Baxter International (BAX) reported $2.84 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 5%. EPS of $0.69 for the same period compares to $0.80 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.87 billion, representing a surprise of -1.32%. The company delivered an EPS surprise of +15%, with the consensus EPS estimate being $0.60.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Core Insights - Baxter International reported a revenue of $2.81 billion for the quarter ended June 2025, reflecting a year-over-year decline of 26.3% and an EPS of $0.59 compared to $0.68 a year ago, with revenue slightly below the Zacks Consensus Estimate of $2.82 billion, resulting in a surprise of -0.28% [1] Financial Performance - The company experienced a significant decline in net sales across various segments, with Pharmaceuticals in the U.S. reporting $187 million, which is a -5.1% change year-over-year and below the estimated $201.97 million [4] - International Pharmaceuticals net sales were $425 million, showing a +4.9% change compared to the previous year, but slightly below the estimated $434.72 million [4] - Healthcare Systems and Technologies International reported $205 million, exceeding the estimate of $198.81 million with a +3.5% year-over-year change [4] - Care and Connectivity Solutions International net sales reached $133 million, surpassing the estimate of $119.15 million, marking a +10.8% change year-over-year [4] - Overall, net sales for Pharmaceuticals totaled $612 million, slightly below the average estimate of $628.29 million, with a +1.7% year-over-year change [4] - Advanced Surgery net sales were $296 million, exceeding the estimate of $285.18 million, reflecting a +6.9% change year-over-year [4] - Other net sales surged to $111 million, significantly above the estimated $80.76 million, representing a remarkable +404.6% change year-over-year [4] - Front Line Care net sales were $293 million, slightly below the estimate of $299.81 million, with a -1% year-over-year change [4] - Infusion Therapies and Technologies reported $1.02 billion, below the estimate of $1.06 billion, with a -2% year-over-year change [4] - Medical Products and Therapies net sales were $1.32 billion, slightly below the estimate of $1.35 billion, with a -0.2% year-over-year change [4] Stock Performance - Baxter's shares have returned -9.9% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Insights - Baxter International reported a revenue of $2.63 billion for the quarter ended March 2025, reflecting a decline of 26.9% year-over-year, while EPS was $0.55 compared to $0.65 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.57 billion by 2.09%, and the EPS surpassed the consensus estimate of $0.48 by 14.58% [1] Financial Performance Metrics - Net Sales in Advanced Surgery - International reached $123 million, exceeding the average estimate of $117.52 million, with a year-over-year increase of 6% [4] - Net Sales in Pharmaceuticals - U.S. were $195 million, slightly below the average estimate of $196.51 million, showing a year-over-year growth of 2.1% [4] - Net Sales in Front Line Care - International totaled $75 million, surpassing the average estimate of $69.14 million, with a year-over-year increase of 7.1% [4] - Net Sales in Other - U.S. were reported at $48 million, significantly above the average estimate of $15.59 million, reflecting a year-over-year increase of 336.4% [4] - Total Net Sales in Pharmaceuticals amounted to $581 million, compared to the average estimate of $590.04 million, with a year-over-year change of 0.5% [4] - Net Sales in Other reached $78 million, exceeding the average estimate of $46.71 million, with a year-over-year increase of 387.5% [4] - Net Sales in Front Line Care were $277 million, above the average estimate of $269.11 million, showing a year-over-year increase of 4.5% [4] - Net Sales in Infusion Therapies and Technologies were $994 million, surpassing the average estimate of $975.62 million, with a year-over-year change of 2.9% [4] - Net Sales in Care and Connectivity Solutions reached $427 million, exceeding the average estimate of $416.60 million, with a year-over-year increase of 6.2% [4] - Net Sales in Healthcare Systems and Technologies were $704 million, above the average estimate of $685.71 million [4] - Net Sales in Medical Products and Therapies totaled $1.26 billion, slightly above the average estimate of $1.25 billion [4] - Net Sales in Injectables and Anesthesia reached $335 million, exceeding the average estimate of $330.83 million [4] Stock Performance - Baxter's shares have returned -7.4% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]