The Cooper Companies, Inc.

(NASDAQ Global Select)
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Somewhat Bearish -35

Cooper Companies' Quarterly Earnings Preview: What You Need to Know

Earnings report AI-generated analysis

📅 The Cooper Companies (COO) is set to release its Q4 2026 earnings report soon.

💰 Analysts expect diluted EPS of $1.07 for the upcoming quarter, down 7% from $1.15 in the prior year.

📈 Fiscal 2026 EPS is projected at $4.53, reflecting a 10% increase from fiscal 2025 levels.

📉 COO stock has fallen 17.2% over the past 52 weeks, underperforming both the S&P 500 and the healthcare sector ETF.

📊 Annual sales growth has averaged nearly 6.5% over the last two years, falling below the industry average.

🔮 Sales growth is estimated at 4.2% for the next year, indicating weaker demand than recent history.

💼 Management faces criticism for returns on capital that are below average, suggesting limited investment opportunities.

🏆 The company has exceeded Wall Street's EPS estimates in each of its last four quarters.

👥 Among 18 analysts covering the stock, the consensus rating is 'Hold' with a price target of $65.25.

Bullish Signals
  • The company has successfully exceeded Wall Street's EPS estimates in each of its last four quarters.
  • Analysts project fiscal 2026 EPS to reach $4.53, marking a 10% increase from the previous year.
Risk Factors
  • COO stock has declined 17.2% over the past 52 weeks, significantly underperforming the S&P 500 and healthcare sector peers.
  • Annual sales growth of nearly 6.5% over the past two years is below the industry average for healthcare companies.
  • Estimated sales growth of 4.2% for the next year indicates tepid demand, lower than performance in the last two years.
  • The company's returns on capital are below average, indicating a lack of compelling investment opportunities for management.
Full Analysis
The Cooper Companies, Inc. (COO) is preparing to release its Q4 2026 earnings report. The San Ramon-based firm operates through two segments, CooperVision and CooperSurgical, developing and marketing contact lenses for various vision challenges. Analysts project the company's diluted EPS for this quarter to be $1.07, representing a 7% decline from the year-ago quarter of $1.15. Looking ahead to fiscal 2026, analysts forecast COO's EPS to reach $4.53, an increase of 10% from the previous year's $4.12. For fiscal 2027, earnings are expected to rise further by approximately 3.5% year-over-year to $4.69. Despite these forward-looking projections, the stock has underperformed significantly over the past 52 weeks. COO shares have declined 17.2% over the last year, trailing the S&P 500's 12.4% gain and the State Street Healthcare Select Sector SPDR ETF's 23.6% rise during the same period. Analysts cite tepid demand and below-average sales growth as primary concerns, with annual sales growth hovering near 6.5% over the past two years, which is lower than the industry average for healthcare companies.