The earnings call highlighted strong performance in the Vision Care and Dry Eye segments, with significant growth in contact lenses and dry eye products. The company raised its financial guidance based on these results and successfully refinanced its debt. However, challenges remain with the enVista recall and a decline in the U.S. Generics business impacting overall performance.

Company Guidance -

Q3 2025

During Bausch + Lomb's second quarter 2025 earnings call, the company provided updated financial guidance, raising their full-year revenue forecast from $5 billion-$5.1 billion to $5.05 billion-$5.15 billion, reflecting constant currency growth of approximately 5% to 7%. They also increased their adjusted EBITDA guidance from $850 million-$900 million to $860 million-$910 million. The company reported total revenue of $1.278 billion for the quarter, a year-over-year growth of 3%, with Vision Care revenue increasing by 6% to $753 million, and the Surgical segment growing by 1% despite a $29 million impact from the enVista recall. Excluding the recall, Surgical segment growth would have been 15%. Pharma segment revenue declined by 1% due to underperformance in U.S. Generics, which fell by 29%, although the U.S. branded Rx business grew by 8%. The company highlighted strong growth in their dry eye and contact lens portfolios, with the Daily SiHy franchise up 36% in Q2. Bausch + Lomb emphasized their focus on innovation and operational excellence, noting their ongoing recovery from the enVista recall and strategic initiatives to drive sustainable growth and margin expansion.

Revenue Growth in Key Segments

The Vision Care segment reported a revenue increase of 6% driven by consumer and contact lenses, with notable growth in the Daily SiHy franchise up by 36%.

Strong Performance in Dry Eye Portfolio

The dry eye portfolio delivered 16% constant currency revenue growth, with LUMIFY growing by 27% and ARTELAC showing a 34% increase.

Expansion in Global Markets

Contact lens revenue saw broad-based growth with the U.S. up 11%, EMEA up 11%, LatAm up 25%, Japan up 3%, and China up 7%.

Improved Financial Guidance

Full-year revenue guidance raised from $5 billion-$5.1 billion to $5.05 billion-$5.15 billion, with adjusted EBITDA guidance also increasing.

Successful Debt Refinancing

The company successfully refinanced $3.1 billion of its debt, extending maturities to 2031 with minimal impact on interest expense.

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
Oct 29, 2025	2025 (Q3)	0.16 / -	0.17	―	―	―
Jul 30, 2025	2025 (Q2)	0.06 / 0.07	0.13	-46.15% (-0.06)
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)

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
Jul 30, 2025	$14.65	$13.71	-6.42%
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%

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.