Baxter International Inc.

NYSE:BAX 주식 리포트

시가총액: US$14.2b

Baxter International 향후 성장

Future 기준 점검 3/6

Baxter International (는) 각각 연간 57.1% 및 2.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 58.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.8% 로 예상됩니다.

핵심 정보

57.1%

이익 성장률

58.47%

EPS 성장률

Medical Equipment 이익 성장17.1%
매출 성장률2.6%
향후 자기자본이익률12.75%
애널리스트 커버리지

Good

마지막 업데이트04 Aug 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Aug 03

Baxter International: The Gains Can Continue, But Should Slow

Summary Baxter International has shown early signs of a turnaround, with improving execution and raised revenue guidance supporting cautious optimism. BAX's valuation has expanded from distressed levels, now trading at ~13x earnings and ~9.5x EV/EBITDA, yet remains attractive if growth continues. Management's focus on operational improvements, cost savings, and a conservative outlook suggests potential for further upside if EPS growth materializes. Risks remain around execution, leverage, and business headwinds, but deleveraging and possible multiple expansion offer a still-compelling, though less asymmetric, risk/reward. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 31

BAX: Q2 Execution And Segment Mix Will Test Emerging Margin Recovery Narrative

The analyst price target for Baxter International is now set around $27, up from about $22, as analysts point to improved earnings expectations and healthier sales momentum following recent results and model updates. Analyst Commentary Recent research on Baxter International shows a cluster of price target increases and rating changes that focus squarely on earnings execution, segment performance and medium term growth visibility.
내러티브 업데이트 • Jul 16

BAX: Segment Realignment And Margin Execution Will Drive Future Repricing Potential

The analyst fair value estimate for Baxter International has risen from $33.29 to $34.14. This change reflects a combination of recent price target increases from firms such as Goldman Sachs and Evercore ISI and more cautious views that highlight mixed sentiment around the stock.
분석 기사 • Jun 21

Baxter International (BAX) Stock Could Be 7.7% Undervalued After MediThinQ Distribution Deal

Synovis Micro Companies Alliance, a subsidiary of Baxter International (BAX), has signed an exclusive multi-year deal with MediThinQ to distribute the SHIYA 3D surgical visualization platform globally, expanding Baxter’s footprint in digital surgical technology. See our latest analysis for Baxter International. The MediThinQ agreement arrives after a volatile stretch for Baxter International, with a 19.75% 90 day share price return contrasting with a 33.11% decline in 1 year total shareholder...
내러티브 업데이트 • Jun 14

BAX: Back Half Execution And CFO Uncertainty Will Drive A Bearish Outlook

The analyst price target for Baxter International has shifted modestly lower to $17.00 from $18.00, as analysts factor in expectations for a year weighted more toward the second half, leadership uncertainty surrounding the CFO search, and relatively more appealing valuations in other medical technology stocks. Analyst Commentary Recent research on Baxter International has turned more cautious, with several bearish analysts revisiting their ratings and price targets in light of company specific and sector wide factors.
내러티브 업데이트 • May 31

BAX: Back Half Execution Will Shape Margin Recovery And Rerating Potential

Analysts have trimmed their overall price expectations for Baxter International, with the updated fair value estimate easing slightly to about $21.54 from $21.63. Recent target cuts, including Citi's move to $17 and other adjustments across the Street, reflect concerns around a back-half weighted year, the ongoing CFO search, and revised assumptions for profit margins and future P/E multiples.
내러티브 업데이트 • May 14

BAX: Mixed Price Signals And Margin Pressures Will Shape A Cautious Fair Outlook

Analysts now place Baxter International's fair value at $18.00, up from $17.00, reflecting updated assumptions for discount rate, growth, margins, and expected future P/E after a mix of recent price target cuts and a more recent $2 increase from the Street. Analyst Commentary Recent research has been mixed, with several bearish analysts trimming price targets over the past few months even as one bank lifted its target by US$2.
내러티브 업데이트 • Apr 29

BAX: 2026 Margin Execution And Cost Clarity Will Drive Repricing Potential

Narrative Update The analyst price target for Baxter International has been trimmed by $0.09 as analysts factor in recent sector wide target cuts and concerns about margin pressures and limited near term visibility following the company's 2026 outlook. Analyst Commentary Recent research coverage on Baxter International has centered on margin headwinds, higher non operating items, and an outlook that many see as underwhelming, particularly into 2026.
내러티브 업데이트 • Apr 14

BAX: Margin Pressures And Execution Risks Will Shape A More Balanced Outlook

Analyst fair value for Baxter International has been reset from $15.00 to $17.00 as analysts factor in updated revenue growth, margin assumptions, and sector level price target cuts across recent research notes. Analyst Commentary Recent research has centered on resetting expectations for Baxter International, with bearish analysts trimming price targets and highlighting execution and earnings risk tied to the latest guidance.
내러티브 업데이트 • Mar 31

BAX: 2026 Execution And Margin Visibility Will Determine Potential Upside Repricing

Analysts have edged Baxter International's fair value estimate higher to about $33.38 from $32.59, even as several firms recently reduced their price targets to a range of $17 to $30 after underwhelming 2026 guidance and margin pressures. Analyst Commentary Recent Street research has centered on Baxter's 2026 outlook, with several firms trimming price targets after guidance and margin commentary fell short of earlier expectations.
내러티브 업데이트 • Mar 16

BAX: Future Margin Stability And 2026 Outlook Could Unlock Upside Potential

Analysts have trimmed Baxter International's fair value estimate from $43.95 to $32.59, citing lower price targets in the $17 to $30 range and updated assumptions for slower revenue growth, slimmer margins, a higher discount rate, and a richer future P/E multiple. Analyst Commentary Recent Street research on Baxter reflects a cautious tone overall, but there are still pockets of constructive commentary that matter if you are weighing the new fair value estimate against external views.
내러티브 업데이트 • Mar 02

BAX: Q4 Reset And 2026 Outlook Will Test Margin Recovery Hopes

Analysts have trimmed their average 12 month price target for Baxter International by several dollars into the high teens, pointing to weaker than expected 2026 margin guidance and limited near term visibility as key drivers of the reset. Analyst Commentary Recent research shows a clear reset in expectations for Baxter International, with most firms trimming price targets and highlighting weaker 2026 guidance as a key catalyst.
내러티브 업데이트 • Feb 16

BAX: Q4 Results And 2026 Outlook Will Clarify Fairly Balanced Risks

The updated analyst price target for Baxter International has decreased by about $1.50, as analysts cite limited visibility around the company’s 2026 outlook while still accounting for modest adjustments to growth, margins, and future P/E expectations. Analyst Commentary Recent research updates show a mix of caution and selective optimism around Baxter International, with several firms revising price targets and reassessing how much uncertainty is already reflected in the shares.
내러티브 업데이트 • Feb 02

BAX: Q4 Results And 2026 Outlook Will Resolve Discounted Uncertainty

Analysts have made only minor tweaks to their modeled discount rate, revenue growth, profit margin, and future P/E for Baxter International, resulting in a relatively stable fair value estimate around $23.13. In contrast, Street price targets have shifted modestly, with one firm trimming its view to $30 and another nudging its target to $23 as they factor in current uncertainty and the potential clarity from upcoming results and the 2026 outlook.
내러티브 업데이트 • Jan 19

BAX: Q4 And 2026 Outlook Will Reduce Uncertainty And Support Margin Recovery

Narrative Update: Baxter International Analyst Price Target Shift Analysts have modestly reduced their blended price target on Baxter International, with updated modeling pointing to a fair value trim of about US$0.67 per share to US$23.13, as they factor in lower future P/E assumptions and recent guidance cuts, partly balanced by slightly firmer revenue growth expectations. Analyst Commentary Recent research shows a clear split between bullish analysts, who see current uncertainty as already reflected in the share price, and bearish analysts, who focus on execution risk and softer guidance.
내러티브 업데이트 • Jan 05

BAX: Earnings Headwinds And Margin Pressure Will Drive A Lower Share Repricing

Analysts have reduced their fair value estimate for Baxter International from about US$19.00 to about US$15.00 per share, reflecting lower price targets of US$22.00 (previously US$25.00) and more modest expectations for growth and margins following recent results and guidance cuts. Analyst Commentary Bearish analysts are resetting expectations on Baxter International after recent quarterly results and guidance cuts, pointing to weaker execution and softer growth than previously anticipated.
내러티브 업데이트 • Dec 15

BAX: Margin Recovery Will Follow New Leadership And Cost Discipline Over Time

Analysts have trimmed their fair value estimate for Baxter International slightly, from approximately $24.07 to $23.80 per share, reflecting reduced price targets to around $22 in light of softer sales, margin pressure, and lowered guidance that signal ongoing near term earnings headwinds. Analyst Commentary Analyst sentiment around Baxter International remains mixed, with recent earnings results and guidance prompting a more cautious stance on the stock despite its reduced valuation.
내러티브 업데이트 • Dec 01

BAX: Margin Recovery Will Follow New CEO’s Drive for Operational Efficiency

Analysts have lowered their price target for Baxter International from $25 to $22. They cite weaker-than-expected sales, margin pressures, continued business headwinds, and reduced forward guidance as key factors behind the adjustment.
내러티브 업데이트 • Nov 17

BAX: Margin Headwinds Will Ease With New CEO and Business Resilience

Analysts have lowered their price target for Baxter International from $25 to $22 per share. They cite disappointing recent sales performance and ongoing margin pressures that are expected to persist into 2026.
내러티브 업데이트 • Nov 03

BAX: Near-Term Headwinds Will Resolve As Margins Stabilize Into 2026

Analysts have reduced their price target for Baxter International from approximately $28 to $24.07 per share. They cite persistent revenue headwinds, lower margins, and management's more cautious outlook for 2025 and beyond.
내러티브 업데이트 • Oct 20

Hospital Normalization And Demographic Trends Will Support Connected Healthcare

Baxter International’s analyst price target has been lowered from approximately $29.47 to $28.00. Analysts cite slower-than-expected progress in margin expansion and revenue growth following disappointing earnings and reduced guidance.
내러티브 업데이트 • Oct 05

Hospital Normalization And Demographic Trends Will Support Connected Healthcare

Analysts have lowered their price targets for Baxter International to $25 from previous levels above $36, citing concerns about slower than expected margin expansion, delayed sales growth recovery, and business challenges highlighted in recent guidance cuts. Analyst Commentary Recent analyst reports have provided a mixed outlook for Baxter International, highlighting both challenges and potential positives as the company navigates through a period of transition and recovery.
내러티브 업데이트 • Sep 05

Hospital Normalization And Demographic Trends Will Support Connected Healthcare

Baxter International's consensus price target was slightly reduced to $29.00, as disappointing Q2 results, lowered full-year guidance, and a slower-than-expected path to sales and margin improvement undermined near-term growth confidence. Analyst Commentary Disappointing Q2 performance and reduced full-year guidance undermined near-term confidence in Baxter's growth trajectory.
Seeking Alpha • Apr 21

Baxter: Messy, Yet Appealing, If New Management Can Deliver

Summary Baxter's sale of its kidney business, Vantive, was executed at a low price, raising concerns about its ability to effectively deleverage its balance sheet. Despite the sale, Baxter's net debt remains high, and adjusted earnings are under pressure, with a significant reduction in the dividend indicating anticipated earnings challenges. The company's leadership change and modest organic growth provide some hope, but the highly adjusted earnings and mixed track record create an opaque investment outlook. Shares appear reasonably priced, but the situation remains fluid and uncertain, making it difficult to have strong conviction about improved shareholder outcomes. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Baxter International: An Uncompelling Investment With High Debt

Summary Recent capital allocation decisions have been questionable. The stock doesn't really seem to fit compellingly within a portfolio constructed along the lines of any popular investment approaches. Baxter International seems pretty uncompelling as an investment opportunity, and investors should look elsewhere. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:BAX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202812,1467809471,5528
12/31/202711,8564378891,47113
12/31/202611,6173726621,22612
6/30/202611,470-9688121,319N/A
3/31/202611,320-9817141,251N/A
12/31/202511,244-900323845N/A
9/30/202511,023-353230749N/A
6/30/202510,887-241218765N/A
3/31/202510,771-268191663N/A
12/31/202410,636-3265591,019N/A
9/30/202410,6093816471,062N/A
6/30/202410,5093578851,174N/A
3/31/20249,3371881,0321,410N/A
12/31/202310,3601811,2901,726N/A
9/30/202311,3791021,1081,634N/A
6/30/202312,389-2,9298851,559N/A
3/31/202314,461-2,6738341,482N/A
12/31/202210,057-3,1145761,211N/A
9/30/202214,275-2,5687921,465N/A
6/30/202213,8928761,1591,850N/A
3/31/202213,3969921,3412,053N/A
12/31/202112,1461,0221,5312,222N/A
9/30/202112,4511,2141,4962,241N/A
6/30/202112,1971,1201,3542,076N/A
3/31/202111,8171,0681,2651,973N/A
12/31/202011,6731,1021,1591,868N/A
9/30/202011,5319111,2361,985N/A
6/30/202011,4109241,4162,176N/A
3/31/202011,526991N/A2,248N/A
12/31/201911,3621,001N/A2,104N/A
9/30/201911,1561,335N/A1,984N/A
6/30/201911,0661,484N/A1,739N/A
3/31/201911,0601,505N/A1,698N/A
12/31/201811,0991,552N/A2,017N/A
9/30/201811,0631,065N/A1,699N/A
6/30/201811,009795N/A1,848N/A
3/31/201810,763840N/A2,095N/A
12/31/201710,584609N/A1,714N/A
9/30/201710,4321,025N/A2,036N/A
6/30/201710,283904N/A1,963N/A
3/31/201710,2631,852N/A2,176N/A
12/31/201610,1634,966N/A1,654N/A
9/30/201610,1214,909N/A1,665N/A
6/30/201610,0504,784N/A1,388N/A
3/31/20169,9403,646N/A1,342N/A
12/31/20159,968393N/A1,771N/A
9/30/201510,154337N/A2,190N/A

애널리스트 향후 성장 전망

수입 대 저축률: BAX 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.7%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: BAX (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: BAX 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: BAX 의 수익(연간 2.6%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BAX 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BAX의 자본 수익률은 3년 후 12.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/09 15:25
종가2026/08/07 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Baxter International Inc.는 34명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jasper HellwegArgus Research Company
Matthew TaylorBarclays
Matthew MiksicBarclays