Bausch + Lomb Corporation (BLCO)

Over the past six months, Bausch + Lomb's stock has experienced mixed performance. The share price increased by 16.25% from April 28, 2025, to April 27, 2026. Recent events include strong Q1 2026 earnings with revenue growth and increased adjusted EBITDA, but also a GAAP net loss. Analyst ratings maintain a "Hold" consensus with a potential upside. Governance concerns arose after the AGM due to a lack of published results.

Bausch + Lomb's business experiences seasonality, particularly within its Pharmaceutical segment, suggesting that demand for certain products or services may fluctuate throughout the year.

Bausch + Lomb Corporation is a global eye health company in the healthcare sector, specifically ophthalmic goods manufacturing. Their mission is to help people see better to live better, offering over 400 products across Vision Care, Ophthalmic Pharmaceuticals, and Surgical segments. The Vision Care segment includes contact lenses and ocular health products. The Ophthalmic Pharmaceuticals segment focuses on prescription eye care products. The Surgical segment provides medical device equipment and technologies for treating various eye conditions.

Bausch + Lomb has a significant global presence with approximately 12,500 to 13,500 employees and operations in around 100 countries. The company's headquarters are in Vaughan, Ontario, Canada, with a U.S. headquarters in Bridgewater, New Jersey. Commercial and manufacturing locations are spread across North America, South America, Asia, and Europe.

Bausch + Lomb's brands are considered iconic and trusted in the eye health industry. The company continues to launch new products and promotes its R&D pipeline. They also have a ONE by ONE Recycling Program and released a 2025 Sustainability Impact Report. In 2023, Bausch + Lomb announced its intent to acquire Xiidra from Novartis. Governance questions regarding the AGM disclosure in April 2026 could potentially have a minor, indirect impact on investor confidence.

Bausch + Lomb Corporation's ownership includes institutional, retail, and individual investors. Bausch Health Companies Inc. is a major shareholder, holding approximately 87.6% of the shares. Major institutional owners include Icahn Carl C, Deutsche Bank Ag, and Oaktree Capital Management Lp. Carl Icahn owns the most shares among individual investors.