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BHBHC

Bausch Health Companies Inc.

$BHC·$2.3B·Drug Manufacturers - Specialty & Generic·Healthcare
$6.89+14.3%YTD-14.1%1Y+17.0%
Mentions · last 7 days
2026-07-24: 4 posts2026-07-25: 2 posts2026-07-26: 5 posts2026-07-27: 2 posts2026-07-28: 8 posts2026-07-29: 18 posts2026-07-30: 30 posts69
Price updated 5h ago·X counts updated 1d ago
BHBHC
$BHCBausch Health Companies Inc.
$6.89+14.26%69 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Bausch Health Companies Inc., together with its associated entities, is engaged in the development, manufacturing, and commercialization of a diverse portfolio of pharmaceutical products, medical devices, and over-the-counter remedies. Its primary therapeutic focus areas include ophthalmology, digestive health, and dermatology. The enterprise conducts its operations through five principal divisions: Bausch + Lomb, Salix, International Rx, Ortho Dermatologics, and Diversified Products. The Bausch + Lomb segment is dedicated to vision care, encompassing surgical instruments, consumer eye health products, and ophthalmic pharmaceuticals. Salix specializes in delivering gastroenterology-specific products exclusively within the United States. The International Rx division markets Solta products, a range of branded and generic pharmaceuticals, OTC items, medical devices, and Bausch + Lomb offerings across diverse geographies including Canada, Europe, Asia, Australia, Latin America, Africa, and the Middle East. Ortho Dermatologics focuses on dermatological products in the U.S., in addition to distributing Solta's medical aesthetic devices globally. Finally, the Diversified Products segment supplies pharmaceutical solutions for neurology and other therapeutic categories, as well as generic medications and dental products, all within the U.S. The company was formerly known as Valeant Pharmaceuticals International, Inc., officially changing its name to Bausch Health Companies Inc. in July 2018. Its corporate headquarters are located in Laval, Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $BHC.

Drug Manufacturers - Specialty & Generic · Healthcare

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+20.5%YTD
+54.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
299%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
27.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
65.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
136%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.26$0.96+31.3%
Q1 2026Apr 29, 2026$0.78$0.81-3.7%
Q4 2025Feb 18, 2026$1.08$1.21-10.7%
Q3 2025Oct 29, 2025$1.16$1.07+8.4%
Next earningsWed, Oct 28·consensus EPS $1.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B-28.5%99.0%40.2%$0.67$671.0M
Q1 FY26$2.5B+10.5%61.2%20.6%$-3.79$83.0M
Q4 FY25$2.8B+10.9%63.0%25.7%$-0.31$402.5M
Q3 FY25$2.7B+5.6%62.6%26.7%$0.48$314.0M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.6B$10.5B – $10.6B$4.25$4.13 – $4.393
FY27$10.6B$10.6B – $10.6B$4.06$3.86 – $4.313
FY28$9.8B$9.5B – $10.0B$3.09$1.22 – $4.963
FY29$9.4B$9.3B – $9.5B$2.79$2.76 – $2.832
FY30$9.4B$9.3B – $9.5B$3.02$2.99 – $3.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.7.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 330.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.425-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 19Frank D. LeeDirector24.5K sh$133KSellMar 3Seana CarsonEVP, General Counsel4.4K sh$26KSellMar 2Seana CarsonEVP, General Counsel6.9K sh$40KSellFeb 27Seana CarsonEVP, General Counsel8.4K sh$50K
+ 36 other (22 awards · 12 inkinds · 2 others) in window

See when $BHC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Bausch Health Companies Inc (BHC) disclosed an executive/director departure (Item 5.02, filed 2026-07-01). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

3New insider — initial holdingsMay 203
8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMar 28-K — Item 5.02: Officer or director change
+ 10 other (3 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BHC Q2 Earnings Beat Estimates on Salix and Solta Growth, '26 View Raisedzacks.com·2d agoBausch Health Companies Inc. (BHC) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoBausch Health (BHC) Q2 Earnings and Revenues Beat Estimateszacks.com·2d agoBausch Health Cos Q2 Earnings Call Highlightsmarketbeat.com·2d agoBausch (BHC) Reports Q2 Earnings: What Key Metrics Have to Sayzacks.com·2d ago

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