BLCO
Market read
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BLCO's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Loss on Extinguishment of Debt Loss on extinguishment of debt was $1 million and $9 million for the six months ended June 30, 2026 and 2025, respectively, as a result of the January 2026 Credit Facility Amendment and June 2025 Credit Facility Amendment, each…”10-Q · Jul 29, 2026 ↗
“The increase was primarily driven by the unfavorable impact of foreign currencies on this expense and higher volumes.”10-Q · Jul 29, 2026 ↗
“Research and Development Expenses R&D expenses were $215 million and $182 million for the six months ended June 30, 2026 and 2025, respectively, an increase of $33 million, or 18%, primarily due to certain products in development, as previously discussed.”10-Q · Jul 29, 2026 ↗
“The acquisition is expected to close in the fourth quarter of 2025 or first quarter of 2026, subject to receipt of regulatory approval and other customary closing conditions, and will include an upfront cash payment of approximately $ 75 million due at closin…”10-Q · Oct 29, 2025 ↗
Valuation discipline
Price/sales 1.2× · EV/sales 2.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BLCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-29 against the comparable filing from 2025-04-30.
No thresholded deterioration was identified.
“Interest expense was $97 million and $94 million for the three months ended March 31, 2026 and 2025, respectively, an increase of $3 million, primarily driven by financing fees associated with the January 2026 Credit Facility Amendment, as defined below.”
“Gross product sales $ 1,992 100.0 % $ 1,866 100.0 % Provisions to reduce gross product sales to net product sales Discounts and allowances 116 5.80 % 106 5.70 % Returns 21 1.10 % 11 0.60 % Rebates 418 21.00 % 445 23.90 % Chargebacks 176 8.80 % 146 7.80 % Distribution fees 22 1.10 % 25 1.30 % Total provisions 753 37.80 % 733 39.30 % Net product sales 1,239 62.20 % 1,133 60.70 % Other revenues 5 4 Revenues $ 1,244 $ 1,137 Cash discounts and allowances, returns, rebates, chargebacks and distribution fees as a percentage of gross product sales were 37.8% and 39.3% for the three months ended March 31, 2026 and 2025, respectively, a decrease of 1.5% percentage points, and is primarily attributabl...”
“The increase was attributable to: (i) the favorable impact of foreign currencies of $42 million, (ii) increased net realized pricing of $38 million, primarily driven by our Vision Care and Pharmaceuticals segments, (iii) increased volumes of $29 million primarily from our Pharmaceuticals and Vision Care segments and (iv) incremental sales attributable to acquisitions of $1 million, within our Surgical segment.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Distribution Fees The Company sells products to certain wholesalers, and large pharmacy chains such as CVS and Walmart, usually under Distribution Services Agreements ("DSAs").”
“2023 Acquisitions Acquisition of XIIDRA ® On June 30, 2023, a wholly owned subsidiary of the Company, Bausch + Lomb Ireland Limited, entered into a Stock and Asset Purchase Agreement (the “Acquisition Agreement”) with Novartis Pharma AG and Novartis Finance C…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
BLCO is currently a Early Follower in the organic co-movement group Drug Manufacturers - General. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.