BAX Earnings Predictions — 2026-07-30

Ticker Report or Guide KPI Prediction Answer Confidence
BAX Report Adj. EPS (Q2 2026) BEAT pred ~$0.38-0.40 vs. cons $0.370 MEDIUM
BAX Report Total Revenue (Q2 2026) IN-LINE pred ~$2,800-2,830M vs. cons $2,793M MEDIUM
BAX Report Adj. Operating Margin (Q2 2026) IN-LINE pred ~10.5-11.5% vs. cons ~11.0% MEDIUM
BAX Guide FY 2026 Adj. EPS (FY2026) UNCHANGED guide ~$1.85-$2.05 midpoint $1.95 vs. cons $1.905 HIGH
BAX Guide FY 2026 Revenue (FY2026) UNCHANGED guide flat to +1% reported vs. cons $11,353M HIGH
BAX Guide FY 2026 Adj. Op. Margin (FY2026) UNCHANGED guide 13%-14% vs. cons ~13.3% HIGH
BAX Return Day-1 residual (stock − beta × S&P 500) -3.0% MEDIUM
BAX Return 5-day cumulative residual -4.0% (FADE) FADE — estimates flat on reiteration; implied H2 math thin; momentum sellers dominate after +41% run into print MEDIUM