COOPER COMPANIES (COO) Company Report

Q4 revenue rose 4.6% year-over-year to $1.065 billion, non-GAAP EPS grew 11% to $1.15, and free cash flow was $150 million in the quarter.
Fiscal 2026 guidance targets $4.30–4.34 billion in consolidated revenues (4.5%–5.5% organic growth) and $4.45–4.60 non-GAAP EPS.
Completed a Q4 reorganization incurring $89 million of charges and expected to deliver $50 million of annual pre-tax savings beginning fiscal 2026.
Returned capital via $197 million of share repurchases in Q4 (≈$300 million YTD) and board authorization to increase the repurchase plan to $2 billion; raised 2026–2028 free cash flow target to >$2.2 billion.
Launched a formal strategic review, appointed Colleen Jay as board chair, and added total shareholder return to executive compensation plans.

6 days ago

Transcript

Cooper Companies reports Q4 2025 results and issues FY 2026 guidance

COO

Earnings

Guidance Update

Board Change

Consolidated revenues of $1.065 billion (+4.6% y/y; +3.4% organic), non-GAAP EPS $1.15 (+11%), 27% operating margin and $150 million free cash flow.
CooperVision Q4 revenue of $710 million (+4.9%; +3.2% organic), led by MyDay lens momentum and MiSight growth of 37%, while Asia-Pac was flat (China -28%).
CooperSurgical Q4 revenue of $356 million (+4.0%; +3.9% organic), with fertility at $141 million (+1%) and Office & Surgical at $215 million (+6%).
Fiscal 2026 guidance: Q1 revenues of $1.019–$1.03 billion (3%–4% organic) and EPS $1.02–$1.04; full-year revenues of $4.3–$4.34 billion (4.5%–5.5% organic) and EPS $4.45–$4.60.
Announced a formal strategic review, board chair transition to Colleen Jay, added total shareholder return to executive compensation, and repurchased $197 million of stock in Q4 under a $2 billion program.

6 days ago

Transcript

Cooper Companies issues FY26 and Q1 FY26 financial guidance

COO

Guidance Update

Earnings

FY26 total revenue is guided to $4,299 M–$4,338 M (4.5%–5.5% organic growth).
CooperVision revenue for FY26 is expected at $2,900 M–$2,925 M (4.5%–5.5% organic growth); CooperSurgical at $1,399 M–$1,413 M (4%–5% organic growth).
Q1 FY26 revenue guidance of $1,019 M–$1,030 M (3%–4% organic growth); CooperVision $693 M–$700 M (3.5%–4.5%) and CooperSurgical $327 M–$330 M (2%–3%).
Non-GAAP EPS is projected at $4.45–$4.60 for FY26 and $1.02–$1.04 for Q1 FY26.
FY26 free cash flow is forecast at $575 M–$625 M.

6 days ago

Presentation

CooperCompanies announces Q4 2025 results

COO

Earnings

Share Buyback

Guidance Update

Revenue: Q4 2025 net sales of $1,065.2 M (up 5%, 3% organic); FY 2025 revenue of $4.1 B (up 5%, 4% organic).
Earnings: Q4 GAAP EPS of $0.43 (down 27%), non-GAAP EPS of $1.15 (up 11%); FY GAAP EPS $1.87 (down 4%), non-GAAP EPS $4.13 (up 12%).
Cash flow & guidance: Q4 free cash flow $149.8 M; FY free cash flow $433.7 M; updated free cash flow guidance of >$2.2 B from fiscal 2026–2028.
Share repurchases: Repurchased $197.3 M in Q4 (~2.9 M shares) and $290.1 M in FY 2025 (~4.1 M shares).

6 days ago

8-K

Cooper Companies outlines CVI headwinds, MyDay recovery, and capital return plan

COO

Guidance Update

Share Buyback

Q3 CooperVision organic growth was 2% vs. ~5% expected, driven by accelerated private-label Clarity drawdown in Asia Pac and normalization of six-month to two-month e-commerce channel inventory in China; Q4 guidance is conservatively built to offset these factors.
MyDay supply constraints have been fully resolved as of May, enabling double-digit MyDay growth and supporting ~25% global market share in daily silicone hydrogel lenses.
Management expects the global contact lens market to grow 4–6% in FY26, CooperVision core in line with market plus 100 bps from MiSight, with daily wear penetration at ~40% globally and runway to 50%+.
Targeting $2 billion of free cash flow over three years, with declining CapEx; primary uses include debt paydown and increased share repurchases, supported by a CooperSurgical reorganization to improve margins and offset ~$24 million in tariffs.

Sep 3, 2025, 8:18 PM

Cooper Companies Inc Presents Growth Strategies at William Blair Conference

COO

Guidance Update

Product Launch

New Projects/Investments

Global Focus: Cooper Companies Inc, a global medical device firm, highlighted its dual focus on vision (contact lenses including a broad range of toric and multifocal lenses) and women's health (fertility and OB/GYN surgical products).
Guidance & Market Dynamics: The company updated its guidance due to evolving market conditions and inventory dynamics, with expectations for lower contact lens market growth compared to past projections.
Product & Investment Initiatives: Emphasis was placed on new product initiatives, such as the launch of the Energous offering and aggressive strategies around MiSight for myopia control, alongside significant capacity investments for manufacturing and distribution.

Jun 5, 2025, 6:02 PM

Cooper Cos: OECD Downgrades Global Growth Outlook on Trump Tariffs

COO

The OECD cut global GDP growth forecasts to 2.9% for both 2025 and 2026, down from previous projections above 3%.
The US economy is projected to slow to 1.6% in 2025 and 1.5% in 2026 as higher tariffs dampen investment, consumer spending, and job growth.
The US effective tariff rate on imports has jumped to 15.4%, its highest level since 1938, which is expected to weigh on consumption and business investment.
The OECD warned that rising trade barriers and policy uncertainty have undermined confidence, urging constructive negotiations to stabilize global markets.

Jun 3, 2025, 7:08 AM

Bloomberg

Cooper Companies: Iran Uranium Surge Spurs US Nuclear Deal Proposal

COO

Iran’s 60% enriched uranium stockpile rose by about 50%, from 274.8 kg to 408.6 kg, enough for roughly 10 nuclear weapons.
The US proposed a new nuclear deal via Omani mediation, demanding an end to Iran’s enrichment in exchange for phased sanctions relief; Iran rejected halting enrichment as one-sided.
The US has paused new sanctions pending Iran’s response, though President Trump warned of military action if talks fail and urged Israel not to strike Iranian sites.
Regional tensions persist, with reports that Israel may consider unilateral action against Iran’s nuclear facilities.

May 30, 2025, 3:19 PM

Cooper Companies Q2 2025 Earnings Guidance Update

COO

Earnings

Guidance Update

Revised fiscal 2025 guidance: Total revenue is expected to be between $4,107 and $4,146 million with organic growth of 5%-6%.
Segment details: CooperVision is guided to deliver revenue between $2,759 and $2,786 million with 6%-7% organic growth, while CooperSurgical’s revenue guidance is $1,347 to $1,359 million with 3.5%-4.5% growth; non-GAAP EPS is projected to be between $4.05 and $4.11.

May 29, 2025, 9:00 PM

Presentation

Earnings Transcripts

Quarterly earnings call transcripts for COOPER COMPANIES.

Q4 2025

Dec 4, 2025

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Q3 2025

Aug 27, 2025

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Q2 2025

May 29, 2025

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COOPER COMPANIES (COO)

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