Overview
* Bausch + Lomb ( BLCO ) Q2 revenue of $1.278 bln beats analyst expectations
* Adjusted EPS for Q2 meets analyst estimates, per LSEG data
* Adjusted EBITDA for Q2 exceeds analyst expectations, per LSEG data
Outlook
* Bausch + Lomb ( BLCO ) raises full-year 2025 revenue guidance to $5.050 bln - $5.150 bln
* Company expects 5% - 7% constant currency revenue growth for full-year 2025
* Full-year 2025 adjusted EBITDA guidance raised to $860 mln - $910 mln
Result Drivers
* VISION CARE GROWTH - Revenue in Vision Care segment increased by 8%, driven by strong sales in dry eye portfolio and contact lenses
* SURGICAL SEGMENT CHALLENGES - Surgical segment growth of 3% was impacted by voluntary recall of enVista IOL products
* PHARMACEUTICALS DECLINE - Pharmaceuticals segment revenue decreased by 1% on a constant currency basis due to pricing pressures and decline in U.S. Generics business
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q2 Beat $1.28 $1.26
Revenue bln bln (11
Analysts
)
Q2 Meet $0.07 $0.07
Adjusted (12
EPS Analysts
)
Q2 EPS -$0.18
Q2 Beat $25 mln $21.80
Adjusted mln (9
Net Analysts
Income )
Q2 Net -$62 mln
Income
Q2 Beat $191 mln $187.50
Adjusted mln (10
EBITDA Analysts
)
Q2 -$11 mln
Operatin
g Income
Analyst Coverage
* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"
* The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."
* Wall Street's median 12-month price target for Bausch + Lomb Corp ( BLCO ) is $15.50, about 5.5% above its July 29 closing price of $14.65
Press Release:
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)