Baxter International Inc. (BAX) Presents at Evercore 8th Annual Healthcare Conference Transcript
Baxter recalls its Life2000 ventilation system over a serious cybersecurity flaw, pulling the device from the market despite no reported injuries.
Baxter International Inc. ( BAX ) Jefferies London Healthcare Conference 2025 November 18, 2025 8:00 AM EST Company Participants Kevin Moran - Vice President & Head of Investor Relations Joel Grade - Executive VP & CFO Conference Call Participants Matthew Taylor - Jefferies LLC, Research Division Presentation Matthew Taylor Jefferies LLC, Research Division Thanks for joining us for our next session. I'm Matt Taylor, the Jefferies, medical supplies and device analyst in the U.S. And I have with me management here from Baxter, including Joel Grade, the CFO; and Kevin Moran, doing Investor Relations.
Baxter International (BAX) trades at a 20-year low after operational missteps, a failed Hill-Rom acquisition, and ongoing execution issues. Despite recent setbacks, BAX still generates solid margins and modest revenue growth, with most negatives not threatening core business stability. New CEO Andrew Hider is expected to focus on deleveraging and operational improvement, with potential for a turnaround as execution improves.
Baxter's Q3 earnings top forecasts, but sales lag and 2025 EPS guidance slips; shares fall despite strength in Pharma and Advanced Surgery.
While the top- and bottom-line numbers for Baxter (BAX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Baxter International Inc. ( BAX ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Kevin Moran Andrew Hider - CEO, President & Director Joel Grade - Executive VP & CFO Conference Call Participants Robert Marcus - JPMorgan Chase & Co, Research Division David Roman - Goldman Sachs Group, Inc., Research Division Travis Steed - BofA Securities, Research Division Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Joanne Wuensch - Citigroup Inc., Research Division Vijay Kumar - Evercore ISI Institutional Equities, Research Division Matthew Taylor - Jefferies LLC, Research Division Matthew Miksic - Barclays Bank PLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to Baxter International's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded by Baxter and is copyrighted material.
Baxter International (BAX) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.8 per share a year ago.
Baxter's Q3 results are expected to show steady revenue growth led by Advanced Surgery and Drug Compounding, though IV fluid and anesthesia softness may weigh on EPS.
Baxter stock (NYSE: BAX), a healthcare company, has seen its stock decline by 14% over the past month. This drop followed a disappointing earnings report where the company also reduced its full-year guidance, partly due to Hurricane Helene impacting one of its manufacturing facilities.
Baxter International (BAX) came out with quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.68 per share a year ago.
While the top- and bottom-line numbers for Baxter (BAX) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.