BL
BLCO
BLCO What Bausch & Lomb promised, and what happened
Guidance
What management said, and what became of it
17 of 19 judged targets kept · 40 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Clinical trial initiation for combination dry eye therapy | Enter clinicals | Jun 2025 | readouts for our dual-action dry eye candidate and ocular surface pain candidate are expected in the second half of this year. | Achieved |
| Adjusted EBITDA | $1.01 billion to $1.06 billion | Mar 2026 | We are also raising full year adjusted EBITDA guidance by $15 million to a range of $1.025 billion to $1.075 billion. | Revised Up |
| Adjusted gross margin | approximately 62% | Mar 2026 | We continue to expect adjusted gross margin to be approximately 62% and investments in R&D to be in the range of 7.5% to 8% of revenue. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 59 tracked commitments for Bausch & Lomb
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.