Bausch + Lomb Corporation Stock Price, News & Analysis

Bausch + Lomb (NYSE: BLCO) outlined a three-year transformation and growth plan at its November 13, 2025 investor day at the New York Stock Exchange. Management targets 5–7% constant currency revenue CAGR through 2028, ~23% adjusted EBITDA (ex. Acq. IPR&D) margin in 2028, double-digit adjusted annual EPS growth from 2026–2028, ~50% adjusted cash flow to adjusted EBITDA conversion in 2028, and net leverage of ~3.5x by end of 2028, while reaffirming 2025 guidance. The company projects total peak sales of pipeline products of approximately $7 billion and highlighted multiple product launches across Consumer, Pharmaceuticals, Surgical, and Contact Lens businesses with anticipated launches spanning 2026–2031.

Bausch + Lomb (NYSE: BLCO) reports its ONE by ONE Recycling program has collected 691,180 pounds (about 114,037,136 units) of used contact lens, lens care and eye care materials in the U.S. to date, roughly equivalent to more than 2.2 million baseballs.

Shipments of 10+ pounds from registered practices trigger a $1 per pound donation to Optometry Giving Sight. The company also notes the Canada Every Contact Counts program has collected over 70,000 pounds since 2019.

Bausch + Lomb (NYSE: BLCO) will hold an Investor Day on Thursday, Nov. 13, 2025 at the New York Stock Exchange starting at 8:30 a.m. ET. CEO Brent Saunders will update the company's transformation and strategic outlook, and CFO Sam Eldessouky will present a three-year plan to drive sustainable, profitable growth.

The program emphasizes Bausch + Lomb's rebuilt product pipeline with R&D leaders, commercial presidents, and a panel of eye care professionals discussing clinical and standard-of-care implications. A live webcast and replay will be available via the company's Investor Relations site; replay is available until Nov. 27, 2025. Webcast registration and dial-in details are provided for attendees.

Bausch + Lomb (NYSE:BLCO) reported Q3 2025 revenue of $1.281B, up 7% reported and ~6% on a constant currency basis versus Q3 2024. Segment revenue: Vision Care $736M (+8%), Pharmaceuticals $330M (+8%), Surgical $215M (+4%).

GAAP net loss attributable was $28M; adjusted net income was $66M. Adjusted EBITDA (non-GAAP) and excluding acquired IPR&D were both $243M. Cash and equivalents were $332M. Updated full‑year 2025 guidance raised adjusted EBITDA ex‑IPR&D to $870M–$910M with revenue guidance unchanged at $5.05B–$5.15B.

Bausch + Lomb (NYSE/TSX: BLCO), a global eye health company, has scheduled two important investor events. The company will release its third-quarter 2025 financial results on Wednesday, October 29, 2025, at 8:00 a.m. ET, followed by a conference call and live webcast to discuss results and provide business updates.

Additionally, BLCO will host an investor day on November 13, 2025, where it plans to showcase its product pipeline, featuring potential game-changing innovations across all business units. The conference call will be accessible via webcast and phone, with replay available until November 12, 2025.

Bausch + Lomb (NYSE/TSX: BLCO) announced the publication of pivotal U.S. clinical trial results for their enVista Envy full range of vision intraocular lens (IOL) in the American Journal of Ophthalmology. The multicenter study involving 501 cataract patients demonstrated that the enVista Envy met all primary efficacy and safety endpoints.

The trial compared two groups: 332 patients received bilateral implantation of enVista Envy, while 169 patients received the enVista monofocal IOL. The Envy group showed superior results in intermediate and near visual acuity tests, while maintaining comparable distance vision and contrast sensitivity to the monofocal lens. The study reported no serious adverse events related to the lens and no secondary surgical interventions.

Bausch + Lomb (NYSE/TSX: BLCO) announced the publication of significant clinical study results for XIIDRA® in Clinical Ophthalmology. The investigator-initiated study demonstrated that XIIDRA effectively improved end-of-day eye dryness and discomfort in contact lens wearers.

Key findings showed that after 12 weeks of XIIDRA use, patients experienced a 61-point improvement in dryness and 59-point improvement in discomfort on a 100-point scale. The study revealed significant improvements in just two weeks, with comfortable contact lens wear time increasing from 6.5 to 9.1 hours. Notably, 90% of participants achieved clinically meaningful improvement in CLDEQ-8 scores after 12 weeks.

Bausch + Lomb (NYSE/TSX: BLCO) has launched ASANA™ gas permeable (GP) lenses in the United States, expanding its Specialty Vision Products portfolio. The comprehensive ASANA portfolio includes spherical, aspheric, toric, multifocal, reverse geometry and keratoconic lenses, designed to address complex vision challenges.

The ASANA lenses feature enhanced durability, maintaining shape throughout daily wear while resisting protein buildup. Eye care professionals receive support through consultant assistance for lens fittings, rapid manufacturing and shipping, and a 120-day EZ-Exchange™ Warranty Program with unlimited lens remakes. The lenses are custom-made exclusively with Boston® materials and are particularly beneficial for patients with high corneal astigmatism, severe refractive errors, keratoconus, and post-surgical vision correction needs.

Bausch + Lomb (NYSE/TSX: BLCO) announced changes to its Board of Directors following the termination of the Amended and Restated Director Appointment and Nomination Agreement with Carl C. Icahn and his affiliates. The agreement ended after the Icahn group's net long position in Bausch Health Companies Inc. fell below the required threshold.

As a result, Brett M. Icahn and Gary Hu have resigned from the Bausch + Lomb Board of Directors. Chairman and CEO Brent Saunders acknowledged their contributions over the past three years.