| BAX |
Report |
Revenue |
IN-LINE |
pred ~$2.800B vs. cons $2.794B |
MEDIUM |
| BAX |
Report |
Adjusted EPS |
IN-LINE |
pred ~$0.370 vs. cons $0.370 |
MEDIUM |
| BAX |
Report |
Operating margin |
IN-LINE |
pred ~10.9% vs. cons ~11.0% |
MEDIUM |
| BAX |
Guide |
FY26 Adjusted EPS |
BETTER |
guide ~$1.85-$2.05 vs. cons $1.905 |
MEDIUM |
| BAX |
Guide |
FY26 Operating Margin |
BETTER |
guide ~13%-14% vs. cons ~13.3% |
MEDIUM |
| BAX |
Guide |
FY26 Reported Sales Growth |
UNCHANGED |
guide ~flat to +1% vs. cons UNVERIFIED comparable growth |
LOW |
| BAX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| BAX |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — in-line results and a reiteration are unlikely to sustain the post-Q1 multiple re-rating |
LOW |