Alcon Q2 2026 Sales Rise 7%, Raises EPS Outlook on Strong Equipment and IOL Demand

Earnings
โดย GuruFocus·US·Read original
Summary · why it matters

Alcon Inc reported 7% sales growth in the second quarter of 2026, driven by broad-based strength across its surgical and vision care franchises. Unity VCS equipment sales surged 25% year-over-year with higher-than-expected average selling prices, while Panoptix Pro IOL adoption exceeded expectations, representing roughly 90% of Panoptix implants. Core operating margin expanded 160 basis points to 20.6%, and the company raised its full-year constant-currency EPS growth outlook to 12% to 15%. However, implantables growth remained subdued at 1%, with IOLs up only 2% amid competitive launches and flat US cataract procedure volumes. Alcon also discontinued its Power Vision IOL program due to performance issues and announced a collaboration with RxSight for next-generation adjustable lenses.

Impact on stocks 2

Aging Population · 2 stocks
Alcon AG
ALC
▲ PositiveCapitalrelevance

Raises EPS outlook and reports strong sales growth, driven by equipment and IOL demand.

Rxsight Inc
RXST
▲ PositiveTechnologyrelevance

Collaboration with Alcon for next-generation adjustable lenses is a positive development for RxSight.