COO CooperCompanies
Price Chart
Executive Summary
CooperCompanies reported fiscal Q2 2026 results with revenue of $1.082B (+8% YoY) beating consensus of $1.05B, while GAAP EPS was -$0.40 due to a $271.6M litigation charge related to a fertility media recall. Non-GAAP EPS of $1.21 (+26% YoY) beat consensus of $1.10, and FY2026 guidance was updated with revenue of $4.285-4.321B and non-GAAP EPS of $4.58-4.66.
Key Financial Metrics
Actionable Insight
Strong operational quarter with record revenue and non-GAAP EPS, driven by 10th consecutive consensus beat and raised/updated guidance. The litigation charge creates headline noise but the underlying business momentum in contact lenses and fertility is intact. Watch for resolution of the strategic review at CooperSurgical and free cash flow trajectory toward $2.2B cumulative target over FY2026-2028.
Key Facts
- Q2 revenue $1.082B (+8% YoY, +5% organic) vs $1.05B consensus — beat
- Non-GAAP diluted EPS $1.21 (+26% YoY) vs consensus $1.10 — ~10% beat
- GAAP EPS -$0.40 due to $271.6M pre-tax litigation charge for fertility media recall
- FY2026 guidance: revenue $4.285-4.321B, organic growth 3.5-4.5%; non-GAAP EPS $4.58-$4.66
- CooperVision revenue $723.5M (+8% reported, +4% organic); CooperSurgical $358M (+8%, +6% organic)
- Record quarter for both revenue and non-GAAP EPS; tenth consecutive consensus beat
- Free cash flow $96.4M (operating $182.8M minus capex $86.4M)
Financial Impact
Non-GAAP EPS beat consensus by ~$0.11 (+10%). Revenue beat consensus by ~$32M (+3%). FY2026 guidance implies continued growth.
Risk Factors
- GAAP EPS deeply negative due to $271.6M litigation charge for fertility media recall — headline miss could cause short-term volatility
- CooperSurgical liability balance of $324.8M on balance sheet; additional unresolved claims may emerge
- Organic revenue growth of 4-5% is solid but unspectacular; macro headwinds or FX could weigh
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3307102 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
8d ago
|
8-K
| $65.24 awaiting T+60 | awaiting T+60 | — | $67.88 (+4.05%) |
|
Jun 4, 2026
8d ago
|
Press Release
| $65.24 awaiting T+60 | awaiting T+60 | — | $67.88 (+4.05%) |
|
Mar 5, 2026
14w ago
|
8-K
| $76.36 $60.19 | ▼ −21.18% | ▼ −33.96% | $67.88 (−11.11%) |
|
Mar 5, 2026
14w ago
|
Press Release
| $76.36 $60.19 | ▼ −21.18% | ▼ −33.96% | $67.88 (−11.11%) |
|
Feb 24, 2026
15w ago
|
DEFA14A
| $83.38 $61.75 | ▼ −25.95% | ▼ −32.90% | $67.88 (−18.59%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access