Baxter International (BAX) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Indivi ...

Investors interested in stocks from the Medical - Products sector have probably already heard of Baxter International (BAX) and Insulet (PODD) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-an ...

From a technical perspective, Baxter International (BAX) is looking like an interesting pick, as it just reached a key level of support. BAX recently overtook the 200-day moving average, and this suggests a long-term bullish trend.A useful tool for traders and analysts, the 200-day simple moving average helps determine long-term market trends for stocks, commodities, indexes, and other financial instruments. It moves higher or lower in conjunction with longer-term price performance, and serves as a support ...

RomoloTavani Introduction: The focus of most of our articles is on generating reliable and sustainable income along with decent growth. We publish a monthly article on “5 Relatively Secure And Cheap Dividend Stocks” to highlight some of the best candidates each month. However, that list changes to some extent from month to month since it is based on a specific filtering method, and as the data changes, so does the list. Last week, we published an article on “7 Income Funds” for passive investors. Today' ...

Baxter International, Inc. (BAX) recently announced that it has entered into a definitive agreement to divest its Vantive Kidney Care segment to Carlyle, a global investment firm, for $3.8 billion.In January 2023, Baxter announced its intention to create a standalone kidney care company intended to improve future performance and create value for all stakeholders. In March 2024, Baxter announced that it was in discussions to explore a potential sale of the Kidney Care segment.Following an analysis of the fin ...

Key TakeawaysBaxter shares slid after the company agreed to sell its kidney care division to Carlyle for $3.8 billion in cash.The company plans to use the roughly $3 billion in after-tax proceeds to reduce its debt.Carlyle's investment is being made through a partnership with Atmas Health. Shares of Baxter International (BAX) fell Tuesday after the company said it would sell its kidney treatment division to The Carlyle Group (CG) for $3.8 billion in cash. The deal is expected to generate roughly $3 billion ...

Pitchayanan Kongkaew/iStock via Getty Images Introduction 10 months ago, we had advised investors not to get too myopic about the consequences of the early termination of Novo Nordisk’s (NVO) kidney outcome FLOW trial on Baxter International (NYSE:BAX), but rather focus on some of the more favorable tailwinds surrounding the latter. The BAX stock has since continued to coast along just fine and gauging some of the key highlights from the Q2 results which came out yesterday, we feel even more enthused abo ...

文章核心观点 - 公司第二季度调整后每股收益超出预期 [1] - 公司收入同比增长 [4] - 公司各业务板块表现情况 [6][7][9][11][13] - 公司毛利率和营业利润率均有所提升 [17][19] - 公司对第三季度和全年的业绩预期 [20][21][22] 根据相关目录分别进行总结 医疗产品与治疗 - 该板块销售额同比增长4-5% [7] - 其中输液治疗与技术销售额增长5% [7] - 外科手术销售额增长4% [7] 医疗系统与技术 - 该板块销售额同比增长1% [9] - 其中护理与连接解决方案销售额增长4% [9] - 但初级护理市场需求疲软拖累了前线护理销售额下降4% [9] 制药 - 该板块销售额同比增长9-11% [11] - 其中注射剂和麻醉药销售额增长3-4% [12] - 药品复合服务销售额增长20% [12] 肾脏护理 - 该板块销售额持平 [13] - 急性治疗产品销售额增长7-9% [15] - 但慢性治疗产品销售额下降1% [15]

财务数据和关键指标变化 - 第二季度销售额为38亿美元,同比增长3%,按固定汇率计算增长4% [14][26] - 调整后每股收益为0.68美元,同比增长24% [27][47] - 调整后毛利率为41.2%,同比增加80个基点 [38] - 调整后营业利润率为13.7%,同比增加50个基点 [41] 各条业务线数据和关键指标变化 - 医疗产品与治疗(MPT)业务销售额增长5%,受益于输液系统和营养产品的强劲需求 [28][29] - 医疗系统与技术(HST)业务销售额增长1%,其中护理与连接解决方案(CCS)部门销售增长4% [30][31][32] - 制药业务销售额增长11%,主要受益于新型注射剂和药品复合业务的强劲表现 [34] - 肾脏护理业务销售额增长3%,急性治疗业务增长9%,但慢性治疗业务仅增长1% [34][35] 各个市场数据和关键指标变化 - 公司在美国市场的销售表现良好,订单大幅增加 [31][33] - 中国市场受到政府采购政策的影响,肾脏护理业务销售下降 [35] - 公司在澳大利亚市场获得了一家客户的大量订单 [82] 公司战略和发展方向及行业竞争 - 公司正在进行战略转型,分拆肾脏护理业务,以提高战略聚焦度和灵活性 [21][22] - 公司持续加大在创新产品和技术上的投入,如新一代输液泵Novum的推出 [16][83] - 公司通过优化运营模式和提升执行力,提高了市场竞争力和客户满意度 [13][98][105] 管理层对经营环境和未来前景的评论 - 管理层对公司未来前景保持乐观,有信心持续加快销售增长、扩大利润空间并推动创新 [20] - 管理层认为公司已经度过了执行方面的困难,正在进入更加稳定和持续改善的阶段 [103][105][133] - 管理层预计2025年公司的销售增长率将达到4%-5%的水平 [133] 其他重要信息 - 公司在7月份完成了20.5亿美元的银行过桥贷款,为即将到期的债务提供了资金保障 [43][44] - 公司调整了全年业绩指引,上调了销售和利润预期 [12][48][54] 问答环节重要的提问和回答 问题1 **Robbie Marcus 提问** 询问了公司调整业绩指引的主要驱动因素 [58][59][60][61] **Joel Grade 回答** 解释了二季度的强劲业绩、持续的销售动能以及持续的毛利率改善等因素推动了业绩指引的上调 [59][60][61] 问题2 **Travis Steed 提问** 询问了公司在分拆肾脏护理业务方面的最新进展和考虑,以及本季度肾脏护理业务的商誉减值 [68][69][70][71] **Joel Grade 回答** 表示公司仍在推进分拆计划,正在评估出售和分拆两种方式,商誉减值是根据市场评估的结果进行的 [69][70][71] 问题3 **David Roman 提问** 询问了公司在销售和营销、研发方面的增加性支出的具体用途和预期产出 [78][79][82][83] **Joe Almeida 回答** 解释了公司将增加的投入主要集中在输液系统、护理连接解决方案和专科注射剂等创新产品和技术上,以提升竞争力 [83]