Recent 8-K filings for BLCO

• May 20, 2026, 4:32 PM ET other materiality 0.10 neutral item 5.07

  BLCO shareholders re-elect all 10 directors, approve say-on-pay, ratify auditor

  All 10 director nominees elected, each with ~331.5M votes for, ~4.2M against, ~11.5M broker non-votes.

• April 29, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Bausch + Lomb Q1 2026 revenue $1.244B (+9% YoY), raises full-year guidance

  Revenue $1.244B, up 9% reported and 6% constant currency YoY; GAAP net loss narrowed to $71M from $212M.

• February 18, 2026, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Bausch + Lomb Q4 rev $1.405B (+10%), net loss $58M; guides FY2026 rev $5.375B-$5.475B

  Q4 revenue $1.405B (+10% reported, +7% constant currency); FY revenue $5.101B (+6% reported, +5% constant currency).

• January 2, 2026, 6:59 PM ET debt materiality 0.65 positive item 1.01item 2.03item 8.01item 9.01 ◈ Material Agreements

  Bausch + Lomb completes $2.8B term loan refinancing; margin cut up to 0.50%

  Entered Fourth Amendment providing $2,802,125,000 Replacement Term Loans maturing January 15, 2031.

• December 22, 2025, 6:59 PM ET other materiality 0.25 neutral item 5.02

  Bausch + Lomb assigns new directors Alfonso, Collis to board committees

  Eduardo C. Alfonso, MD appointed to Science and Technology Committee, effective Jan 1, 2026.

• December 17, 2025, 6:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01

  Bausch + Lomb appoints Eduardo Alfonso, MD and Steven Collis to board, effective Jan 1, 2026

  Eduardo C. Alfonso, MD, and Steven H. Collis appointed to Bausch + Lomb board, effective Jan 1, 2026.

• December 12, 2025, 6:59 PM ET debt materiality 0.45 positive item 8.01item 9.01

  Bausch + Lomb refinances $2.8B in term loans, cuts margins and extends maturity

  Replacement Term Loans of $2,802M allocated to refinance all outstanding term B loans due 2028 and 2031.

• November 13, 2025, 6:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Bausch + Lomb targets 5-7% revenue CAGR, ~23% EBITDA margin; pipeline peak sales ~$7B

  Targets 5-7% constant currency revenue CAGR 2025-2028.

• October 29, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Bausch + Lomb Q3 revenue $1.28B (+7% YoY); narrows FY adjusted EBITDA guidance to $870M-$910M

  Revenue $1.281B, up 7% reported (6% constant currency); Vision Care +8%, Surgical +4%, Pharmaceuticals +8%.

• August 18, 2025, 7:59 PM ET leadership materiality 0.55 neutral item 1.02item 5.02item 7.01item 9.01

  Bausch+Lomb's Icahn directors resign after agreement terminates

  Brett Icahn and Gary Hu resigned from BLCO board effective August 14, 2025.

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Bausch + Lomb Q2 revenue $1.278B, GAAP loss narrows to $62M, raises FY2025 guide

  Revenue $1.278B, +5% as reported (+3% constant currency); Vision Care +8%, Surgical +3%, Pharma flat.

• July 23, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02

  Bausch + Lomb CEO amends employment agreement; PSUs now tied to share price and EBITDA goals through 2029

  CEO Brenton Saunders gave up 'good reason' severance right tied to spin-off timing from Bausch Health.

• June 27, 2025, 7:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 8.01item 9.01

  Bausch + Lomb closes €675M notes offering and $2.325B term loan refinancing, extends maturities to 2031

  €675M senior secured floating rate notes due Jan 15, 2031, at EURIBOR + 3.875%, priced at 99.5%.

• June 18, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Bausch + Lomb prices €675M senior secured notes, upsizes term loan to $2.325B

  Issuers priced €675M senior secured floating rate notes due 2031 at 99.500% of principal, upsized from €600M.

• June 10, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Bausch + Lomb launches €600M notes offering and $2.2B term loan refinancing

  Subsidiaries launch €600M senior secured floating rate notes offering.

• May 21, 2025, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  B+L reports majority shareholder BHC enters standstill pacts with Icahn, Paulson, Kavanagh

  Icahn, Paulson, and Kavanagh groups agree to resign from BHC/B+L boards if they engage in Specified Actions like proxy contests or buying >19.99% of BHC.

• May 21, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Bausch + Lomb shareholders elect all 10 director nominees at 2025 annual meeting

  All 10 director nominees elected with >99% support; broker non-votes ~8.4M.

• April 30, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Bausch + Lomb Q1 net loss $212M; enVista recall cuts FY adj. EBITDA guidance by ~$65M

  Revenue $1.137B (+3% reported, +5% constant currency) vs $1.099B YoY.

• February 19, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Bausch + Lomb Q4 revenue up 11% CC; FY GAAP loss widens; guides 2025 revenue ~$5B

  Q4 revenue $1.28B, up 9% reported and 11% constant currency, with growth across all segments.

• November 1, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Bausch + Lomb borrows $400M in incremental term loans; matures 2027

  Borrowed $400M in Second Incremental Term Loans under credit agreement dated May 10, 2022.

• October 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Bausch + Lomb Q3 revenue $1.196B (+19% YoY); raises FY2024 revenue guidance

  GAAP net income $4M vs net loss of $84M YoY; adjusted EPS $0.13 ($0.17 ex-IPR&D).

• July 31, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Bausch + Lomb Q2 revenue $1.216B (+17% YoY); GAAP net loss $151M; raises FY2024 guidance

  Revenue $1.216B, up 17% reported and 20% constant currency vs Q2 2023.

• May 29, 2024, 7:59 PM ET other material materiality 0.35 neutral item 5.02item 5.07

  Shareholders approve 14M share increase to omnibus plan, elect all director nominees

  Shareholders approved amendment to 2022 Omnibus Incentive Plan, adding 14M authorized common shares.

• May 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Bausch + Lomb Q1 revenue $1.099B (+18% YoY); raises FY constant-currency growth guidance

  GAAP net loss attributable widened to $167M from $90M; adjusted EBITDA rose to $180M from $141M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.60 · Most common event earnings

8 positive 2 negative 14 neutral

source · BLCO on sec.gov