Bausch + Lomb Q3 profit beats on Vision Care segment strength

Bausch + Lomb

29/10/2025 11:09

Overview

Bausch + Lomb Q3 rev grows 7% yr/yr

Adjusted EPS for Q3 beats consensus, reflecting improved operational performance

Company reports GAAP net loss of $28 mln due to increased tax provisions

Outlook

Bausch + Lomb maintains full-year revenue guidance at $5.050 bln to $5.150 bln

Company raises lower end of full-year adjusted EBITDA guidance to $870 mln

Result Drivers

VISION CARE GROWTH - Vision Care segment revenue increased due to strong performance in dry eye portfolio and contact lenses

PHARMACEUTICALS GROWTH - Pharmaceuticals segment growth driven by increased sales of MIEBO and international expansion

SURGICAL SEGMENT - Modest growth in Surgical segment due to increased equipment sales and implantables, particularly in premium IOLs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Meet
$1.28 bln
$1.28 bln (10 Analysts)
Q3 Adjusted EPS
Beat
$0.18
$0.17 (12 Analysts)
Q3 EPS
-$0.08
Q3 Adjusted Net Income
Beat
$66 mln
$56.30 mln (9 Analysts)
Q3 Net Income
-$28 mln
Q3 Adjusted EBITDA
Beat
$243 mln
$235.80 mln (10 Analysts)
Q3 Operating Income
$95 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 8 "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 is $15.50, about 1.9% above its October 28 closing price of $15.20

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw9j6p2Ra

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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.)