Baxter to Post Q4 Earnings: What's in Store for the Stock?

Core Insights - Baxter International Inc. is set to release its fourth-quarter 2025 results on February 12, with earnings expected to decline year-over-year despite a slight revenue increase [2][3][9] Q4 Estimates - Revenue consensus is estimated at $2.79 billion, reflecting a 1.5% increase from the previous year, while earnings are projected at 53 cents per share, indicating an 8.6% decline [3][9] - Total revenues from continuing operations are expected to decline by 2.7% at constant currency to $2.79 billion, with adjusted earnings per share anticipated to drop by 9.3% [3] Important Factors to Note - The upcoming quarterly results are likely to show operational challenges, particularly in infusion therapies and certain pharmaceutical categories, which may impact performance [4] - Revenue growth is expected to be muted due to softness in key hospital-based product lines, particularly within the Infusion Therapies & Technologies division [5] Segment Performance - The Medical Products & Therapies segment is expected to be negatively impacted by issues with the Novum IQ large volume pump, leading to lost sales and customer transitions to alternative platforms [6][7] - Advanced Surgery sales are anticipated to show double-digit growth driven by strong demand for hemostats and sealants, partially offsetting weaknesses in the ITT division [8] - The Healthcare Systems & Technologies segment is likely to support top-line growth due to strong order momentum, particularly in Care & Connectivity Solutions [8] Pharmaceuticals Outlook - Quarterly results in Pharmaceuticals are expected to be mixed, with solid growth in drug compounding sales outside the U.S., while Injectables & Anesthesia may face challenges due to shifts in hospital protocols [11] Earnings Prediction Model - The current model does not predict an earnings beat for Baxter, as the Earnings ESP is 0.00% and the Zacks Rank is 3 (Hold) [13][14]