Baxter International (BAX) reported $2.96 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.3%. EPS of $0.56 for the same period compares to $0.59 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.79 billion, representing a surprise of +5.95%. The company delivered an EPS surprise of +55.56%, with the consensus EPS estimate being $0.36.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Baxter performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Advanced Surgery- International: $149 million versus $148.08 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8% change.
- Net Sales- Other- International: $26 million versus the two-analyst average estimate of $30.08 million. The reported number represents a year-over-year change of -27.8%.
- Net Sales- Front Line Care- International: $73 million versus $72.3 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.4% change.
- Net Sales- Medical Products and Therapies- International: $1.13 billion compared to the $627.04 million average estimate based on two analysts. The reported number represents a change of +85% year over year.
- Net Sales- Care and Connectivity Solutions- International: $141 million compared to the $139.89 million average estimate based on two analysts. The reported number represents a change of +6% year over year.
- Net Sales- Healthcare Systems and Technologies- International: $214 million versus $212.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.
- Net Sales- Advanced Surgery: $331 million versus the four-analyst average estimate of $319.26 million. The reported number represents a year-over-year change of +11.8%.
- Net Sales- Other: $83 million compared to the $91.87 million average estimate based on four analysts. The reported number represents a change of -25.2% year over year.
- Net Sales- Healthcare Systems and Technologies: $801 million compared to the $770.74 million average estimate based on four analysts. The reported number represents a change of +4.4% year over year.
- Net Sales- Care and Connectivity Solutions: $502 million versus the four-analyst average estimate of $480.34 million. The reported number represents a year-over-year change of +5.9%.
- Net Sales- Medical Products and Therapies: $2.08 billion compared to the $1.47 billion average estimate based on four analysts. The reported number represents a change of +57.3% year over year.
- Net Sales- Front Line Care: $299 million compared to the $290.4 million average estimate based on four analysts. The reported number represents a change of +2.1% year over year.
Shares of Baxter have returned +14.2% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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