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Mar 31
Alcon Q1 2025 Earnings Report
Alcon reported flat revenue growth and increased profitability in Q1 2025.
Key Takeaways
Alcon posted stable revenues of $2.5B in Q1 2025, with net income rising to $350M. Adjusted EPS was $0.73, reflecting continued innovation-led performance despite market softness in the US.
Revenue held steady at $2.5B, with 3% growth on a constant currency basis.
Net income rose to $350M due to gains from investment revaluations.
Free cash flow improved to $278M, driven by stronger operational efficiency.
Launched Unity VCS and other major product innovations to drive future growth.
Alcon
Alcon
Alcon Revenue by Segment
Alcon Revenue by Geographic Location
Revenue by Segment
Total Surgical Revenue
CapyFin.comTotal Vision Care Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Alcon updated its 2025 outlook, expecting slightly higher sales but trimming margin and EPS forecasts due to tariff and licensing impacts.
Positive Outlook
- Revenue guidance increased to $10.4–$10.5B.
- Expect to offset $80M in tariff pressure via operational efficiencies.
- Maintained core effective tax rate at ~20%.
- Robust innovation pipeline including Unity VCS and PanOptix Pro.
- Steady aggregated market growth of ~4% expected.
Challenges Ahead
- Core operating margin guidance lowered to 20–21%.
- Core EPS guidance reduced to $3.05–$3.15.
- Dilutive effects from business development activities expected to cut 80 bps from margin.
- Tariffs forecasted to pressure cost of sales by $80M.
- No share repurchase impact reflected in updated guidance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income