Bausch + Lomb (BLCO) Q3 2026 Earnings
How Did BLCO Stock React to Q3 2026 Earnings?
Did BLCO Beat Earnings? Q3 2026 Results
Yes. Bausch + Lomb reported Q3 2026 earnings of $0.34 a share on Oct 28, 2026, beating the $0.22 consensus estimate by 54.8%. Revenue was $1.4B against a $1.4B estimate.
Bausch + Lomb delivered a notably strong third quarter, posting adjusted EPS of $0.34 against a consensus estimate of $0.22, a beat of 54.76%, while revenue of $1.38 billion edged past expectations by 0.31% and grew 7.3% year over year. The quarter's standout driver was broad-based segment momentum, with MIEBO revenue surging 42% to $119.00 million, premium IOLs up roughly 70%, and the daily SiHy contact lens portfolio climbing 24%, collectively powering adjusted EBITDA up 34% to $325.00 million and pushing the company to GAAP net income of $32.00 million from a loss of $28.00 million a year ago. The results also marked a return to form after three consecutive quarterly misses, a narrative shift that carries added weight given the recent CEO departure and leadership consolidation with parent Bausch Health. Management responded to the outperformance by raising full-year 2026 adjusted EBITDA guidance to $1.09 billion-$1.14 billion and nudging revenue guidance to $5.45 billion-$5.55 billion, reflecting a stronger underlying business even as currency tailwinds are now modestly reduced.
- MIEBO revenue grew 42% to $119 million in Q3
- LUMIFY revenue grew 35%
- Daily SiHy contact lens portfolio revenue grew 24%
- Premium IOL revenue grew approximately 70%
- Revenue growth across all three segments
- Operating efficiencies contributed to profitability expansion
- International pharmaceuticals sales growth
“Our third-quarter performance reflects the strength and breadth of the business, with growth across all three segments and continued expansion in profitability.”
Bausch + Lomb CEO, on the earnings call
What Is Bausch + Lomb's Outlook?
Bausch + Lomb raised full-year 2026 guidance. Revenue is now expected at $5.450B–$5.550B (up from $5.440B–$5.540B), with constant currency growth of 6.1%–8.0% (up from 5.8%–7.7%). Full-year Adjusted EBITDA excluding Acquired IPR&D guidance was raised to $1.090B–$1.140B (from $1.025B–$1.075B). The revenue guidance increase reflects a $15 million improvement in the underlying business outlook, partially offset by a $5 million reduction in expected currency tailwinds. Full-year revenue FX tailwinds are now estimated at $40M (down from $45M). EBITDA FX tailwinds remain nominal.
BLCO YoY Financials
| Metric | Q3 2026 | Q3 2025 | Year over year |
|---|---|---|---|
| Revenue | $1.4B | $1.3B | +7.3% |
| Gross Profit | $890.0M | $771.0M | +15.4% |
| Operating Income | $155.0M | $95.0M | +63.2% |
| Net Income | $32.0M | $10.2M | +214.3% |
BLCO Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.