Bausch Health Companies Inc. (BHC)

Over the last 12 months, BHC's stock price decreased by 19.96%, with a year-to-date return of -21.65%, but it has seen a 2.10% increase in the past month. In Q2 2025, Bausch Health reported a 5% year-over-year revenue increase and a 5% rise in Adjusted EBITDA, completing a $7.9 billion debt refinancing. In Q3 2025, the company delivered strong results with revenue up 6.8% year-over-year, driven by successful product launches and robust XIFAXAN performance, raising its guidance on adjusted EBITDA and operating cash flow. Bausch Health initiated an exchange offer in November 2025 to manage its debt obligations. In December 2024, Bausch Health explored potential sale options for its subsidiary Bausch + Lomb, but by February 2025, the boards decided not to proceed with a sale.

Information regarding the specific demand seasonality for Bausch Health Cos., Inc. products and services is not readily available in the provided search results without requiring registration for specialized financial data platforms.

Bausch Health Cos., Inc. is a diversified specialty pharmaceutical and medical device company operating in the Healthcare sector, specifically in the Drug Manufacturers - Specialty & Generic industry. The company's business is structured around five key segments: Salix focuses on gastroenterology products, primarily in the U.S.; International sells aesthetic medical devices, branded and generic pharmaceuticals, and OTC products outside the U.S. and Puerto Rico; Solta Medical specializes in the global sale of aesthetic medical devices; Diversified offers pharmaceutical products in neurology, dermatology, generic pharmaceuticals, and dentistry within the U.S.; and Bausch + Lomb encompasses global sales of vision care, surgical, and ophthalmic pharmaceutical products. Major products include XIFAXAN for gastroenterology, Cabtreo for dermatology, and Ryaltris.

Bausch Health has a significant global presence with facilities worldwide, including administrative, research and laboratory, marketing, distribution, and warehousing. The company offers its products directly or indirectly across various regions, including the U.S., Canada, Africa, the Middle East, Australia, Latin America, and Europe. Manufacturing facilities are located in countries such as the U.S., Brazil, Colombia, Germany, and Canada. The company's headquarters are in Laval, Quebec, Canada.

In the past year, Bausch Health has focused on improving its core businesses and has shown consistent year-over-year revenue and adjusted EBITDA growth (excluding Bausch + Lomb). The company's strategic focus includes hepatology expertise and new product launches, such as Cabtreo, which has performed strongly. However, the company's brand reputation has also been influenced by its high debt obligations, which totaled $21.507 billion, representing 81% of its total assets, as of December 2024. The exploration of a potential sale of its subsidiary, Bausch + Lomb, in late 2024 and early 2025, which ultimately did not proceed, could have created uncertainty among investors and stakeholders. Despite these financial challenges, the company's continued innovation and international market expansion are positioned to support long-term profitability.

Bausch Health Companies Inc. has a mixed ownership structure. Institutional shareholders hold a significant portion, ranging from approximately 64.97% to 65.75% of the stock. Insider ownership is also substantial, reported between 20.23% and 62.10%. Retail or public investors hold varying percentages, with some sources indicating 0.00% and others up to 69.37%. Major institutional owners include Paulson & Co. Inc., Goldentree Asset Management Lp, Nomura Holdings Inc, Healthcare Of Ontario Pension Plan Trust Fund, Vanguard Group Inc, Royal Bank Of Canada, and Icahn Capital LP. John Paulson is the largest individual shareholder, owning 92.92 million shares, representing 25.08% of the company. Alexander Meruelo also holds a significant stake of 9.9%.