IBM Secures $112M Contract with Department of War
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy BLCO?
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.TARIFF REFUNDS:Bausch + Lomb, L'Oreal, and Dyson are suing for refunds of tariffs paid under President Donald Trump's emergency trade measures, days after the U.S. Supreme Court ruled the duties unlawful, Arriana McLymore of Reuters. More than 1,400 importers including Costcoand Goodyearhave already sued, court documents show, and trade lawyers expect a wave of additional lawsuits as companies try to recover billions of dollars in duties. FedExalso filed a complaint this week.CITIZENSHIP INFO:President Trump's administration is weighing a possible executive order or other action that would require banks to collect citizenship information from customers in "a new front in the administration's crackdown on immigrants living in the U.S. illegally," according to's Dylan Tokar and Natalie Andrews, citing people familiar with the matter. Ultimately, banks may be tasked with asking for an unprecedented new category of documents, such as a passport, from both new and pre-existing customers who want to maintain a U.S. bank account, the report stated. Publicly traded large cap banks include Bank of America, Citi, Goldman Sachs, JPMorgan, Morgan Stanley, U.S. Bancorpand Wells Fargo.DOW CONTRACT:IBMhas secured a contract with a ceiling value of $112M for up to five years from the Department of War's, or DoW, Defense Commissary Agency, or DeCA, to modernize pricing displays across commissaries worldwide, aimed to enhance operational efficiency and improve the shopping experience for military personnel and their families. This investment represents a step in advancing digital retail infrastructure for the DoW. Under the agreement, IBM will upgrade the existing Electronic Shelf Label system at 177 U.S. commissaries and install new systems at 58 overseas locations in 12 countries. Additional expected benefits of the new ESL system include: Accurate pricing and availability: Enables real-time price updates and enhanced product availability for military personnel and their families; Operational efficiency: Streamlines processes to reduce manual labor, aligning with the DoW's digital transformation goals. As part of the contract, IBM will provide hardware maintenance, software licenses, security, vulnerability mitigation, training, and ongoing support for existing ESL infrastructure - including proprietary Pricer ESL software and hardware, third-party components such as Windows operating systems, and the web-based ordering platform integrated within DeCA's environment. Overseas installations are scheduled to begin in early 2026.
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Analyst Views on BLCO
Wall Street analysts forecast BLCO stock price to rise
10 Analyst Rating
4 Buy
5 Hold
1 Sell
Moderate Buy
Current: 16.820
Low
13.00
Averages
18.11
High
21.00
Current: 16.820
Low
13.00
Averages
18.11
High
21.00
About BLCO
Bausch + Lomb Corporation is an eye health company. It operates through three segments: Vision Care, Pharmaceuticals, and Surgical. Vision Care segment includes both a contact lens and a consumer eye care business that consists of contact lens care products, over-the-counter eye drops and eye vitamins. Pharmaceuticals segment consists of generic pharmaceutical products for post-operative treatments and treatments for a number of eye conditions, such as glaucoma, eye inflammation, ocular hypertension, dry eyes and retinal diseases. Surgical segment consists of medical device equipment, consumables, instruments and technologies for the treatment of cataracts, corneal and vitreous and retinal eye conditions, which includes delivery systems, phacoemulsification equipment and other surgical instruments and devices for cataract surgery. Its brands consist of PreserVision, Biotrue, Artelac, Alaway, Mioclear, Ocuvite, ScoutPro, XIIDRA, Vyzulta, Lotemax, Prolensa, Minims, INFUSE, and many more.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Bausch + Lomb Launches Bi-Blade+ Retina Cutter with Enhanced Features
- Increased Cutting Speed: The Bi-Blade+ features a cutting speed of 25,000 cuts per minute, significantly minimizing retinal traction and enhancing vitreous flow, which boosts surgical efficiency and surgeon confidence.
- Flow Rate Efficiency: Compared to the Bi-Blade, the Bi-Blade+ achieves a 25% increase in average flow rate, making vitreous removal more efficient and optimizing surgical outcomes.
- Reduced Pressure Fluctuations: When used with Adaptive Fluidics, Bi-Blade+ demonstrates a 62% reduction in average infusion pressure during surgery, ensuring intraocular pressure stability and reducing surgical risks.
- Clinical Application Prospects: A study showed that the combination of Bi-Blade+ and Adaptive Fluidics significantly improved intraocular pressure, bringing it closer to physiological levels (10-20 mmHg), thus providing a better operational experience for retinal surgeries.
See More
Bausch + Lomb to Release Q1 Financial Results on April 29, 2026
- Earnings Release Schedule: Bausch + Lomb will announce its Q1 financial results on April 29, 2026, and host a conference call and live webcast at 8 a.m. ET to provide investors with the latest business updates.
- Investor Relations Materials: All relevant materials will be made available on the Investor Relations section of Bausch + Lomb's website prior to the call, ensuring investors have timely access to key information for informed decision-making.
- Conference Call Details: Participants can join the call by dialing +1 (888) 506-0062 for North America or +1 (973) 528-0011 for international access, using access code 666753 to ensure smooth entry into the call.
- Replay Information: The call will be available for replay via +1 (877) 481-4010 for North America and +1 (919) 882-2331 for international callers, with the replay accessible until May 13, 2026, allowing investors who missed the live event to catch up on the discussion.
See More
Bausch + Lomb Director Acquires 4,300 Shares Amid Ownership Strategy
- Director Share Acquisition: Bausch + Lomb's Director Alfonso Eduardo purchased 4,300 common shares for approximately $77,000, reflecting his confidence in the company's future while progressing towards a mandatory $400,000 equity ownership requirement.
- Matching Share Program: This purchase triggered the company's matching share program, granting Eduardo an additional 4,300 restricted share units that will vest in thirds over three years, indicating his commitment to the company's long-term growth.
- Market Price Analysis: Eduardo acquired shares at $17.90 each, slightly below the March 2 closing price of $18.41, suggesting a strategic move to invest while meeting the director ownership requirement amidst market fluctuations.
- Investor Considerations: This transaction illustrates a new director effectively building his stake through the matching program; although Eduardo invested real cash, the vesting restrictions on the shares require him to remain on the board for three years, which is a positive governance signal for retail investors.
See More
Bausch + Lomb Director Increases Stock Holdings
- Share Acquisition: Alfonso Eduardo acquired 4,300 common shares on March 2, 2026, at approximately $17.90 per share, totaling around $77,000, indicating his confidence in the company's future prospects.
- Matching Stock Units: Bausch + Lomb subsequently granted him an equal number of restricted stock units, raising his direct holdings to 13,855 shares, demonstrating the company's commitment to encouraging board members to increase their stakes through a matching program.
- Transparent Ownership Structure: The transaction reflects only direct ownership with no indirect holdings or derivative securities, ensuring investor trust in corporate governance while aligning with mandatory director ownership requirements.
- Stable Industry Outlook: The ongoing demand in the eye health sector provides a solid foundation for Bausch + Lomb's long-term growth, and Eduardo's acquisition may attract more investor interest in the company's competitive position within the medical instruments industry.
See More
Bausch + Lomb Achieves Key Milestone in Glaucoma Treatment with ELIOS System
- Clinical Trial Success: Bausch + Lomb's ELIOS System successfully met its dual primary efficacy endpoints in glaucoma trials, with 76% of patients achieving a reduction of 20% or more in unmedicated intraocular pressure, indicating the technology's effectiveness and potential market prospects.
- Significant Pressure Reduction: The trial demonstrated an average decrease of 7.4 mmHg in patients' intraocular pressure, which not only highlights the therapeutic potential of the ELIOS System but also suggests a possible increase in the company's market share in glaucoma treatment.
- Long-term Medication-Free: At 23 months follow-up, 82% of patients remained medication-free, enhancing patient quality of life and solidifying Bausch + Lomb's leadership position in glaucoma management.
- Technological Innovation and Market Recognition: The ELIOS System utilizes excimer laser technology and has received CE marking in Europe, signifying international market acceptance and is expected to provide robust support for the company's future revenue growth and market expansion.
See More
Bausch + Lomb Reports Positive ELIOS System Clinical Trial Results
- Clinical Trial Success: Bausch + Lomb announced that its ELIOS System achieved positive results in a pivotal U.S. clinical trial, with 76% of patients experiencing over a 20% reduction in unmedicated intraocular pressure (IOP), demonstrating both efficacy and clinical significance of the technology.
- Safety and Efficacy: Among 318 participants, the ELIOS procedure showed no intraoperative complications, and the postoperative adverse event rate was similar to that of cataract surgery alone, indicating a strong safety profile that could position it as a new option for glaucoma treatment.
- Market Potential: The ELIOS system is CE marked in Europe and has been validated through 12 clinical studies, showing a 20-40% reduction in IOP and 81% of patients medication-free within a year, suggesting a promising outlook for its adoption in the U.S. market.
- Future Outlook: Bausch + Lomb plans to submit detailed results to future medical meetings and peer-reviewed journals, further advancing the clinical application of ELIOS technology and reinforcing its leadership position in the ophthalmic field.
See More
Bausch + Lomb Launches Bi-Blade+ Retina Cutter with Enhanced Features
- Increased Cutting Speed: The Bi-Blade+ features a cutting speed of 25,000 cuts per minute, significantly minimizing retinal traction and enhancing vitreous flow, which boosts surgical efficiency and surgeon confidence.
- Flow Rate Efficiency: Compared to the Bi-Blade, the Bi-Blade+ achieves a 25% increase in average flow rate, making vitreous removal more efficient and optimizing surgical outcomes.
- Reduced Pressure Fluctuations: When used with Adaptive Fluidics, Bi-Blade+ demonstrates a 62% reduction in average infusion pressure during surgery, ensuring intraocular pressure stability and reducing surgical risks.
- Clinical Application Prospects: A study showed that the combination of Bi-Blade+ and Adaptive Fluidics significantly improved intraocular pressure, bringing it closer to physiological levels (10-20 mmHg), thus providing a better operational experience for retinal surgeries.
See More
Bausch + Lomb to Release Q1 Financial Results on April 29, 2026
- Earnings Release Schedule: Bausch + Lomb will announce its Q1 financial results on April 29, 2026, and host a conference call and live webcast at 8 a.m. ET to provide investors with the latest business updates.
- Investor Relations Materials: All relevant materials will be made available on the Investor Relations section of Bausch + Lomb's website prior to the call, ensuring investors have timely access to key information for informed decision-making.
- Conference Call Details: Participants can join the call by dialing +1 (888) 506-0062 for North America or +1 (973) 528-0011 for international access, using access code 666753 to ensure smooth entry into the call.
- Replay Information: The call will be available for replay via +1 (877) 481-4010 for North America and +1 (919) 882-2331 for international callers, with the replay accessible until May 13, 2026, allowing investors who missed the live event to catch up on the discussion.
See More
Bausch + Lomb Director Acquires 4,300 Shares Amid Ownership Strategy
- Director Share Acquisition: Bausch + Lomb's Director Alfonso Eduardo purchased 4,300 common shares for approximately $77,000, reflecting his confidence in the company's future while progressing towards a mandatory $400,000 equity ownership requirement.
- Matching Share Program: This purchase triggered the company's matching share program, granting Eduardo an additional 4,300 restricted share units that will vest in thirds over three years, indicating his commitment to the company's long-term growth.
- Market Price Analysis: Eduardo acquired shares at $17.90 each, slightly below the March 2 closing price of $18.41, suggesting a strategic move to invest while meeting the director ownership requirement amidst market fluctuations.
- Investor Considerations: This transaction illustrates a new director effectively building his stake through the matching program; although Eduardo invested real cash, the vesting restrictions on the shares require him to remain on the board for three years, which is a positive governance signal for retail investors.
See More
Bausch + Lomb Director Increases Stock Holdings
- Share Acquisition: Alfonso Eduardo acquired 4,300 common shares on March 2, 2026, at approximately $17.90 per share, totaling around $77,000, indicating his confidence in the company's future prospects.
- Matching Stock Units: Bausch + Lomb subsequently granted him an equal number of restricted stock units, raising his direct holdings to 13,855 shares, demonstrating the company's commitment to encouraging board members to increase their stakes through a matching program.
- Transparent Ownership Structure: The transaction reflects only direct ownership with no indirect holdings or derivative securities, ensuring investor trust in corporate governance while aligning with mandatory director ownership requirements.
- Stable Industry Outlook: The ongoing demand in the eye health sector provides a solid foundation for Bausch + Lomb's long-term growth, and Eduardo's acquisition may attract more investor interest in the company's competitive position within the medical instruments industry.
See More
Bausch + Lomb Achieves Key Milestone in Glaucoma Treatment with ELIOS System
- Clinical Trial Success: Bausch + Lomb's ELIOS System successfully met its dual primary efficacy endpoints in glaucoma trials, with 76% of patients achieving a reduction of 20% or more in unmedicated intraocular pressure, indicating the technology's effectiveness and potential market prospects.
- Significant Pressure Reduction: The trial demonstrated an average decrease of 7.4 mmHg in patients' intraocular pressure, which not only highlights the therapeutic potential of the ELIOS System but also suggests a possible increase in the company's market share in glaucoma treatment.
- Long-term Medication-Free: At 23 months follow-up, 82% of patients remained medication-free, enhancing patient quality of life and solidifying Bausch + Lomb's leadership position in glaucoma management.
- Technological Innovation and Market Recognition: The ELIOS System utilizes excimer laser technology and has received CE marking in Europe, signifying international market acceptance and is expected to provide robust support for the company's future revenue growth and market expansion.
See More
Bausch + Lomb Reports Positive ELIOS System Clinical Trial Results
- Clinical Trial Success: Bausch + Lomb announced that its ELIOS System achieved positive results in a pivotal U.S. clinical trial, with 76% of patients experiencing over a 20% reduction in unmedicated intraocular pressure (IOP), demonstrating both efficacy and clinical significance of the technology.
- Safety and Efficacy: Among 318 participants, the ELIOS procedure showed no intraoperative complications, and the postoperative adverse event rate was similar to that of cataract surgery alone, indicating a strong safety profile that could position it as a new option for glaucoma treatment.
- Market Potential: The ELIOS system is CE marked in Europe and has been validated through 12 clinical studies, showing a 20-40% reduction in IOP and 81% of patients medication-free within a year, suggesting a promising outlook for its adoption in the U.S. market.
- Future Outlook: Bausch + Lomb plans to submit detailed results to future medical meetings and peer-reviewed journals, further advancing the clinical application of ELIOS technology and reinforcing its leadership position in the ophthalmic field.
See More
