Health Care·Health Care Equipment·$9.4B
Baxter International Inc. (BAX) is a healthcare company that specializes in medical devices and equipment, focusing on products that help manage critical care and chronic conditions....
EPS
Earnings per share is a key indicator of profitability, and investors will be keen to see if Baxter can meet or exceed expectations this quarter.
Revenue
Total revenue reflects the company's overall sales performance, which is crucial for assessing growth and market demand.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
63%
Avg EPS Surprise
+4.00%
Avg Stock Reaction
-6.48%
In Q4 2025, Baxter reported an EPS of $0.44, which was below the expected $0.53, resulting in a significant drop in stock price the following day. The company faced challenges in meeting revenue expectations, which has raised concerns among investors.
Management Promises & Guidance
Analysts are cautiously optimistic about Baxter's upcoming earnings, with a consensus EPS of $0.32 and revenue of $2.6 billion. However, the company's recent performance has led to mixed sentiments among investors.
Bull Case
If Baxter can deliver an EPS above the consensus and demonstrate strong revenue growth, it could signal a recovery and renewed investor confidence, potentially leading to a positive stock reaction.
Bear Case
Conversely, if the company misses earnings expectations again, it may raise further concerns about its operational challenges, leading to a significant decline in stock price.
EPS
$0.32Earnings per share is a key indicator of profitability, and investors will be keen to see if Baxter can meet or exceed expectations this quarter.
Revenue
$2.6BTotal revenue reflects the company's overall sales performance, which is crucial for assessing growth and market demand.
The print will turn on these two things.
Q1
Will Baxter's EPS meet or exceed the consensus estimate of $0.32?
This will be a key indicator of the company's profitability and could influence investor sentiment significantly.
Q2
What are the revenue figures compared to the expected $2.6 billion?
Revenue performance will provide insights into market demand and the effectiveness of Baxter's sales strategies.
Why consensus could be wrong
The consensus may underestimate Baxter's potential for a turnaround, as recent operational improvements could lead to better-than-expected results.
Supporting Evidence
Baxter has historically shown resilience in recovering from earnings misses, with a 50% beat rate.
The options market indicates significant volatility, suggesting that traders are positioning for a surprise.
Recent healthcare trends favor increased demand for Baxter's products, which could drive unexpected revenue growth.
Key Risk
If the EPS comes in above $0.35, it could challenge the current bearish sentiment and shift investor expectations.
Pre-commit to what would confirm each case.
This quarter's performance is critical as Baxter seeks to regain investor confidence following recent earnings misses.
Bull Confirmed If
An EPS of $0.35 or higher, coupled with revenue exceeding $2.65 billion, would confirm a bullish outlook.
Bear Confirmed If
An EPS below $0.26 or revenue falling short of $2.5 billion would reinforce bearish sentiment.
Implied Move
±12.27%
Historical Avg
±10.3%
The options market is pricing in a considerable move around the earnings announcement, indicating that traders expect significant volatility.
Options are pricing ±12.3% while BAX has averaged ±10.3% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Baxter beats expectations, history suggests a potential stock increase of around 15.26%, confirming a recovery narrative.
In-Line / Cautious
An in-line report may lead to a muted reaction, as management commentary could drive cautious sentiment without clear direction.
Miss
A miss on earnings could result in a decline of approximately 15.99%, further damaging investor confidence.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026