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Bausch Lomb (BLCO) Q2 Revenue Rises 5%
The Motley Fool· 2025-07-31 02:46
Core Insights - Bausch + Lomb reported a GAAP revenue growth of 5% year over year to $1.278 billion, exceeding analyst expectations by $18 million [1] - Adjusted EPS (non-GAAP) was $0.07, beating consensus estimates by $0.01 but down 46.2% from $0.13 in the previous year [2] - The company experienced a narrowed net loss of $62 million compared to $151 million a year earlier, indicating some operational improvement [2][8] Business Overview - Bausch + Lomb specializes in eye health products, including contact lenses, OTC consumer eye care brands, prescription pharmaceuticals, and surgical devices, operating in three segments: Vision Care, Surgical, and Pharmaceuticals [3] Strategic Focus - The growth strategy includes a broad product portfolio, separation from Bausch Health Companies, geographic expansion, and investment in R&D, while managing regulatory risks and increasing scale in consumer and surgical markets [4] Quarterly Performance - Vision Care segment revenue reached $753 million, up 8% year over year, driven by daily silicone hydrogel contact lenses and consumer brands [5] - Surgical segment revenue was $216 million, growing 3% year over year, despite a voluntary recall of certain enVista IOL products [6] - Pharmaceuticals revenue declined to $309 million, attributed to weak US generics performance and pricing pressures [7] Profitability Metrics - Adjusted EBITDA (non-GAAP) decreased to $191 million, reflecting higher spending on marketing and costs from the recall [8] - Cash flow from operations improved to $35 million, a 133.3% increase from the previous year, due to better working capital management [2][8] Research and Development - R&D expenses increased to $96 million, with around 60 projects underway, including next-generation contact lenses and therapeutics for glaucoma and dry eye disease [9] Future Guidance - Full-year 2025 revenue guidance was raised to $5.05 billion to $5.15 billion, with projected constant currency revenue growth between 5% and 7% [10] - Adjusted EBITDA guidance for 2025 is set at $860 million to $910 million, driven by demand in Vision Care and Surgical [10] Key Watch Points - Management highlighted potential tariff impacts on adjusted EBITDA margin, estimating a 120 basis point headwind in the second half of 2025 [11] - Ongoing cost control, stabilization of Pharmaceuticals, and new product rollouts in Vision Care and Surgical are critical areas to monitor [11]
千亿出售叫停!医疗巨头多次易主历经坎坷
思宇MedTech· 2025-02-10 14:34
"与第三方买家合作将博士伦私有化,是公司为从博士康完全分离而探索的几种方案之一,"博士伦在声明中表示。" 在与潜在买家进行接洽后,这一过程已经完 成,目前不会促成任何交易 。" " 完全分离仍然是我们的目标 。 博士伦将继续作为独立实体运营,并执行其战略和商业计划 。该公司在10月30日上调了2024年的收入预期,并将于2月19日报告 2024年第四季度和全年业绩,同时还将提供2025财年的预期。" 想象一下,一个企业拥有172年的历史,这是怎样的一个存在?当你走进它的总部时,可能都不自觉向它的创始人致敬。它就是 成立于1853年的博士伦 ,2022年于 纽交所和多伦多证券交易所同步上市,与爱尔康、强生、蔡司、库博被并称为眼科五巨头, 规模仅次于爱尔康,排名世界第二 。 近日, 博士伦(Bausch + Lomb)宣布,在与潜在的买家进行了讨论之后,目前没有计划立即出售公司 。 去年10月, 位列全球最大私募股权投资公司的 黑石集团(Blackstone)和德太投资(TPG Capital)正在考虑 联手收购博士伦 。 据英国《金融时报》报道,早在 2022年上市之前,博士伦就收到了私募股权公司的兴趣要约。 ...