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 Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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- U.S.: $177 million versus the three-analyst average estimate of $183.65 million. The reported number represents a year-over-year change of -0.6%.
- Net Sales- Pharmaceuticals- International: $455 million compared to the $455.99 million average estimate based on three analysts. The reported number represents a change of +11% year over year.
- Net Sales- Healthcare Systems and Technologies- International: $196 million compared to the $203.02 million average estimate based on three analysts. The reported number represents a change of +0.5% year over year.
- Net Sales- Care and Connectivity Solutions- International: $125 million versus the three-analyst average estimate of $128.48 million. The reported number represents a year-over-year change of +3.3%.
- Net Sales- Pharmaceuticals: $632 million versus the five-analyst average estimate of $632.48 million. The reported number represents a year-over-year change of +7.5%.
- Net Sales- Advanced Surgery: $306 million versus the five-analyst average estimate of $289.33 million. The reported number represents a year-over-year change of +12.5%.
- Net Sales- Other: $101 million versus $91.79 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +494.1% change.
- Net Sales- Front Line Care: $300 million versus the five-analyst average estimate of $302.84 million. The reported number represents a year-over-year change of +1.4%.
- Net Sales- Infusion Therapies and Technologies: $1.02 billion versus $1.08 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -4.4% change.
- Net Sales- Healthcare Systems and Technologies: $773 million compared to the $777.62 million average estimate based on five analysts. The reported number represents a change of +2.8% year over year.
- Net Sales- Care and Connectivity Solutions: $473 million versus $474.59 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.7% change.
- Net Sales- Medical Products and Therapies: $1.33 billion versus $1.37 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -1% change.
View all Key Company Metrics for Baxter here>>>
Shares of Baxter have returned -4% over the past month versus the Zacks S&P 500 composite's +3.6% 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.
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Baxter International Inc. (BAX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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