Alcon Q4 Revenue Up 9.1% to $2.7B, EPS Misses by $0.01

ALCALC

Alcon’s Q4 revenue rose 9.1% YoY to $2.7B, narrowly missing estimates by 0.2%, and EPS climbed to $0.78 from $0.72 last year, falling $0.01 short of forecasts. Vision care sales jumped 9.8% to $1.16B while surgical consumables grew 7.6% to $794M, though other revenues plunged 36% to $16M.

1. Q4 Financial Highlights

Alcon reported $2.7B in revenue for Q4, a 9.1% increase year-over-year, narrowly missing consensus by 0.2%. EPS rose to $0.78 from $0.72 a year ago but fell $0.01 below forecasts, reflecting a modest earnings surprise.

2. Segment Sales Performance

Vision care net sales reached $1.16B, up 9.8% YoY, led by a 13.9% increase in ocular health to $474M and 7.1% growth in contact lenses to $683M. Total surgical sales grew 8.6% to $1.55B, with equipment flat at $277M and consumables up 7.6%, while other revenues dropped 36% to $16M.

3. Stock Reaction and Rating

Shares have gained 2.6% over the past month versus a 1% decline in the S&P 500. The stock holds a Zacks Rank #2 (Buy), indicating potential to outperform peers in the near term.

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