This Fortune 500 CEO says ‘lean manufacturing’—the management philosophy Toyota made famous—is a prerequisite for leveraging AI

Fortune

by Diane Brady

February 19, 2026

AI-Generated Deep Dive Summary

Tom Polen, CEO of BD (Becton, Dickinson and Company), argues that lean manufacturing is a critical foundation for effectively leveraging artificial intelligence (AI). Known for its focus on continuous improvement, minimizing waste, and optimizing processes, lean manufacturing has been central to BD’s operational strategy. Since becoming CEO in 2020, Polen has championed the company’s “BD Excellence” initiative, which scaled lean practices significantly—from just 50 kaizen projects in 2019 to over 1,500 by last year. He emphasizes that without strong process systems in place, AI cannot deliver its full potential. According to Polen, combining lean principles with AI creates powerful synergies for efficiency and innovation. The article highlights how lean manufacturing has driven cultural shifts within BD, fostering a focus on daily improvements rather than just financial outcomes. This approach has been particularly evident in the company’s recent spinoff of its bioscience and diagnostic solutions units, allowing it to streamline operations and concentrate on its medical technology business. Despite challenges like pricing pressures in China and domestic issues, BD has seen strong stock performance this year, with shares rising 16% compared to the S&P 500’s decline. Polen also underscores the importance of leadership in promoting a culture of continuous improvement. He believes that celebrating behaviors tied to lean practices—such as problem-solving and innovation—is just as crucial as measuring financial results. By integrating lean principles into every aspect of the business, from plant visits to town halls, BD has created a workforce deeply committed to ongoing enhancement. The article suggests that while digital transformation and AI are buzzwords in manufacturing today, they must be built on solid process foundations like lean manufacturing. Polen’s approach demonstrates how traditional management philosophies can adapt and evolve to meet modern challenges, ensuring long-term success in a competitive landscape. His perspective is particularly relevant for businesses looking to maximize the benefits of emerging technologies while maintaining operational efficiency. In summary, Tom Polen’s emphasis on lean manufacturing highlights its enduring relevance in today’s business world. By combining traditional improvement practices with cutting-edge technology like AI, companies can achieve greater agility and innovation. BD’s experience serves as a compelling case study for how integrating these approaches can drive both operational excellence and sustained growth.

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Originally published on Fortune on 2/19/2026