BLCO Q3 FY26 earnings call: key takeaways

• EPS of $0.34 beat the $0.21 consensus (8:19)
• The company reported strong revenue and margin growth, with adjusted EBITDA up 34% year-over-year. (8:19)

Results vs expectations

EPS basis: Adjusted EPS, provider (EODHD); matches the company press release

The stock moved +15.8% over the report window (S&P 500 ETF +0.3%). Earnings history

What changed since last quarter

• Raised full-year revenue guidance to $5.450 to $5.550 billion. (14:30)
• Raised full-year adjusted EBITDA guidance by $65 million. (14:30)
• Highlighted continued focus on profitability and operational efficiency. (1:55)

What analysts pressed on

• Whether the surgical segment's equipment sales decline will impact future revenue. (45:10)
• Concerns about the impact of tariffs on gross margin. (35:00)
• Questions about the sustainability of the current growth trajectory. (25:13)

In their words

• We are building momentum across the business, and the trajectory is increasing. (5:46)
• We believe there is significant runway ahead, both in terms of adoption and what these products can contribute to the business over time. (5:46)
• The progress we have made over the past year gives me... confidence in the path we are on. (7:30)
• We are proud of our progress and confident in the path ahead. (19:00)