Latest Thesis
Baxter: the hospital-products reset has to turn scale into cleaner earnings
BAX has an annual revenue baseline of $11.2B, latest revenue marker of $2.7B Q1 2026, annual net income of -$957M and cash of $2.02B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.
Recent Reports
Compact report index for this company.
ReportTypeUpdatedReadActions
Baxter: the hospital-products reset has to turn scale into cleaner earningsBAX has an annual revenue baseline of $11.2B, latest revenue marker of $2.7B Q1 2026, annual net income of -$957M and cash of $2.02B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NYSEMay 20, 2026Research reportReadSlides