BHC Earnings Prediction
The chart below shows how BHC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BHC sees a +3.85% change in stock price 10 days leading up to the earnings, and a +2.31% change 10 days following the report. On the earnings day itself, the stock moves by +0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
BHC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.56B
6.27%
3.10%
Gross Margin
61.47%
4.17%
--
Operating Margin
23.76%
13.74%
92.70%
Net Margin
3.83%
296.41%
-203.23%
EPS
0.25
327.27%
-208.70%
No Data Available
BHC Earnings Analysis
Bausch Health Companies Inc Corporation (BHC.N) Earnings Conference Call
Positive
Consistent Revenue and EBITDA Growth: Bausch Health achieved its seventh consecutive quarter of revenue and adjusted EBITDA growth, demonstrating strong operational execution and a disciplined approach to value creation.
Revenue Growth Analysis: Revenues for Bausch Health, excluding Bausch + Lomb, increased 4% on a reported basis and 7% on an organic basis in Q4 2024 compared to Q4 2023, with full-year revenues also showing growth of 5% reported and 6% organic.
EBITDA and Segment Growth: Adjusted EBITDA for the fourth quarter of 2024 increased by approximately 7% compared to the prior period, and for the full year, all four segments delivered revenue and segment profit growth.
Strong Cash Flow Performance: Bausch Health generated approximately $1.3 billion in adjusted operating cash flow for the full year, reflecting strong cash flow performance and operational efficiency.
Strategic Progress and Innovation: The company made significant progress in its strategic priorities, including enhancing operational assets, driving innovation, and optimizing capital structure, which are expected to contribute to long-term success.
Quarterly Revenue Growth: Xifaxan delivered 16% revenue growth in Q4 2024, marking its fourth consecutive quarter of growth, while Solta grew 34%, driven primarily by strong performance in the Asia Pacific region.
Cardiometabolic Market Expansion: Bausch Health signed two business development deals to expand into the cardiometabolic market, which is projected to be a significant opportunity in Mexico and Latin America.
Debt Reduction Achievement: The company reduced its net debt by approximately $520 million in Q4 2024 and nearly $1 billion for the full year, showcasing effective debt management and financial discipline.
Negative
Earnings Miss Report: Bausch Health Companies Inc. missed earnings expectations, reporting an EPS of $1.13 compared to the expected $1.65.
Rising Operating Expenses: Adjusted operating expenses for the fourth quarter increased by $67 million compared to the same period last year, indicating rising costs.
International Revenue Decline: The International segment experienced a revenue decrease of 4% on a reported basis, highlighting challenges in that market.
Revenue Decrease Analysis: The diversified segments saw a revenue decrease of 12% on a reported basis, attributed to the absence of a previous year's supply constraint that boosted sales.
Asset Valuation Challenges: The exploration of selling Bausch + Lomb concluded without an offer that reflected its long-term value, indicating potential challenges in realizing value from that asset.
Cash Flow Decrease Expected: Adjusted cash flow from operations is expected to decrease by $300 million year-over-year, reflecting a more sustainable level of cash flow generation after one-time benefits in 2024.
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BHC Earning Call Sentiment
Bausch Health Companies Inc. (NYSE:BHC) Q4 2024 Earnings Call Transcript
BHC.N
-0.83%Positive
Despite missing EPS expectations, Bausch Health showed strong financial performance with increased revenue, adjusted EBITDA, and cash flow. The raised guidance for 2024 and significant debt reduction are positive indicators. While the Norwich case presents some risk, management's focus on operational excellence and shareholder value, along with the potential for capital market tapping, supports a positive outlook. Given the market cap, a 2% to 8% stock price increase is likely.
