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Cooper Companies delivered record quarterly revenue of $1.08 billion, up 8% (5% organic), with non-GAAP EPS rising 26% to $1.21 on meaningful operating-margin expansion to 27.5% as back-office consolidation drove operating leverage, particularly at CooperSurgical. GAAP results swung to a loss, reflecting a $271.6 million net litigation charge tied to the December 2023 embryo culture media recall, which management settled with over 95% of claimants and excluded from non-GAAP earnings. CooperVision grew 8% to $724 million on Americas and EMEA share gains, though Asia Pac fell 6% on consumer softness in Japan and China plus legacy hydrogel rationalization, prompting a roughly 100-basis-point cut to full-year revenue guidance to $4.28-$4.32 billion. CooperSurgical rose 8% to $358 million with fertility up 10% organically, and management is advancing a strategic review with robust interest in a potential CooperSurgical sale. Non-GAAP EPS guidance was maintained at $4.58-$4.66 and the free cash flow outlook was raised to roughly $650 million.
Demand | Competitive Dynamics | Product Launch | Geographic Expansion | Revenue Growth | Margin | Pricing | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 7 | 2 | 2 | 3 | 2 | 3 |
| 2025Q1 | 7 | 5 | 7 | 4 | 3 | 1 | 2 | 1 |
| 2025Q2 | 9 | 3 | 2 | 1 | 3 | 2 | 5 | |
| 2025Q3 | 8 | 9 | 6 | 5 | 3 | 2 | 4 | 1 |
| 2025Q4 | 3 | 5 | 4 | 5 | 3 | 2 | 1 | 2 |
| 2026Q1 | 8 | 5 | 5 | 9 | 5 | 4 | 2 | |
| 2026Q2 | 9 | 2 | 1 | 1 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 7 | 7 | 9 | 8 | 3 | 8 | 9 |
| Competitive Dynamics | 6 | 5 | 3 | 9 | 5 | 5 | 2 |
| Product Launch | 7 | 7 | 2 | 6 | 4 | 5 | 1 |
| Geographic Expansion | 2 | 4 | 1 | 5 | 5 | 9 | 1 |
| Revenue Growth | 2 | 3 | 3 | 3 | 3 | 5 | 2 |
| Margin | 3 | 1 | 2 | 2 | 4 | 3 | |
| Pricing | 2 | 2 | 2 | 4 | 1 | 2 | 1 |
| Inventory | 3 | 1 | 5 | 1 | 2 |
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jon Block | Stifel | 13 questions · 23% challenging |
| Jeff Johnson | Robert W. Baird | 13 questions · 38% challenging |
| Jason Bednar | Piper Sandler | 13 questions · 23% challenging |
| Larry Biegelsen | Wells Fargo | 12 questions · 25% challenging |
| Brett Fishbin | KeyBanc Capital Markets | 12 questions · 0% challenging |
| Robbie Marcus | JPMorgan | 11 questions · 36% challenging |
| Issie Kirby |
| Redburn Atlantic |
| 11 questions · 9% challenging |
| Young Li | Jefferies | 9 questions · 0% challenging |
| Anthony Petrone | Mizuho Securities | 8 questions · 0% challenging |
| Chris Pasquale | Nephron Research | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 13 questions · 38% challenging |
| Stifel | 1 analyst | 13 questions · 23% challenging |
| Piper Sandler | 1 analyst | 13 questions · 23% challenging |
| JPMorgan | 2 analysts | 12 questions · 33% challenging |
| KeyBanc Capital Markets | 1 analyst | 12 questions · 0% challenging |
| Wells Fargo | 1 analyst | 12 questions · 25% challenging |
| Redburn Atlantic | 1 analyst | 11 questions · 9% challenging |
| Mizuho Securities | 2 analysts | 11 questions · 0% challenging |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.02B | +9.8% | $0.58 | +38.1% | 66.5% | 19.5% | 11.5% | $128M |
| FY2025 Q1 | $965M | +3.6% | $0.52 | +26.8% | 68.4% | 18.9% | 10.8% | $101M |
| FY2025 Q2 | $1.00B | +6.3% | $0.44 | 0.0% | 67.8% | 18.4% | 8.7% | $18M |
| FY2025 Q3 | $1.06B | +5.7% | $0.49 | -5.8% | 65.3% | 16.6% | 9.3% | $165M |
| FY2025 Q4 | $1.07B | +4.6% | $0.43 | -25.9% | 56.4% | 13.2% | 7.9% | $150M |
| FY2026 Q1 | $1.02B | +6.2% | $0.66 | +26.9% | 67.9% | 20.8% | 12.8% | $159M |
| FY2026 Q2Selected | $1.08B | +7.9% | $-0.40 | -190.9% | 68.0% | -2.9% | -7.2% | $96M |
| FY2026 Q3 | $1.07B | +0.6% | $2.24 | +357.1% | 66.8% | 20.8% | 40.6% | $-314M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q2 2026Earnings call Jun 4, 2026
FY2026 Q2 in brief
Cooper Companies delivered record quarterly revenue of $1.08 billion, up 8% (5% organic), with non-GAAP EPS rising 26% to $1.21 on meaningful operating-margin expansion to 27.5% as back-office consolidation drove operating leverage, particularly at…
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Cooper Companies (The) (COO), FY2026 Q2: 6/10. Scores: Cooper Companies (The)’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: COO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +7.90% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
COO Cooper Companies (The) | 6 | +7.9% | |
| BAX Baxter International | 7 | +5.3% | |
| BDX Becton Dickinson | 7 | -9.6% | |
| HOLX Hologic | · | n/a | |
| ISRG Intuitive Surgical | 9 | +18.5% | |
| RMD ResMed | 8 | +8.6% | |
| WST West Pharmaceutical Services | 9 | +13.8% |