Alcon Inc (CH:ALC)
:ALC
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.6Last Year’s EPS
0.61Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
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
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.
CH:ALC Earnings History
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
CH:ALC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | CHF58.22 | CHF51.84 | -10.96% |
Feb 24, 2026 | CHF63.95 | CHF66.73 | +4.36% |
Nov 11, 2025 | CHF61.40 | CHF63.75 | +3.83% |
Aug 19, 2025 | CHF72.01 | CHF65.24 | -9.40% |
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 (CH:ALC) report earnings?
Alcon Inc (CH:ALC) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Alcon Inc (CH:ALC) earnings time?
Alcon Inc (CH: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 the P/E ratio of Alcon Inc stock?
The P/E ratio of Alcon is N/A.
What is CH:ALC EPS forecast?
CH:ALC EPS forecast for the fiscal quarter 2026 (Q2) is 0.6.