Bausch Health(US:BHC) ZACKS·2026-02-19 02:00Core Insights - Bausch Health reported revenue of $2.8 billion for the quarter ended December 2025, reflecting a year-over-year increase of 9.3% and exceeding the Zacks Consensus Estimate of $2.7 billion by 3.38% [1] - The company's EPS was $1.08, down from $1.15 in the same quarter last year, resulting in an EPS surprise of -10.5% compared to the consensus estimate of $1.21 [1] Revenue Breakdown - Total Bausch + Lomb revenues reached $1.41 billion, surpassing the average estimate of $1.37 billion by analysts, marking a year-over-year increase of 9.8% [4] - Revenues from Diversified Products were $255 million, exceeding the estimated $233.84 million, with an 11.8% increase year-over-year [4] - Bausch + Lomb's Vision Care segment generated $778 million, closely matching the average estimate of $778.13 million, reflecting a 7.6% year-over-year growth [4] - Surgical revenues amounted to $249 million, above the average estimate of $239.46 million, indicating a 7.8% increase year-over-year [4] - Total revenues excluding Bausch + Lomb were $1.39 billion, exceeding the $1.33 billion estimate, with an 8.8% year-over-year growth [4] - International revenues were reported at $306 million, surpassing the average estimate of $280.41 million, representing a 9.7% year-over-year increase [4] - Solta Medical revenues were $137 million, slightly below the average estimate of $143.46 million, showing a year-over-year decline of 0.7% [4] - Salix revenues reached $693 million, exceeding the estimated $669.92 million, with a year-over-year increase of 9.3% [4] - Bausch + Lomb Pharmaceuticals generated $378 million, surpassing the average estimate of $353.78 million, reflecting a significant year-over-year growth of 16% [4] Stock Performance - Bausch shares have returned -11.8% over the past month, compared to a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]