Bausch & Lomb (BLCO) Q2 2025 Earnings
How Did BLCO Stock React to Q2 2025 Earnings?
S&P 500 over the same 30 days: +1.67%.
Did BLCO Beat Earnings? Q2 2025 Results
No. Bausch & Lomb reported Q2 2025 earnings of $0.07 a share on Jul 30, 2025, missing the $0.08 consensus estimate by 16.9%. Revenue was $1.3B against a $1.3B estimate.
Bausch & Lomb delivered a modest beat in the second quarter of 2025, posting adjusted earnings of $0.07 per share against a consensus estimate of $0.06, a 16.67% positive surprise, while revenue climbed 5.1% year-over-year to $1.28 billion on broad-based momentum across its portfolio. The standout driver was Vision Care, which generated $753.00 million in segment revenue, up 8% as reported, propelled by a dry eye franchise that has reached roughly $1.00 billion in trailing twelve-month sales, alongside gains in Daily SiHy contact lenses and consumer brands including LUMIFY and ARTELAC. The strong top-line performance came despite an operating loss of $11.00 million, higher interest expense of $128.00 million tied partly to a debt refinancing, and lingering headwinds from the enVista IOL voluntary recall, though full production has since resumed. Management cited the underlying business strength and a favorable currency backdrop to raise full-year 2025 revenue guidance to $5.05 billion to $5.15 billion and lift adjusted EBITDA guidance to $860.00 million to $910.00 million, with an investor day scheduled for November 13 to highlight pipeline opportunities.
- Dry eye portfolio reaching approximately $1 billion in trailing 12-month revenue
- Daily SiHy contact lenses, ULTRA monthly, and Biotrue ONEday contact lens growth
- LUMIFY, ARTELAC, and Blink consumer brand strength
- MIEBO sales growth partially offsetting XIIDRA pricing pressure
- Consumables growth in the Surgical segment
“Our continued growth speaks to the breadth and depth of our portfolio and is driven by a mix of hero products and a steady stream of new introductions around the world.”
Bausch & Lomb CEO, on the earnings call
What Was Bausch & Lomb's Outlook in Q2 2025?
Bausch + Lomb raised its full-year 2025 guidance: revenue now expected at $5.050B–$5.150B (previously $5.000B–$5.100B), with constant currency growth of approximately 5–7% (previously ~4.5–6.5%). Adjusted EBITDA excluding Acquired IPR&D is now expected at $860M–$910M (previously $850M–$900M). Full-year revenue foreign exchange tailwinds are estimated at $25M. The guidance increase reflects solid underlying business performance and a weaker U.S. dollar. An investor day is scheduled for November 13 to showcase the pipeline.
BLCO YoY Financials
| Metric | Q2 2025 | Q2 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.3B | $1.2B | +5.1% |
| Gross Profit | $753.0M | $733.0M | +2.7% |
| Net Income | −$62.0M | −$39.0M | +58.9% |
BLCO Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.