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What Baxter International promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

14 of 33 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EPS from continuing operations$1.85 to $2.05Dec 2025Jun 2026:we are raising our full year adjusted earnings from $1.85 to $2.05 per diluted share to $1.95 to $2.15 per share.
Call transcript, Jun 2026 · no direct link
Revised Up
Adjusted operating margin from continuing operations13% to 14%Dec 2025Jun 2026:We continue to expect full year adjusted operating margin to range between 13% to 14%.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Baxter International’s full ledger

A free account opens 5 company ledgers a month. All 56 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 56 tracked commitments for Baxter International

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.