NYSE$BLCO

Bausch + Lomb Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Bausch + Lomb's second-quarter performance was characterized by double-digit total revenue growth across all segments, despite ongoing supply chain issues, and the advancement of plans to reshape the company.

Bausch + Lomb reported revenues of $1.035 billion, a 10% increase compared to the second quarter of 2022. The company experienced a GAAP Net Loss Attributable to Bausch + Lomb Corporation of $32 million. They raised their full-year revenue outlook and reaffirmed Adjusted EBITDA guidance range.

  • Revenues of $1.035 Billion
  • GAAP Net Loss Attributable to Bausch + Lomb Corporation of $32 Million
  • Adjusted EBITDA (non-GAAP) of $179 Million
  • Revenues Grew 10% as Reported and 12% on a Constant Currency Basis Compared to the Second Quarter of 2022, Driven by Growth Across All Segments

Headline financials

Total Revenue

$1.04B

Previous: $941M+10.0%
EPS (adj)

$0.18

Previous: $0.29-37.9%
Capital Expenditures

-$64M

Previous: -$76M+15.8%
Free Cash Flow

-$96M

Previous: -$71M-35.2%
Net Income

-$32M

Previous: $5M-740.0%
Operating Income

$43M

Previous: $56M-23.2%
Gross Profit

$618M

Previous: $562M+10.0%
Cash & Equivalents

$384M

Previous: $437M-12.1%
Total Assets

$11.3B

Previous: $11B+2.8%
Stock-Based Comp

$18M

Previous: $11M+63.6%

Revenue & EPS history

Bausch + Lomb · Revenue · Quarterly

$1.04B

Q2 2023+10%vs Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Bausch + Lomb · $1.04B total across 3 segments · Q2 2023

  • Vision Care
    $646M+9.7%
  • Surgical
    $195M+6.0%
  • Pharmaceuticals
    $194M+15.5%

Forward guidance

Bausch + Lomb raised its revenue guidance for the full year of 2023 and reaffirmed its Adjusted EBITDA (non-GAAP) guidance for the full year of 2023.

Tailwinds

  • Full-Year revenue between $3.95 - $4.00 billion
  • Full-year Adjusted EBITDA (non-GAAP) between $700 - $750 million
  • ~6.5 - 7.5% constant currency growth
  • Foreign exchange headwinds for the full year Revenue: ~$50 million
  • Foreign exchange headwinds for the full year Adj. EBITDA (non-GAAP): ~$35 million

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 Q2 2023

Historical avgQ2 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro