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Systems","tier":3,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":12.9}},{"slug":"american-water-works","name":"아메리칸 워터 웍스","name_en":"American Water Works","tier":3,"returns_yearly":{"2021":24.8,"2022":-17.9,"2023":-11.7,"2024":-3.5,"2025":7.4,"2026":10.1}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":3,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":8.6}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"nextera-energy","name":"NextEra Energy","name_en":"NextEra 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Energy","tier":3,"returns_yearly":{"2021":-35.4,"2022":-2.7,"2023":-27,"2024":314.2,"2025":149.9,"2026":1.8}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":3,"returns_yearly":{"2026":0.7}},{"slug":"edison-international","name":"에디슨 인터내셔널","name_en":"Edison International","tier":3,"returns_yearly":{"2021":13.6,"2022":-2.6,"2023":17.4,"2024":15.2,"2025":-20.4,"2026":-1.7}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":3,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":-2.2}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.5}},{"slug":"te-connectivity","name":"TE Connectivity","name_en":"TE Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-3}},{"slug":"cameco","name":"Cameco","name_en":"Cameco","tier":3,"returns_yearly":{"2021":63.2,"2022":4.3,"2023":90.5,"2024":19.5,"2025":78.4,"2026":-3.7}},{"slug":"fanuc","name":"FANUC","name_en":"FANUC","tier":3,"returns_yearly":{"2021":-16.5,"2022":4.4,"2023":-8.1,"2024":15.6,"2025":37.7,"2026":-4.5}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":-6.4}},{"slug":"public-service-enterprise-group","name":"퍼블릭 서비스 엔터프라이즈 그룹","name_en":"Public Service Enterprise Group Incorporated","tier":3,"returns_yearly":{"2021":18.3,"2022":-5.1,"2023":3.6,"2024":42.6,"2025":-1.9,"2026":-6.7}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"textron","name":"텍스트론","name_en":"Textron","tier":3,"returns_yearly":{"2021":59.9,"2022":-8.2,"2023":13.7,"2024":-4.8,"2025":14.1,"2026":-9.3}},{"slug":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-9.9}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"avio","name":"아비오","name_en":"Avio","tier":3,"returns_yearly":{"2021":-9.9,"2022":-4.7,"2023":-17.1,"2024":98.4,"2025":117,"2026":-18.3}},{"slug":"hd-hyundai-electric","name":"HD Hyundai Electric","name_en":"HD Hyundai Electric","tier":3,"returns_yearly":{"2021":4.2,"2022":132.5,"2023":159.4,"2024":300.5,"2025":120.2,"2026":-31.3}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"zoetis","name":"조에티스","name_en":"Zoetis Inc.","tier":3,"returns_yearly":{"2021":48.3,"2022":-39.5,"2023":35.9,"2024":-16.6,"2025":-21.8,"2026":-39.6}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null}],"analysis":"의료소모품·진단 플랫폼. 2026년 +22.7%다. 수요단(평균 +16.1%)·본주(+22.7%)·공급단(평균 +24.2%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 자빌(+36.3%), 가장 처진 곳은 맥케슨(+11%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Becton, Dickinson and Company operates across Medical supplies and diagnostics platform. It is +22.7% in 2026. Demand side (avg +16.1%), the stock (+22.7%) and supply side (avg +24.2%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Jabil (+36.3%) and the furthest behind is McKesson Corporation (+11%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on manufacturing partners and cloud services and also deploys capital to acquire patient-monitoring technology.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"에드워즈 라이프사이언스","counterparty_slug":"edwards-lifesciences","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-11-25","basis":"에드워즈 라이프사이언스 Critical Care 사업 인수의 최종 이전대가 공정가치","value":3914000000,"period":"acquisition completed 2024-09-03","basis_en":"Final fair value of consideration for the Edwards Lifesciences Critical Care acquisition","qualifier":null},"note":"BD는 2024년 9월 에드워즈 라이프사이언스의 Critical Care 사업을 인수해 BD Advanced Patient Monitoring으로 편입했다. 2025년 10-K에 기록된 최종 이전대가 공정가치는 39억1,400만 달러다.","note_en":"BD acquired Edwards Lifesciences' Critical Care business in September 2024 and renamed it BD Advanced Patient Monitoring. The final fair value of consideration recorded in BD's 2025 Form 10-K was $3.914 billion.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-25","url":"https://www.sec.gov/Archives/edgar/data/10795/000001079525000099/bdx-20250930.htm","title":"BECTON DICKINSON & CO 10-K (2025-11-25)","title_en":"BECTON DICKINSON & CO 10-K (2025-11-25)","excerpt":"공시는 인수 이전대가의 공정가치를 39억1,400만 달러로 기록했다.","excerpt_en":"The fair value of consideration transferred in connection with the acquisition was $3.914 billion."},{"stance":"confirms","publisher":"MedTech Dive","publisher_en":"MedTech Dive","kind":"analysis","lang":"en","published_at":"2024-09-05","url":"https://www.medtechdive.com/news/edwards-layoffs-500-jobs-critical-care-sale/726151/","title":"Critical Care 매각 후 에드워즈 500명 이상 감원","title_en":"Edwards Cuts More Than 500 Employees After Critical Care Sale","excerpt":"산업 분석은 에드워즈가 같은 주에 Critical Care 사업을 BD에 42억 달러에 매각 완료했다고 확인했다.","excerpt_en":"Edwards completed the $4.2 billion sale of its critical care business to BD."}]},{"direction":"investor","counterparty":"스테리스","counterparty_slug":"steris","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2023-08-02","basis":"벡톤 디킨슨 수술기구·복강경 기구·멸균 컨테이너 자산 최종 매입가","value":539800000,"period":"FY2024 인수","basis_en":"Final purchase price for Becton Dickinson surgical-instrument, laparoscopic-instrument, and sterilization-container assets","qualifier":null},"note":"벡톤 디킨슨은 수술기구·복강경 기구·멸균 컨테이너 자산을 스테리스에 매각해 스테리스의 헬스케어 사업에 편입했으며, 최종 매입가는 5억3,980만 달러였다.","note_en":"Becton, Dickinson and Company sold surgical instruments, laparoscopic instruments, and sterilization-container assets to STERIS for integration into its Healthcare business, with a final purchase price of $539.8 million.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-29","url":"https://www.sec.gov/Archives/edgar/data/1757898/000162828026039136/ste-20260331.htm","title":"STERIS plc 2026 Form 10-K","title_en":"STERIS plc 2026 Form 10-K","excerpt":"공시는 벡톤 디킨슨 자산 인수의 최종 매입가를 5억3,980만 달러로 기록했다.","excerpt_en":"The purchase price of the acquisition was $539.8 million."},{"stance":"confirms","publisher":"STERIS plc","publisher_en":"STERIS plc","kind":"ir","lang":"en","published_at":"2023-06-20","url":"https://www.sec.gov/Archives/edgar/data/1757898/000119312523169645/d511925dex991.htm","title":"STERIS Expands Healthcare Products Offering with Acquisition of Surgical Instrumentation Assets from Becton, Dickinson and Company","title_en":"STERIS Expands Healthcare Products Offering with Acquisition of Surgical Instrumentation Assets from Becton, Dickinson and Company","excerpt":"STERIS는 벡톤 디킨슨의 수술기구와 멸균 컨테이너 자산을 5억4,000만 달러에 사기로 합의했다.","excerpt_en":"STERIS agreed to purchase the assets for $540 million."}]},{"direction":"cost","counterparty":"자빌","counterparty_slug":"jabil","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2015-09-17","basis":"자빌 계열 Nypro Healthcare의 BD 제조·공급망 서비스 비용","value":null,"period":"2014 supplier projects","basis_en":"BD spending on manufacturing and supply-chain services from Jabil's Nypro Healthcare","qualifier":"confirmed_no_disclosed_value"},"note":"자빌의 Nypro Healthcare는 BD 여러 사업부의 신제품 출시, 위탁 제조와 글로벌 공급망 개발을 지원했다. 거래 금액은 공개되지 않았다.","note_en":"Jabil's Nypro Healthcare supported product launches across several BD divisions, contract manufacturing and global supply-chain development. The transaction value was not disclosed.","sources":[{"stance":"confirms","publisher":"자빌","publisher_en":"Jabil","kind":"news","lang":"en","published_at":"2015-09-17","url":"https://s27.q4cdn.com/276975351/files/doc_news/archive/29d108d9-7d30-47a7-bf78-2c52f0965f37.pdf","title":"Nypro Healthcare, BD 글로벌 파트너십 올해의 공급사 수상","title_en":"Nypro Healthcare Wins BD Global Award for Partnership Supplier of the Year","excerpt":"Nypro와 BD는 여러 사업부의 신제품 출시와 비용구조 개선 프로젝트를 함께 수행했다.","excerpt_en":"Our two companies successfully executed several strategic projects, including critical launches for new products across several BD divisions."}]},{"direction":"revenue","counterparty":"카디널 헬스","counterparty_slug":"cardinal-health","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-03-18","basis":"카디널 헬스를 통한 BD 제품 매출","value":null,"period":"2022 relationship disclosure","basis_en":"BD product revenue distributed through Cardinal Health","qualifier":"confirmed_no_disclosed_value"},"note":"카디널 헬스는 미국에서 BD 제품을 창고 보관하고 주문 처리와 마케팅을 수행하는 주요 독립 유통사다. 상대별 매출액은 공개되지 않았다.","note_en":"Cardinal Health is a major independent U.S. distributor that warehouses BD products and supports order processing and marketing. Revenue attributable to the distributor is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 제7연방항소법원(Justia)","publisher_en":"U.S. Court of Appeals for the Seventh Circuit via Justia","kind":"analysis","lang":"en","published_at":"2022-03-18","url":"https://law.justia.com/cases/federal/appellate-courts/ca7/21-1513/21-1513-2022-03-18.html","title":"Marion Diagnostic Center, LLC 대 Becton Dickinson & Co., 제21-1513호","title_en":"Marion Diagnostic Center, LLC v. Becton Dickinson & Co., No. 21-1513","excerpt":"법원 기록은 카디널 헬스와 맥케슨을 BD 제품의 양대 주요 유통사로 설명한다.","excerpt_en":"Cardinal and McKesson are two of the largest distributors of the Products."}]},{"direction":"revenue","counterparty":"맥케슨","counterparty_slug":"mckesson","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-03-18","basis":"맥케슨을 통한 BD 제품 매출","value":null,"period":"2022 relationship disclosure","basis_en":"BD product revenue distributed through McKesson","qualifier":"confirmed_no_disclosed_value"},"note":"맥케슨은 미국 의료기관에 BD 제품을 공급하는 주요 독립 유통사다. 상대별 매출액은 공개되지 않았다.","note_en":"McKesson is a major independent distributor supplying BD products to U.S. healthcare providers. Revenue attributable to the distributor is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 제7연방항소법원(Justia)","publisher_en":"U.S. Court of Appeals for the Seventh Circuit via Justia","kind":"analysis","lang":"en","published_at":"2022-03-18","url":"https://law.justia.com/cases/federal/appellate-courts/ca7/21-1513/21-1513-2022-03-18.html","title":"Marion Diagnostic Center, LLC 대 Becton Dickinson & Co., 제21-1513호","title_en":"Marion Diagnostic Center, LLC v. Becton Dickinson & Co., No. 21-1513","excerpt":"법원 기록은 카디널 헬스와 맥케슨을 BD 제품의 양대 주요 유통사로 설명한다.","excerpt_en":"Cardinal and McKesson are two of the largest distributors of the Products."}]},{"direction":"revenue","counterparty":"엑셀세라퓨틱스","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-03-27","basis":"엑셀세라퓨틱스 국내 판권 계약에서 발생하는 BD 제품 매출","value":null,"period":"2025 distribution agreement","basis_en":"BD product revenue under Xcell Therapeutics' Korean distribution agreement","qualifier":"confirmed_no_disclosed_value"},"note":"엑셀세라퓨틱스는 2025년 BD의 유세포분석 장비와 단일세포 분석 시스템, 연구용 시약에 대한 국내 판권을 확보했다. 계약 규모와 BD 귀속 매출은 공개되지 않았다.","note_en":"Xcell Therapeutics secured Korean distribution rights in 2025 for BD flow cytometry equipment, single-cell analysis systems and research reagents. The contract value and revenue attributable to BD were not disclosed.","sources":[{"stance":"confirms","publisher":"메디게이트뉴스","publisher_en":"MEDI:GATE NEWS","kind":"news","lang":"ko","published_at":"2025-03-27","url":"https://www.medigatenews.com/news/876008481","title":"엑셀세라퓨틱스, 글로벌 헬스케어 기업 '벡톤디킨슨(BD)'과 판권 계약 체결","title_en":"Xcell Therapeutics Signs Distribution Agreement with Global Healthcare Company BD","excerpt":"엑셀세라퓨틱스는 BD의 유세포분석 장비, 단일세포 분석 시스템, 연구용 시약 제품 등에 대한 국내 판매권을 확보했다.","excerpt_en":"Xcell Therapeutics secured Korean sales rights for BD flow cytometry equipment, single-cell analysis systems and research reagents."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-05-12","basis":"BD Medication Management Solutions의 AWS 서비스 비용","value":null,"period":"2022 AWS deployment","basis_en":"AWS service spending by BD Medication Management Solutions","qualifier":"confirmed_no_disclosed_value"},"note":"BD Medication Management Solutions는 의료기기 유지보수 데이터 분석에 AWS의 SageMaker, AppFlow, QuickSight와 CloudWatch를 사용했다. 서비스 지출액은 공개되지 않았다.","note_en":"BD Medication Management Solutions used AWS services including SageMaker, AppFlow, QuickSight and CloudWatch for medical-device maintenance analytics. The related spending was not disclosed.","sources":[{"stance":"confirms","publisher":"아마존웹서비스","publisher_en":"Amazon Web Services","kind":"analysis","lang":"en","published_at":"2022-05-12","url":"https://aws.amazon.com/blogs/industries/reducing-device-downtime-using-actionable-intelligence-on-aws/","title":"AWS의 실행 가능한 인텔리전스로 의료기기 가동 중단 줄이기","title_en":"Reducing Device Downtime Using Actionable Intelligence on AWS","excerpt":"BD 팀은 기기 성능 데이터 탐색을 위해 Amazon SageMaker를 사용하면서 AWS 도입을 시작했다.","excerpt_en":"Our first point of engagement with AWS was the utilization of Amazon SageMaker for data exploration."}]}]}