NYSE$BAX

Baxter International Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a 21% increase in worldwide sales and an adjusted EPS of $0.87, driven by a diverse portfolio and the Hillrom acquisition.

Baxter International Inc. reported a 21% increase in worldwide sales, reaching $3.75 billion for the second quarter of 2022. U.S. GAAP earnings per share (EPS) totaled $0.50, while adjusted EPS reached $0.87. The company's performance was driven by its diverse portfolio and the recent acquisition of Hillrom.

  • Second-quarter revenue increased 21% on a reported basis, 26% on a constant currency basis, and 3% on an operational basis.
  • U.S. sales increased 47% on a reported basis and 4% operationally, while international sales increased 4% on a reported basis, 13% at constant currency, and 2% operationally.
  • Net income attributable to Baxter was $252 million, or $0.50 per diluted share, a decline of 15% on a U.S. GAAP basis.
  • Adjusted net income attributable to Baxter totaled $443 million, or $0.87 per diluted share, a 9% increase for the quarter.

Headline financials

Total Revenue

$3.75B

Previous: $3.1B+20.9%
EPS (adj)

$0.87

Previous: $0.80+8.7%
Adjusted Operating Income

$605M

Previous: $533M+13.5%
Adjusted Net Income Attributable to Baxter Stockholders

$443M

Previous: $409M+8.3%
Free Cash Flow

$252M

Previous: $298M-15.4%
Net Income

$252M

Previous: $298M-15.4%
Operating Income

$340M

Previous: $424M-19.8%
Gross Profit

$1.45B

Previous: $1.23B+17.8%
Cash & Equivalents

$1.85B

Previous: $3.14B-40.9%
Total Assets

$31.8B

Previous: $19.7B+61.7%
Stock-Based Comp

$45M

Previous: $37M+21.6%

Revenue & EPS history

Baxter · Revenue · Quarterly

$3.75B

Q2 2022+20.9%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Baxter · $597M total across 2 segments · Q3 2023

  • Pharmaceuticals
    $580M
  • Other
    $17M

Forward guidance

Baxter expects high-teens sales growth on a reported basis, mid-20s sales growth on a constant currency basis and low single-digit sales growth on an operational basis for Q3 2022. The company expects U.S. GAAP earnings of $0.46 to $0.50 per diluted share and adjusted earnings of $0.79 to $0.83 per diluted share.

Tailwinds

  • High-teens sales growth on a reported basis
  • Mid-20s sales growth on a constant currency basis
  • Low single-digit sales growth on an operational basis
  • U.S. GAAP earnings of $0.46 to $0.50 per diluted share
  • Adjusted earnings of $0.79 to $0.83 per diluted share

Headwinds

  • Ongoing supply chain challenges
  • Increased inflationary pressures
  • Difficulty in accessing critical components
  • Impact of increased prices of diesel fuel impacting freight expenses
  • Unspecified potential impact of future business or asset acquisitions or dispositions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.4%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-0.9%

Avg return

30 days after

47%

34 / 72 earnings

Positive

+18.2%

Q4 2019

Best reaction

-16.0%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.1%-0.9%+11.2%
Q4 2025-16.0%-6.9%-21.9%
Q3 2025-14.4%-20.0%-16.4%
Q1 2025-1.6%-4.0%-2.1%
Q4 2024+8.5%+16.6%+7.7%
Q3 2024-5.0%-9.5%-11.8%
Q2 2024+5.6%+7.2%+12.1%
Q1 2024-8.6%-10.5%-15.5%
Q4 2023+0.4%+0.6%+11.1%
Q3 2023+3.6%+4.3%+11.5%
Q2 2023-4.0%-8.1%-15.2%
Q1 2023+3.5%+2.0%-10.4%
Q4 2022-10.4%-12.6%-16.8%
Q3 2022-4.6%-6.7%-2.8%
Q2 2022-12.2%-11.9%-14.4%
Q1 2022-0.0%+1.4%+7.2%
Q4 2021-3.3%-0.8%-7.1%
Q3 2021-3.6%-2.0%-6.9%
Q2 2021-5.6%-6.9%-9.7%
Q1 2021-1.5%+0.5%-5.6%
Q4 2020+0.0%-0.4%+1.0%
Q3 2020-0.7%-1.1%-2.8%
Q2 2020-4.8%-10.6%-5.2%
Q1 2020-4.0%-3.0%-1.6%
Q4 2019+18.2%+5.8%+26.5%
Q3 2019+18.2%+5.8%+26.5%
Q2 2019+1.5%+2.7%+1.3%
Q1 2019-0.1%+0.0%-1.5%
Q4 2018+0.6%+0.5%+5.7%
Q3 2018-8.1%-9.0%-0.2%
Q2 2018-6.3%-5.3%-5.4%
Q1 2018+5.5%+5.5%+9.0%
Q4 2017-4.8%-7.4%-8.0%
Q3 2017+0.9%+0.3%-0.4%
Q2 2017-2.8%-2.6%-0.9%
Q1 2017+4.2%+4.5%+10.2%
Q4 2016+0.5%+0.9%+6.3%
Q3 2016-2.1%-2.6%-3.9%
Q2 2016+4.8%+4.2%+2.2%
Q1 2016+1.3%
Q4 2015+2.6%
Q3 2015+3.7%
Q2 2015+5.0%
Q1 2015+1.1%
Q4 2014+0.2%
Q3 2014-1.6%
Q2 2014-0.1%
Q1 2014-0.4%
Q4 2013-3.0%
Q3 2013-2.3%
Q2 2013+1.3%
Q1 2013-1.6%
Q4 2012+2.1%
Q3 2012+0.0%
Q2 2012+0.1%
Q1 2012-0.4%
Q4 2011+1.8%
Q3 2011+2.8%
Q2 2011-2.7%
Q1 2011+1.7%
Q4 2007-1.2%
Q4 2010-1.2%
Q3 2010+1.2%
Q2 2010+0.3%
Q1 2009+0.9%
Q1 2010-0.8%
Q4 2009-0.3%
Q3 2008-0.8%
Q3 2009-0.8%
Q2 2008+2.2%
Q2 2009+2.2%
Q4 2008+2.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro