Inferra AI / Company / COO
Cooper Companies
COO · Health Care
Last earnings Sep 9, 2026
Key results
Revenuequarter
6%
Revenue increased 6% year-over-year to $1,060.3 million.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
CooperVision (CVI) revenue up 6% to $718.4 million, and CooperSurgical (CSI) revenue up 4% to $341.9 million.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
EPSquarter
$0.49
GAAP diluted earnings per share (EPS) of $0.49, down $0.03 or 6% from last year's third quarter.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Growthquarter
down $0.03
GAAP diluted earnings per share (EPS) of $0.49, down $0.03 or 6% from last year's third quarter.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Non-GAAP EPSquarter
$1.10
Non-GAAP diluted EPS of $1.10, up $0.14 or 15% from last year's third quarter.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Third Quarter Operating Results Revenue of $1,060.3 million, up 6% from last year s third quarter, up 3% in constant currency, up 2% organically.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Gross marginquarter
65%
Gross margin of 65% compared with 66% in last year s third quarter driven primarily by a product line exit at CooperSurgical.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
On a non-GAAP basis, gross margin was up 70 basis points from last year at 67% driven by continued efficiency gains, favorable mix, and positive foreign exchange.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Operating marginquarter
17%
Operating margin of 17% compared with 19% in last year s third quarter driven primarily by a product line exit at CooperSurgical.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
AI analysis
Q3 2025 · reported Aug 27, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Aug 27, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 6% | — | — |
| EPS | $0.49 | — | — |
| Growth | down $0.03 | — | — |
| Non-GAAP EPS | $1.10 | — | — |
| Gross margin | 65% | — | 66% |
| Operating margin | 17% | — | 19% |
Guidance · company-stated
Direction: Raised
“Our revenues were below expectations but we're raising earnings guidance to reflect our operational performance and expect improving revenue in Q4 and in fiscal 2026 driven by MyDay .”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
Interest expense of $25.4 million compared with $28.5 million in last year's third quarter driven by lower average interest rates and lower average debt.
Event summary
GAAP diluted earnings per share (EPS) of $0.49, down $0.03 or 6% from last year's third quarter
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue — Raised (“raising”)
“Our revenues were below expectations but we're raising earnings guidance to reflect our operational performance and expect improving revenue in Q4 and in fiscal 2026 driven by MyDay .”
Classified from the release's primary full-year outlook statement.
Capital allocation
Interest expense of $25.4 million compared with $28.5 million in last year's third quarter driven by lower average interest rates and lower average debt.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Cash provided by operations of $261.5 million offset by capital expenditures of $96.9 million resulted in free cash flow of $164.6 million.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
We define the non-GAAP measure of free cash flow as cash provided by operating activities less capital expenditures.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
We believe free cash flow is useful for investors as an additional measure of liquidity because it represents cash that is available to grow the business, make strategic acquisitions, repay debt, or buyback common stock.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
The carrying value of the Company's revolving credit facility and term loans approximates fair value based on current market rates (Level 2).
SEC original ↗Cooper Companies — 10-Q Quarterly report10-QSep 9, 2026
As of July 31, 2026, the Company was in compliance with all debt covenants.
SEC original ↗Cooper Companies — 10-Q Quarterly report10-QSep 9, 2026
Strategy & priorities
Commenting on the results, Al White, CooperCompanies' President and CEO said, I'm pleased to report that we delivered strong margins, double-digit earnings growth, and robust free cash flow reflecting the operational excellence that remains central to our growth strategy.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
We remain confident in our strategy and ability to deliver long-term shareholder value.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
We believe free cash flow is useful for investors as an additional measure of liquidity because it represents cash that is available to grow the business, make strategic acquisitions, repay debt, or buyback common stock.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
(4) Charges represent the costs associated with initiatives to increase efficiencies across the organization and optimize our overall cost structure, including changes to our IT infrastructure and operations, employee severance costs, legal entity and other business reorganizations, write-offs or impairments of certain long-lived assets associated with the business optimization activities.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
About CooperCompanies CooperCompanies (Nasdaq COO) is a leading global medical device company focused on helping people experience life's beautiful moments through its two business units, CooperVision and CooperSurgical.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Risks & headwinds
(5) Charges include certain business disruptions from natural causes, litigation matters and other items that are not part of ordinary operations.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Forward-looking statements necessarily depend on assumptions, data or methods that may be incorrect or imprecise and are subject to risks and uncertainties.
SEC original ↗Cooper Companies — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Legal Proceedings 32 Item 1A.
SEC original ↗Cooper Companies — 10-Q Quarterly report10-QSep 9, 2026
The decrease was primarily due to changes in unrecognized tax benefits and the discrete tax impact of the litigation accrual, discussed below, partially offset by changes in the geographical composition of pre-tax earnings.
SEC original ↗Cooper Companies — 10-Q Quarterly report10-QSep 9, 2026
During the nine months ended July 31, 2026, the Company recorded $ 272.0 million litigation expense, net of insurance recoveries, as described in Note 9.
SEC original ↗Cooper Companies — 10-Q Quarterly report10-QSep 9, 2026
Contingencies and Commitments The Company is involved in various lawsuits, claims and other legal matters from time to time that arise in the ordinary course of conducting business, including matters involving our products, intellectual property, supplier relationships, distributors, competitor relationships, employees and other matters.
SEC original ↗Cooper Companies — 10-Q Quarterly report10-QSep 9, 2026
Competitors
Competitors & peers
Named in the company’s own filings
Filings
32 documents- Q2 2026
- 10-QCOO
Sep 9, 2026
- 8-KCOO
Sep 9, 2026
- Q1 2026
- 10-QCOO
Jun 5, 2026
- 8-KCOO
Jun 4, 2026
- 8-KCOO
May 4, 2026
- 8-KCOO
Apr 8, 2026
- Q4 2025
- 10-QCOO
Mar 6, 2026
- 8-KCOO
Mar 5, 2026
- 8-KCOO
Feb 4, 2026
- Q3 2025
- 8-KCOO
Dec 23, 2025
- EX-99COO
Dec 23, 2025
- 8-KCOO
Dec 12, 2025
- 10-KCOO
Dec 5, 2025
- 8-KCOO
Dec 4, 2025
- EX-99COO
Dec 4, 2025
- Q2 2025
- 10-QCOO
Aug 28, 2025
- 8-KCOO
Aug 27, 2025
- Q1 2025
- 10-QCOO
May 30, 2025
- 8-KCOO
May 29, 2025
- 8-KCOO
Apr 30, 2025
- 8-KCOO
Apr 2, 2025
- Q4 2024
- 10-QCOO
Mar 7, 2025
- 8-KCOO
Mar 6, 2025
- 8-KCOO
Feb 5, 2025
- Q3 2024
- 10-KCOO
Dec 6, 2024
- 8-KCOO
Dec 5, 2024
- 8-KCOO
Oct 25, 2024
- Q2 2024
- 10-QCOO
Aug 29, 2024
- 8-KCOO
Aug 28, 2024
- Q1 2024
- 10-QCOO
May 31, 2024
- 8-KCOO
May 30, 2024
- 8-KCOO
May 1, 2024
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Cooper Companies are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Cooper Companies are held in this edition of the library.
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