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Mar 31, 2024

Baxter Q1 2024 Earnings Report

Baxter's Q1 2024 results reflected solid operational performance, driven by strategic transformation initiatives and strong execution across the integrated supply chain network.

Key Takeaways

Baxter's first-quarter sales from continuing operations reached $3.59 billion, a 2% increase on a reported basis and a 3% increase on a constant currency basis, exceeding expectations. U.S. GAAP diluted EPS from continuing operations was $0.07, while adjusted diluted EPS from continuing operations was $0.65, also exceeding guidance.

Worldwide sales from continuing operations increased by 2% to $3.59 billion.

U.S. sales were flat year-over-year at $1.66 billion, while international sales increased by 5% to $1.93 billion.

U.S. GAAP diluted EPS from continuing operations was $0.07, and adjusted diluted EPS from continuing operations was $0.65.

Baxter is exploring a potential sale of the Kidney Care business in lieu of a proposed spinoff.

Total Revenue
$3.59B
Previous year: $3.65B
-1.6%
EPS
$0.65
Previous year: $0.59
+10.2%
Gross Profit
$1.39B
Previous year: $1.35B
+3.0%
Cash and Equivalents
$3.03B
Previous year: $1.67B
+80.9%
Free Cash Flow
-$13M
Total Assets
$27.8B
Previous year: $28.3B
-1.8%

Baxter

Baxter

Baxter Revenue by Geographic Location

Forward Guidance

Baxter now expects full-year 2024 sales growth of approximately 2% on a reported basis and 2% to 3% on a constant currency basis. The company expects adjusted earnings, before special items, of $2.88 to $2.98 per diluted share. For second-quarter 2024, the company expects sales growth of approximately 1% on a reported basis and 2% to 3% on a constant currency basis and adjusted earnings, before special items, of $0.65 to $0.67 per diluted share.

Positive Outlook

  • Full-year 2024 sales growth of approximately 2% on a reported basis is expected.
  • Full-year 2024 sales growth of 2% to 3% on a constant currency basis is anticipated.
  • Full-year adjusted diluted EPS is projected to be $2.88 to $2.98.
  • Second-quarter 2024 sales growth of approximately 1% on a reported basis is expected.
  • Second-quarter 2024 sales growth of 2% to 3% on a constant currency basis is anticipated.

Revenue & Expenses

Visualization of income flow from segment revenue to net income