Bausch & Lomb Corp — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
B&L reported Q3 2026 revenue of $1.375B (+7% YoY reported, +8% constant currency), with GAAP net income of $32M vs. $28M loss YoY, and Adjusted EBITDA of $325M. The company raised full-year 2026 revenue guidance to $5.450B–$5.550B (from $5.440B–$5.540B) and Adjusted EBITDA guidance to $1.090B–$1.140B (from $1.025B–$1.075B), citing strong Q3 execution and improved business outlook. Key drivers: MIEBO revenue +42% to $119M, LUMIFY +35%, Premium IOL +~70%, Daily SiHy +24%.
Why this rating
Guidance raise and consistent execution are meaningful for a $557M market-cap company, but revenue/EBITDA increases are modest (~$10M–$65M annualized) relative to size. Operational momentum is real but not transformational.
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