Jul 2026 (Q3 FY26) — Sep 9, 2026
The Cooper Companies Q3 FY26 — Earnings Exceed Expectations Amidst Strategic Review Conclusion and U.S. Channel Destocking
Read the full callCooper Companies (COO) earnings
- Jul 2026
- Jul 2026 (Q3 FY26)
- Oct 2025
Cooper Companies earnings: last reported Wed, 9 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,066 | +0.6% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 20.8 | +4.3 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 433 | +340.3% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
27 of 34 judged targets kept · 40 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 CooperSurgical organic revenue growth versus Q1 | a better sequential quarter than the 2.2% posted in fiscal Q1 2026 | Jan 2026 | CooperSurgical also performed well with revenues up 8%, or 6% organically | Achieved |
| Full-year capital expenditure | come down on a percentage basis and on an absolute dollar basis | Jul 2025 | our CapEx is just going to come down a lot, like it’s still a little elevated this quarter and go maybe same | At Risk |
| Q1 consolidated revenue | $1.019 billion to $1.03 billion (roughly 3% to 4% organic growth) | Oct 2025 | Consolidated revenues were $1.024 billion, up 6.2% or up 2.9% organically | Missed |
7 of COOPER COMPANIES, INC.'s 74 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 71 more targets are in the full ledger.
Claimed
- Non-GAAP EPS increased 4% to $1.15, marking the 11th consecutive quarter exceeding consensus expectations.
- Generated record free cash flow of $273 million in Q3, contributing to $528 million year-to-date, up 86% from last year.
- Favorable completion of a significant tax matter resulted in a $307 million discrete tax benefit and extended non-GAAP tax benefits for over 10 years.
- CooperSurgical Fertility segment delivered solid organic growth of 5% to $141 million, driven by genomics and new clinic wins.
- The Board approved a $1 billion increase to the share repurchase authorization, bringing remaining capacity to approximately $1.5 billion, with $339 million repurchased in Q3.
Qualified
- CooperVision reported revenue of $717 million, essentially flat year-over-year, due to proactive U.S. channel inventory reductions.
- Q4 FY26 consolidated revenue guidance of $1.057 billion to $1.080 billion implies 0% to 2% organic growth, impacted by continued channel destocking.
- Q4 FY26 CooperVision revenue guidance of $692 million to $706 million implies -2% to flat organic growth due to ongoing channel inventory actions.
- Operating margins in Q4 are expected to be pressured by greater commercial investments in CooperVision, additional FX headwinds, and lower tariff refunds.
- The strategic review of CooperSurgical concluded without a sale, with the Board citing a temporary disconnect between intrinsic value and offers received.
Price
$58.16 +0.38% · +$0.22
Performance −19.2% 1Y
1Y: $71.97 on 17 Oct 2025 → $58.16. High $84.32 (6 Jan 2026), low $53.27 (15 Sept 2026).
- Previous close
- $57.94
- 52-week range
- $53.27 – $84.32
- One year
- −22.44%
Overview
- Symbol
- COO
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
27 of 34 judged targets kept · 40 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 CooperSurgical organic revenue growth versus Q1 | a better sequential quarter than the 2.2% posted in fiscal Q1 2026 | Jan 2026 | CooperSurgical also performed well with revenues up 8%, or 6% organically | Achieved |
| Full-year capital expenditure | come down on a percentage basis and on an absolute dollar basis | Jul 2025 | our CapEx is just going to come down a lot, like it’s still a little elevated this quarter and go maybe same | At Risk |
| Q1 consolidated revenue | $1.019 billion to $1.03 billion (roughly 3% to 4% organic growth) | Oct 2025 | Consolidated revenues were $1.024 billion, up 6.2% or up 2.9% organically | Missed |
Claimed
- Non-GAAP EPS increased 4% to $1.15, marking the 11th consecutive quarter exceeding consensus expectations.
- Generated record free cash flow of $273 million in Q3, contributing to $528 million year-to-date, up 86% from last year.
- Favorable completion of a significant tax matter resulted in a $307 million discrete tax benefit and extended non-GAAP tax benefits for over 10 years.
- CooperSurgical Fertility segment delivered solid organic growth of 5% to $141 million, driven by genomics and new clinic wins.
- The Board approved a $1 billion increase to the share repurchase authorization, bringing remaining capacity to approximately $1.5 billion, with $339 million repurchased in Q3.
Qualified
- CooperVision reported revenue of $717 million, essentially flat year-over-year, due to proactive U.S. channel inventory reductions.
- Q4 FY26 consolidated revenue guidance of $1.057 billion to $1.080 billion implies 0% to 2% organic growth, impacted by continued channel destocking.
- Q4 FY26 CooperVision revenue guidance of $692 million to $706 million implies -2% to flat organic growth due to ongoing channel inventory actions.
- Operating margins in Q4 are expected to be pressured by greater commercial investments in CooperVision, additional FX headwinds, and lower tariff refunds.
- The strategic review of CooperSurgical concluded without a sale, with the Board citing a temporary disconnect between intrinsic value and offers received.
The full ledger
Open COOPER COMPANIES, INC.’s full ledger
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Call summaries
Apr 2026 (Q2 FY26) — Jun 4, 2026
The Cooper Companies Q2 FY26 — Record quarter overshadowed by CooperSurgical strategic review and softening Asia-Pac
Read the full callJan 2026 (Q1 FY26) — Mar 5, 2026
The Cooper Companies Q1 FY26 — Strong Start with Operational Excellence and Raised Guidance
Read the full callEvery analysed call
Cooper Companies earnings calls (COO)
Financials
What the filings say
Net profit, year on year: +340% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,018 | 965 | 1,002 | 1,060 | 1,065 | 1,024 | 1,082 | 1,066 |
| Operating profit | 198 | 182 | 185 | 176 | 140 | 213 | -31 | 222 |
| Operating margin | 19.5% | 18.9% | 18.4% | 16.6% | 13.2% | 20.8% | −2.9% | 20.8% |
| Other income | — | -3 | -16 | — | — | 2 | 4 | — |
| Interest | 27 | 26 | 24 | 25 | 24 | 22 | 21 | 22 |
| Profit before tax | 169 | 153 | 145 | 152 | 117 | 192 | -48 | 202 |
| Tax rate | 30.3% | 32.0% | 39.3% | 35.3% | 27.6% | 31.9% | −61.0% | −114.5% |
| Net profit | 118 | 104 | 88 | 98 | 85 | 131 | -78 | 433 |
| EPS ($ per share) | — | 0.52 | 0.44 | 0.49 | — | 0.67 | -0.40 | 2.24 |
| Line item | Oct 2018 | Oct 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Oct 2023 | Oct 2024 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 5 | 5 | 5 | 5 | 5 | 22 | 22 | 22 |
| Reserves | 2,576 | 3,026 | 3,262 | 6,202 | 6,585 | 6,876 | 7,268 | 7,643 |
| Total liabilities | 2,805 | 2,646 | 2,913 | 2,664 | 4,318 | 4,108 | 4,232 | 4,156 |
| Fixed assets | 976 | 1,132 | 1,282 | 1,348 | 1,414 | 1,629 | 1,861 | 2,080 |
| Total assets | 6,113 | 6,275 | 6,738 | 9,606 | 11,492 | 11,659 | 12,315 | 12,395 |
| Line item | Oct 2018 | Oct 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Oct 2023 | Oct 2024 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 669 | 713 | 487 | 739 | 692 | 608 | 709 | 796 |
| Cash from investing | -1,517 | -351 | -364 | -450 | -1,831 | -449 | -765 | -373 |
| Cash from financing | 844 | -351 | -95 | -311 | 1,194 | -174 | 39 | -426 |
| Net cash flow | -9 | 9 | 27 | -20 | 42 | -18 | -13 | 3 |
| Capital expenditure | -194 | -292 | -310 | -214 | -242 | -392 | -421 | -362 |
| Free cash flow | 475 | 421 | 176 | 524 | 450 | 215 | 288 | 434 |
COO revenue by segment
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Coopervision | 67% | 67% | 67% | 68% | 67% | 68% | 67% | 67% | -0.2% |
| Cooper Vision | — | — | — | — | — | 68% | 67% | 67% | — |
| Coopersurgical | 33% | 33% | 33% | 32% | 33% | 32% | 33% | 33% | +2.1% |
| Cooper Surgical | — | — | — | — | — | 32% | 33% | 33% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q3 FY2026 · share of revenue
- US 49% ↓ 2 pt
- Europe 34% ↑ 4 pt
- Rest Of World Excluding United States and Europe 18% ↓ 2 pt
As COO cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
46 filings between Dec 12, 2025 and Sep 16, 2026.
Open market
decisions to buy or sellPurchases
$3.18M
10 purchases by 7 insiders
Sales
None
No insider sold shares.
Compensation
not trading decisions- 22
- Option exercise — converted options into shares
- 13
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kurzius Lawrence Erik | $1.25M | — | Sep 16, 2026 |
| White Albert G III | $808.0K | — | Dec 16, 2025 |
| Rosebrough Walter M Jr | $541.6K | — | Sep 14, 2026 |
| Keel Paul A | $250.0K | — | Sep 11, 2026 |
| Lucchese Cynthia L | $150.0K | — | Dec 22, 2025 |
| Sheffield Holly R | $99.3K | — | Dec 16, 2025 |
| Rivas Maria | $82.1K | — | Dec 18, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Kurzius Lawrence Erik Director | Purchase | 10,000 | $549.3K |
| Sep 14, 2026 | Rosebrough Walter M Jr Director | Purchase | 3,000 | $162.9K |
| Sep 14, 2026 | Kurzius Lawrence Erik Director | Purchase | 10,000 | $539.1K |
| Sep 11, 2026 | Rosebrough Walter M Jr Director | Purchase | 7,000 | $378.8K |
| Sep 11, 2026 | Keel Paul A Director | Purchase | 4,701 | $250.0K |
| Apr 1, 2026 | Rosebrough Walter M Jr Director | Option exercise | 832 | $0 |
| Apr 1, 2026 | Carbone Barbara Director | Option exercise | 3,050 | $0 |
| Apr 1, 2026 | Jay Colleen Director | Option exercise | 3,322 | $0 |
| Apr 1, 2026 | Rivas Maria Director | Option exercise | 3,322 | $0 |
| Apr 1, 2026 | MADDEN TERESA S Director | Option exercise | 3,322 | $0 |
| Apr 1, 2026 | Lucchese Cynthia L Director | Option exercise | 3,322 | $0 |
| Apr 1, 2026 | WEISS ROBERT S Director | Option exercise | 3,654 | $0 |
| Apr 1, 2026 | Kurzius Lawrence Erik Director | Option exercise | 3,322 | $0 |
| Jan 12, 2026 | Jay Colleen Director | Option exercise | 7,064 | $278.3K |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Option exercise | 2,652 | $0 |
| Jan 8, 2026 | McBride Daniel G EVP & Chief Operating Officer | Tax withheld | 2,121 | $176.3K |
| Jan 8, 2026 | Sheffield Holly R President, CSI | Tax withheld | 1,641 | $136.4K |
| Jan 8, 2026 | McBride Daniel G EVP & Chief Operating Officer | Option exercise | 4,163 | $0 |
| Jan 8, 2026 | Sheffield Holly R President, CSI | Tax withheld | 738 | $61.3K |
| Jan 8, 2026 | McBride Daniel G EVP & Chief Operating Officer | Option exercise | 4,556 | $0 |
| Jan 8, 2026 | McBride Daniel G EVP & Chief Operating Officer | Option exercise | 4,168 | $0 |
| Jan 8, 2026 | White Albert G III President & CEO | Tax withheld | 9,419 | $783.0K |
| Jan 8, 2026 | White Albert G III President & CEO | Option exercise | 18,340 | $0 |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Tax withheld | 629 | $52.3K |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Tax withheld | 1,714 | $142.5K |
| Jan 8, 2026 | McBride Daniel G EVP & Chief Operating Officer | Tax withheld | 2,415 | $200.8K |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Tax withheld | 1,354 | $112.6K |
| Jan 8, 2026 | McBride Daniel G EVP & Chief Operating Officer | Tax withheld | 2,119 | $176.2K |
| Jan 8, 2026 | Andrews Brian G EVP, CFO & Treasurer | Option exercise | 3,528 | $0 |
| Jan 8, 2026 | Andrews Brian G EVP, CFO & Treasurer | Tax withheld | 1,893 | $157.4K |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Tax withheld | 787 | $65.4K |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Option exercise | 2,940 | $0 |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Option exercise | 3,154 | $0 |
| Jan 8, 2026 | Sheffield Holly R President, CSI | Tax withheld | 1,462 | $121.5K |
| Jan 8, 2026 | Sheffield Holly R President, CSI | Option exercise | 3,304 | $0 |
| Jan 8, 2026 | Sheffield Holly R President, CSI | Option exercise | 1,592 | $0 |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Option exercise | 1,540 | $0 |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Tax withheld | 1,501 | $124.8K |
| Jan 8, 2026 | Sheffield Holly R President, CSI | Option exercise | 3,154 | $0 |
| Jan 8, 2026 | Warner Gerard H III President, CooperVision, Inc. | Option exercise | 1,232 | $0 |
| Dec 22, 2025 | Lucchese Cynthia L Director | Purchase | 1,784 | $150.0K |
| Dec 18, 2025 | Rivas Maria Director | Purchase | 1,000 | $82.1K |
| Dec 17, 2025 | Kurzius Lawrence Erik Director | Purchase | 2,000 | $165.0K |
| Dec 16, 2025 | Sheffield Holly R President, CSI | Purchase | 1,230 | $99.3K |
| Dec 16, 2025 | White Albert G III President & CEO | Purchase | 10,000 | $808.0K |
| Dec 12, 2025 | WEISS ROBERT S Director | Gift | 7,500 | $0 |
| Sep 29, 2025 | Kurzius Lawrence Erik Director | Purchase | 2,000 | $136.8K |
| Sep 5, 2025 | White Albert G III President & CEO | Purchase | 10,000 | $683.9K |
| Sep 5, 2025 | Warner Gerard H III President, CooperVision, Inc. | Purchase | 1,450 | $100.4K |
| Sep 2, 2025 | McBride Daniel G EVP & Chief Operating Officer | Purchase | 3,000 | $195.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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