Bausch & Lomb Corp (STU:S2L)

Q2 2026 Bausch + Lomb Corp Earnings Call Transcript

Jul 29, 2026 / 12:00 PM GMT

Release Date Price: €14.1 (-2.76%)

Transcript 10-Q8-K

Key Points

Positve

Bausch & Lomb Corp (BLCO) reported 8% constant currency revenue growth, showcasing consistent performance across pharmaceuticals, vision care, and surgical segments.
Adjusted EBITDA grew by 28% year-over-year, with a margin expansion to 17.6%, indicating strong operational efficiency.
The company achieved significant cash flow generation, with adjusted cash flow from operations more than tripling from the first to the second quarter.
Surgical segment revenue increased by 16% on a constant currency basis, driven by a strong performance in premium IOLs.
Pharmaceuticals segment saw a 14% increase in revenue, with notable contributions from Mybo and Zyra, reflecting successful market access strategies.

Negative

The company faces challenges from competitive dynamics in the premium IOL and dry eye markets, with new product launches from competitors.
Despite strong performance, the company acknowledges the need to continuously win back customers who switched to competitors during past recalls.
The consumer segment is sensitive to external factors like fluctuating gas prices, which can impact consumer spending behavior.
The company is still recovering from past recalls, which required significant efforts to regain customer trust and market share.
There are ongoing challenges in international markets, such as strikes in Europe, which could impact operational performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BLCO.N - Bausch + Lomb Corp
Q2 2026 Bausch + Lomb Corp Earnings Call
Jul 29, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Bausch &lamb's second quarter 2026 earnings call.

All participants will be in less only mode.

Should you need assistance, please signal a conference specialist by pressing the star key, followed by 0.

After today's presentation, there will be an opportunity to ask questions, to ask a question you may pressar, then 1 on your touchtonefo.

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I would now like to turn the conference over to George Gatkowski, Vice President of Investor Relations and Business insights, please go ahead.

Thank you.

Good morning, everyone, and welcome to our second quarter 2026 financial results conference

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