| BAX |
Report |
Q2 adjusted EPS |
IN-LINE |
pred ~$0.36 vs. cons $0.36 |
HIGH |
| BAX |
Report |
Q2 revenue |
IN-LINE |
pred ~$2.82B vs. cons $2.84B |
MEDIUM |
| BAX |
Report |
Q2 adjusted operating margin |
IN-LINE |
pred ~10.7% vs. cons 10.8% |
MEDIUM |
| BAX |
Guide |
FY2026 adjusted EPS midpoint |
BETTER |
guide ~$1.95 vs. cons $1.91 (FY2026) |
HIGH |
| BAX |
Guide |
FY2026 revenue midpoint |
LOWER |
guide ~$11.30B vs. cons $11.35B (FY2026) |
HIGH |
| BAX |
Guide |
Q3 adjusted EPS commentary |
LOWER |
guide ~$0.50 vs. cons $0.53 (2026Q3) |
MEDIUM |
| BAX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| BAX |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Q3 commentary of ~$0.50 vs. consensus $0.53 would force near-term estimate cuts despite maintaining FY2026 EPS guidance at a ~$1.95 midpoint vs. consensus $1.91; the implied Q4 step-up remains aggressive, so revisions should continue after an initially in-line print. |
MEDIUM |