Loading...
•
Sep 30, 2025
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.
Revenue by Segment
Revenue by Geographic Location
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
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...