Wall Street analysts forecast that Alcon (ALC) will report quarterly earnings of $0.72 per share in its upcoming release, pointing to a year-over-year increase of 9.1%. It is anticipated that revenues will amount to $2.45 billion, exhibiting an increase of 6.5% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ah ...

Alcon Inc.’s (ALC) growth is driven by its robust Surgical business. The performance of the Vision Care arm also appears encouraging. However, concerns remain about the macroeconomic headwinds, which may strain the company’s margin performance. Competitive disadvantages also add to the worry.In the past year, this Zacks Rank #3 (Hold) stock has advanced 25.5% compared with the industry’s  20.8% growth and the S&P 500 composite’s 31.2% increase.The renowned pharmaceutical and medical device manufacturer has ...

Alcon Inc. (ALC) benefits from strong market share gains. The company’s broad pipeline and focus on research and innovation are impressive. Yet, challenging international market with geopolitical pressure is a concern. The tough competitive landscape is also a threat.Major Factors Driving ALC StockWithin the Surgical business, of late, the company’s implantable sales are gaining traction in international markets, banking on advanced technology intraocular lenses that includes Vivity, PanOptix and monofocalt ...

Alcon Inc. ALC reported mixed second-quarter results, after the closing bell on Tuesday.Alcon reported quarterly earnings of 74 cents per share which beat the analyst consensus estimate of 73 cents per share. The company reported quarterly sales of $2.48 billion which missed the analyst consensus estimate of $2.52 billion.“We are pleased with our solid second-quarter results, which were driven by robust demand for our innovative products, our balanced geographic footprint and strong execution by our team. T ...

财务数据和关键指标变化 - 公司第二季度销售额为25亿美元,同比增长6% [10] - 核心稀释每股收益为0.74美元,同比增长15% [10] - 核心营业利润率为19.8% [10] 各条业务线数据和关键指标变化 手术业务 - 手术业务收入同比增长6%至14亿美元 [34] - 植入物销售额为4.64亿美元,同比增长9%,主要由于先进人工晶体如Vivity、PanOptix和单焦点散光镜片在国际市场的强劲表现 [35] - 耗材销售额为7.36亿美元,同比增长5%,主要由于白内障和玻璃体手术耗材在国际市场的增长以及价格上涨 [35] - 设备销售额为2.23亿美元,同比下降1%,符合公司预期 [36] 视觉护理业务 - 视觉护理业务收入同比增长6%至11亿美元 [37] - 隐形眼镜销售额为6.36亿美元,同比增长9%,主要由于公司创新产品如PRECISION1系列和DAILIES TOTAL1散光镜片的强劲表现以及价格上涨 [37] 眼科健康业务 - 眼科健康业务收入同比增长2%至4.23亿美元 [38] - 公司的Systane系列眼药水表现出色,连续第四个季度实现两位数增长 [27] - 处方药Rocklatan在第二季度的总体销售增长达到中个位数,明显好于整体青光眼药物市场 [29] 各个市场数据和关键指标变化 - 白内障手术量估计同比增长低个位数 [30] - 全球先进人工晶体渗透率同比上升约190个基点,主要由国际市场推动 [30] - 隐形眼镜零售市场估计同比增长中个位数,主要由于定价和佩戴者持续升级 [30] 公司战略和发展方向及行业竞争 - 公司获得FDA批准推出下一代Unity Phaco手术平台,包括白内障和玻璃体手术设备,可以提高手术效率 [11][12][13] - 公司收购BELKIN公司,加快推广选择性激光小梁成形术(SLT)在全球的应用 [16] - 公司与OcuMension建立长期战略合作关系,在中国市场推广Systane和AR-15512等眼药水产品 [31][32] - 公司在日抛、多焦点和散光镜片等隐形眼镜创新领域持续领先,PRECISION1系列和TOTAL30多焦点镜片表现出色 [19][20][21][22][23][24][25] 管理层对经营环境和未来前景的评论 - 管理层对公司第二季度的整体业务表现感到满意,认为反映了终端市场的韧性、创新产品组合的成功以及地域平衡的足迹 [10] - 管理层对Unity手术平台、BELKIN收购、隐形眼镜创新以及眼药水业务的发展前景表示乐观 [11-32] - 管理层认为,尽管第二季度在某些方面受到一些不利因素影响,但公司有信心维持全年业绩指引 [44-49] 其他重要信息 - 公司在第二季度就一款原料供应商质量问题导致的部分隐形眼镜产品召回计提了较大金额的存货减值准备 [26] - 公司预计全年核心毛利率略低于2023年,主要受存货减值准备和原材料成本上升的影响 [39][40][41][42][43][46][47] 问答环节重要的提问和回答 问题1 **Jeff Johnson 提问** 询问公司隐形眼镜业务的定价动态和返利活动情况 [53][54] **David Endicott 回答** 公司隐形眼镜业务的价格和返利活动保持相对稳定,价格上涨约占一半增长,另一半来自于产品组合升级和销量增长 [54] 问题2 **Graham Doyle 提问** 询问公司2025年及以后的增长动力 [60][61] **David Endicott 回答** 公司未来增长动力来自于一系列新产品的陆续推出,包括Unity手术设备、PRECISION7隐形眼镜、PanOptix Pro人工晶体等,这些创新产品将为公司带来重要的增长机会 [61][62][63] 问题3 **Veronika Dubajova 提问** 询问公司2024年全年销售增长指引偏向低端的原因 [66][67] **Tim Stonesifer 回答** 公司2024年全年销售增长指引偏向低端,主要是由于对市场增长、定价效果和中国VBP政策执行情况的谨慎预期 [67]

Alcon, Inc. (ALC) delivered core earnings per share (EPS) of 74 cents in the second quarter of 2024, up 7.2% from the year-ago quarter’s figure (up 15% at the constant exchange rate or CER). The figure came in line with the Zacks Consensus Estimate.Alcon reports ‘core’ results based on non-IFRS (International Financial Reporting Standards) measures. In the second quarter, the company’s diluted EPS was 45 cents, up 32.4% year over year.Revenues in DetailAlcon’s net sales to third parties in the second quarte ...

For the quarter ended June 2024, Alcon (ALC) reported revenue of $2.48 billion, up 3.3% over the same period last year. EPS came in at $0.74, compared to $0.69 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.52 billion, representing a surprise of -1.43%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.74.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to W ...

文章核心观点 - Alcon公司在手术和视力护理业务方面表现出色,市场份额持续增长[1][2][3][6] - 公司在人工晶体和隐形眼镜等领域保持领先地位,新产品如Vivity和PanOptix深受欢迎[2][3][6][9][10][11] - 但公司也面临着通胀压力和供应链挑战,影响了利润率[12] - 行业竞争激烈,公司需要持续创新和投资以保持竞争优势[13][14] 公司业务概况 手术业务 - 在人工晶体植入手术领域,Alcon公司全球市场份额超过60%,美国市场份额超过80%[2] - 公司新推出的Vivity和PanOptix等高端人工晶体产品深受欢迎,带动了手术业务的增长[2][6][9] - 公司还推出了新的手术设备SMARTCataract,有望进一步扩大在手术眼科领域的业务范围[3] - 公司未来将推出全新的UNITY CS手术系统,有望带动未来10年的耗材业务增长[4] 视力护理业务 - 公司在隐形眼镜和眼部护理产品领域表现出色,销售增长强劲[10][11] - 公司在多焦点和散光隐形眼镜等细分市场占据领先地位[10][11] - 公司的无防腐剂配方产品在美国市场需求旺盛[5] 行业发展趋势 - 手术眼科领域竞争激烈,公司面临来自大型综合企业和小型专业公司的竞争[13] - 隐形眼镜市场也呈现激烈竞争,亚洲厂商的崛起给公司带来挑战[14] - 整个眼科行业正在经历通胀压力和供应链挑战,公司需要采取措施应对[12]

文章核心观点 - 根据分析师预测,Alcon公司即将发布的季度财报中,每股收益将达到0.74美元,同比增长7.3%,收入预计达到25.2亿美元,同比增长4.8% [1] - 过去30天内,分析师对该季度每股收益的预测保持不变,表明分析师对初始预测进行了集体重新评估 [1] - 在公司公布财报之前,了解收益预测的变化对于预测投资者对股票的反应至关重要,多项实证研究表明收益预测趋势与股价短期走势存在强相关性 [1] 公司关键指标总结 手术业务 - 手术业务总收入预计达到14.3亿美元,同比增长3.8% [2] - 手术耗材收入预计达到7.48亿美元,同比增长4.7% [2] - 手术设备/其他收入预计达到2.31亿美元,同比下降0.2% [3] - 手术植入物收入预计达到4.57亿美元,同比增长4.5% [3] 视觉护理业务 - 视觉护理总收入预计达到10.8亿美元,同比增长6.1% [2] - 隐形眼镜收入预计达到6.43亿美元,同比增长8.2% [3] - 眼部健康收入预计达到4.39亿美元,同比增长3.1% [3]

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