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Sep 30
Alcon Q3 2025 Earnings Report
Alcon reported solid third-quarter results with growth driven by equipment and ocular health segments.
Key Takeaways
Alcon delivered a strong Q3 2025 performance with revenue reaching $2.6 billion and net income of $237 million. Growth was led by Vision Care and Surgical segments, particularly in equipment and ocular health. EPS came in at $0.48, with core EPS at $0.79.
Unity VCS contributed significantly to equipment sales growth.
Ocular health and contact lenses segments showed solid year-over-year growth.
Reported operating margin was slightly lower than the prior year due to increased investments.
Free cash flow remained robust at $1.244 billion for the first nine months.
Alcon
Alcon
Alcon Revenue by Segment
Alcon Revenue by Geographic Location
Revenue by Segment
Surgical Revenue
CapyFin.comVision Care Revenue
CapyFin.comImplantables Revenue
CapyFin.comConsumables Revenue
CapyFin.comEquipment/Other Revenue
CapyFin.comContact Lenses Revenue
CapyFin.comOcular Health Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Alcon maintained its full-year 2025 outlook with expectations of continued growth driven by product innovation and operational execution.
Positive Outlook
- Full-year sales guidance of $10.3 to $10.4 billion maintained
- Core EPS guidance unchanged at $3.05 to $3.15
- Expected core operating margin between 19.5% to 20.5%
- Strong momentum in Unity VCS and PanOptix Pro uptake
- Free cash flow and cash returns to shareholders remain strong
Challenges Ahead
- Tariffs expected to impact cost of goods by $100 million
- Higher tax rate compared to prior year
- Increased R&D and marketing spend impacting margins
- Pressure from legacy product declines in Contact Lenses
- Competitive pressures in Implantables segment
Revenue & Expenses
Visualization of income flow from segment revenue to net income