The earnings call highlighted robust growth in the Vision Care and Surgical segments, as well as strong performance from the MIEBO product line. However, challenges in the Pharmaceuticals segment, a recall of enVista IOLs, and potential tariff impacts posed significant concerns. Despite these challenges, the company's diverse portfolio and proactive measures indicate resilience.

Company Guidance

During Bausch + Lomb's First Quarter 2025 Earnings Call, key financial guidance was discussed, highlighting the company's performance and future outlook. The company reported a 5% constant currency revenue growth for the quarter, with total revenue reaching $1.137 billion. The guidance for 2025 was updated, raising full-year revenue expectations to a range of $5 billion to $5.1 billion, reflecting a constant currency growth of approximately 4.5% to 6.5%. Adjusted EBITDA guidance was set between $850 million and $900 million. The company also addressed the impact of the enVista intraocular lenses recall, estimating a one-time headwind of $55 million to revenue and $65 million to adjusted EBITDA. Vision Care revenue grew by 5%, driven by Daily SiHy contact lenses, which saw a 42% increase. The Surgical segment experienced an 11% revenue growth, with premium IOLs up by 77%. Pharmaceuticals reported a 1% growth, with MIEBO delivering $57 million in revenue, marking over 100% year-over-year growth. However, the U.S. Generics business declined by 23% due to increased competition. The company also discussed potential tariff impacts, estimating a 120 basis point effect on adjusted EBITDA margins for 2025, while outlining several mitigating actions to address these challenges.

Vision Care Revenue Growth

Vision Care first quarter revenue increased by 5%, driven by growth in both consumer and contact lenses. The Daily SiHy contact lenses showed 42% constant currency revenue growth.

Surgical Segment Growth

Surgical segment revenue increased by 11% with growth in each of the three surgical product categories. Premium IOLs grew by 77%, led by enVista.

Strong Performance of MIEBO

MIEBO delivered $57 million of revenue in Q1, representing sequential growth of 8% and year-over-year growth of over 100%.

Consumer Brand Growth

The Blink family of products, including eye drops and supplements, delivered 84% reported revenue growth year-over-year. LUMIFY grew by 9% in the quarter.

Mid-Single-Digit Revenue Growth

Bausch + Lomb delivered mid-single-digit constant currency revenue growth in the first quarter, showing resilience across all reporting segments.

Bausch + Lomb Corporation (BLCO) Earnings, Revenues Date & History

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BLCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2025	2025 (Q2)	0.08 / -	0.13	―	―	―
Apr 30, 2025	2025 (Q1)	0.02 / -0.07	0.07	-200.00% (-0.14)
Feb 19, 2025	2024 (Q4)	0.23 / 0.25	0.24	4.17% (+0.01)
Oct 30, 2024	2024 (Q3)	0.16 / 0.17	0.22	-22.73% (-0.05)
Jul 31, 2024	2024 (Q2)	0.13 / 0.13	0.18	-27.78% (-0.05)
May 01, 2024	2024 (Q1)	0.07 / 0.07	0.1	-30.00% (-0.03)
Feb 21, 2024	2023 (Q4)	0.17 / 0.24	0.23	4.35% (<+0.01)
Nov 01, 2023	2023 (Q3)	0.19 / 0.22	0.31	-29.03% (-0.09)
Aug 02, 2023	2023 (Q2)	0.15 / 0.18	0.29	-37.93% (-0.11)
May 03, 2023	2023 (Q1)	0.14 / 0.10	0.24	-58.33% (-0.14)

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

BLCO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$13.72	$11.56	-15.74%
Feb 19, 2025	$16.35	$16.30	-0.31%
Oct 30, 2024	$20.76	$20.44	-1.54%
Jul 31, 2024	$16.87	$17.22	+2.07%

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.