The earnings call reflected a company experiencing strong product launches and growth in vision care, but also facing challenges with gross margins and market conditions in cataracts. The strategic focus on innovation and product differentiation is driving positive momentum, although external pressures from tariffs and market dynamics create ongoing challenges.
Company Guidance
During the Alcon Third Quarter 2025 Earnings Call, significant guidance was provided, highlighting the company's strong performance and optimistic outlook. Alcon reported third-quarter sales of $2.6 billion, a 5% increase compared to the previous year. The Surgical franchise revenue rose by 5% year-over-year to $1.4 billion, with equipment sales notably accelerating by 13% to $243 million. Vision Care sales also grew by 5% to $1.2 billion, driven by innovation in contact lenses and price adjustments. The company's core operating margin was 20.2%, slightly down by 60 basis points mainly due to increased tariffs and investments in new product launches. Tariff-related charges impacted cost of sales, with a full-year expectation of approximately $100 million. Despite these challenges, Alcon reaffirmed its full-year guidance, anticipating sales between $10.3 billion and $10.4 billion, with constant currency growth of 4% to 5%. Looking to 2026, Alcon expects continued acceleration from recent product launches, with potential headwinds from tariffs and investments in new phases of clinical trials. The company remains focused on disciplined execution to deliver sustainable growth and long-term shareholder value.
Surgical Equipment Success
Unity VCS launched successfully, delivering greater efficiency and workflow optimization. Sales of equipment grew by 13% in Q3, driven by Unity VCS.
Vision Care Growth
Contact lens sales increased by 5% to $707 million in Q3, with double-digit growth in toric modalities.
Strong Ocular Health Performance
Systane artificial tears delivered high single-digit growth, and the new Tryptyr product showed encouraging early performance.
Growing Market Share in Implantables
PanOptix Pro stabilized market share in the U.S., with 94% light utilization and reduced light scatter.
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
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
Nov 11, 2025
$77.36
$79.44
+2.69%
Jul 30, 2025
$89.18
$87.55
-1.83%
May 13, 2025
$92.92
$87.24
-6.11%
Feb 26, 2025
$92.98
$91.64
-1.44%
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 Inc (ALC) report earnings?
Alcon Inc (ALC) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
What is Alcon Inc (ALC) earnings time?
Alcon Inc (ALC) earnings time is at Mar 03, 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.