Core Insights - Teleflex Incorporated reported strong financial results for Q3 2025, with adjusted operating margin and earnings per share exceeding expectations, despite lower order rates in the intra-aortic balloon pump portfolio [2][7] - The company is focused on advancing its value creation strategy, including the separation into two entities, RemainCo and NewCo, and is actively pursuing a potential sale of NewCo [2][9] - The company has narrowed its revenue growth guidance for 2025, reflecting adjustments related to the Italian payback measure and lower-than-expected order rates [9][10] Financial Performance - Q3 2025 GAAP revenue was $913.0 million, a 19.4% increase from the prior year, while adjusted revenue was $892.9 million, up 16.8% [7][8] - The Americas segment reported revenue of $555.9 million, a 7.8% increase, while EMEA saw a significant growth of 55.9% to $234.2 million [4][5] - Adjusted diluted EPS from continuing operations was $3.67, compared to $3.49 in the prior year [7][8] Revenue by Segment - For the three months ended September 28, 2025: - Americas: $555.9 million (7.8% growth) - EMEA: $234.2 million (55.9% growth) - Asia: $122.9 million (25.0% growth) [4][5] - For the nine months ended September 28, 2025: - Americas: $1,557.3 million (2.1% growth) - EMEA: $551.6 million (20.7% growth) - Asia: $285.7 million (6.0% growth) [4][5] Revenue by Product Category - For the three months ended September 28, 2025: - Vascular Access: $191.0 million (5.6% growth) - Interventional: $266.4 million (77.8% growth) - Anesthesia: $101.4 million (0.3% growth) - Surgical: $122.9 million (10.0% growth) [6][8] - For the nine months ended September 28, 2025: - Vascular Access: $558.9 million (2.9% growth) - Interventional: $574.0 million (34.8% growth) - Anesthesia: $284.4 million (5.2% decline) [6][8] Guidance and Outlook - The company narrowed its full-year 2025 GAAP revenue growth outlook to a range of 9.10% to 9.60% and adjusted constant currency revenue growth outlook to 6.90% to 7.40% [9][10] - The GAAP diluted EPS from continuing operations guidance was lowered to a range of $(4.42) to $(4.22) [10][12] Impairment Charges - Teleflex recognized a non-cash goodwill impairment charge of $403.9 million for its Interventional Urology North America reporting unit due to deteriorating market conditions [15][16] - Additionally, a non-cash impairment charge of $100 million was recognized for the Titan SGS asset group, driven by lower-than-expected sales growth [17][18] Integration and Restructuring - The company commenced a restructuring plan related to the integration of the Vascular Intervention Business, with estimated costs of $36 to $44 million and expected annual pre-tax savings of $24 million to $30 million once fully implemented [18][19]

Core Insights - Bausch + Lomb reported $1.28 billion in revenue for Q3 2025, a 7.1% year-over-year increase, with an EPS of $0.18 compared to $0.17 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate by -0.04%, while the EPS exceeded the consensus estimate by +12.5% [1] Revenue Breakdown - Vision Care revenues were $736 million, slightly below the average estimate of $743.74 million, reflecting a year-over-year increase of +7.6% [4] - Surgical revenues reached $215 million, in line with the average estimate of $214 million, marking a +4.4% change year-over-year [4] - Pharmaceuticals revenues totaled $330 million, surpassing the average estimate of $327.18 million, with a year-over-year increase of +7.8% [4] - Other revenues were reported at $4 million, below the two-analyst average estimate of $5 million, showing no change year-over-year [4] Stock Performance - Bausch + Lomb shares returned +0.9% over the past month, underperforming compared to the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Bausch + Lomb reported $1.28 billion in revenue for Q2 2025, a 5.1% year-over-year increase, with an EPS of $0.07 compared to $0.13 a year ago, indicating a decline in earnings per share [1] - The revenue exceeded the Zacks Consensus Estimate of $1.25 billion by 2.37%, while the EPS surpassed the consensus estimate of $0.06 by 16.67% [1] Revenue Breakdown - Vision Care revenues reached $753 million, exceeding the average estimate of $742.89 million, reflecting an 8% year-over-year increase [4] - Surgical revenues were reported at $216 million, surpassing the average estimate of $180.14 million, with a year-over-year change of 3.4% [4] - Pharmaceutical revenues totaled $309 million, slightly below the estimated $329.52 million, showing a minor decline of 0.3% year-over-year [4] - Total product sales amounted to $1.27 billion, exceeding the average estimate of $1.25 billion, representing a 4.9% year-over-year increase [4] - Other revenues were reported at $6 million, above the estimated $4 million, marking a significant 100% year-over-year increase [4] Stock Performance - Bausch + Lomb shares have returned +8.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Bausch + Lomb reported a revenue of $1.14 billion for the quarter ended March 2025, reflecting a 3.5% increase year-over-year, but an EPS of -$0.07, contrasting with $0.07 in the same quarter last year, indicating challenges in profitability despite revenue growth [1]. Revenue Performance - Vision Care revenues reached $656 million, slightly above the average estimate of $654.55 million, marking a year-over-year increase of 3.3% [4]. - Surgical revenues amounted to $214 million, exceeding the average estimate of $206.66 million, with a year-over-year growth of 8.6% [4]. - Pharmaceuticals revenues were reported at $267 million, below the average estimate of $284.94 million, showing no change year-over-year [4]. - Total product sales were $1.13 billion, compared to the average estimate of $1.15 billion, reflecting a year-over-year increase of 3.6% [4]. - Other revenues were reported at $4 million, below the average estimate of $5 million, indicating a significant year-over-year decline of 20% [4]. Stock Performance - Bausch + Lomb shares have returned -2.7% over the past month, in contrast to the Zacks S&P 500 composite's -0.2% change, suggesting underperformance relative to the broader market [3]. - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3].