Baxter International (BAX) reported $2.97 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8%. EPS of $0.44 for the same period compares to $0.58 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.79 billion, representing a surprise of +6.44%. The company delivered an EPS surprise of -17.42%, with the consensus EPS estimate being $0.53.
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- Pharmaceuticals- International: $478 million versus $437.48 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.4% change.
- Geographic Net Sales- United States: $1.55 billion versus $1.51 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Net Sales- Other- International: $35 million versus the three-analyst average estimate of $21.85 million. The reported number represents a year-over-year change of +337.5%.
- Net Sales- Front Line Care- International: $71 million compared to the $71.26 million average estimate based on three analysts. The reported number represents a change of -1.4% year over year.
- Net Sales- Pharmaceuticals: $668 million versus $636.32 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
- Net Sales- Advanced Surgery: $328 million versus $306.55 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.3% change.
- Net Sales- Other: $91 million versus the five-analyst average estimate of $68.32 million. The reported number represents a year-over-year change of +658.3%.
- Net Sales- Front Line Care: $290 million versus the five-analyst average estimate of $285.26 million. The reported number represents a year-over-year change of +3.6%.
- Net Sales- Infusion Therapies and Technologies: $1.06 billion versus the five-analyst average estimate of $959.12 million. The reported number represents a year-over-year change of +3.7%.
- Net Sales- Healthcare Systems and Technologies: $827 million compared to the $806.54 million average estimate based on five analysts. The reported number represents a change of +5.5% year over year.
- Net Sales- Care and Connectivity Solutions: $537 million versus $521.28 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
- Net Sales- Medical Products and Therapies: $1.39 billion versus $1.27 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change.
View all Key Company Metrics for Baxter here>>>
Shares of Baxter have returned +12.3% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.5 Stocks Set to Double
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
