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Dec 31, 2023

Bausch + Lomb Q4 2023 Earnings Report

Announced fourth-quarter and full-year 2023 results, exceeding revenue expectations and setting a positive tone for 2024.

Key Takeaways

Bausch + Lomb reported Q4 2023 revenue of $1.173 billion, an 18% increase compared to Q4 2022. The company's GAAP net loss attributable to Bausch + Lomb Corporation was $54 million. Revenue growth was driven by growth across all segments.

Revenue of $1.173 Billion.

GAAP Net Loss Attributable to Bausch + Lomb Corporation of $54 Million.

Adjusted EBITDA (non-GAAP) of $231 Million.

Revenue Grew 18% as Reported and 19% on a Constant Currency Basis Compared to the Fourth Quarter of 2022, Driven by Growth Across All Segments

Total Revenue
$1.17B
Previous year: $996M
+17.8%
EPS
$0.24
Previous year: $0.23
+4.3%
Gross Profit
$712M
Cash and Equivalents
$331M
Previous year: $380M
-12.9%
Free Cash Flow
-$69M
Total Assets
$13.4B

Bausch + Lomb

Bausch + Lomb

Bausch + Lomb Revenue by Segment

Forward Guidance

Bausch + Lomb provided guidance for the full year of 2024. Full-year revenue is expected to be in the range of $4.600 - $4.700 billion, representing approximately 12%-14% constant currency growth. Full-year Adjusted EBITDA is projected to be between $840 - $890 million. Foreign exchange headwinds for the full year are estimated to negatively impact revenue by $40 million.

Positive Outlook

  • Full-year revenue: $4.600 - $4.700 billion
  • ~12% - 14% constant currency growth
  • Full-year Adjusted EBITDA (non-GAAP): $840 - $890 million

Challenges Ahead

  • Foreign exchange headwinds for the full year: Revenue: -$40 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income