BAX
Baxter International·NYSE
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BAX fundamentals
Baxter International (BAX) released its earnings on Feb 12, 2026: revenue was 2.97B (YoY +8.03%), beat estimates; EPS was 0.36 (YoY -37.93%), missed estimates.
Revenue / YoY
2.97B
+8.03%
EPS / YoY
0.36
-37.93%
Report date
Feb 12, 2026
BAX Earnings Call Summary for Q4,2025
- Revenue Growth Mixed: Q4 2025 sales up 8% reported/3% operational, but EPS missed due to margin pressure and tax rate hike.
- Key Risks: Novum LVP shipment hold ($40M+ annual risk), IV Solutions demand baseline decline, and pharma supply chain challenges.
- Strategic Actions: Simplified operating model, $80M tariff mitigation, and $130-140M TSA income in 2026.
- 2026 Outlook: Flat to +1% sales, 13-14% operating margin, and back-half weighted recovery with Q1 as most challenging quarter.
- Cash Flow Focus: Free cash flow improvement in 2026, with $438M in 2025 and $456M in Q4.
EPS
Actual | 0.82 | 0.64 | 0.83 | 0.8 | 0.76 | 0.8 | 1.02 | 1.04 | 0.93 | 0.87 | 0.82 | 0.88 | 0.59 | 0.66 | 0.82 | 0.88 | 0.65 | 0.68 | 0.49 | 0.58 | 0.55 | 0.59 | 0.69 | 0.36 | |||||||||||||||
Forecast | 0.7315 | 0.7044 | 0.728 | 0.7575 | 0.6456 | 0.7489 | 0.9378 | 1.0255 | 0.8012 | 0.8735 | 0.8152 | 0.9395 | 0.4938 | 0.5996 | 0.6671 | 0.8644 | 0.6074 | 0.6624 | 0.7766 | 0.5283 | 0.4835 | 0.6104 | 0.5978 | 0.5402 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +12.10% | -9.14% | +14.01% | +5.61% | +17.72% | +6.82% | +8.77% | +1.41% | +16.08% | -0.40% | +0.59% | -6.33% | +19.48% | +10.07% | +22.92% | +1.80% | +7.01% | +2.66% | -36.90% | +9.79% | +13.75% | -3.34% | +15.42% | -33.36% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.80B | 2.72B | 2.97B | 3.18B | 2.95B | 3.10B | 3.23B | 3.51B | 3.71B | 3.75B | 3.77B | 3.89B | 3.65B | 3.71B | 3.71B | 3.88B | 3.59B | 3.81B | 2.70B | 2.75B | 2.63B | 2.81B | 2.83B | 2.97B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.73B | 2.87B | 2.83B | 3.12B | 2.90B | 3.11B | 3.23B | 3.30B | 3.68B | 3.88B | 3.77B | 3.77B | 3.60B | 3.79B | 3.70B | 3.81B | 3.55B | 3.75B | 3.85B | 2.67B | 2.59B | 2.82B | 2.88B | 2.84B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.45% | -5.18% | +4.93% | +2.07% | +1.67% | -0.37% | -0.01% | +6.50% | +0.79% | -3.41% | +0.19% | +3.18% | +1.32% | -2.07% | +0.29% | +2.07% | +1.08% | +1.52% | -29.83% | +2.97% | +1.45% | -0.45% | -1.48% | +4.87% |
Earnings Call
You can ask Aime
What were the key takeaways from Baxter International's earnings call?Did Baxter International beat or miss consensus estimates last quarter?What guidance did Baxter International's management provide for the next earnings period?What is the market's earnings forecast for Baxter International next quarter?What factors drove the changes in Baxter International's revenue and profit?What does Baxter International do and what are its main business segments?What is the revenue and EPS growth rate for Baxter International year over year?What were the key takeaways from Baxter International’s earnings call?
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