Filing Flows › Industries › Health Care › Ophthalmic Goods
Ophthalmic Goods SIC 3851
7 companies filing with the SEC under SIC 3851. Median revenue growth -2% year on year in Q3 2026 (middle half -14% to +8%, 4 companies). The growth model expects the industry's combined revenue to grow +10% in Q3 2026. 6 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- BLCO → MCK 10% of the supplier's revenue, $510M
- BLCO → CAH 10% of the supplier's revenue, $510M
- LUCYW → AMZN 1% of the supplier's revenue, $27K
- AFRM → WRBY
- AMZN → WRBY
- PYPL → WRBY
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +9.6% | $3.5B | $3.1B – $3.9B |
| Q4 2026 | +11.2% | $3.6B | $3.1B – $4.1B |
| Q1 2027 | +11.8% | $3.6B | $3.1B – $4.1B |
| Q2 2027 | +11.8% | $3.7B | $3.2B – $4.2B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| BLCO Bausch & Lomb | $1.4B | +7% | mature |
| COO Cooper Companies | $1.1B | — | deceleration |
| EYE National Vision Holdings | $499M | — | deceleration |
| WRBY Warby Parker | $245M | +10% | transition |
| STAA Staar Surgical | $83.4M | -12% | contraction |
| RXST RxSight | $24.6M | -19% | contraction |
| LUCYW Innovative Eyewear | $1.0M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.