Eye Care Giant Posts $5.1 Billion in Revenue as One Investor Builds Major Position

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Jonathan Ponciano, The Motley Fool

Thu, March 12, 2026 astatine 12:46 PM CDT 4 min read

On February 17, 2026, Caspian Capital disclosed a acquisition of 1,349,043 shares of Bausch + Lomb Corporation (NYSE:BLCO), an estimated $21.39 cardinal commercialized based connected quarterly mean pricing.

According to its SEC filing dated February 17, 2026, Caspian Capital accrued its presumption successful Bausch + Lomb Corporation by 1,349,043 shares. The estimated transaction worth was $21.39 million, calculated utilizing the mean closing terms for the quarter. The quarter-end worth of the presumption accrued by $21.61 million, which includes the effects of some the stock acquisition and banal terms movement.

CASPIAN CAPITAL LP accrued its Bausch + Lomb Corporation stake, which present represents 22.58% of 13F reportable AUM
Top holdings aft the filing:
- NYSE: BLCO: $34.14 cardinal (22.6% of AUM)
- NASDAQ: FIP: $24.02 cardinal (15.9% of AUM)
- NASDAQ: FTAI: $21.94 cardinal (14.5% of AUM)
- NYSE: CCO: $20.50 cardinal (13.6% of AUM)
- NYSE: PACS: $14.63 cardinal (9.7% of AUM)
As of Thursday, BLCO shares were priced astatine $16.87, up 11% implicit the past twelvemonth but underperforming the S&P 500’s astir 20% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$5.1 billion
Net income (TTM)	($360 million)
Market capitalization	$6 billion
Price (as of Thursday)	$16.87

Bausch + Lomb offers a wide portfolio of oculus wellness products, including interaction lenses, lens attraction solutions, ophthalmic pharmaceuticals, and surgical devices for cataract and retinal procedures.
The steadfast generates gross done the merchantability of branded and generic oculus attraction products, aesculapian devices, and surgical instrumentality to healthcare providers, retailers, and nonstop consumers globally.
It serves ophthalmologists, optometrists, oculus attraction professionals, and extremity consumers seeking imaginativeness correction and oculus wellness solutions worldwide.

Bausch + Lomb Corporation is simply a planetary person successful oculus health, operating crossed imaginativeness care, pharmaceuticals, and surgical segments. The institution leverages a diversified merchandise suite and established organisation channels to code a wide scope of ocular conditions and imaginativeness needs.

With a past dating backmost to 1853, Bausch + Lomb combines innovation successful aesculapian devices and pharmaceuticals to support a competitory presumption successful the healthcare sector, targeting some healthcare professionals and consumers.

Building up Bausch + Lomb to beryllium a apical holding surely seems similar a motion of conviction, and the firm’s latest results amusement wherefore immoderate investors whitethorn spot that opportunity. The planetary oculus attraction institution generated $5.1 cardinal successful gross successful 2025, up astir 6% from the anterior year, portion fourth-quarter income climbed 10% to $1.405 billion. Adjusted EBITDA was $858 cardinal for the year, down a spot from 1 twelvemonth prior, but higher erstwhile excluding in-process probe and development.

Growth was driven mostly by interaction lenses, user oculus wellness products, and caller pharmaceutical launches, including the adust oculus therapy MIEBO. These products are helping the institution seizure rising planetary request for imaginativeness attraction arsenic aging populations and surface usage summation the prevalence of oculus conditions. Of course, shares person underperformed implicit the past year, but they’re astir successful enactment with the broader marketplace since past quarter, and if the institution continues to execute, this could extremity up being a astute investment.

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