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Baxter International (BAX) Q3 Earnings: What's in Store?

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Baxter International Inc. (BAX - Free Report) is scheduled to report third-quarter 2017 earnings on Oct 25, before the opening bell.

In the last reported quarter, the company delivered a positive earnings surprise of 10.5%, taking the four-quarter average to 15.3%.

Let’s see how things are shaping up prior to this release.

Factors at Play

We are encouraged by the company’s guidance for third-quarter 2017 and full-year 2017. For the third quarter, Baxter anticipates sales growth of about 4% at constant currency. Adjusted earnings per share are forecasted in the range of 58-60 cents versus the year-ago figure of 56 cents. Also, for full-year 2017, the company projects earnings in the band of $2.34 to $2.40 per share (from continuing operations, before special items), up from full-year 2016 earnings of $1.95. Of late, Baxter International has accelerated pace of acquisitions and strategic collaborations to enhance its product portfolio, thereby opening up significant long-term opportunities. Also, several recent FDA approvals are likely to drive growth in the yet-to-be-reported third quarter of 2017.

The company’s estimate revision trend is also encouraging. For the current year, Baxter International witnessed two upward estimate revisions with no movement in the opposite direction over the last one month.

However, lower cyclophosphamide sales pose a threat to the company’s Integrated Pharmacy Solutions franchise. For the third quarter, a decline in cyclophosphamide sales is expected to impact top line by low-single digits. Also, the foray of group purchasing organizations (GPOs) in the United States intensifies competition for the company.

Earnings Whispers

Our quantitative model doesn’t point to an earnings beat this quarter. That is because a stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. That is not the case here as you will see below.

Zacks ESP: The Earnings ESP for Baxter International is 0.00%. This is because both the Most Accurate estimate and the Zacks Consensus Estimate are pegged at 59 cents. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: Baxter International carries a Zacks Rank #3, which increases the predictive power of ESP. However, the company’s ESP of 0.00% makes surprise prediction difficult.

We caution against stocks with a Zacks Ranks #4 or 5 (Sell-rated) going into the earnings announcement, especially when the company is seeing negative estimate revisions.

 

Stocks to Consider

Here are some companies you may consider as our model shows that they have the right combination of elements to post an earnings beat in the upcoming quarter:

Abbott (ABT - Free Report) has an Earnings ESP of +0.17% and carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Align Technology, Inc (ALGN - Free Report) has an Earnings ESP of +2.06% and carries a Zacks Rank #3.

Henry Schein, Inc (HSIC - Free Report) has an Earnings ESP of +0.33% and carries a Zacks Rank #3.

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