NYSE$BLCO

Bausch + Lomb Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Bausch + Lomb reported revenue growth across all segments and geographies in Q4 2024, with strong performance in vision care and surgical businesses.

Bausch + Lomb delivered broad-based growth in Q4 2024, with total revenue increasing 9% to $1.28 billion. The vision care segment led the way, supported by strong demand for contact lenses and consumer products. The company also reported a reduction in net loss and an increase in operating income, reflecting improved profitability.

  • Total revenue increased 9% year-over-year to $1.28 billion.
  • Net loss narrowed to $3 million from $54 million in Q4 2023.
  • Operating income improved to $87 million, up from $49 million in Q4 2023.
  • Strong performance in vision care and surgical segments drove revenue growth.

Headline financials

Total Revenue

$1.28B

Previous: $1.17B+9.1%
EPS (adj)

$0.25

Previous: $0.24+4.2%
Capital Expenditures

-$86.8M

Previous: $84M-203.4%
Free Cash Flow

$93.4M

No prior period
Net Income

-$3M

Previous: -$54M+94.4%
Operating Income

$87M

Previous: $49M+77.6%
Gross Profit

$660M

Previous: $712M-7.3%
R&D Expense

$93M

Previous: $80M+16.3%
Stock-Based Comp

$24M

Previous: $16M+50.0%

Revenue & EPS history

Bausch + Lomb · Revenue · Quarterly

$1.28B

Q4 2024+9.1%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Bausch + Lomb · $1.01B total across 3 segments · Q3 2023

  • Vision Care
    $648M+8.4%
  • Surgical
    $185M+7.6%
  • Pharmaceuticals
    $174M+1.2%

Forward guidance

Bausch + Lomb expects continued growth in 2025, with revenue projected between $4.95 billion and $5.05 billion, supported by strong performance in core segments.

Tailwinds

  • Revenue growth expected in the range of 5.5% to 7.5% on a constant currency basis.
  • Vision Care and Surgical segments continue to perform strongly.
  • Acquisitions and product launches expected to drive growth.
  • Investment in R&D to support long-term innovation.
  • Improved operating leverage expected to enhance profitability.

Headwinds

  • Foreign exchange headwinds expected to reduce revenue by approximately $100 million.
  • Adjusted EBITDA impacted by $20 million due to currency fluctuations.
  • Higher selling and marketing expenses may weigh on margins.
  • Macroeconomic uncertainties could impact consumer demand.
  • Increased competition in key markets poses a risk to market share.

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 Q4 2024

Historical avgQ4 2024

-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