Bausch + Lomb (BLCO) Loss Narrows To US$28m As Margin Repair Narrative Gains Traction

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Bausch + Lomb (NYSE:BLCO) has put out its latest FY 2025 numbers with Q3 revenue of US$1.3b and a basic EPS loss of US$0.08, as investors weigh how far the business has come toward closing the ...

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The company has seen quarterly revenue move from US$1.1b in Q1 2025 to US$1.3b in Q3, while basic EPS losses over that stretch ranged from US$0.60 in Q1 to US$0.18 in Q2 and US$0.08 in Q3. This sets up the current update as a check-in on how quickly margins can repair from here.\nSee...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4198":"医疗保健用品","BLCO":"博士伦"},"translate_title":"随着利润率修复叙述越来越受欢迎，博士伦(BLCO)亏损收窄至2800万美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLCO":1.5},"content_text":"Bausch + Lomb (NYSE:BLCO) has put out its latest FY 2025 numbers with Q3 revenue of US$1.3b and a basic EPS loss of US$0.08, as investors weigh how far the business has come toward closing the profitability gap. The company has seen quarterly revenue move from US$1.1b in Q1 2025 to US$1.3b in Q3, while basic EPS losses over that stretch ranged from US$0.60 in Q1 to US$0.18 in Q2 and US$0.08 in Q3. This sets up the current update as a check-in on how quickly margins can repair from here. See our full analysis for Bausch + Lomb. With the latest figures on the table, the next step is to see how this margin story lines up with the prevailing narratives around Bausch + Lomb and where the fresh numbers push back on those views. See what the community is saying about Bausch + Lomb NYSE:BLCO Earnings & Revenue History as at Feb 2026 AdvertisementLosses Shrink From US$212m To US$28m  Net income loss narrowed from US$212 million in Q1 2025 to US$62 million in Q2 and US$28 million in Q3, while revenue over the same period sat between US$1.1b and US$1.3b. Bulls point to this pattern of smaller quarterly losses as early support for their view that margins can move from about a 6.1% loss today toward a 4.0% profit margin over the next few years. However, the trailing 12 month loss of US$305 million still lines up with the cautious view that profitability is not in place today.\n     Supporters of the bullish case highlight the Q1 to Q3 swing in basic EPS from a loss of US$0.60 to a loss of US$0.08 as a sign that the business can move toward the US$242.7 million earnings level they reference for 2028. At the same time, critics within the bearish narrative point out that on a trailing 12 month basis EPS remains a loss of US$0.86 and net income is still a loss of US$305 million. They see this as consistent with their focus on a multi year loss record.    If you want to see how optimistic investors are connecting this loss reduction to their long term story for the business, check out the detailed bull case for Bausch + Lomb here: 🐂 Bausch + Lomb Bull Case Revenue Near US$5.0b, Profit Still Negative  On a trailing 12 month view, revenue sits at about US$5.0b against a net income loss of US$305 million and basic EPS loss of US$0.86. Bears argue that this combination of sizeable revenue and continuing losses backs their thesis that the business model still has work to do, even though they also assume profit margins can move from a 6.1% loss to a 4.3% profit margin and earnings of US$247 million by 2029.\n     That cautious stance leans on the fact that the trailing 12 month loss of US$305 million follows several years where losses reportedly widened at an average rate of 53.3% a year. What complicates the bearish view is that both bearish and bullish narratives are using similar earnings end points, around US$240 million to US$250 million. The main difference is how investors judge the current loss profile rather than the long term earnings number itself.    If you are wondering how skeptics interpret these US$5.0b of sales against ongoing losses, the full bear case lays out their argument in detail: 🐻 Bausch + Lomb Bear Case P/S Of 1.3x Versus DCF Value  With a share price of US$17.67 and a P/S of 1.3x versus peer and industry averages of 2.6x and 2.8x, the shares are also being compared to a DCF fair value of about US$34.23, which implies a large gap between price and that model output. Consensus narrative watchers highlight a tension here, because analysts reference revenue growth forecasts of around 5.7% a year and margin improvement toward 4.3%, while the current share price of US$17.67 sits close to an analyst price target of about US$17.64, even though the DCF fair value in the data is almost double that.\n     On one side, the lower P/S ratio against peers and the DCF fair value of US$34.23 are used as evidence by those who see valuation support while accepting that the business was loss making over the past year. On the other, the relatively small gap between US$17.67 and the US$17.64 analyst price target suggests analysts in the supplied data are treating the stock as roughly fairly priced despite the DCF gap. Readers may want to compare this with their own expectations for revenue growth and margin repair.    Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Bausch + Lomb on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. After all this, do you think the tone tilts more cautious or optimistic, and what does that mean for you right now? To pressure test the upside that others see, it can help to review the rewards in detail for yourself with 3 key rewards. See What Else Is Out There Here, the tension is clear. Bausch + Lomb is still reporting losses on about US$5.0b of revenue and relies on future margin repair to justify the story. If you want ideas where the financials already look more robust, check out solid balance sheet and fundamentals stocks screener (43 results) today and compare businesses that currently pair revenue with stronger balance sheet support.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Bausch + Lomb might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}