NYSE$BLCO

Bausch + Lomb Corp · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a strong first quarter with revenue growth across all segments.

Bausch + Lomb announced its first-quarter 2023 financial results, with revenues of $931 million, a 5% increase as reported and an 8% increase on a constant currency basis compared to the first quarter of 2022. The company's GAAP net loss attributable to Bausch + Lomb Corporation was $90 million, while adjusted EBITDA was $141 million.

  • Revenues of $931 million.
  • GAAP Net Loss Attributable to Bausch + Lomb Corporation of $90 Million.
  • Adjusted EBITDA (non-GAAP) of $141 Million.
  • Revenues Grew 5% as Reported and 8% on a Constant Currency Basis Compared to the First Quarter of 2022, Driven by Growth Across All Segments.

Headline financials

Total Revenue

$931M

Previous: $889M+4.7%
EPS (adj)

$0.10

Previous: $0.24-58.3%
Capital Expenditures

-$37M

Previous: -$42M+11.9%
Free Cash Flow

-$127M

Previous: -$22M-477.3%
Net Income

-$90M

Previous: $20M-550.0%
Operating Income

-$2M

Previous: $54M-103.7%
Gross Profit

$559M

Previous: $541M+3.3%
Cash & Equivalents

$346M

Previous: $190M+82.1%
Total Assets

$11.2B

Previous: $10.9B+2.4%
Stock-Based Comp

$24M

Previous: $16M+50.0%

Revenue & EPS history

Bausch + Lomb · Revenue · Quarterly

$931M

Q1 2023+4.7%vs Q1 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Bausch + Lomb · $931M total across 3 segments · Q1 2023

  • Vision Care
    $587M+4.8%
  • Surgical
    $183M+5.2%
  • Pharmaceuticals
    $161M+50.5%

Forward guidance

Bausch + Lomb provided guidance for the full year of 2023 with revenue range of $3.90 – $3.95 billion, reflecting anticipated growth of 5-6% on a constant currency basis and full-year Adjusted EBITDA range of $700 – $750 million.

Tailwinds

  • Full-year revenue range of $3.90 – $3.95 billion, reflecting anticipated growth of 5-6% on a constant currency basis
  • Full-year Adjusted EBITDA range of $700 – $750 million
  • $760 million at the mid-point of the full-year Adj. EBITDA guidance range, adjusted for currency headwinds
  • Foreign exchange revenue and Adjusted EBITDA headwinds expected to be approximately $50 million and $35 million for the full year, respectively

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.0%

Avg return

Earnings day

-1.8%

Avg return

5 days after

-1.0%

Avg return

30 days after

43%

9 / 21 earnings

Positive

+18.7%

Q4 2023

Best reaction

-15.7%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%+2.9%-1.0%
Q4 2025+0.2%+1.5%-11.3%
Q3 2025+2.1%+0.3%+6.5%
Q1 2025-15.7%-17.1%-16.4%
Q4 2024-0.3%-3.3%-4.8%
Q3 2024-2.3%-4.3%-4.5%
Q2 2024-0.1%-8.7%-2.6%
Q1 2024-4.7%-0.7%+5.5%
Q4 2023+18.7%+15.7%+10.8%
Q3 2023+4.6%+2.9%-4.3%
Q2 2023-2.5%-3.4%-7.2%
Q1 2023+0.1%+4.6%+4.4%
Q4 2020+0.4%-3.7%-14.1%
Q4 2022+0.4%-3.7%-14.1%
Q3 2022-4.9%+5.6%+7.9%
Q3 2021-4.9%+5.6%+7.9%
Q2 2022+4.7%+6.3%+1.2%
Q2 2021+4.7%+6.3%+1.2%
Q1 2022-6.8%-14.6%+5.0%
Q4 2021-6.8%-14.6%+5.0%
Q1 2021-6.8%-14.6%+5.0%
Q3 2020
Q2 2020
Q1 2020

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