Alcon (ALC) Q4 2025 Earnings Call Transcript

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Wed, February 25, 2026 astatine 9:04 AM CST 54 min read

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Wednesday, Feb. 25, 2026 astatine 8:00 a.m. ET

• Chief Executive Officer — David J. Endicott

• Chief Financial Officer — Timothy C. Stonesifer

• Head of Investor Relations — Daniel Cravens

David J. Endicott, our Chief Executive Officer, and Timothy C. Stonesifer, our Chief Financial Officer. Before we begin, delight enactment that our property release, presentation, and remarks contiguous volition see forward-looking statements, including statements regarding our aboriginal outlook. We undertake nary work to update these statements arsenic a effect of caller accusation oregon aboriginal events, but arsenic required by law. Actual results whitethorn disagree materially from those expressed oregon implied successful these forward-looking statements. Please bash not spot undue reliance connected them.

Important factors that could origin existent results to disagree materially are included successful our Form 20-F, net property release, and interim fiscal report, each of which is connected record with the SEC and disposable connected their website astatine sec.gov. We volition besides sermon definite non-IFRS fiscal measures. These measures whitethorn beryllium calculated otherwise from, and whitethorn not beryllium comparable to, akin measures utilized by different companies. They should beryllium considered successful summation to, and not arsenic a substitute for, IFRS-prescribed show measures. Reconciliations betwixt our non-IFRS measures and the astir straight comparable IFRS measures tin beryllium recovered successful our net property release. For treatment purposes, our comments connected maturation rates are expressed successful changeless currency.

In a moment, David volition statesman with highlights from the 4th quarter. After his remarks, Tim volition locomotion done our fiscal show and outlook for 2026. Dave volition past instrumentality with closing comments earlier we unfastened the enactment for Q&A. With that, I would similar to crook the telephone implicit to our CEO, David J. Endicott. Good morning, everyone, and convey you for joining us.

David J. Endicott: Before we begin, I privation to explicit my appreciation to our much than 25,000 associates. Your committedness to customers, your passionateness for innovation, and your resilience proceed to substance our performance. Each advancement we volition sermon this greeting begins with the enactment that you bash each day. And portion our afloat twelvemonth results bespeak softer markets, 2025, and particularly the 4th quarter, demonstrated the spot and momentum of our business. Let's commencement my remarks contiguous with innovation, which is the motor down our growth. Over the past 18 months, Alcon Inc. has entered 1 of the astir productive motorboat cycles successful our history, and today, I volition item a fewer of the astir impactful advances.