Alcon (ALC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 10, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.74

Last Year’s EPS

0.76

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 13 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a largely constructive picture: solid top-line growth across surgical, vision care and ocular health, strong early adoption and share gains from new product launches (Unity, PanOptix Pro, Tryptyr, Total30), a meaningful equipment acceleration and a shareholder-friendly $1.5B repurchase plan. Offsetting this optimism were market headwinds (soft cataract volumes, China weakness), tariff-driven margin pressure, modest operational disruptions (Hydrus supply, Middle East shipping) and near-term margin timing (Q2 SG&A peak). Management maintained full-year guidance (5%–7% sales growth; 70–170 bps core operating margin expansion) and positioned the back half of 2026 for stronger contribution from new products, implying overall confidence in durable growth despite short-term noise.

Company Guidance

Alcon guided full‑year assumptions that aggregate eye‑care markets will grow 3–4% (at FX rates as of April‑end), and expects constant‑currency sales growth of 5–7%, core operating margin expansion of 70–170 basis points (with the majority of the improvement occurring in H2 and Q2 margin expected to be below last year due to seasonal SG&A), and core diluted EPS growth of 10–13%; the company now assumes an average U.S. import tariff rate of ~10% (vs. prior 15%), yielding an estimated $25 million reduction in tariff expense versus February guidance, with retaliatory tariffs unchanged and FX assumed to hold through year‑end; the Board approved a $1.5 billion share‑repurchase program over three years and shareholders approved a $0.28 per‑share dividend to be paid around May 7.

Revenue Growth Across Company

Q1 sales of $2.7 billion, up 6% year-over-year; guidance for constant currency sales growth of 5%–7% for 2026.

Surgical Franchise and Equipment Momentum

Surgical revenue $1.5 billion, up 6% YoY; equipment sales $253 million, up 23% driven by Unity platform adoption and early strong order pipeline.

Contact Lens and Vision Care Strength

Vision Care sales $1.2 billion, up 6% YoY; contact lens sales $738 million, up 4% driven by product innovation (Total30, Precision7) and reusable lens adoption (more than half of new wearers started reusables).

Ocular Health Momentum

Ocular health sales $487 million, up 10% YoY; sustained family of artificial tears grew high single-digits and multi-dose preservative-free formulations grew >20% YoY.

Pharmaceutical Launch Traction — Tryptyr

Tryptyr gained ~4 share points within ~8 months of launch, refill rates >70%, commercial coverage expanded to ~55% of commercial lives with Medicare Part D coverage targeted to expand access further.

IOL Innovation and Share Gains

PanOptix Pro drove share gains (nearly 2 share points in the U.S. PC-IOL category); global AT-IOL penetration up ~130 basis points to ~17% (excluding China up ~220 bps); TruPlus launched with toric option day 1; Vivity upgrade on track for early 2027.

Unity Recognition and Product Extensions

Unity VCS named an Edison Award winner; Unity CS (stand-alone cataract system) well received; Unity platform contributing to expanding installed base and equipment growth.

Capital Allocation and Shareholder Returns

Board approved $1.5 billion share repurchase program over 3 years and shareholders approved a $0.28 per share dividend, supporting return of capital while preserving investment capacity.

Operational Improvements and AI Adoption

Deployment of AI across R&D, operations and commercial functions to increase speed to approval, improve yield/quality and enable deeper customer insights; expected to fortify margin and productivity over time.

Alcon (ALC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ALC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 10, 2026	2026 (Q2)	0.74 / -	0.756	―	―	―
May 05, 2026	2026 (Q1)	0.79 / 0.82	0.758	7.99% (+0.06)
Feb 24, 2026	2025 (Q4)	0.77 / 0.75	0.795	-6.22% (-0.05)
Nov 11, 2025	2025 (Q3)	0.76 / 0.78	0.885	-11.89% (-0.11)
Aug 19, 2025	2025 (Q2)	0.72 / 0.76	0.781	-3.17% (-0.02)
May 13, 2025	2025 (Q1)	0.80 / 0.76	0.875	-13.30% (-0.12)
Feb 26, 2025	2024 (Q4)	0.78 / 0.80	0.762	4.38% (+0.03)	―	―
Nov 12, 2024	2024 (Q3)	0.79 / 0.88	0.724	22.22% (+0.16)	―	―
Aug 20, 2024	2024 (Q2)	0.80 / 0.78	0.75	4.13% (+0.03)	―	―
May 13, 2024	2024 (Q1)	0.81 / 0.87	0.769	13.67% (+0.11)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 05, 2026	$74.09	$65.41	-11.72%
Feb 24, 2026	$83.72	$85.85	+2.54%
Nov 11, 2025	$76.99	$79.06	+2.69%
Aug 19, 2025	$89.69	$80.65	-10.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alcon (ALC) report earnings?

Alcon (ALC) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).

What is Alcon (ALC) earnings time?

Alcon (ALC) earnings time is at Aug 10, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALC EPS forecast?

ALC EPS forecast for the fiscal quarter 2026 (Q2) is 0.74.