Loading
Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“put us on equal footing, if you will, with Mirena and some of the hormonal IUDs.”
Cooper positions PARAGARD's one-handed inserter launch as putting it on equal footing with Mirena and other hormonal IUDs, framing Mirena (Bayer) as the competing product in a declining IUD market.
“That's, you know, J and J and Alcon. That are out there playing in in that market right now. So that's not a market we're gonna enter. Like, we're in the daily side of things. And we're in the monthly side of things. So I'll I'll leave it to those two guys to kinda battle out the winner of of that space.”
Cooper explicitly cedes the weekly/two-week contact lens segment to J&J and Alcon, confirming Alcon remains a dominant competitor in that lens category that Cooper does not compete in.
“That's, you know, J and J and Alcon. That are out there playing in in that market right now. So that's not a market we're gonna enter. Like, we're in the daily side of things. And we're in the monthly side of things. So I'll I'll leave it to those two guys to kinda battle out the winner of of that space.”
Cooper explicitly cedes the weekly/two-week contact lens segment to J&J and Alcon, confirming both remain the dominant competitors in that lens category that Cooper does not compete in.
“for China, for MySite and our OrthoK business, that is through our partnership with Essilor Luxottica. They did a great job. We had a good quarter. We had nice growth in MySite, China. We had nice growth with our OrthoKAY products in China.”
Cooper credits its EssilorLuxottica joint-venture partner for strong China growth in MySite and OrthoK myopia-management products this quarter.
“it is a 50/50 joint venture with Essilor Luxottica. We are both very passionate about myopia control. And believe it is going to be a fantastic market and believe it is great for kids, great for society.”
Cooper Companies runs its Sight Glass myopia-control lens business as a 50/50 joint venture with EssilorLuxottica, framing it as a strategic long-term growth bet.
“If I look at J&J and Bausch, they both put up kind of double-digit U.S. growth in their calendar third quarter, and I know it's not a perfect overlap, and they didn't have October in there, obviously.”
An analyst notes Bausch's contact lens business posted double-digit U.S. growth in its most recent calendar quarter, used as a benchmark for whether the U.S. contact lens market is getting more competitive for Cooper.
“If I look at J&J and Bausch, they both put up kind of double-digit U.S. growth in their calendar third quarter, and I know it's not a perfect overlap, and they didn't have October in there, obviously.”
An analyst notes J&J's contact lens business posted double-digit U.S. growth in its most recent calendar quarter, used as a benchmark for whether the U.S. contact lens market is getting more competitive for Cooper.
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 | 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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jon Block | Stifel | 12 (25%) |
| Jeff Johnson | Robert W. Baird | 12 (33%) |
| Brett Fishbin | KeyBanc Capital Markets |
| Larry Biegelsen | Wells Fargo | 11 (27%) |
| Jason Bednar | Piper Sandler | 11 (27%) |
| Issie Kirby | Redburn Atlantic | 10 (10%) |
| Robbie Marcus | JPMorgan | 10 (50%) |
| Young Li | Jefferies | 9 (0%) |
| Tony Petrone | Mizuho Securities | 8 (0%) |
| Chris Pasquale | Nephron Research | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 | 12 (33%) |
| Stifel | 1 | 12 (25%) |
| Piper Sandler | 1 | 11 (27%) |
| Wells Fargo | 1 | 11 (27%) |
| KeyBanc Capital Markets | 1 | 11 (0%) |
| JPMorgan | 2 | 11 (45%) |
| Mizuho Securities | 2 | 10 (0%) |
| Bank of America | 2 | 10 (20%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
COO Cooper Companies (The) | 6 | +7.9% | |
| 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% |