The Cooper Companies, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Slightly Bullish +25

Cooper-Standard Q1 Earnings Call Highlights

AI-generated analysis

Cooper-Standard reported first-quarter 2026 sales of $686.4 million, representing a 2.9% increase from the same period in 2025, driven by favorable foreign exchange rates despite lower volume and mix adjustments. Gross margin expanded to 12.0%, up 40 basis points year-over-year, with management attributing this improvement...

Bullish Signals

  • Sales reached $686.4M, up 2.9% year-over-year.
  • Gross margin expanded 40 bps to 12.0%.
  • Operational excellence achieved with 99% quality scorecards.
  • Safety incident rate of 0.18 beats industry benchmark.
  • $17M in savings offset inflationary pressures.
  • Net new awards hit $128M, nearing $400M goal.
  • Hybrid programs double content per vehicle.
  • Target: Double Fluid Handling business in 5-7 years.
  • Total liquidity stood at $286M as of March 31.
  • Refinancing extended note maturity to 2031.

Bearish Signals

  • GAAP net loss rose to $33.3M vs prior year income.
  • Adjusted EBITDA fell $7.7M due to missing Q1 royalties.
  • Inflation headwinds expected to intensify significantly in Q2.
  • Liquidity of $286M faces seasonal working capital outflows.
  • 50%+ new business concentrated in high-risk China market.
2
Neutral 0

Rocket sues UWM for putting a ‘bounty’ on Mr. Cooper loans

AI-generated analysis

Rocket Companies, operating under its Rocket Mortgage brand, filed a lawsuit against rival lender United Wholesale Mortgage (UWM) in the Supreme Court of the State of New York, alleging a willful and wanton breach of non-solicitation obligations owed to Mr. Cooper Group, which Rocket acquired...

Bullish Signals

  • Rocket Companies acquired Mr. Cooper Group last year.
  • Mr. Cooper paid UWM $773 million for 182,000 loans.
  • UWM launched Refi Shield 100 in fall 2024.
  • Program offers 1% rate reduction to stimulate volume.
  • KEEP system identifies opportunities and incentivizes borrowers.
  • New York Supreme Court filing shows legal engagement.

Bearish Signals

  • $100M losses from high prepayment rates vs. comparables.
  • UWM flagged breach of non-solicitation on agreed loans.
  • Fragile model vulnerable to volume drops or competition.
  • Margin compression and tech costs drove alleged aggression.
  • 'KEEP' system launched desperately for new loan volume.
3
Bearish -60

Cooper Companies (COO) Stock Plunges 15% on Scrapped Sale and Revenue Miss

AI-generated analysis

Cooper Companies (COO) shares plummeted over 15% in premarket trading after the medical device manufacturer announced disappointing third-quarter results and a strategic reversal. Investors had anticipated a potential divestiture of its CooperSurgical division, viewing it as a catalyst for a focused contact lens business or...

Bullish Signals

  • EPS beat estimates at $1.15 vs $1.12 consensus.
  • Buyback authorization increased from $2B to $3B.
  • Ranks second globally in contact lens production.

Bearish Signals

  • Shares fell 15% after retaining CooperSurgical division.
  • Q3 revenue missed at $1.07B due to US inventory drawdowns.
  • Full-year EPS outlook cut to $4.51-$4.55 range.
  • Annual revenue guidance lowered to $4.23-$4.25 billion.
  • CooperVision revenue dropped 6% due to inventory normalization.
4
Somewhat Bearish -25

Cooper Companies continues to see activist pressure to sell divisions, replace CEO

AI-generated analysis

Activist investor Jana Partners is intensifying its campaign against the Cooper Companies (NASDAQ: COO), urging the board to sell off non-core divisions and replace CEO Albert White. In a recent letter, Jana criticized management for problematic forecasting, serial negative surprises, and poor capital allocation, specifically...

Bullish Signals

  • Stock buyback program expanded from $2B to $3B.
  • Board retained CooperSurgical division after rejecting low offers.

Bearish Signals

  • Jana Partners criticized poor forecasting, negative surprises, and capital allocation.
  • 2026 growth forecast lowered from 4% to 2-3% range.
  • CooperVision revenue flat at $717M despite $750M capital investment.
5
Bearish -65

CooperCompanies stock falls as Q3 2026 miss and guidance cut weigh on outlook

AI-generated analysis

CooperCompanies reported fiscal Q3 2026 results that missed revenue expectations, with actual revenue of USD 1.07 billion falling short of the roughly USD 1.10 billion consensus estimate. Although adjusted earnings per share of USD 1.15 exceeded analyst expectations, the company significantly lowered its full-year outlook,...

Bullish Signals

  • EPS beat consensus at USD 1.15 in Q3 2026.
  • Authorized USD 3.00B buyback covering ~22.7% of shares.

Bearish Signals

  • Q3 2026 revenue of USD 1.07B missed expectations.
  • Guidance cut to USD 4.51–4.55 from USD 4.58–4.66.
  • CooperVision segment faces destocking pressure, growth minus 2% to 0%.
  • Piper Sandler downgraded stock and reduced target price.
  • Shareholder investigation initiated after revenue miss.
6
Bullish +65

Cooper Companies Announces Fiscal Q3 2026 Financial Results with Strong Net Income Growth - Kalkine Media

AI-generated analysis

The Cooper Companies, Inc. reported its fiscal Q3 2026 financial results for the quarter and nine months ended July 31, 2026, showing significant growth in profitability despite modest revenue increases. Net sales rose slightly to $1,066.2 million in the third quarter compared to the prior-year...

Bullish Signals

  • Q3 net income surged to $432.8M vs $98.3M last year.

Bearish Signals

  • Litigation liability jumped to $316.5M by July 2026.
  • Short-term debt surged to $628.1M from $47.8M.
7
Bullish +65

Cooper Companies Q2 Earnings Call Highlights

AI-generated analysis

Cooper Companies (NASDAQ:COO) reported record revenue of $1.08 billion and non-GAAP earnings per share of $1.21 for the fiscal second quarter of 2026, representing an 8% year-over-year increase in revenue and a 26% rise in earnings. The company achieved its 10th consecutive quarter of beating...

Bullish Signals

  • Record revenue $1.08B and EPS $1.21 up 26% YoY.
  • Beat earnings consensus for 10 consecutive quarters.
  • Americas premium lenses grew 7% on high-margin strength.
  • Fertility revenue rose 10% organically with strong equipment sales.
  • Litigation resolved enabling strategic reviews and buyback capacity.

Bearish Signals

  • Asia-Pacific revenue declined 6% due to consumer weakness.
  • $271.6 million charge for embryo culture media recall settlements.
  • Gross margins expected to decline to around 66% in Q3.
  • CooperVision faces challenges in Asia-Pacific e-commerce channels.
  • PARAGARD revenue was flat despite being ahead of expectations.
8
Slightly Bullish +25

CooperCompanies stock (US21664P1039): Earnings and growth ... - ad-hoc-news

AI-generated analysis

CooperCompanies has released its latest quarterly financial results, demonstrating revenue and adjusted earnings per share that met or slightly exceeded market expectations. The growth was primarily driven by steady demand in its two core segments: CooperVision, which focuses on contact lenses and care products, and...

Bullish Signals

  • Revenue and EPS met or slightly beat market expectations.
  • Contact lens and women's health demand drove top-line growth.
  • Management targets innovation, expansion, and efficiency for future earnings.
  • Rising myopia, aging population, and fertility services boost trends.
  • Daily disposables drive ASP growth and margin expansion.
  • Bundled offerings create attractive recurring revenue streams.
  • CooperSurgical leverages ART and surgery trend growth.

Bearish Signals

  • International exposure to currency, regulatory, and market risks.
  • Pricing pressure, scrutiny, and tech changes threaten value.
  • Future tied to innovation execution and margin management.
  • Healthcare and equity trends could hurt stock performance.
  • Intense competition in growing healthcare segments remains a risk.
9
Somewhat Bearish -25

Why Is Everyone Ignoring Cooper Companies Stock's High Cash Yield?

Earnings report AI-generated analysis

Cooper Companies (COO) has generated significant free cash flow, producing 5.6% of its market value over the last twelve months compared to a 4.2% median for S&P 500 companies. Despite this strong cash generation, the stock price has underperformed the broader market, losing 13.3% over...

Bullish Signals

  • FCF was 5.6% of market value vs 4.2% S&P 500 median.
  • Generated $678M FCF in twelve months to July 31, 2026.
  • Q3 set record FCF driven by stronger operations and lower capex.
  • FCF stayed positive every twelve-month period since July 2023.
  • Targets $2.2B FCF for fiscal 2026-2028 despite borrowing plans.

Bearish Signals

  • Shares lost 13.3% vs S&P 500's 12.2% gain.
  • Revenue flat; organic growth forecast cut to 1.5%.
  • Margins fell to 12.8% due to $271.6M charge.
  • Litigation payments of $272M weigh on near-term cash.
  • Net debt is $2.39B, 19.9% of market value.
10
Slightly Bullish +25

Cooper Companies (COO) Stock Looks Undervalued On Current Earnings

Company update AI-generated analysis

Cooper Companies (COO) stock has recently climbed despite weak longer-term returns and a 40.8% share price decline over the past five years, prompting an analysis of whether current valuations align with earnings. The article highlights that recent reports indicate flat revenue, though management is focusing...

Bullish Signals

  • P/E of 20.6x is below industry average of 27.0x.
  • Recorded record free cash flow in Q3 2026.
  • Reiterated guidance for US$2.2b free cash flow through 2028.
  • Strong demand supports solid contact lens revenue.

Bearish Signals

  • Legal issues cooled investor enthusiasm.
  • Hydrogel transition may hurt APAC revenue.
  • Flat revenue pressures share price.
11
Slightly Bullish +25

CooperCompanies (COO) Keeps CooperSurgical and Expands Buybacks. What Did the Strategic Review Reveal?

Business restructuring Share buyback AI-generated analysis

The Cooper Companies (COO) has concluded its strategic review process, deciding to retain its CooperSurgical unit rather than sell it. The Board determined that the valuation offers received were not in shareholders' best interest and acknowledged temporary drivers affecting the unit's valuation gap. Despite retaining...

Bullish Signals

  • Board retained CooperSurgical unit as sale offers were insufficient.

Bearish Signals

  • Adjusted gross margins contracted 60 bps due to costs.
  • CooperVision segment growth flat amid regional challenges.
  • Sphere lens category declined 1% organically in Q3.
12
Somewhat Bearish -35

Cooper Companies (COO) Securities Investigation Notice - Levi & Korsinsky

AI-generated analysis

Cooper Companies (COO) reported quarterly revenue of approximately $1.07 billion, falling short of the market consensus estimate of roughly $1.10 billion. Despite beating Wall Street's adjusted earnings per share estimate of $1.12 with actual results of $1.15, the stock price dropped nearly 15% following the...

Bullish Signals

  • Earnings beat estimates at $1.15 vs $1.12 consensus.
  • Reduced U.S. channel inventory to boost consumption trends.

Bearish Signals

  • Revenue missed consensus at $1.07B vs $1.10B.
  • Stock dropped 15% after sharp guidance cut.
  • U.S. channel destocking continues to weigh on results.
13
Somewhat Bullish +45

Cooper Companies (COO) Bets on Fertility Growth Despite Weakness in CooperVision

AI-generated analysis

The Cooper Companies (COO) reported third-quarter fiscal 2026 results with total revenue rising 1% year-over-year to $1.066 billion, driven by a 4% increase in adjusted diluted EPS to $1.15. The company executed significant capital return programs, repurchasing approximately 4.9 million shares for $339.1 million while...

Bullish Signals

  • Adjusted diluted EPS jumped 4% YoY to $1.15, beating projections.
  • Free cash flow surged 66% to record $273M.
  • Fertility segment drove notable revenue growth.
  • GAAP gross margins expanded to 67%.
  • Adjusted operating margins improved 30 bps to 26%.

Bearish Signals

  • Revenue guidance lowered to $4.229B-$4.252B with 2-3% organic growth.
  • CooperVision revenue missed due to inventory cuts and 10% Asia sales drop.
  • Currency headwinds caused 60 basis point adjusted gross margin decline.
14
Somewhat Bearish -45

Why is CooperCompanies Stock Down 15% Today?

AI-generated analysis

Cooper Companies (NASDAQ: COO) shares dropped approximately 13.9% following its September 9 earnings report, which delivered mixed results and weak forward guidance. While the company reported adjusted earnings of $1.15 per share that beat analyst estimates, top-line revenue of $1.07 billion missed expectations. The primary...

Bullish Signals

  • Adjusted EPS hit $1.15, beating estimates.
  • Retained surgical unit buffers short-term earnings.

Bearish Signals

  • Q4 revenue forecast missed Wall Street consensus by $0.14.
  • U.S. distributor destocking will hurt numbers through fiscal 2026.
  • Failed CooperSurgical sale removed deal catalyst, disappointing investors.
15
Bullish +55

Pullback Created an Attractive Entry Point in The Cooper Companies (COO)

AI-generated analysis

Harris Oakmark recently released its second-quarter 2026 investor letter for the Oakmark Global Fund, a non-diversified fund focusing on long-term capital appreciation. The fund delivered a 7.89% return in Q2, lagging the MSCI World Index's 13.76% gain, with energy and industrials driving performance while health...

Bullish Signals

  • New institutional position signals long-term value confidence.
  • Trades at meaningful discount to peers and history.
  • Oligopolistic structure with high barriers and pricing power.
  • Gaining market share via specialty lenses and private label.
  • Management improving cash flow, growth, and portfolio.
  • Needham raised price target to $101.

Bearish Signals

  • Underperformed benchmark with 7.89% return vs 13.76% index gain in Q2 2026.
  • Hedge fund holdings dropped from 53 to 49 portfolios in Q1 2026.
  • AI stocks may offer higher short-term returns than The Cooper Companies.
16
Somewhat Bullish +35

Why The Cooper Companies, Inc. (COO) Went Down on Friday

AI-generated analysis

The Cooper Companies, Inc. (NASDAQ: COO) shares fell 6.57% on Friday, trading at $85 after hitting an all-time low of $82.61. The decline occurred despite the company reporting better-than-expected financial results for the first quarter of fiscal year 2025, where net income rose 28% to...

Bullish Signals

  • Net income rose 28% to $104.3 million in Q1 FY2025.
  • Net sales increased 3.5% year-over-year to $964.7 million.
  • Full-year revenue guidance targets 6-8% growth.
  • Company exceeded operational targets at the start of the year.

Bearish Signals

  • Shares fell 6.57% to all-time low of $82.61.
  • Missed earnings expectations relative to Wall Street consensus.
17
Somewhat Bullish +45

What Makes Cooper Companies (COO) an Investment Choice?

AI-generated analysis

The London Company's fourth-quarter 2025 investor letter highlights The Cooper Companies, Inc. (NASDAQ: COO) as a featured holding within its Mid Cap Strategy portfolio. While the broader market saw gains in Q4 2025, the strategy outperformed the Russell Midcap Index, driven by specific stock selection...

Bullish Signals

  • Four players control 95% of the industry market.
  • Diverse portfolio drives above-market growth rates.
  • High switching costs create a durable moat.
  • Valuation is attractive relative to peers.
  • Insider buying signals management confidence.
  • Activist involvement could lead to separation.
  • Margin expansion potential as spending moderates.

Bearish Signals

  • Margins trail peers due to multi-year investment cycle and headwinds.
  • Stock lost 8.17% value over last 52 weeks.
  • Not in top 30 hedge fund popular stocks list.
  • Hedge fund holdings dropped from 56 to 53 portfolios.
18
Slightly Bullish +25

Cooper Companies (COO) Stock Could Be 24.4% Undervalued After Q2 Earnings Beat - simplywall.st

AI-generated analysis

Cooper Companies (COO) shares rose 7.3% following its Q2 2026 earnings beat, where both revenue and adjusted EPS surpassed Wall Street estimates. Despite this short-term momentum, the stock remains down 18.7% year-to-date and 5.6% over the last year. The article highlights a narrative suggesting the...

Bullish Signals

  • Revenue and adjusted EPS beat Q2 2026 estimates, driving 7.3% stock rise.
  • Management guides $2B free cash flow over next three years.
  • Improved cash generation will fund debt reduction and share repurchases.
  • Strong cost discipline and revenue momentum drive future financial performance.

Bearish Signals

  • P/E ratio of 54.5x exceeds fair value of 32.5x.
  • Softer demand for fertility and IUD products creates risk.
19
Bullish +65

Cooper Companies (COO) Gets Buy Rating From William Blair Following Q2 Report

Analyst upgrade Earnings report AI-generated analysis

William Blair analyst Margaret Kaczor upgraded Cooper Companies, Inc. (NASDAQ: COO) to a Buy rating following the release of its fiscal Q2 2025 results on May 29. The company exceeded market expectations with revenue growing 6% year-over-year to $1.002 billion and non-GAAP diluted EPS rising...

Bullish Signals

  • Upgraded to Buy on strong fiscal Q2 2025 results.
20
Somewhat Bullish +35

Cooper Companies (COO) Faces A CEO Exit, Is The Stock Still Cheap?

Company update Leadership change AI-generated analysis

Cooper Companies (COO) is navigating a significant leadership transition following the departure of President and CEO Albert White, with Board member Walter Rosebrough stepping in as executive chair to oversee daily operations. Despite this structural change, recent trading data indicates investor caution, evidenced by a...

Bullish Signals

  • Record Q3 2026 free cash flow shows strong financial performance.
  • Management guides US$2.2B FCF for 2026-2028 supporting growth.
  • Operational streamlining and AI improve working capital efficiency.
  • Analyst fair value $66.21 suggests upside from $60.34.

Bearish Signals

  • Asia Pacific softness expected to drag on results.
  • Legacy hydrogel rationalization risks near-term financial performance.