Baxter International

BAX Q2 2025 Earnings

Reported Jul 31, 2025 at 7:18 AM ET · SEC Source

Q2 25 EPS

$0.59

MISS 3.12%

Est. $0.61

Q2 25 Revenue

$2.81B

MISS 0.45%

Est. $2.82B

vs S&P Since Q2 25

-20.5%

TRAILING MARKET

BAX -4.5% vs S&P +16.0%

Market Reaction

Did BAX Beat Earnings? Q2 2025 Results

Baxter International delivered a disappointing second quarter, with adjusted EPS of $0.59 missing the Wall Street consensus of $0.61 by 3.28%, as the lingering aftershocks of Hurricane Helene continued to weigh on results. Revenue of $2.81 billion ro… Read more Baxter International delivered a disappointing second quarter, with adjusted EPS of $0.59 missing the Wall Street consensus of $0.61 by 3.28%, as the lingering aftershocks of Hurricane Helene continued to weigh on results. Revenue of $2.81 billion rose 4.3% year over year, but persistent hospital fluid conservation efforts following last year's storm dampened demand in the Medical Products & Therapies segment, which came in flat at $1.32 billion on a reported basis. The company's shares plunged to their lowest level in nearly two decades following the report, a reaction compounded by Baxter's decision to halt infusion pump shipments and trim its full-year outlook. Management now expects full-year 2025 reported sales growth of 6% to 7% and adjusted diluted EPS of $2.42 to $2.52, a range that explicitly accounts for potential downside risks in Medical Products. For Q3, Baxter guided to adjusted EPS of $0.58 to $0.62, offering investors little immediate relief as the company navigates its post-Helene recovery under incoming CEO Andrew Hider, who takes the helm September 3.

Key Takeaways

  • Strength globally for Advanced Surgery and infusion systems products within Infusion Therapies & Technologies
  • Solid global growth for Care & Connectivity Solutions with improvement internationally
  • Drug Compounding strength in Pharmaceuticals segment
  • IV solutions demand softness due to fluid conservation efforts post-Hurricane Helene partially offset Medical Products & Therapies growth
  • Anesthesia sales declined low double digits globally
  • Injectables sales declined 1% due to difficult prior-year comparison from timing of a government order
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BAX YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

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BAX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26
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BAX Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“For the second quarter of 2025, Baxter delivered performance in line with guidance while our employees across the globe continued advancing the company's life-sustaining Mission and building on its vision to redefine healthcare delivery.”

— Brent Shafer, Q2 2025 Earnings Press Release