Alcon Raises Profit Guidance, Cuts Tariff Impact Estimate
Alcon, the Swiss‑American eye‑care company, announced on 11‑08‑2026 that it has raised its full‑year profit guidance. The company now expects its core operating profit margin for 2026 to improve by 90 to 190 basis points, compared with the earlier forecast of a 70 to 170‑basis‑point increase.
The annual tariff‑impact estimate has been lowered to a range of $40 million to $90 million, down from the previous $100 million to $150 million range. This revision reflects an anticipated refund of approximately $60 million from the United States government.
Alcon maintained its full‑year net‑sales growth outlook at 5 % to 7 % on a constant‑currency basis. The United States accounted for 45 % of Alcon’s net sales in the first half of the year, and most of the company’s major production facilities are located there.
In the second quarter, net sales increased to $2.78 billion, up from $2.58 billion a year earlier, narrowly surpassing the LSEG‑compiled analyst consensus. Adjusted earnings per share were $0.84, ahead of the IBES estimate of $0.75. The quarter’s core operating margin was 20.6 %.
The company also raised its guidance for core diluted earnings‑per‑share growth to a range of 12 % to 15 %, up from the May guidance of 10 % to 13 %.