Skip to content
Optionomics Free · No account needed

Earnings analysis · 10-Q

BLCO earnings analysis

Filed April 29, 2026 · Our reading of the company's report

The latest report

Bausch + Lomb's Q1 2026 results reflected a considerable revenue increase to $1.244 billion, surpassing estimates by approximately 3%. This marks a 9% growth compared to the same quarter last year, although the company…

Read full summary

Bausch + Lomb's Q1 2026 results reflected a considerable revenue increase to $1.244 billion, surpassing estimates by approximately 3%. This marks a 9% growth compared to the same quarter last year, although the company reported a significant net loss of $71 million with an EPS of -0.06.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

61% Gross margin Operating margin Jun 2022 Apr 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Jun 2022 Apr 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$-0.06
Gross margin
59.5%

What stood out

  • Strong Revenue Growth

    Q1 2026 revenue reached $1.244 billion, up 9% from $1.139 billion in Q1 2025.

  • Improved Gross Margin

    Gross margin increased to 59.5% in Q1 2026, from 57.6% in Q1 2025.

  • Pharmaceutical Segment Growth

    Pharmaceutical sales increased by 30% year-over-year, significantly contributing to revenue.

  • No Change in Risk Factors

    There were no new risk factors disclosed since the last filing.

  • Increased Cash Position

    Cash and cash equivalents totaled $200 million, up from $150 million in Q1 2025.

  • Raised Full-Year Guidance

    Management anticipates increased full-year revenue and adjusted EBITDA based on strong Q1 performance.

What to watch

  • Net Loss Persisted

    Reported a net loss of $71 million in Q1 2026, compared to a $69 million loss in Q1 2025.

  • Negative EPS

    Diluted EPS was -0.06, worse than the expected EPS of 0.06.

  • Geopolitical Risks

    Continued impact from geopolitical tensions, particularly with revenues from impacted regions accounting for less than 2% of total revenues.

Management's outlook

Full-year 2026 revenue and EBITDA guidance raised due to strong performance in Q1.

Earlier filings 4

10-K · February 18, 2026

Bausch + Lomb reported full-year revenue strength with 2025 sales of approximately $5.11B versus $4.80B in 2024 (+~6.5% YoY) and a Q4 2025 revenue beat at $1,405,000,000. Profitability and cash-flow remain uneven: GAAP…

10-Q · July 30, 2025

Bausch + Lomb reported Q2 revenue of $1,278,000,000 and GAAP EPS of $0.07 (in line with consensus). The balance sheet shows cash and cash equivalents down to $266 million and long-term debt increased to $4,931 million…

10-Q · April 30, 2025

Bausch + Lomb reported Q1 2025 results with revenue of $1.14 billion, a 3.6% decrease from $1.18 billion in Q4 2024, and a notable increase from $1.1 billion in Q1 2024. The company posted a net loss of $212 million,…

10-K · February 21, 2024

Bausch + Lomb positions itself as a full‑spectrum global eye‑health company with ~400 products, a presence in approximately 100 countries and ~13,300 employees. The 10‑K highlights the recently consummated XIIDRA…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.