Overview
Pharmaceutical company reported Q4 revenue up 9% yr/yr
Adjusted EBITDA for Q4 rose 13% yr/yr
Company completed acquisition of Shibo's full-service aesthetics business in China
Outlook
Bausch Health forecasts 2026 revenue between $10.625 bln and $10.875 bln
Company expects 2026 adjusted EBITDA between $3.875 bln and $4.000 bln
Bausch Health anticipates 2026 revenue growth of 2% to 5%
Result Drivers
SALIX SEGMENT - Growth in the Salix segment, driven by Xifaxan, contributed to revenue increase
ACQUISITION IN CHINA - Acquisition of Shibo's aesthetics business in China expands market reach
DEBT REFINANCING - Executed $1.7 bln debt exchange offer, extending maturities
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$2.80 bln
Q4 EPS
-$0.30
Q4 Net Income
-$112 mln
Q4 Adjusted EBITDA
$1.05 bln
Q4 Operating Income
$474 mln
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the pharmaceuticals peer group is "buy."
Wall Street's median 12-month price target for Bausch Health Companies Inc is $8.00, about 33.6% above its February 17 closing price of $5.99
The stock recently traded at 1 times the next 12-month earnings vs. a P/E of 2 three months ago
Press Release: ID:nPn4lsGNTa
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(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.)