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Bausch + Lomb to Highlight Company Transformation and Growth Strategy at Investor Day

By The Northwire Desk — AI Analysis Nov 13, 2025 · 07:00 BLCO · 23.26 BAUSCH + LOMB CORPORATION
BLCO · Price

Executive Summary

  • Bausch + Lomb unveiled a three‑year plan targeting 5–7% constant‑currency revenue CAGR and ~23% adjusted EBITDA margin by 2028, with double‑digit EPS growth and net leverage of ~3.5×.
  • The company highlighted a $7 billion peak‑sales pipeline across consumer, pharmaceutical, surgical and contact‑lens segments, with multiple product launches slated between 2026 and 2031.
  • Management reaffirmed FY 2025 guidance while emphasizing the upcoming separation from Bausch Health Companies Inc.

Key Details

  • Financial Targets (2026‑2028):
  • Revenue CAGR: 5–7% (constant currency)
  • Adjusted EBITDA margin (ex‑Acq. IPR&D): ~23% in 2028
  • Adjusted EPS growth: double‑digit annually (2026‑2028)
  • Adjusted cash‑flow from operations to adjusted EBITDA conversion: ~50% in 2028

  • Net leverage: ≈3.5× by end‑2028

  • 2025 Guidance: Reaffirmed full‑year outlook (details not restated).

  • Pipeline – Projected Peak Sales: ~$7 billion total, staggered launches.

  • Consumer Segment Launches:

  • PreserVision® AREDS3 formulation (AMD) – launch H1 2026
  • New LUMIFY® brimonidine‑hyaluronic acid combo – launch H1 2027

  • Blink® Triple Care lipid‑based preservative‑free drops – launch H1 2026

  • Pharmaceutical Segment Launches:

  • Dual‑action dry‑eye drop (MIEBO® + XIIDRA®) – ~2029
  • Neurosensory ocular surface pain therapy – ~2030
  • Glaucoma medication with vision‑loss protection – ~2031

  • Early‑stage AMD & geographic atrophy collaborations – 2030+

  • Surgical Segment Launches:

  • enVista Beyond™ intraocular lens (refractive optics) – 2027
  • ELIOS™ minimally invasive glaucoma surgery (U.S. launch H2 2026)
  • SeeNova™ phaco/vitreoretinal platform – 2028

  • SeeLyra™ femtosecond laser with OCT guidance – H2 2026

  • Contact Lens Segment Launches:

  • Bioactive hyaluronic‑acid hydrogel lens (new category) – 2028
  • Cost‑competitive daily disposable silicon hydrogel – 2029
  • Premium silicone hydrogel for comfort – 2029

  • Myopia‑control silicone hydrogel for children – 2029

  • Strategic Context: Presentation delivered at NYSE Investor Day; webcast registration available on the company’s IR site.

Notable Quotes

  • “Bausch + Lomb today is a fundamentally different company than it was just a few years ago.” – Brent Saunders, Chairman & CEO
  • “Our roadmap to above‑market growth and meaningful margin expansion is clear.” – Sam Eldessouky, EVP & CFO
  • “We’re pushing the boundaries of ocular science to transform how eye diseases… are treated and ultimately prevented.” – Yehia Hashad, MD, EVP R&D & CMO
Read the original news release →

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