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Alcon Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.80 |
| EPS actual | $0.85 |
| EPS Surprise | 6.25% |
| Revenue estimate | 2.642B |
| Revenue actual | 2.653B |
| Revenue Surprise | 0.422% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.790 |
| EPS actual | $0.780 |
| EPS Surprise | -1.27% |
| Revenue estimate | 2.686B |
| Revenue actual | 2.636B |
| Revenue Surprise | -1.87% |
| Release date | Nov 11, 2025 |
| EPS estimate | $0.770 |
| EPS actual | $0.790 |
| EPS Surprise | 2.60% |
| Revenue estimate | 2.711B |
| Revenue actual | 2.614B |
| Revenue Surprise | -3.58% |
| Release date | Aug 19, 2025 |
| EPS estimate | $0.710 |
| EPS actual | $0.760 |
| EPS Surprise | 7.04% |
| Revenue estimate | 2.651B |
| Revenue actual | 2.596B |
| Revenue Surprise | -2.06% |
Last 4 Quarters for Alcon
Below you can see how ALC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 19, 2025 |
| Price on release | $90.12 |
| EPS estimate | $0.710 |
| EPS actual | $0.760 |
| EPS surprise | 7.04% |
| Date | Price |
|---|---|
| Aug 13, 2025 | $86.48 |
| Aug 14, 2025 | $86.79 |
| Aug 15, 2025 | $87.71 |
| Aug 18, 2025 | $88.13 |
| Aug 19, 2025 | $90.12 |
| Aug 20, 2025 | $81.04 |
| Aug 21, 2025 | $79.18 |
| Aug 22, 2025 | $82.02 |
| Aug 25, 2025 | $80.76 |
| 4 days before | 4.21% |
| 4 days after | -10.39% |
| On release day | -10.08% |
| Change in period | -6.61% |
| Release date | Nov 11, 2025 |
| Price on release | $77.36 |
| EPS estimate | $0.770 |
| EPS actual | $0.790 |
| EPS surprise | 2.60% |
| Date | Price |
|---|---|
| Nov 05, 2025 | $74.34 |
| Nov 06, 2025 | $74.27 |
| Nov 07, 2025 | $73.97 |
| Nov 10, 2025 | $74.35 |
| Nov 11, 2025 | $77.36 |
| Nov 12, 2025 | $79.44 |
| Nov 13, 2025 | $78.61 |
| Nov 14, 2025 | $77.65 |
| Nov 17, 2025 | $76.61 |
| 4 days before | 4.06% |
| 4 days after | -0.97% |
| On release day | 2.69% |
| Change in period | 3.05% |
| Release date | Feb 24, 2026 |
| Price on release | $84.13 |
| EPS estimate | $0.790 |
| EPS actual | $0.780 |
| EPS surprise | -1.27% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $82.29 |
| Feb 19, 2026 | $83.22 |
| Feb 20, 2026 | $82.63 |
| Feb 23, 2026 | $82.85 |
| Feb 24, 2026 | $84.13 |
| Feb 25, 2026 | $86.27 |
| Feb 26, 2026 | $86.72 |
| Feb 27, 2026 | $87.18 |
| Mar 02, 2026 | $84.68 |
| 4 days before | 2.24% |
| 4 days after | 0.654% |
| On release day | 2.54% |
| Change in period | 2.90% |
| Release date | May 05, 2026 |
| Price on release | $74.45 |
| EPS estimate | $0.80 |
| EPS actual | $0.85 |
| EPS surprise | 6.25% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $72.81 |
| Apr 30, 2026 | $74.87 |
| May 01, 2026 | $74.09 |
| May 04, 2026 | $73.48 |
| May 05, 2026 | $74.45 |
| May 06, 2026 | $65.41 |
| May 07, 2026 | $63.88 |
| May 08, 2026 | $62.56 |
| May 11, 2026 | $62.02 |
| 4 days before | 2.25% |
| 4 days after | -16.70% |
| On release day | -12.14% |
| Change in period | -14.82% |
Alcon Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 results: Sales $2.7B, +6% YoY. Surgical +6% ($1.5B), Vision Care +6% ($1.2B), Ocular Health +10% ($487M). Core diluted EPS $0.85. Free cash flow $279M.
- Product momentum: Strong adoption and share gains for new products — Unity platform (VCS and CS) driving equipment growth (equipment +23% YoY), PanOptix Pro and TruePlus gaining traction in IOLs, Vivity upgrade planned for early 2027. Valeda (dry AMD device) and Tryptyr (dry eye pharma) showing early encouraging uptake; Tryptyr coverage expanding (~55% commercial lives).
- Contact lenses: Reusable portfolio (Total30) and Precision7 performing well; contact lens sales +4% to $738M with mix/pricing benefit and limited legacy promotional activity.
- Margins & costs: Q1 core gross margin 63% (down 40 bps yr/yr, impacted by tariffs ~120 bps). Core operating margin 21.2% (flat yr/yr). Tariff assumption reduced (now ~10% average on US imports), lowering estimated tariff expense by ~$25M versus prior guidance.
- Guidance & capital allocation: Full-year constant-currency sales growth guidance 5–7%; core operating margin expansion 70–170 bps (mostly in H2); core diluted EPS growth 10–13%. Board approved $1.5B share repurchase program (3-year authorization) and a dividend of $0.28 per share.
- Strategic/operational items: Continued investment behind innovation and R&D (including reinvestment of tariff savings), selective AI deployment across R&D, operations and commercial to improve speed/quality, and focus on converting demand into procedure capacity (office-based surgery, ASC growth).
- Risks/uncertainties: Mixed market conditions (cataract volumes low-single-digit growth), China weakness/recall effects, ongoing competitive pressure in IOLs internationally, tariff and geopolitical/shipping disruptions. Management expects back-half acceleration as new-product momentum compounds.
