)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Bausch + Lomb
Bausch + Lomb (BLCO) investor relations material
Bausch + Lomb 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic transformation, vision, and innovation
Emphasis on cultural shifts, leadership renewal, and a return to an innovation-driven mindset, focusing on meaningful products and platforms that address real patient needs.
Technology modernization across R&D, manufacturing, and digital tools has led to increased patent filings and improved operational efficiency, with 59 new patent applications in 2025, up from 42 in 2013.
Company-wide innovation culture now drives product design, digital capabilities, and customer engagement, supporting durable growth and margin expansion.
Strategy emphasizes above-market revenue growth, margin expansion, and robust cash flow generation, with all business segments contributing to a targeted 5–7% constant currency revenue CAGR from 2025–2028.
Focus on disruptive innovation and elevating standard of care across all business lines.
Pipeline and product launches
Multiple high-impact launches planned: AREDS 3 for AMD, Elios MIGS for glaucoma, new preservative-free drops, premium eye care products, and a bioactive contact lens (Project Halo) expected in 2028.
Pipeline includes myopia control lens, neurosensory agent for OSP, dual-action dry eye drops, and a glaucoma asset with neuroprotective benefits, with peak sales potential ranging from $200M to $3.9B.
Major launches planned between 2026–2031, including glaucoma therapy, AMD/GA game changers, and next-gen surgical devices.
Projected total peak sales from pipeline products estimated at ~$7B, with launches staggered by product.
Ongoing clinical studies and regulatory submissions support robust innovation pipeline.
Market positioning and business performance
Maintains #1 global OTC eye health position, with strong momentum in consumer and contact lens segments, and brands like PreserVision, Ocuvite, and Lumify Luxe driving growth.
Contact lens segment outperforms market, with new launches in 60+ countries and premium products targeting multifocal, astigmatism, and myopia control.
Expanding in premium surgical categories with new IOLs, lasers, and cataract/retina combo devices, targeting peak sales up to $450M per product.
Pharma segment driven by MIEBO and Xiidra, with combination therapies and new indications supporting future growth.
All business segments forecast 5–7% CAGR through 2028.
Why are 2025-2028 financial targets not reaffirmed?
Detail the "Game Changers" in AMD/GA.
What drives the higher Surgical revenue CAGR?
Bioactive lens external study data timing?
Surgical margin improvement drivers for 2028 target?
Xiidra's 2026 revenue growth drivers?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Bausch + Lomb earnings date
Q4 202518 Feb, 2026
Bausch + Lomb
Next Bausch + Lomb earnings date
Q4 202518 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Bausch + Lomb Corporation is a global healthcare company specializing in eye health products. The company offers a wide range of products across three primary segments: Vision Care, Ophthalmic Pharmaceuticals, and Surgical. Its portfolio includes contact lenses, lens care solutions, prescription eye medications, over-the-counter eye care products, and surgical devices for cataract, vitreoretinal, and refractive procedures. The company is headquartered in Vaughan, Canada, and its shares are listed on the NYSE (New York Stock Exchange).
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage