Baxter International Inc., operating globally via its subsidiaries, is a leading developer and provider of a wide spectrum of healthcare products. The ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $0.52 · Revenue $2.91B · 9 analysts
$0.20 per share
Est. EPS $0.61 · Revenue $3.05B · 9 analysts
Est. EPS $2.05 · Revenue $11.61B · 8 analysts
$0.20 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $11.2B | +5.7% | +9.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-957.0M | -47.5% | +940.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +30.1% | -19.8% | +5.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -2.7% | -2181.0% | +200.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -8.5% | -39.5% | +866.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $323.0M | -42.2% | -57.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +2.9% | -45.3% | -61.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 163.2% | -15.5% | -2.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.31x | +70.2% | +5.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $20.1B | -22.2% | -0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.75 vs 2.37 | -174.0% | 0.24 vs 0.52 | -53.7% |
| Revenue Surprise | $11.2B vs $11.1B | +1.5% | $3.0B vs $2.9B | +1.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 5, 2026 | Wilkes David S. | director | Common Stock, $1 par value | A | 12,836 | — |
| May 5, 2026 | Wendell Amy McBride | director | Common Stock, $1 par value | A | 12,836 | — |
| May 5, 2026 | SCHLICHTING NANCY M | director | Common Stock, $1 par value | A | 12,836 | — |
| May 5, 2026 | MORRISON PATRICIA | director | Common Stock, $1 par value | A | 12,836 | — |
| May 5, 2026 | Shafer David Brent | director, other: Chair of the Board | Common Stock, $1 par value | A | 12,836 | — |
Operator: Good morning, ladies and gentlemen, and welcome to Baxter International's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded by Baxter and is copyrighted material. It cannot be recorded or rebroadcast without Baxter's permission. If you have any objections, please disconnect at this time. I would now like to turn the call over to Mr. Kevin Moran, Vice President, Investor Relations at Baxter International. Mr. Moran, you may begin. Kevin Moran: Good morning, and welcome. Today, we'll discuss Baxter's second quarter results, along with our updated financial outlook for the full year 2026. This morning, a press release was issued with our preliminary earnings results and updated outlook. The press release and investor presentation are available on the Investors section of the Baxter website. Joining me today are Andrew Hider, President and Chief Executive Officer; and Anita Zielinski, Interim Chief Financial Officer, Chief Accounting Officer and Controller. During the call, we will be making forward-looking statements, including comments regarding our updated financial outlook for the full year 2026 and the anticipated drivers of the third quarter and second half 2026 performance. The anticipated impact of various regulatory and operational matters, including ones related to our infusion pump platform and ongoing supply chain challenges and commentary regarding the global macroeconomic environment, including tariff impacts and the broader inflationary pressures. Forward-looking statements involve risks and uncertainties, which could cause our actual results to differ materially from our current expectations. Please refer to today's press release, the forward-looking statement slide at the beginning of our investor presentation and our SEC filings for more detail. In addition, please note that on today's call, all our comments will be on a non-GAAP basis unless they are specifically called out as GAAP. Non-GAAP financial measures are used to help investors understand Baxter's ongoing business performance. GAAP to non-GAAP reconciliations can be found in the schedules attached to our press release and our investor presentation. On the call, we will reference organic growth, which excludes the impact of foreign exchange, MSA revenues from Vantive and the impacts associated with business acquisitions or divestitures. Unless otherwise noted, all financial results on today's call reflect continuing operations and exclude Baxter's former Kidney Care business, which is reported as discontinued operations. Finally, Andrew, Anita and I will take questions following the prepared remarks, and we kindly ask that you limit yourself to one question and one brief follow-up so that we can give as many people in the queue an opportunity. With that, I'd like to turn the call over to Andrew. Andrew Hider: Thank you, Kevin, and good morning, everyone. I am encouraged by our second quarter …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Andrew Hider | Chief Executive Officer, President, Interim Group President of Medical Products & Therapies and Director | USD 3,486,611 | Male | 1977 | Active |
Cynthia Carlisle | Executive Vice President & Chief Human Resources Officer | USD 1,994,616 | Female | 1975 | Active |
David S. Rosenbloom | Executive Vice President & General Counsel | USD 1,177,783 | Male | 1960 | Active |
Maria Soriano | Group President of Infusion Therapies & Platforms | USD 1,101,222 | Female | — | Active |
Anita A. Zielinski | Senior Vice President, Interim Chief Financial Officer, Chief Accounting Officer & Controller | — | Female | 1973 | Active |
Charles Patel | Senior Vice President & Chief Information Officer | — | Male | 1970 | Active |
James Teaff | President of Care & Connectivity Solutions | — | Male | — | Active |
James W. Borzi | Executive Vice President & Chief Supply Chain Officer | — | Male | 1963 | Active |
Scott Kaplan | Senior Vice President of Quality, Regulatory & Patient Safety | — | Male | — | Active |
Steven Wallace | President of Advanced Surgery & Commercial Excellence | — | Male | 1980 | Active |
Adriana Guiry | Senior Vice President of Baxter Growth & Performance System | — | Female | — | Active |
Stacey Eisen | SVP, Chief Communications Officer & Corporate Marketing and President of Baxter Foundation | — | Female | — | Active |
Kevin Moran | Vice President & Head of Investor Relations | — | Male | — | Active |
On June 30, 2026, Richard Pzena (Trades, Portfolio)'s firm executed a significant addition to its existing position in LKQ Corp (LKQ, Financial), purchasing 9,1
DEERFIELD, Ill.--(BUSINESS WIRE)--Baxter International Inc. (NYSE:BAX) (“Baxter” or the “Company”) today announced that it has commenced cash tender offers (each, an “Offer” and collectively, the “Offers”) for the maximum principal amount of validly tendered (and not validly withdrawn) notes set forth below (collectively, the “Notes”), such that the aggregate purchase price, not including accrued and unpaid interest, payable in respect of such Notes will not exceed $500 million. The terms and c.
On August 03, 2026, Baxter International Inc (BAX) shares rose 7.4% today, bringing the current price to $28.10. The stock has shown significant price performan
Baxter International has shown early signs of a turnaround, with improving execution and raised revenue guidance supporting cautious optimism. BAX's valuation has expanded from distressed levels, now trading at ~13x earnings and ~9.5x EV/EBITDA, yet remains attractive if growth continues. Management's focus on operational improvements, cost savings, and a conservative outlook suggests potential for further upside if EPS growth materializes.
It scored double beats on analyst estimates. It also lifted its guidance on both the top and bottom lines.
