Bausch + Lomb Corporation (BLCO) Earnings Call Transcripts

Bausch + Lomb Corporation's Latest Earnings Call - June 9, 2026

In the Q1 2026 earnings call for Bausch + Lomb Corporation (BLCO:US), management highlighted a strong operational turnaround with a focus on financial excellence, targeting 5-7% top-line growth and a margin expansion from 17% to 23% EBITDA by 2028. Revenue for the quarter showed a significant improvement, with a 178 basis point margin increase and 70 basis points of SG&A leverage. Management maintained their guidance for continued growth, indicating confidence in their strategic initiatives and innovative product pipeline.

Reported metrics

Guidance from management

Management maintained their guidance for 5-7% top-line growth and aims to achieve 23% EBITDA margins by 2028, indicating confidence in their operational and strategic initiatives.

What management said

Yes. So I think we are on track on the exact milestone as we calculated from the very early beginning. We concluded on external study early this year. We are going to conduct a second external study, which is based on what we learned from the first one to optimize. And then next year, we are going to go for the registration studies. I think one of the most important things that we want to translate all the findings...

Yes. I mean I'll let Yehia answer a lot of it. But look, I think for us, it's about providing -- expanding the market and providing cataract surgeons with a best-in-class tool to manage IOP in patients that have cataract surgery. And it's a very elegant procedure, very effective. We have very good long-term data and reimbursement will be strong. So I think it's set up for a really nice growth product for us. It's not...

What analysts pressed on

Analysts expressed concerns regarding the macroeconomic pressures impacting consumer spending, particularly in Asia, and the potential impact on future growth. There were also questions about the timeline for product approvals and the competitive landscape in the dry eye market.

Main topics on the call

• Operational Excellence — Management emphasized a successful turnaround in operations, stating, "our backorders are at historical lows" and highlighting a focus on "selling excellence and getting top line growth operational reliability." This ope...
• R&D Innovation — Bausch + Lomb is focusing on innovative products, with 60 programs in R&D. Management noted, "we got rid of all the meat to copycat biosimilar work" and is now concentrating on breakthrough innovations, particularly in c...
• Financial Excellence Strategy — Management introduced a financial excellence component to their strategy, aiming for "600 basis points of margin improvement" by 2028. They expect consistent annual improvements of about 200 basis points, indicating a st...
• Market Share Gains — Management is optimistic about gaining market share, particularly in the contact lens segment, stating, "we were the fastest grower in Q1 at 5% for the total contact lens market." This reflects a strong competitive posit...

Read the full Bausch + Lomb Corporation transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Bausch + Lomb Corporation earnings call transcripts on record, spanning June 8, 2022 to July 29, 2026. Based on this history, Bausch + Lomb Corporation reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BLCO

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

29

First call

June 8, 2022

Most recent

July 29, 2026

Reporting cadence

quarterly