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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jeff Johnson | Robert W. Baird | 11 | 36% |
| Jon Block | Stifel | 11 | 27% |
| Brett Fishbin | KeyBanc Capital Markets | 10 | 0% |
| Issie Kirby | Redburn Atlantic | 10 | 10% |
| Jason Bednar | Piper Sandler | 10 | 20% |
| Larry Biegelsen | Wells Fargo | 10 | 30% |
| Robbie Marcus | JPMorgan | 9 | 44% |
| Young Li | Jefferies | 8 | 0% |
| Tony Petrone | Mizuho Securities | 7 | 0% |
| Chris Pasquale | Nephron Research | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stifel | 1 | 11 | 27% |
| Robert W. Baird | 1 | 11 | 36% |
| Piper Sandler | 1 | 10 | 20% |
| Redburn Atlantic | 1 |
| 10 |
| 10% |
| Wells Fargo | 1 | 10 | 30% |
| JPMorgan | 2 | 10 | 40% |
| KeyBanc Capital Markets | 1 | 10 | 0% |
| Mizuho Securities | 2 | 9 | 0% |
Cooper Companies delivered Q1 revenue growth of 6.2% (2.9% organic) with non-GAAP EPS of $1.10 rising 20% as reorganization synergies drove meaningful OPEX leverage, bringing OPEX as a percentage of revenue down from 43.6% to 41.2%. FY2026 EPS guidance was raised to $4.58-$4.66 (10-12% growth) and free cash flow guidance increased to $600-625 million. MyDay MiSight launched in EMEA and MiSight launched in Japan, but Asia Pac declined 4% driven by Japan legacy hydrogel losses and the strategic review continued with active board engagement.
Demand | Competitive Dynamics | Product Launch | Geographic Expansion | Revenue Growth | Pricing | Margin | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 7 | 2 | 2 | 2 | 3 | 3 |
| 2025Q1 | 7 | 5 | 7 | 4 | 3 | 2 | 1 | 1 |
| 2025Q2 | 9 | 3 | 2 | 1 | 3 | 2 | 5 | |
| 2025Q3 | 8 | 9 | 6 | 5 | 3 | 4 | 2 | 1 |
| 2025Q4 | 3 | 5 | 4 | 5 | 3 | 1 | 2 | 2 |
| 2026Q1 | 8 | 5 | 5 | 9 | 5 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 7 | 9 | 8 | 3 | 8 |
| Competitive Dynamics | 6 | 5 | 3 | 9 | 5 | 5 |
| Product Launch | 7 | 7 | 2 | 6 | 4 | 5 |
| Geographic Expansion | 2 | 4 | 1 | 5 | 5 | 9 |
| Revenue Growth | 2 | 3 | 3 | 3 | 3 | 5 |
| Pricing | 2 | 2 | 2 | 4 | 1 | 2 |
| Margin | 3 | 1 | 2 | 2 | 4 | |
| Inventory | 3 | 1 | 5 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
COO Cooper Companies (The) | 8 | +6.2% | |
| BAX Baxter International | 3 | +2.9% | |
| BDX Becton Dickinson | 6 | -10.6% | |
| HOLX Hologic | 5 | +2.5% | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| RMD ResMed | 8 | +10.8% | |
| WST West Pharmaceutical Services | 9 | +21.0% |