ALC Earnings Prediction
The chart below shows how ALC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ALC sees a -0.89% change in stock price 10 days leading up to the earnings, and a +4.39% change 10 days following the report. On the earnings day itself, the stock moves by +0.44%. This data can give you a slight idea of what to expect for the next quarter's release.
ALC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.50B
6.38%
1.96%
Gross Margin
55.36%
1.41%
-0.91%
Operating Margin
13.87%
16.55%
1.31%
Net Margin
11.35%
-37.47%
5.88%
EPS
0.57
-33.72%
7.55%
No Data Available
ALC Earnings Analysis
Alcon AG Corporation (ALC.N) Earnings Conference Call
Positive
Sales Performance Growth: 2024 sales reached $9.8 billion, with a 6% growth rate, indicating strong market performance.
EPS Growth and Profitability: Core diluted EPS increased by 16% to $3.05, showcasing improved profitability.
Record Free Cash Flow: Generated a record $1.6 billion in free cash flow, reflecting strong operational efficiency.
Patient Impact Achievement: Successfully helped over 1 million patients in low- and middle-income countries, demonstrating commitment to social responsibility.
Innovative Product Launches: Launched innovative products like UNITY VCS and PanOptix Pro, enhancing surgical efficiency and patient outcomes.
FDA Clearance and Launches: Achieved FDA clearance for key devices, with commercial launches expected in May, indicating strong product pipeline.
Ocular Health Market Leadership: SYSTANE brand continued to grow with double-digit growth for four consecutive years, highlighting market leadership in ocular health.
Contact Lens Sales Surge: Contact lens sales increased by 11% in Q4, driven by innovative products, indicating strong demand in Vision Care.
Dividend Increase Proposal: Proposed an increase in dividend to CHF0.28 per share, reflecting commitment to returning value to shareholders.
Share Repurchase Program: Authorized a $750 million share repurchase program, aimed at offsetting dilution and enhancing shareholder value.
Negative
Slower Market Growth: In the US, we saw another quarter of slower market growth with dynamics similar as Q3.
Market Conditions Impact Growth: Growth was partially offset by the slower market conditions in the US that David mentioned earlier, as well as competitive pressures.
Strategic Transaction Impact: We also saw approximately 1 point of pressure following this strategic transaction with OcuMension in China, which we expect to continue through the third quarter.
Revenue Forecast Range: We expect our full year revenue to be between $10.2 billion and $10.4 billion, which includes 2 points of foreign exchange headwind.
Foreign Exchange Impact: This guidance reflects approximately $0.15 of foreign exchange pressure, most of which we expect in the first half of the year.
ALC FAQs
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ALC Earning Call Sentiment
Alcon Inc. (ALC) Q4 2024 Earnings Call Transcript
ALC.N
-1.44%Positive
The earnings call highlights strong financial performance with growth in ocular health sales, improved margins, and increased core diluted earnings. Despite some market share loss in the US, global shares remain stable, and significant growth is expected in China. The Q&A section reveals excitement about upcoming product launches and market expansion, particularly in China, offsetting concerns about US market dynamics. The guidance reflects optimism for the second half of the year. Overall, the combination of strong results and positive future outlook suggests a positive stock price reaction.
