictate the future, but they often coincide. 
And according to two decades of market data, five S&amp;P 500 stocks have consistently outperformed during the final stretch of January.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Stock</th>
<th>Avg. Return (Final Jan. Week)</th>
<th>Positive Closes (Last 20 Yrs)</th>
<th>Best Performance</th>
</tr>
</thead>
<tbody>
<tr>
<td>Hologic Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLX#NASDAQ">HOLX</a>)</td>
<td>4.08% (Jan. 23 &#8211; Feb. 2)</td>
<td>14 out of 20 years</td>
<td>36.58% in 2005</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>2.7% (Jan. 23 &#8211; Jan. 30)</td>
<td>16 out of 20 years</td>
<td>16.2% in 2009</td>
</tr>
<tr>
<td>NRG Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</td>
<td>2.5% (Jan. 23 &#8211; Feb. 2)</td>
<td>14 out of 20 years</td>
<td>21.04% in 2016</td>
</tr>
<tr>
<td>Wells Fargo &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>)</td>
<td>1.9% (Jan. 23 &#8211; Jan. 31)</td>
<td>13 out of 20 years</td>
<td>21% in 2009</td>
</tr>
<tr>
<td>Becton, Dickinson &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>)</td>
<td>1.56% (Jan. 23 &#8211; Feb. 2)</td>
<td>14 out of 20 years</td>
<td>9.8% in 2005</td>
</tr>
</tbody>
</table>
</figure>
Read Now: 
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<li><a href="https://www.benzinga.com/25/01/43169109/blackrocks-larry-fink-warns-that-new-inflationary-pressures-could-shock-the-stock-market-it-could-be-pretty-bad">BlackRock&#8217;s Larry Fink Warns That New Inflationary Pressures Could &#8216;Shock&#8217; The Stock Market: &#8216;It Could Be Pretty Bad&#8217;</a></li>
</ul>
Image: Shutterstock

5 S&P 500 Stocks Set To Shine In The Final Week Of January — If History Repeats Itself

Together, the companies intend to develop new software capabilities within BD flow cytometer instrument software to be compatible with Biosero's Green Button Go software, as well as jointly support biopharmaceutical and contract research organizations with their custom research needs, to enable easy integration with robotic arms.

BD (Becton, Dickinson And Company) And Biosero Announced A Framework Collaboration Agreement To Enable And Facilitate Robotic Arm Integration With BD Flow Cytometry Instruments To Accelerate Drug Discovery And Development

Carilion Clinic In Partnership With Becton, Dickinson And Company Announced That Carilion Is The First Health System In The State And The Southeastern U.S. To Provide Its Patients Needle-free Blood Draws Using The BD PIVO Pro Needle-free Blood Collection Device

In the current market session, Becton Dickinson Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) stock price is at $236.00, after a 0.13% decrease. However, over the past month, the company's stock went up by 3.87%, and in the past year, by 0.26%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1737124210_0.png" alt="Past Year Chart" />

<h3>Becton Dickinson P/E Ratio Analysis in Relation to Industry Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 69.75 in the Health Care Equipment &amp; Supplies industry, Becton Dickinson Inc. has a lower P/E ratio of 40.32. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1737124210_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Price Over Earnings Overview: Becton Dickinson

Becton Dickinson's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) short percent of float has risen 41.76% since its last report. The company recently reported that it has 3.73 million shares sold short, which is 1.29% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.81 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Becton Dickinson Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737122413_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Becton Dickinson has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Becton Dickinson's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Becton Dickinson's peer group average for short interest as a percentage of float is 3.84%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

(BDX) - Analyzing Becton Dickinson's Short Interest

As part of the company's 2024 investment of more than $10 million to expand manufacturing capacity, new needle and syringe production lines have been installed at the BD plants in Connecticut and Nebraska. One line is already fully operational with additional lines expected to start up in the coming months.
These new lines will boost BD's capacity of domestically manufactured safety-engineered injection devices by more than 40 percent and conventional syringes by more than 50 percent, adding hundreds of millions of units annually to support critical U.S. health care delivery such as hospital procedures, vaccinations, medication preparation and drug delivery to patients. In addition, BD has hired more than 215 full-time employees at its facilities in Nebraska and Connecticut to support the increased production.

Becton, Dickinson And Company Says It Boosts US Manufacturing Of Critical Medical Devices: Among Others Company Plans Over $30M In Investments In 2025 To Expand Manufacturing Capacity For IV Lines At Its Plant In Utah   To Support Continued Growth In Catheter Solutions

President-elect Trump is once again rattling the tariff saber, threatening a wave of new tariffs against trade partners like China, Mexico, and Canada. While the actual outcome of any tariff proposal remains murky, given conflicting statements from Trump administration officials, investors should be prepared to adjust their portfolios once policy crystallizes.
Today, we&#8217;re taking a look at the five stocks to sell ahead of any tariffs on Mexico.
In 2023, the United States imported more than $480 billion worth of goods from Mexico, with more than 50% of the total coming from vehicles, electrical equipment, and machinery. Additionally, Mexican imports to the US include medical equipment, furniture, and perishables like fruit, vegetables, and (of course) alcohol.
Below are five stocks investors shouldn't get too attached to if the harshest of Trump&#8217;s proposed tariffs are implemented. Each of the companies on this list has heightened exposure to tariff risk due to large portions of their production coming from Mexican facilities.
<ol>
<li>General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)</li>
</ol>
GM is considered one of the Big 3 automakers in the United States, but the days of the big Detroit assembly lines are long gone. Like many car manufacturers, GM has outsourced large chunks of its vehicle and parts production to factories outside the United States in countries like Mexico, Canada, Brazil, China, and Argentina. Some of these plants produce critical parts and systems like transmissions, engine blocks, and other smaller components, but many are used for full-scale production of some of GM's best-selling vehicles.&nbsp;
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="367" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132458/GM-1024x367.png" alt="" class="wp-image-722553" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132458/GM-1024x367.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132458/GM-300x107.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132458/GM-768x275.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132458/GM.png 1365w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
For example, the Ramos Aripze assembly plant has produced the landmark Chevy Blazer since 1981 (the newer Chevy Equinox is also made here). Other vehicles with at least some full-scale assembly in Mexico include the GMC Terrain, GMC Sierra, and Chevy Silverado. And here's a double whammy &#8211; GM brands like Cadillac and Buick also have significant exposure to China. GM is far from the only American carmaker that could face pressure from tariffs, but its stock isn't well-positioned to absorb added costs or a sales slowdown.
<ol start="2">
<li>Whirlpool Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHR#NYSE">WHR</a>)</li>
</ol>
If you're reading this article at home, you're likely within shouting distance of a Whirlpool product. The company sells major household appliances like washing machines, dryers, dishwashers, refrigerators, stoves, ovens, and smaller devices like blenders and mixers. Whirlpool sells these items under its own brand name but also popular US brand models like Maytag, KitchenAid, and Jenn-Air.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="368" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132505/WHR-1024x368.png" alt="" class="wp-image-722554" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132505/WHR-1024x368.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132505/WHR-300x108.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132505/WHR-768x276.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132505/WHR.png 1358w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Whirlpool is a multinational company with plants and offices worldwide, but given the threat of tariffs, its manufacturing presence in Mexico is hard to ignore. Four of the company's 15 North American production facilities are in Mexico, and in March, it invested $65 million in its Celaya plant. Selling appliances during a volatile trade war can be difficult as many consumers simply put off buying a new dishwasher or fridge in hopes that tariffs will be reduced or their income will rise to meet the higher price. Big ticket items like appliances and cars tend to be most susceptible to tariffs as consumers change their behavior by shopping around or holding out for better deals.&nbsp;
<ol start="3">
<li>Constellation Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STZ#NYSE">STZ</a>)</li>
</ol>
Tariffs might most affect expensive items like cars and dishwashers, but smaller items can also feel the sting, especially if they have no production alternatives. Constellation Brands is an S&amp;P 500 member and one of the largest beverage makers in the world, but a few of its key products are produced from a handful of locations in Mexico, and no alternative currently exists.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="369" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132511/STZ-1024x369.png" alt="" class="wp-image-722555" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132511/STZ-1024x369.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132511/STZ-300x108.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132511/STZ-768x277.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132511/STZ.png 1365w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Constellation Brands sells wine, spirits, and beer, but its breweries are most under fire regarding tariffs. The company exclusively brews beers like Corona, Modelo, and Pacifico in Mexico at two locations, with a third in Veracruz currently in the works. Beers like Corona and Modelo are popular summertime staples, but American consumers have no shortage of beer selections and will simply replace expensive light beer brands with cheaper ones. Additionally, STZ's stock price has been in a downtrend for the better part of the last 12 months, and these headlines certainly don't provide any tailwinds.
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<ol start="4">
<li>Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>)</li>
</ol>
When discussing significant imports from Mexico, consumers might not think of the semiconductor industry, but electronic devices and components often come from Mexican factories. Skyworks Solutions is a major American tech firm that produces amplifiers, processors, power management chips, and more at several North American facilities.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="371" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132517/SWKS-1024x371.png" alt="" class="wp-image-722556" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132517/SWKS-1024x371.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132517/SWKS-300x109.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132517/SWKS-768x279.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132517/SWKS.png 1365w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Skyworks has a significant manufacturing operation in Mexico. Its Baja California plant houses a state-of-the-art assembly facility, as well as testing and finishing services. The Baja California plant is a key piece in Skyworks&#8217; business model, as most of its products and devices are completed at this location and then shipped to the United States. SWKS share price has slumped since the days of the 2022 bear market and has failed to regain momentum during the AI bull run over the last two years. A renewed focus on tariffs will unlikely expand the company's fortunes.
<ol start="5">
<li>Becton Dickinson and Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>)</li>
</ol>
Medical devices are another major Mexican import, and few companies have their hands in more medical cookie jars than Becton Dickinson and Co. The company sells products for infection prevention, medical screenings, biosciences, surgery and procedures, medication delivery, wound care, and more. If you've been to the doctor recently, there's a good chance you were poked and prodded with some type of Becton Dickinson product.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="361" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132524/BDX-1024x361.png" alt="" class="wp-image-722557" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132524/BDX-1024x361.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132524/BDX-300x106.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132524/BDX-768x271.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/07132524/BDX.png 1364w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Becton Dickinson has eight manufacturing plants worldwide, but its North American operations consist of facilities in the United States and Mexico. By now, you've likely sensed the theme—the Mexican facilities represent a significant portion of the company's production, and it recently invested millions of dollars to expand capacity at these locations. Medical products from BDX consist of both big and small ticket items, but the sheer volume coming from Mexico could put a dent in the company's bottom line if strict tariffs are implemented.
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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
04:01 PMFeb 18, 2025	PUT	$245.00	Feb 21, 2025	-18	2150	800	69	3100	TRADE	BEARISH
04:01 PMFeb 18, 2025	PUT	$240.00	Feb 21, 2025	-18	2150	800	60	3579	TRADE	BEARISH

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