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Bausch + Lomb Corporation

NYSE:BLCO Stock Report

Market Cap: US$6.0b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Bausch + Lomb Future Growth

Future criteria checks 3/6

Bausch + Lomb is forecast to grow earnings and revenue by 63.7% and 5.6% per annum respectively. EPS is expected to grow by 66.5% per annum. Return on equity is forecast to be 7.3% in 3 years.

Key information

63.7%

Earnings growth rate

66.46%

EPS growth rate

Medical Equipment earnings growth16.9%
Revenue growth rate5.6%
Future return on equity7.32%
Analyst coverage

Good

Last updated09 Sep 2026

Recent future growth updates

Recent updates

User avatar
Narrative Update • Sep 09

BLCO: Dry Eye Pipeline And Surgical Mix Will Drive Future Upside

Bausch + Lomb's analyst fair value estimate has shifted from $23.00 to $24.00 as analysts factor in a healthier outlook for the eyecare sector, ongoing dry eye portfolio growth, and expectations for future margin expansion from surgical products and complex IOLs. Analyst Commentary Recent Street research on Bausch + Lomb points to constructive sentiment around the eyecare specialist, with several bullish analysts publishing supportive coverage and price targets that cluster around the latest fair value estimate of US$24. These views lean heavily on the company’s dry eye portfolio, premium surgical offerings, and exposure to healthier eyecare demand.
Seeking Alpha • Aug 20

Bausch + Lomb: The Market Is Pricing The Balance Sheet, Not The Eye-Care Engine

Summary Bausch + Lomb is positioned as a turnaround and deleveraging opportunity, benefiting from a shift toward higher-margin products and expanding global distribution. Q2 2026 results showed broad-based revenue growth (9% YoY), significant margin expansion, and strong operating cash flow, supporting an optimistic outlook. Premium intraocular lenses and branded pharmaceuticals are driving faster growth, improving mix, and enabling margin and EBITDA expansion without unsustainable revenue acceleration. Despite $5.1B in debt and a parent overhang, BLCO trades at a steep valuation discount; continued execution and deleveraging could catalyze multiple re-ratings. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 14

BLCO: Eyecare Demand And 2026 Outlook Will Support Balanced Risk Reward

Bausch + Lomb's analyst fair value estimate has moved from $17.88 to $18.63, as analysts point to healthier than expected eyecare trends, resilient U.S. consumer demand, and higher Street price targets around $17 to $21 as key supports for their revised assumptions. Analyst Commentary Recent Street research on Bausch + Lomb highlights a mix of optimism around the eyecare backdrop and a more measured stance on how much of that is already reflected in the stock.
User avatar
Narrative Update • Jul 30

BLCO: Eyecare Sector Strength And New Product Launches Will Support Upside

The analyst price target for Bausch + Lomb has shifted from $21.00 to $23.00. This reflects analysts' updated view that a healthier eyecare sector, with resilient U.S. consumer demand and solid trends in premium contacts, over the counter ocular health and intraocular lenses, supports a higher valuation.
User avatar
Narrative Update • Jul 10

BLCO: Fair View Balances Medtech Strength With Pipeline And Execution Risks

The analyst fair value estimate for Bausch + Lomb has moved from $13.00 to $16.00 as analysts factor in updated price targets from $17 to $21 and highlight relatively higher quality characteristics within medtech, along with stable procedure and capital spending trends noted in recent research. Analyst Commentary Recent research on Bausch + Lomb reflects a mix of optimism around the stock's role within higher quality medtech and pockets of caution where execution and growth risks are front of mind.
User avatar
Narrative Update • Jun 26

BLCO: Product Pipeline And Higher 2026 Revenue Outlook Will Support Upside

For Bausch + Lomb, the analyst price target narrative has been adjusted modestly higher to $17.88 from $17.25, with analysts pointing to updated assumptions around discount rate, revenue growth, profit margin and future P/E, even as several firms recently trimmed their published targets. Analyst Commentary Recent research on Bausch + Lomb reflects a cautious but engaged analyst community, with several firms adjusting their price targets and assumptions rather than stepping away from the stock entirely.
User avatar
Narrative Update • Apr 17

$BLCO $BHC $COO file their ARS annual financial reports and Proxy statements stating divestiture of Lens Care Vision units but no announcem

Who benefits when $BLCO $COO $BHC do not make announcements about Vision business units are divested? Not shareholders… in my opinion
User avatar
Narrative Update • Apr 14

$BLCO $BHC $COO BHC’s ARS clearly states the divestment and discontinuation of the Vision Care Business! When will the finally announce!

$BHC divestment of $BLCO stated in the ARS financials
User avatar
Narrative Update • Apr 11

$Cooper $Bausch + Lomb Corporation  DEAL‑CERTAINTY SCORECARD (Final, Fully Integrated Version from AI and my opinion Score: 100/100 — Maxi

$BLCO & $COO Pre-Merger Research Opinion
User avatar
New Narrative • Apr 07

$BLCO & $COO The Silence BEFORE the AGM: A Retail Investor’s Timeline, Findings, and Opinion on SUSPICIOUS SILENCE!

$BLCO & $COO. The Silence After the AGM: A Retail Investor’s Timeline, Findings, and Opinion on an Unprecedented Governance Failure By a Retail Investor and Portfolio Manager (Opinion) --- I.
Seeking Alpha • Feb 21

Bausch + Lomb: Solid 2024 Results, But Let's Address The Elephant In The Room

Summary Bausch + Lomb reported solid Q4 and full-year 2024 earnings, with CEO Brent Saunders highlighting positives while avoiding the critical issue of Bausch Health's potential sale of its 88% stake. The company's performance review for 2024 was strong, but the future share price trajectory hinges on whether Bausch Health will divest its majority ownership. Investors are closely watching Bausch Health's decision, as it remains the key factor influencing Bausch + Lomb's market valuation and investor sentiment. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Bausch + Lomb And Bausch Health: Some Incremental Progress As We Wait For Sale News

Summary Bausch Health Companies Inc.'s debt burden remains a critical issue, with over $21 billion in long-term debt, making a sale of Bausch + Lomb Corporation a potential solution. Bausch + Lomb's Q3 performance showed revenue growth and a shift to net income, driven by new products like Xiidra and Miebo. Despite bankruptcy rumors, major institutional investors like Carl Icahn and Paulson & Co. suggest strategic moves could prevent such an outcome. Both Bausch Health and Bausch + Lomb retain “Buy” ratings due to potential debt resolution strategies and promising growth metrics, respectively. Read the full article on Seeking Alpha
Seeking Alpha • Sep 19

With Buyout Interest, Bausch + Lomb May Still Be Worth Interest At Current Levels

Summary Bausch + Lomb stock has rebounded since January, but still offers value, especially with potential takeover interest and a solid balance sheet. BLCO shares trade at a reasonable premium to forward earnings, with a current ratio of 1.66, providing flexibility despite recent unprofitability. Risks include potential failure of takeover, economic downturns, inflation, and majority ownership by BHC, which could affect independent operations. I rate Bausch + Lomb stock a buy, given its decent deal relative to book value and potential for market recognition or acquisition premium. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:BLCO - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20286,13831560784711
12/31/20275,81613145366414
12/31/20265,494-6129753114
6/30/20265,324-171137458N/A
3/31/20265,208-2191340N/A
12/31/20255,101-360-66283N/A
9/30/20254,976-305-196169N/A
6/30/20254,891-273-165186N/A
3/31/20254,829-362-168166N/A
12/31/20244,791-317-59232N/A
9/30/20244,684-368-58225N/A
6/30/20244,495-456-137119N/A
3/31/20244,314-337-13180N/A
12/31/20234,146-260-198-17N/A
9/30/20233,969-207-20127N/A
6/30/20233,904-141-57106N/A
3/31/20233,810-104116286N/A
12/31/20223,7686170345N/A
9/30/20223,77358144348N/A
6/30/20223,780136398594N/A
3/31/20223,773175482688N/A
12/31/20213,765182680873N/A
9/30/20213,708-78636845N/A
6/30/20213,675-53539776N/A
3/31/20213,517-44370618N/A
12/31/20203,412-18263522N/A
12/31/20193,778298N/A799N/A
12/31/20183,665710N/A763N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BLCO is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.7%).

Earnings vs Market: BLCO is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: BLCO is expected to become profitable in the next 3 years.

Revenue vs Market: BLCO's revenue (5.6% per year) is forecast to grow slower than the US market (13.6% per year).

High Growth Revenue: BLCO's revenue (5.6% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: BLCO's Return on Equity is forecast to be low in 3 years time (7.3%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/21 21:51
End of Day Share Price 2026/09/21 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bausch + Lomb Corporation is covered by 19 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Travis SteedBofA Global Research
Joanne WuenschCitigroup Inc
Philip ChickeringDeutsche Bank

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