Cooper Companies (COO) Q3 FY26 earnings call

The Cooper Companies delivered strong Q3 FY26 earnings and record free cash flow, despite a proactive U.S. channel inventory reduction in CooperVision that impacted reported revenue. The strategic review of CooperSurgical concluded with the Board determining continued ownership is in shareholders' best interest, citing a temporary valuation disconnect. The company is now intensifying focus on profitable organic growth through commercial investments, particularly in CooperVision, and disciplined capital allocation.